On January 4 (the first trading day in 2022), Shanghai Composite Index and Shenzhen composite index opened higher, fluctuated lower, rebounded in the afternoon, and the decline narrowed; According to the gem index, the Kechuang 50 index opened higher and fell more than 2% in intraday volatility. As of the close, the Shanghai composite index reported 3632.33 points, down 0.2%, with a turnover of 510.251 billion yuan; Shenzhen composite index reported 14791.31 points, down 0.44%, with a turnover of 756.073 billion yuan; The gem index was reported at 3250.16 points, down 2.18%, with a turnover of 297.819 billion yuan; Kechuang 50 index reported 1364.99 points, down 2.37%, with a turnover of 53.3 billion yuan. The total turnover of Shanghai and Shenzhen stock markets was 1266.324 billion yuan, which was significantly larger than that of the previous trading day, exceeding 1 trillion yuan for three 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 21.589 billion yuan, a net outflow for 18 consecutive trading days. Among them, the net outflow of main funds of gem was 5.945 billion yuan, the net outflow of main funds of CSI 300 constituent stocks was 6.032 billion yuan, and the net outflow of main funds of science and Innovation Board was 585 million yuan.
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 9 industry sectors with net capital inflows today, among which the computer industry sector has the largest net capital inflows, with a net inflow amount of 1.966 billion yuan; The leading net inflow of main funds in the industry sector was also the media, agriculture, forestry, animal husbandry and fishery, and transportation, with a net inflow of 1.896 billion yuan, 1.893 billion yuan and 799 million yuan respectively. The main funds of 19 industry sectors showed a net outflow, of which the main funds of the pharmaceutical and biological industry sector had the largest net outflow, with a net outflow amount of 5.543 billion yuan; Among the top net outflows of the main funds of the industry sector are electrical equipment, non-ferrous metals, public utilities, chemical industry and mechanical equipment, with net outflows of RMB 5.08 billion, RMB 4.551 billion, RMB 3.424 billion, RMB 2.381 billion and RMB 2.317 billion respectively.
In terms of individual stocks, 1847 individual stocks received a net inflow of main funds today, of which 58 stocks received a net inflow of main funds of more than 100 million yuan. Cosco Shipping Holdings Co.Ltd(601919) received the largest net inflow of main funds, with a net inflow of 693 million yuan; Among the top stocks in the net inflow of main funds are Muyuan Foods Co.Ltd(002714) , Luxshare Precision Industry Co.Ltd(002475) , China Vanke Co.Ltd(000002) , Shanghai 2345 Network Holding Group Co.Ltd(002195) , S.F.Holding Co.Ltd(002352) , with net inflows of 645 million yuan, 616 million yuan, 364 million yuan, 351 million yuan and 304 million yuan respectively.
In addition, 2744 stocks were net sold by the main funds, of which 111 stocks were net sold by the main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are Wuxi Apptec Co.Ltd(603259) , with a net outflow of 1.077 billion yuan; Among the top stocks in the net outflow of main funds are East Money Information Co.Ltd(300059) , Shouhang High-Tech Energy Co.Ltd(002665) , Ganfeng Lithium Co.Ltd(002460) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , with a net outflow of 855 million yuan, 727 million yuan, 666 million yuan, 583 million yuan and 554 million yuan respectively.
2。 Northbound funds
The transaction volume of northbound capital today was 136.515 billion yuan, with a net purchase of 460 million yuan for six consecutive trading days. Among them, the Shanghai Stock connect net sold 941 million yuan and the Shenzhen Stock connect net bought 1.401 billion yuan.
In terms of active individual stocks, Cosco Shipping Holdings Co.Ltd(601919) , Muyuan Foods Co.Ltd(002714) , Ping An Insurance (Group) Company Of China Ltd(601318) , Eve Energy Co.Ltd(300014) , China Yangtze Power Co.Ltd(600900) North funds bought more net, with net purchase amounts of 438 million yuan, 388 million yuan, 313 million yuan, 298 million yuan and 239 million yuan respectively. Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) , Wuxi Apptec Co.Ltd(603259) , Sungrow Power Supply Co.Ltd(300274) , Tongwei Co.Ltd(600438) north direction funds were sold more, with net sales amounts of 975 million yuan, 555 million yuan, 448 million yuan, 339 million yuan and 330 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 176 million yuan. Among them, 10 stocks were purchased and 16 stocks were sold. The largest net purchase of stocks by institutions is Hangzhou Arcvideo Technology Co.Ltd(688039) , with a net purchase amount of about 232 million yuan; Among the top net purchases by institutions are Andon Health Co.Ltd(002432) , Shandong Chiway Industry Development Co.Ltd(002374) , Fujian Snowman Co.Ltd(002639) . The most stocks sold by institutions are Shandong Xiantan Co.Ltd(002746) , with a net sales amount of about 130 million yuan. Among the top net sales of institutions are Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Ningbo Deye Technology Co.Ltd(605117) , Visual China Group Co.Ltd(000681) .
price limit stocks
As of the closing, a total of 3299 stocks in Shanghai and Shenzhen rose, 1243 stocks fell, 50 stocks were flat and 11 stocks were suspended. Excluding the new shares listed on the same day, a total of 125 shares rose by the limit and 25 shares fell by the limit. According to the number of consecutive trading days, Kunming Longjin Pharmaceutical Co.Ltd(002750) has closed 9 trading boards, and the number of consecutive trading boards is the largest.
Among the trading stocks, Huitong group is the most sought after in terms of the number of orders sealed on the closing trading board, with 251 million shares sealed on the closing trading board; This was followed by Kangmei Pharmaceutical Co.Ltd(600518) , Jilin Zixin Pharmaceutical Industrial Co.Ltd(002118) and so on, with 70.3748 million shares and 24.7329 million shares sealed on the trading board respectively. Based on the amount of sealed orders, Huitong group, Kangmei Pharmaceutical Co.Ltd(600518) , Beijing Tongrentang Co.Ltd(600085) and other trading boards have more funds to seal orders, with 676 million yuan, 228 million yuan and 225 million yuan respectively.
From the perspective of industry sectors, agriculture, media, coal, textile and garment, real estate, computer and other industry sectors rose ahead; Power, photovoltaic equipment, rubber products, electronics, chemical and other industries led the decline. Trading stocks are mainly concentrated in pharmaceutical and biological, media, real estate, textile and clothing, food and beverage, computer and other industries.
Hangzhou Arcvideo Technology Co.Ltd(688039) rose 16.7% today. After hours data showed that five institutions appeared on the dragon and tiger list, with a total net purchase of 232 million yuan; China International Capital Corporation Limited(601995) Shanghai Branch bought 11.5614 million yuan; Sealand Securities Co.Ltd(000750) Shenzhen Zhongxin Road Securities Business Department sold 30.7582 million yuan; Guotai Junan Securities Co.Ltd(601211) Haide Sandao securities business department of Shenzhen coastal city sold 22.7848 million yuan.
(Securities Times)
