The main funds increased their positions and 4 performance pre increased shares.
According to the statistics of securities times · databao, on January 13, the net outflow of the main funds of the two markets was 55.395 billion yuan, and the outflow amount increased significantly, including 19.336 billion yuan in Shanghai and 36.059 billion yuan in Shenzhen. Today, the Shanghai stock index fell 1.17% and the Shenzhen Component Index fell 1.96%. In terms of the index, today’s Shenzhen stock market is weaker than Shanghai stock market.
On the whole, more than 3000 shares in the two cities fell today, with poor market sentiment, with military industry, large consumption and lithium mining leading the decline. There are only 20 stocks with a net inflow of more than 100 million yuan, and 82 stocks with a net outflow of more than 100 million yuan. Meisheng Cultural & Creative Corp.Ltd(002699) has the largest net inflow of main capital, with an increase of 405 million yuan. Other main capital net inflows are Jinghua Pharmaceutical Group Co.Ltd(002349) , Contemporary Amperex Technology Co.Limited(300750) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) .
Meisheng Cultural & Creative Corp.Ltd(002699) quickly pulled up in today’s session to close the board by the daily limit. Due to the continuous popularity of the concept of meta universe, the company went out of the trend of 8-day and 7-board in December last year. After more than 10 days of adjustment, it rose again today. The company previously replied to the concern letter of Shenzhen stock exchange that the company received the repayment of 468 million from the controlling shareholder on December 10, 2021. Due to the epidemic situation, the verification and special report have not been carried out, and the company still touches the risk warning specified by Shenzhen Stock Exchange.
Among the stocks with a net inflow of main funds of more than 100 million yuan, 5 shares have announced the performance forecast for 2021, and 4 shares are pre increase, including Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Dynanonic Co.Ltd(300769) , 3D world, Phichem Corporation(300398) . Shenzhen Dynanonic Co.Ltd(300769) the growth rate is expected to be the highest. The announcement shows that the net profit attributable to the parent company is expected to be RMB 760-830 million in 2021, turning losses into profits year-on-year. The company said that during the reporting period, the company’s new production capacity was released, and the production and sales volume increased significantly compared with 2020. The rise in the price of upstream raw materials and tight supply and demand in the lithium iron phosphate market have driven the rise in the price of the company’s products.
Today, hot plates generally fell, and only digital RMB and coal concept stocks rose to a certain extent. The business management department of the central bank recently held a 2022 working meeting in the form of offline and video. The meeting pointed out that the pilot of the digital RMB Winter Olympics scenario was steadily promoted, the full coverage of seven scenarios was realized, and three large-scale digital RMB pilot activities were carried out, with 403000 landing scenarios and a transaction amount of 9.6 billion yuan. Superimposed on the issuance of the 14th five year plan for digital economic development, digital RMB concept stocks performed well today, Hyunion Holding Co.Ltd(002537) limit, Zjbc Information Technology Co.Ltd(000889) , Genimous Technology Co.Ltd(000676) rose by more than 5%.
According to the statistics of data treasure, Tianqi Lithium Corporation(002466) was the most strongly sold by the main funds, totaling 1.947 billion yuan, and individual stocks fell 6.44% today. Other leading net outflows were Wuliangye Yibin Co.Ltd(000858) , China stock market news and Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , with net outflows of 1.535 billion yuan, 1.313 billion yuan and 547 million yuan respectively
pharmaceutical and biological stocks suffered a net outflow of more than 10 billion yuan
According to the statistics of data treasure, only the comprehensive industry received the net inflow of main funds today, and the other 30 Shenwan industries were net outflows. among them, the net outflow of medicine and biology, non-ferrous metals and food and beverage ranked first, with a net inflow of 10.776 billion yuan, 5.321 billion yuan and 4.907 billion yuan respectively. on the news, the executive meeting of the State Council pointed out that it is necessary to promote the normalization and institutionalization of centralized volume procurement and speed up the expansion to benefit patients.
Central China Securities Co.Ltd(601375) according to the research report, the national standing committee mainly mentioned the centralized purchase of drugs focusing on chronic diseases and common diseases, expanding the coverage of centralized purchase of high-value medical consumables, ensuring the long-term stable supply of selected drugs and consumables, and implementing the policy of centralized purchase and retention of medical insurance fund balance. With the continuous and in-depth promotion of the reform of reducing the medical “mountain”, it will continue to benefit more residents. The tracking of pharmaceutical enterprises lies in whether the breakthrough of innovative drugs and high-quality drugs and the sales volume of centrally purchased drugs and high-value medical consumables can smooth the reduced high profits
the main capital fled late
From the trend of funds in the late trading, the main funds in the late trading were still dominated by net outflow, and there were a small amount of net inflow in the comprehensive and social service industries. The 24 Shenwan industries had a net outflow of more than 100 million yuan, and the final net outflow of medicine and biology, non-ferrous metals, food and beverage exceeded 800 million yuan.
The net outflow of Tianqi Lithium Corporation(002466) , Hubei Radio & Television Information Network Co.Ltd(000665) , Wuliangye Yibin Co.Ltd(000858) was more than 200 million yuan. recently, the sharp drop in the price of lithium carbonate triggered a heated discussion in the market. On January 12, the website of Wuxi stainless steel electronic trading center showed that the prices of various lithium carbonate futures fell by more than 11.71% and the lithium price index fell by 11.77%. While the futures fell, the spot lithium carbonate continued to rise. On January 12, according to Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) data, the quotation of some lithium battery materials rose again. Among them, lithium carbonate increased by 10500 yuan / ton, and the average price exceeded 330000 yuan / ton.
Statement: all information of databao does not constitute investment suggestions. The stock market is risky and investment should be cautious
