Today, due to the sharp net purchase of funds from the north of the index position adjustment, the net purchase of China Merchants Bank Co.Ltd(600036) ranked first, and Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) were sold sharply. The main funds have repeated attitudes towards the pharmaceutical sector, with a significant net inflow yesterday and a significant net outflow today. Institutional style hot money, the four institutions bought more than 100 million yuan yesterday, and Bank of Lanzhou sold nearly 100 million yuan today. The activity of hot money is still not high.
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds bought a net 8.457 billion yuan throughout the day, including 8.293 billion yuan for Shanghai Stock connect and 164 million yuan for Shenzhen Stock connect.
Today, due to the position adjustment of FTSE Russell index, Shanghai and Shenzhen stocks accelerated their sharp buying in the late trading. The net buying and net selling amount of several stocks in the top ten traded stocks in the two markets is also related to the position adjustment of FTSE Russell index. In terms of net purchase, China Merchants Bank Co.Ltd(600036) got a net purchase of 1.202 billion, ranking the first in net purchase. The call auction of the stock rose nearly 2% at the end of the day, which should be affected by the position adjustment purchase of the index. In addition, Citic Securities Company Limited(600030) , Longi Green Energy Technology Co.Ltd(601012) were in the second and third place of net buying, and the call auction of these two stocks also rose significantly at the end of the day.
In terms of net sales, Contemporary Amperex Technology Co.Limited(300750) and Kweichow Moutai Co.Ltd(600519) ranked among the top two in net sales, of which Contemporary Amperex Technology Co.Limited(300750) late call auction fell by more than 1
\u3000\u3000。 5%, Kweichow Moutai Co.Ltd(600519) late call auction fell nearly 1%. These two stocks should be affected by the position adjustment and sale of the index.
II. Major single funds of individual stocks in the sector
From the performance of the sector, building energy conservation, coal, rental and sale rights, tourism and other sectors led the increase, while electronic ID card, digital currency, hjt, automobile chip, Eastern digital and Western computing and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital of the large financial sector ranks first today, and the financial sector is also the main force to boost the strength of today’s index. The net inflow of the main funds in the real estate sector ranked first for two consecutive days.
In terms of capital outflow from the sector, the pharmaceutical sector, which ranked first in net inflow yesterday, ranks first in net outflow today. The attitude of the main funds towards the pharmaceutical sector has been repeated recently.
From the monitoring data of the main funds of individual stocks, white horse heavyweight stocks are the majority of the top ten stocks with the net inflow of main funds, and Ping An Insurance (Group) Company Of China Ltd(601318) main funds, which rose sharply today, are the first.
Today, the main capital flows out of the top ten stocks, Chinese medicine stocks are more, and the top three net outflows are all pharmaceutical stocks.
III. futures position
Among the three major futures index contracts today, both long and short positions of if and IC main contracts are increased, and the number of short positions in the two contracts is greater than that of long positions. Both long and short positions of IH main contract are reduced, and the number of long positions is less than that of short positions.
IV. dragon and tiger list
1, organization
Today, there are still many traditional Chinese medicine stocks on the institutional list of the dragon and tiger list, and most of them are net purchases. Among them, the share price of Shanghai Labway Clinical Laboratory Co.Ltd(301060) fell today, and the three institutions bought more than 50 million against the trend. The share price of North Chemical Industries Co.Ltd(002246) today’s pharmaceutical stock, which had five consecutive boards, was close to the limit, and the three institutions sold more than 80 million.
The share price of Bank of Lanzhou rose sharply today, but the four institutions sold nearly 100 million yuan against the trend. The stock was bought by four institutions for more than 100 million yuan yesterday. It is not ruled out that the same batch of institutions were bought yesterday and sold today. Under the current market situation with rapid rotation and poor sustainability, the style of institutions also began to become hot money.
2. Hot money
Today, the activity of front-line hot money in individual stocks is still not high, and many infrastructure and real estate stocks were bought by front-line hot money.
