Today, northbound funds made a substantial net purchase, China Vanke Co.Ltd(000002) obtained a substantial net purchase of foreign capital against the trend, and China Merchants Bank Co.Ltd(600036) was a substantial net sale. The number of short positions in the three futures indexes is greater than that of long positions. Yesterday, the real estate leader Cccg Real Estate Corporation Limited(000736) was sold by two institutions for more than 100 million yuan. Nearly 100 shares in the two cities rose by the limit, and the activity of front-line hot money is still low.
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds bought a net 9.137 billion yuan throughout the day, including 4.227 billion yuan for Shanghai Stock connect and 4.91 billion yuan for Shenzhen Stock connect.
Today, northbound funds made a substantial net purchase, with most of the top ten traded stocks in the two cities being net purchases, China Vanke Co.Ltd(000002) today’s net purchases took the lead. The real estate sector adjusted today, and foreign investors bought “real estate Mao” against the trend, or they were still optimistic about the next trend of real estate stocks Kweichow Moutai Co.Ltd(600519) net purchases came second.
In terms of net sales, China Merchants Bank Co.Ltd(600036) net sales took the lead. In the afternoon, the stock rose with the change of the banking sector, but foreign investors sold sharply, indicating that they are not optimistic about its future trend Jiangsu Hengrui Medicine Co.Ltd(600276) was the second largest net seller today, and the stock has been sold by foreign investors for three consecutive days.
II. Major single funds of individual stocks in the sector
In terms of sector performance, tourism, airports, duty-free shops, ports, retail and other sectors led the increase, while real estate, glyphosate, chemical fertilizer, agriculture 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 sector ranks first today, and the inflow amount is significantly greater than that of other sectors.
In terms of capital outflow from the sector, the net outflow of main funds from the chemical sector took the lead, and the net outflow of main funds from the real estate sector continued to be substantial.
From the main data of the stock fund monitoring data, the main capital flows into the top ten stocks, and the stock and Baijiu shares are more, China Stock Market News main capital flows into the top.
Among the top ten stocks of main capital outflow today, infrastructure real estate stocks are more, and the net outflow of Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) main capital ranks first.
III. futures position
Today, both sides of the long and short positions of the three major futures index contracts increased their positions, and the number of short positions of the three major futures index contracts was greater than that of the long positions, among which the number of long positions of the if major contract was significantly greater than that of the long positions. Although the market rose sharply in the afternoon today, it does not seem to be optimistic about the sustainability of the index rebound from the action of increasing and reducing positions of the futures index.
IV. dragon and tiger list
1, organization
Today, there are many infrastructure and real estate stocks in the institutional list of the dragon and tiger list, and most of them are mainly net sales. Among them, the real estate leader Cccg Real Estate Corporation Limited(000736) which fell by the limit yesterday was sold by two institutions for more than 100 million yuan, and Xinjiang Beixin Road & Bridge Group Co.Ltd(002307) was sold by one institution for nearly 100 million yuan.
In terms of net purchases, the performance of Andon Health Co.Ltd(002432) in the first quarter rose sharply. Today, the limit was raised, and one institution bought 159 million. In addition, two infrastructure stocks Shenzhen Zhongzhuang Construction Group Co.Ltd(002822) and Xinjiang Communications Construction Group Co.Ltd(002941) were bought by institutions.
2. Hot money
Although it was close to the limit of 100 shares today, the activity of front-line hot money was still not high, among which Cccg Real Estate Corporation Limited(000736) got hot money purchase of more than 30 million.
