The index rebounded today, led by the gem index. On the disk, individual stocks rose more and fell less, with more than 3200 stocks rising. From the perspective of trading volume, the turnover of the two cities today was 1119.7 billion, which was 12.7 billion compared with the previous trading day. Today, the gem has a significant volume.
I. top ten transactions of Shanghai and Shenzhen Stock connect
The net inflow of northbound funds throughout the day was 1.707 billion yuan, including a net outflow of 323 million from Shanghai Stock connect and 1.383 billion from Shenzhen Stock connect.
Today, the Shanghai and Shenzhen Stock connect has a small net inflow, and the number of trading stocks in the top ten trading stocks of the Shanghai and Shenzhen Stock connect is quite large. In terms of purchase, China Merchants Bank Co.Ltd(600036) led the net purchase, and Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) two new energy concept stocks led the net purchase.
In terms of sales, China Tourism Group Duty Free Corporation Limited(601888) led in net sales. The performance forecast of the stock was lower than expected, and the share price fell sharply today. In addition, Contemporary Amperex Technology Co.Limited(300750) led the net sales today. The share price of the stock rose by more than 5% for two consecutive days, which helped the gem rebound, but foreign investors sold the stock sharply for two consecutive days. This move or foreign investors are not optimistic about the sustainability and height of its rebound.
II. Major single funds of individual stocks in the sector
From the performance of the sector, covid-19 detection, medical devices, chemical pharmaceuticals, traditional Chinese medicine and other sectors led the increase, and all the sectors leading the increase were anti epidemic related sectors. In terms of falling sectors, coal, tourism, education, natural gas and other sectors led the decline.
From the capital monitoring data of the main sectors, today, only four sectors have a net inflow of main funds, and the inflow amount is small. Although the market theme speculation is hot today, the willingness of main funds to enter the market is not strong.
In terms of capital outflow from the sector, the net outflow of main funds from the pharmaceutical sector led today, and the pharmaceutical related sector also led the decline today. The net inflow of main funds in the banking sector continued to rank first.
From the monitoring data of main funds of individual stocks, there are more Chinese medicine stocks in the top ten stocks with net inflow of main funds, but on the whole, the net inflow amount of main funds in the top ten stocks is not large.
Among the top ten stocks of main capital outflow today, there are more financial stocks, of which Ping An Bank Co.Ltd(000001) , Citic Securities Company Limited(600030) , Ping An Insurance (Group) Company Of China Ltd(601318) rank among the top three in net outflow.
III. futures index position
The main contract in January is about to expire. Starting today, the main contract of position statistics will be replaced by March. Both long and short positions of IH’s main contract were reduced today, and the number of short positions was significantly more than that of long positions. If main contract long position increase, short position decrease. Both long and short sides of IC main contract have significantly increased their positions, and the number of long positions is more than short positions. Overall, the three main contracts today are dominated by bulls.
IV. dragon and tiger list
1. Organization
Today, most of the institutions on the Dragon Tiger list are pharmaceutical stocks, and some institutions have participated in digital economy concept stocks. Among them, the mask concept stock Suzhou Harmontronics Automation Technology Co.Ltd(688022) was purchased by four institutions for more than 50 million. Digital economy concept stocks Beijing Baolande Software Corporation(688058) and new point software have been jointly raised by a number of institutions. In terms of sales, the auto parts concept stock Ningbo Jifeng Auto Parts Co.Ltd(603997) was sold by nearly 200 million yuan by five institutions today, and the epidemic stock Zhende Medical Co.Ltd(603301) was also sold by nearly 100 million yuan by three institutions.
2. Hot money
Today, the hot money on the Dragon Tiger list is mainly to participate in digital economy concept stocks, of which Beijing Egova Co.Ltd(300075) won two front-line hot money seats and jointly bought more than 50 million. In addition, Beijing Jetsen Technology Co.Ltd(300182) , Newcapec Electronics Co.Ltd(300248) , Hubei Radio & Television Information Network Co.Ltd(000665) were scrambled by hot money.
