Today, northbound funds were sold by a large margin, and several new energy concept stocks such as Byd Company Limited(002594) were sold by foreign investors. The main capital of the real estate sector has continuously experienced a significant net outflow. The short positions of the three futures indexes were significantly reduced. Two high-ranking stocks, soling shares and Eternal Asia Supply Chain Management Ltd(002183) were sold by institutions and bought by hot money. Palm Eco-Town Development Co.Ltd(002431) and Zhongnongfa Seed Industry Group Co.Ltd(600313) who staged the “Earth Sky board” were continuously bought by hot money.
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds sold a net 5.744 billion yuan throughout the day, including 2.508 billion yuan for Shanghai Stock connect and 3.236 billion yuan for Shenzhen Stock connect.
Northbound funds sold substantially net today, with most of the top ten traded stocks sold net. Among them, Byd Company Limited(002594) ranked first in terms of net sales. In addition, Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Ganfeng Lithium Co.Ltd(002460) three lithium battery concept stocks were also net sold, and Longji green energy, Sungrow Power Supply Co.Ltd(300274) two new energy concept stocks were also net sold.
In terms of net purchase, Cosco Shipping Holdings Co.Ltd(601919) net purchase ranked first. The stock was less on the list before, and foreign investors bought it sharply in recent two trading days China Merchants Bank Co.Ltd(600036) also received net foreign investment purchases in a row.
II. Major single funds of individual stocks in the sector
From the performance of the sector, the growth of automobile, chemical fertilizer, lithium extraction from Salt Lake, steel and other sectors ranked first, while the decline of camping economy, airport shipping, Internet e-commerce, real estate development and other sectors ranked first.
From the capital monitoring data of the main sector, the net inflow of main capital in the steel sector is the first today, but the net inflow of main capital in the top sectors is not large.
In terms of capital outflow from the real estate sector, the main capital of the real estate sector has continuously experienced a significant net outflow.
From the monitoring data of main funds of individual stocks, lithium battery concept stocks are the majority of the top ten stocks with net inflow of main funds, Tianqi Lithium Corporation(002466) today, the net inflow of main funds ranks first.
Among the top ten stocks of main capital outflow today, white horse stocks are more, Wuliangye Yibin Co.Ltd(000858) today, the net outflow of main capital ranks first.
III. futures position
Today, both the long and short sides of the main contracts of the three futures indexes reduced their positions, and the number of short positions of the three futures indexes was greater than that of the long ones. The long ones are still optimistic that the index will continue to rebound in the short term.
IV. dragon and tiger list
1, organization
The sectors of individual stocks on the list of institutions on the dragon and tiger list today are relatively messy. Heren Health Co.Ltd(300550) acquired equity by Topchoice Medical Co.Inc(600763) won more than 80 million from three institutions, and Palm Eco-Town Development Co.Ltd(002431) won nearly 80 million from two institutions.
In terms of net sales, military stocks Avicopter Plc(600038) were sold by three institutions for more than 180 million. Previously, the market’s height sector cap removal concept stock soling shares were sold by institutions for more than 130 million. Another high-level stock Eternal Asia Supply Chain Management Ltd(002183) was also sold by institutions for more than 100 million yuan.
2. Hot money
Today, the activity of front-line hot money is general. Among them, two high-level stocks Eternal Asia Supply Chain Management Ltd(002183) and soling shares sold by institutions have been bought by hot money. There are great differences on the hot money of some high-level stock institutions Palm Eco-Town Development Co.Ltd(002431) was bought by institutions and raised by hot money. The Shaoxing Road Business Department of galaxy securities, which bought the stock today, also bought the stock sharply last Friday. In addition, Zhongnongfa Seed Industry Group Co.Ltd(600313) was also raised by Citic Securities Company Limited(600030) Shanghai Liyang Road business department for two consecutive trading days.
