Today, northbound funds made a small net purchase, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) ranked among the top two in net purchase, and China Merchants Bank Co.Ltd(600036) continued to lead in net sales. Short positions in IC main contracts increased significantly. CNOOC, which has been listed for four trading days, was raised by institutions three times, and the cumulative purchase amount exceeded the circulation price by 8%. Hot money rush to raise real estate and infrastructure stocks.
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds bought a net 1.543 billion yuan throughout the day, including 278 million yuan sold by Shanghai Stock connect and 1.821 billion yuan bought by Shenzhen Stock connect.
Today, northbound funds made a small net purchase, and most of the top ten traded stocks were sold, of which China Merchants Bank Co.Ltd(600036) continued to rank first in net sales, and Jiangsu Hengrui Medicine Co.Ltd(600276) net sales ranked second.
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II. Major single funds of individual stocks in the sector
From the performance of the sector, fentanyl, duty-free stores, hepatitis, super brands and other sectors led the rise, while textile and clothing, coal, securities, sub new shares and other sectors led the decline.
From the capital monitoring data of the main sectors, the net inflow of the main capital of the retail sector ranks first today, and only three sectors have a net inflow of the main capital.
In terms of capital outflow from the sector, the net outflow of main funds from the large financial sector continues to be the first, and the net outflow of main funds from cyclical sectors such as chemical industry and nonferrous metals ranks the first.
According to the monitoring data of main funds of individual stocks, the net inflow of main funds into the top ten stocks of traditional Chinese medicine is more, and the net inflow of Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) main funds ranks first.
Among the top ten stocks of main capital outflow today, there are more financial stocks, Andon Health Co.Ltd(002432) today, the net outflow of main capital ranks first.
III. futures position
In today's three major futures index contracts, both the long and short positions of IH and if main contracts have been reduced. Among them, the short position reduction of IH main contract is greater than that of long position, and the long position reduction of if main contract is greater than that of short position. Both long and short positions of IC main contract are increased, and the number of short positions is significantly greater than that of long positions.
IV. dragon and tiger list
1, organization
There are many stocks on the list of institutions on the Dragon Tiger list today. Among them, CNOOC, a newly listed new stock, was bought by four institutions for more than 600 million yuan. The stock was bought by institutions for nearly 100 million yuan yesterday and 1.17 billion yuan on the first day of listing. It was bought by institutions for three trading days after listing. It is roughly estimated that the cumulative purchase amount accounts for more than 8% of the circulating shares. Institutions continue to buy the stock sharply or are optimistic about the future trend of the stock. In addition, Yike food and Westone Information Industry Inc(002268) were also bought by institutions on the previous trading day.
In terms of net sales, the concept stock of large aircraft, China West Airlines, fell by the limit today, which was fiercely contested by institutions.
2. Hot money
Today, the activity of front-line hot money is average, and the real estate concept stock Langold Real Estate Co.Ltd(002305) was jointly purchased by two hot money seats. In addition, two infrastructure concept stocks Xinjiang Guotong Pipeline Co.Ltd(002205) and Zhejiang Construction Investment Group Co.Ltd(002761) were raised by hot money.
