Today, northbound funds were sold slightly, with Kweichow Moutai Co.Ltd(600519) net purchase taking the lead, and China State Construction Engineering Corporation Limited(601668) of the Chinese army in the infrastructure sector was purchased by foreign capital for 8 consecutive days. The net inflow of the main capital of the non-ferrous metal sector ranks first. Four institutions sold big bull shares in cro sector Asymchem Laboratories (Tianjin) Co.Ltd(002821) nearly 200 million yuan.
I. top 10 transactions of Shanghai Shenzhen Stock connect
The net sales of northbound funds throughout the day were 498 million, of which 389 million were bought by Shanghai Stock connect and 887 million were sold by Shenzhen Stock connect.
Today, northbound funds were sold slightly, and most of the top ten traded stocks in the two markets were net purchased, Kweichow Moutai Co.Ltd(600519) today’s net purchase ranked first, Zijin Mining Group Company Limited(601899) net purchase ranked second, and China Merchants Bank Co.Ltd(600036) was re purchased by foreign capital after being sold by foreign capital. In addition, China State Construction Engineering Corporation Limited(601668) has been net bought by foreign capital for 8 consecutive trading days. Although many infrastructure stocks fell by the limit today, foreign capital has continuously bought the military in the infrastructure sector or is still optimistic about the future market of infrastructure stocks.
In terms of net sales, Longi Green Energy Technology Co.Ltd(601012) net sales ranked first, and China Merchants Bank Co.Ltd(600036) net sales ranked first. 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
From the performance of the sector, logistics, coal, non-ferrous metals, oil and gas exploitation and other sectors led the rise, while digital currency, prefabricated buildings, cloud games, tourism and other sectors led the decline.
From the capital monitoring data of the main sectors, the net inflow of the main capital of the non-ferrous metal sector ranks first today, and most of the other net inflow sectors are cyclical sectors.
In terms of capital outflow from the sector, the net outflow of main funds from the pharmaceutical sector took the lead, and the net outflow of main funds from the real estate sector continued.
According to the monitoring data of main capital of individual stocks, there are more non-ferrous metal concept stocks in the top ten stocks with Zijin Mining Group Company Limited(601899) main capital net inflow taking the lead.
Today, there are more Chinese medicine stocks in the top ten stocks of main capital outflow, and the net outflow of Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) main capital ranks first.
III. futures position
In today’s three major futures index contracts, both long and short positions of IH and IC contracts are reduced, and the number of short positions is greater than that of long positions. Both long and short positions of if main contracts are increased, and the number of short positions is greater than that of long positions.
IV. dragon and tiger list
1, organization
Today, the institutional activity of the Dragon Tiger list decreased significantly, and the individual stocks on the list were mainly net sales. The former Bull Stock Asymchem Laboratories (Tianjin) Co.Ltd(002821) in the cro sector fell by the limit today, and four institutions sold nearly 200 million. Andon Health Co.Ltd(002432) continued to rise by the limit today, but one institution sold more than 50 million.
In terms of net purchase, only real estate stocks Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) were purchased by one institution for more than 20 million.
2. Hot money
Today, the activity of front-line hot money is still not high. Citic Securities Company Limited(600030) Shanghai Liyang Road business department bought three stocks. In addition, Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) was bought by institutions and one hot money seat was bought by more than 20 million.
