Yesterday, northbound funds made substantial net purchases, with Cosco Shipping Holdings Co.Ltd(601919) net purchases taking the lead. The main capital of the pharmaceutical sector ranked first in continuous net outflow. The dragon and tiger list institutions have significantly sold the leading real estate stocks. At present, the market height is Cccg Real Estate Corporation Limited(000736) , and the sales amount accounts for more than 5% of its circulation. Galaxy Securities Beijing Beijing Centergate Technologies (Holding) Co.Ltd(000931) Avenue business department bought 10 stocks yesterday, most of which fell sharply.
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds bought a net 4.421 billion yuan throughout the day, including 1.688 billion yuan for Shanghai Stock connect and 2.733 billion yuan for Shenzhen Stock connect.
Yesterday, northbound funds made a substantial net purchase, and the number of net purchases and net sales of the top ten traded stocks in the two cities was basically the same. In terms of net purchase, Cosco Shipping Holdings Co.Ltd(601919) net purchase ranked first, and the stock was rarely listed before China State Construction Engineering Corporation Limited(601668) net buying came second, with net buying in nearly four listed transactions. In addition, Kweichow Moutai Co.Ltd(600519) continued to receive net foreign investment purchases.
In terms of net sales, China Tourism Group Duty Free Corporation Limited(601888) net sales ranked first. The stock rose sharply yesterday and was sold by foreign investors. Foreign investors may not be optimistic about the sustainability of its rebound China Merchants Bank Co.Ltd(600036) net sales ranked second, and the stock was sold by foreign investors for two consecutive days.
II. Major single funds of individual stocks in the sector
In terms of sector performance, ports, duty-free shops, tourism, airports, mobile games and other sectors led the increase, while traditional Chinese medicine, covid-19 treatment, pharmaceutical commerce, building energy conservation and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital of the securities and banking sector ranked first yesterday, and the net inflow of the main capital of the banking sector ranked first for two consecutive days.
In terms of capital outflow from the pharmaceutical sector, the main capital of the pharmaceutical sector had a significant net outflow for three consecutive days.
According to the monitoring data of main funds of individual stocks, among the top ten stocks with net inflow of main funds, the weighted white horse stocks are more, and the net inflow of Cosco Shipping Holdings Co.Ltd(601919) main funds ranks first.
Among the top ten stocks of main capital outflow yesterday, there were many digital currency concept stocks, of which several stocks were among the top in the net inflow the day before yesterday. It can be seen that the attitude of main capital towards the digital currency sector is relatively repeated.
III. futures position
Yesterday, both long and short sides of the three major futures index contracts increased their positions, and the number of long positions increased was greater than that of short positions. It can be seen that long positions are more optimistic about the trend of the post holiday index.
IV. dragon and tiger list
1, organization
Yesterday, the number of net purchases and net sales of individual stocks in the institutional list of the dragon and tiger list was basically the same. In terms of net purchases, Shanghai Fudan Microelectronics Group Co.Ltd(688385) yesterday's share price soared, and the four institutions bought 176 million shares. The share price of Guangdong Taiantang Pharmaceutical Co.Ltd(002433) yesterday, a traditional Chinese medicine stock with three consecutive boards, fell sharply, but the three institutions bought more than 40 million against the trend.
In terms of net sales, at present, the height of the market and the real estate stocks Cccg Real Estate Corporation Limited(000736) with six boards have been sold by four institutions for nearly 600 million, and it is preliminarily estimated that the sales amount accounts for more than 5% of its circulation. Yesterday's trading of Shanghai International Port (Group) Co.Ltd(600018) port stocks was also sold by institutions for more than 80 million.
2. Hot money
Yesterday, the market continued to ebb in the short term, many high-level stocks fell sharply, and the activity of front-line hot money was also low, but there was a very rare phenomenon. The business department of Galaxy Securities Beijing Beijing Centergate Technologies (Holding) Co.Ltd(000931) Street bought 10 stocks, with a total purchase amount of nearly 200 million. It was very rare for one seat to buy 10 stocks in a single day. In addition to quantitative seats and retail base seats, Normal hot money seats rarely buy so many stocks in a single day. Specifically, these 10 stocks are high-level stocks in the recent market, and most stocks fell sharply today. From this point of view, this seat is unlikely to be a quantitative capital seat. The seat reads the bottom in batch or is optimistic that the high-level stocks that have fallen sharply recently after the festival will usher in a wave of anti package market.
