Today, the market ushered in an adjustment, led by the gem index. On the disk, individual stocks rose more and fell less, with more than 2300 stocks rising. In terms of trading volume, the turnover of the two cities today was 1065.3 billion, a decrease of 130.6 billion compared with the previous trading day. Today, the two cities have significantly reduced their volume.
I. top ten transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 3.821 billion yuan throughout the day, including 2.93 billion yuan for Shanghai Stock connect and 891 million yuan for Shenzhen Stock connect.
Today, the Shanghai and Shenzhen Stock connect continued its net inflow, with the majority of net purchases among the top ten traded stocks of the Shanghai and Shenzhen Stock connect. In terms of buying, China Merchants Bank Co.Ltd(600036) led the net buying for three consecutive days. In addition, although the lithium battery sector fell sharply again today, four lithium battery concept stocks Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Byd Company Limited(002594) , Yunnan Energy New Material Co.Ltd(002812) were bought by foreign capital against the trend.
In terms of sales, Wuxi Apptec Co.Ltd(603259) net sales took the lead, and China stock market news was continuously net sold by foreign investors.
II. Major single funds of individual stocks in the sector
From the performance of the sector, cloud games, tourism, data centers, media, building materials and other sectors led the increase, and all the sectors leading the increase were anti epidemic related sectors. On the decline sector, Saline Lake's lithium, CRO, Baijiu, defense and military industries, big fund holdings and other sectors fell.
From the capital monitoring data of the main sector, the net inflow of the main capital of the banking sector ranked first for two consecutive days, and the construction machinery sector ranked second. However, on the whole, the inflow amount of the sectors with the highest capital inflow was not large.
In terms of capital outflow from the sector, the main capital of the pharmaceutical sector led the net outflow for three consecutive days, and the main capital of the chemical sector also led the outflow for two consecutive days.
From the monitoring data of the main funds of individual stocks, the sectors of the top ten stocks are relatively messy, among which the recently active high-level stock Hubei Radio & Television Information Network Co.Ltd(000665) ranks first today.
Among the top ten stocks of main capital outflow today, lithium battery stocks are more, of which Contemporary Amperex Technology Co.Limited(300750) net outflow of main capital today ranks first, and Changchun High And New Technology Industries (Group) Inc(000661) main capital outflow of diving limit today ranks second.
III. futures index position
Today, both the long and short positions of if and IC main contracts are increased, and the number of short positions is significantly more than that of long positions. Especially for IC main contracts, the number of short positions is more than twice that of long positions. At present, the stake of lithium battery in the constituent stocks of CSI 500 index is large, and the short positions are not optimistic about the next trend of CSI 500 index or the next trend of lithium battery stocks. Both long and short positions of IH main contract are reduced, and the number of long positions is significantly more than short positions. On the whole, although the index fell today, the three futures indexes are dominated by short positions today. It is difficult to see the bottom of the index in the short term.
IV. dragon and tiger list
1. Organization
Today, most of the net sales in the institutional list of the dragon and tiger list, but the sectors to which individual stocks are sold are not concentrated. Among them, lithium battery concept stock Yongxing Special Materials Technology Co.Ltd(002756) was sold by three institutions for more than 130 million yuan, and covid-19 detection concept stock Xilong Scientific Co.Ltd(002584) was bought by four institutions for nearly 100 million yuan yesterday. Today, the share price rose by the limit, but the two institutions sold nearly 70 million yuan.
In terms of buying, today's digital currency concept stock Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) was bought by two institutions for more than 120 million.
2. Hot money
Today's Dragon and tiger list hot money is mainly involved in high-level stocks, but the purchase amount is not large. Among them, API concept stocks Jinghua Pharmaceutical Group Co.Ltd(002349) and Zhejiang Jianfeng Group Co.Ltd(600668) were purchased with hot money of more than 50 million.
