Today, northbound funds were sold slightly, with China Merchants Bank Co.Ltd(600036) net purchase taking the lead. This stock and Industrial Bank Co.Ltd(601166) have been net purchased by foreign capital for 6 consecutive days. The net inflow of main funds in the real estate sector ranked first for four consecutive days. Longhubang institutions sold a number of pharmaceutical stocks and real estate stocks, and the activity of hot money decreased significantly.
I. top 10 transactions of Shanghai Shenzhen Stock connect
The net sales of northbound funds throughout the day were 922 million, including 357 million for Shanghai Stock connect and 565 million for Shenzhen Stock connect.
Today, northbound funds were sold slightly. Among the top ten traded stocks in the two cities, the number of net buying and net selling stocks was basically the same. In terms of net purchase, China Merchants Bank Co.Ltd(600036) net purchase takes the lead. The stock has been net purchased by foreign capital for six consecutive trading days. In addition, Industrial Bank Co.Ltd(601166) has also been net purchased by foreign capital for six consecutive trading days. After the previous continuous net sales, foreign capital is suspected to begin to make up the position of bank shares in the near future.
In terms of net sales, Ping An Insurance (Group) Company Of China Ltd(601318) net sales take the lead. Since the year of the tiger, foreign capital has basically dominated Ping An Insurance (Group) Company Of China Ltd(601318) net sales.
II. Major single funds of individual stocks in the sector
In terms of sector performance, real estate, oil and gas, coal, precious metals and other sectors led the rise, while covid-19 treatment, covid-19 detection, CRO, assisted reproduction and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital from the banking sector, which ranked first yesterday, and the net inflow of the main capital from the real estate sector for four consecutive days.
The net outflow of funds from the pharmaceutical sector is close to 10 billion, and the net outflow of funds from the main sector is close to 10 billion.
From the monitoring data of main capital of individual stocks, among the top ten stocks with net capital inflow, Ping An Insurance (Group) Company Of China Ltd(601318) and Ping An Bank Co.Ltd(000001) two financial stocks ranked the top two in net inflow. In addition, all four listed new shares ranked the top ten in net inflow today.
Today, there are more Chinese medicine stocks in the top ten stocks of main capital outflow, with a total of six pharmaceutical stocks ranking in the top ten of net outflow.
III. futures position
Both the long and short sides of the three major futures index contracts increased their positions slightly today, and the number of long positions increased is greater than that of short positions. The long positions are fully dominant in the action of increasing and decreasing positions today.
IV. dragon and tiger list
1, organization
Today, there are more traditional Chinese medicine stocks and real estate stocks on the institutional list of dragon and tiger list. Among the pharmaceutical stocks, Kunming Longjin Pharmaceutical Co.Ltd(002750) was net bought by institutions, and Peking University Hospital, Jinghua Pharmaceutical Group Co.Ltd(002349) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) were net sold by institutions. Among the real estate stocks, Jiangsu Zhongnan Construction Group Co.Ltd(000961) was net bought by institutions, but Yango Group Co.Ltd(000671) and GEM stocks Shenzhen Sdg Service Co.Ltd(300917) on the 4th board were sold by institutions for more than 70 million. In addition, Lanzhou bank, which was bought by institutions yesterday, was sold by institutions today.
2. Hot money
Today, the activity of first-line hot money participating in individual stocks decreased significantly. Only three stocks were bought by first-line hot money seats, and the net purchase amount was no more than 50 million.
