On December 31 (the last trading day in 2021), Shanghai Composite Index and Shenzhen Composite Index rose in shock; Gem refers to the rise and fall in early trading, and the weakness fluctuates in a narrow range in the afternoon; The Kechuang 50 index was stronger in shock. As of the close, the Shanghai composite index reported 3639.78 points, up 0.57%, with a turnover of 433.49 billion yuan; Shenzhen composite index reported 14857.35 points, up 0.41%, with a turnover of 626.737 billion yuan; The gem index reported 3322.67 points, down 0.12 points from the previous trading day, with a turnover of 239.304 billion yuan; The Kechuang 50 index reported 1398.19 points, up 1.65%, with a turnover of 46.4 billion yuan. The total turnover of Shanghai and Shenzhen stock markets was 1060.227 billion yuan, exceeding 1 trillion yuan for two consecutive trading days.
capital flow
1。 Main funds
Wind statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 9.26 billion yuan, a net outflow for 17 consecutive trading days. Among them, the net outflow of main funds of gem was 3.808 billion yuan, the net outflow of main funds of CSI 300 constituent stocks was 1.185 billion yuan, and the net inflow of main funds of science and Innovation Board was 334 million yuan.
In terms of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, there are 8 industry sectors with net capital inflows today. Among them, the electrical equipment industry sector has the largest net capital inflows, with a net inflow of 4.032 billion yuan; Non ferrous metals, public utilities, textiles and clothing also led the net inflow of the main funds in the industry sector, with a net inflow of 1.156 billion yuan, 615 million yuan and 436 million yuan respectively. The main funds of 20 industry sectors showed a net outflow, of which the food and beverage industry sector had the largest net outflow, with a net outflow amount of 2.458 billion yuan; Among the top net outflows of the main funds of the industry sector are electronics, medicine and biology, automobiles, computers and banks, with net outflows of 1.62 billion yuan, 1.545 billion yuan, 1.266 billion yuan, 1.185 billion yuan and 1.181 billion yuan respectively.
In terms of individual stocks, 1939 individual stocks received a net inflow of main funds today, of which 68 stocks received a net inflow of main funds of more than 100 million yuan. Longi Green Energy Technology Co.Ltd(601012) received the largest net inflow of main funds, with a net inflow of 1.807 billion yuan; The leading stocks in the net inflow of main funds are Tibet Mineral Development Co.Ltd(000762) , Yong’an futures, Tianqi Lithium Corporation(002466) , Tongwei Co.Ltd(600438) , Qinghai Salt Lake Industry Co.Ltd(000792) , with net inflows of 1.242 billion yuan, 928 million yuan, 871 million yuan, 612 million yuan and 559 million yuan respectively.
In terms of continuous net inflow days, a total of 73 shares were the main capital this week (December 27 – December 31), with continuous net inflow for 5 consecutive trading days. Among them, Tianqi Lithium Corporation(002466) received the largest net inflow of main funds, with a total net inflow of 2.791 billion yuan; Among the top stocks in the total net inflow of main funds are Yongan futures, Sungrow Power Supply Co.Ltd(300274) , Youngy Co.Ltd(002192) , Keda Industrial Group Co.Ltd(600499) , Jiangsu Azure Corporation(002245) .
In addition, 2647 stocks were net sold by the main funds, of which 65 stocks were net sold by the main funds of more than 100 million yuan. The largest net outflow of main funds is Shanxi Meijin Energy Co.Ltd(000723) , with a net outflow of 1.437 billion yuan; Among the top stocks in the net outflow of main funds are Andon Health Co.Ltd(002432) , Wuliangye Yibin Co.Ltd(000858) , Ping An Bank Co.Ltd(000001) , Caitong Securities Co.Ltd(601108) , Sany Heavy Industry Co.Ltd(600031) , with net outflow amounts of 1.419 billion yuan, 929 million yuan, 699 million yuan, 674 million yuan and 582 million yuan respectively.
2。 Northbound funds
In 2021, the total turnover of northbound capital was 27629.591 billion yuan, the net purchase was 432.169 billion yuan, and the annual net purchase reached a record high. Among them, the total net purchase of Shanghai Stock connect was 193.727 billion yuan, and the total net purchase of Shenzhen Stock connect was 238.442 billion yuan.
In a single month, the cumulative turnover of northbound funds in December was 2339.391 billion yuan, with a net purchase of 88.992 billion yuan, and the monthly net purchase also hit a record high. Among them, the total net purchase of Shanghai Stock connect was 58.111 billion yuan, and the total net purchase of Shenzhen Stock connect was 30.881 billion yuan.
From a single day, the transaction volume of northbound capital today was 88.048 billion yuan, with a net purchase of 4.573 billion yuan, a net purchase for five consecutive trading days. Among them, the net purchase of Shanghai Stock connect was 2.03 billion yuan and that of Shenzhen Stock connect was 2.543 billion yuan.
In terms of active individual stocks, Tongwei Co.Ltd(600438) , China Vanke Co.Ltd(000002) , China Tourism Group Duty Free Corporation Limited(601888) , Sungrow Power Supply Co.Ltd(300274) , Yunnan Energy New Material Co.Ltd(002812) northbound funds bought more net, with net purchase amounts of 444 million yuan, 399 million yuan, 143 million yuan, 93 million yuan and 86 million yuan respectively. Luxshare Precision Industry Co.Ltd(002475) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Longi Green Energy Technology Co.Ltd(601012) , Goertek Inc(002241) , Gigadevice Semiconductor (Beijing) Inc(603986) north direction funds sold more net, with net sales amounts of 403 million yuan, 169 million yuan, 140 million yuan, 86 million yuan and 83 million yuan respectively.
3。 Fund trends of longhubang institutions
After hours data show that the total net sales of institutional seat funds today are about 109 million yuan. Among them, there were 4 stocks bought and 16 stocks sold. The largest net purchase of stocks by institutions is Zhejiang Jianfeng Group Co.Ltd(600668) , with a net purchase amount of about 70.2133 million yuan; Among the top net purchases by institutions are Anhui Xinke New Materials Co.Ltd(600255) , Newcapec Electronics Co.Ltd(300248) and other stocks. The most stocks sold by institutions are Tibet Mineral Development Co.Ltd(000762) , with a net sales amount of about 53.5606 million yuan. Among the top net sales of institutions are Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) , Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) , Dook Media Group Limited(301025) .
price limit stocks
As of the closing, a total of 2793 stocks in Shanghai and Shenzhen rose, 1703 stocks fell, 172 stocks were flat and 17 stocks were suspended. Excluding the new shares listed on the same day, a total of 74 stocks rose by the limit and 16 stocks fell by the limit. According to the number of consecutive trading days, Kunming Longjin Pharmaceutical Co.Ltd(002750) has closed 8 trading boards, and the number of consecutive trading boards is the largest.
Among the trading stocks, Kangmei Pharmaceutical Co.Ltd(600518) is the most sought after in terms of the number of closing trading board orders, with 75.7396 million closing trading board orders; This was followed by Chengdu B-Ray Media Co.Ltd(600880) , Jinghua Pharmaceutical Group Co.Ltd(002349) and so on. There were 35.5145 million shares and 26.5043 million shares sealed by the daily limit board respectively. In terms of the amount of sealed orders, Jinghua Pharmaceutical Group Co.Ltd(002349) , Chengdu B-Ray Media Co.Ltd(600880) , Naipu Mining Machinery Co.Ltd(300818) and other trading board sealed orders with more funds, with 299 million yuan, 263 million yuan and 250 million yuan respectively.
From the perspective of industry sector, the industry sector rose more or fell less, among which, agriculture, forestry, animal husbandry and fishery, real estate, medicine and biology, non-ferrous metals, electric power, media, textile and clothing, steel and other industry sectors rose higher; Food and beverage, coal, logistics and other industries led the decline. Trading stocks were mainly concentrated in pharmaceutical, biological, chemical, mechanical equipment, media, agriculture, forestry, animal husbandry and fishery industries.
Zhejiang Jianfeng Group Co.Ltd(600668) fell 5.43% today. After hours data showed that one institution appeared on the list of dragons and tigers, with a net purchase of 70.2133 million yuan; Huatai Securities Co.Ltd(601688) headquarters bought 129 million yuan; Gf Securities Co.Ltd(000776) Foshan Fenjiang Middle Road Securities Business Department bought 29.1582 million yuan; Haitong Securities Company Limited(600837) the securities business department of Qinghe East Road, Fuyang sold 80.9515 million yuan.
(Securities Times)
