Today, the market rebounded from shock, and the trading volume of the two cities shrank by 120.3 billion again, falling below trillion for two consecutive trading days. BEIXIANG capital bought a net 3.452 billion yuan, and China Merchants Bank Co.Ltd(600036) received a large net purchase of foreign capital for 6 consecutive days. Several lithium battery concept stocks were among the top in the net inflow of main funds, and both sides reduced their positions in the long and short of the main contracts of the three futures indexes. Longhubang institutions bought lithium and pharmaceutical stocks, and hot money scrambled to raise digital economy concept stocks.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 3.452 billion yuan throughout the day, including 2.114 billion yuan for Shanghai Stock connect and 1.339 billion yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect made a small net purchase, and most of the top ten traded stocks in Shanghai and Shenzhen Stock connect made a net purchase. In terms of buying, China Merchants Bank Co.Ltd(600036) took the lead in net buying today and received substantial net buying from foreign capital for 6 consecutive days. Wuliangye Yibin Co.Ltd(000858) and Kweichow Moutai Co.Ltd(600519) also received substantial net purchases from foreign capital.
In terms of sales, Jiangsu Hengrui Medicine Co.Ltd(600276) ranked first in net sales, Wuxi Apptec Co.Ltd(603259) ranked second, and was continuously sold by foreign capital.
II. Major single funds of individual stocks in the sector
From the performance of the sector, salt lake lithium extraction, digital currency, smart government, small metals, tourism and other sectors led the increase, and all the sectors leading the increase were anti epidemic related sectors. In terms of falling sectors, covid-19 treatment, tobacco, covid-19 detection, aquaculture and other sectors led the decline.
From the capital monitoring data of the main sector, the blue chip sector is the main sector with the top net inflow of main funds, but the overall net inflow is not large.
In terms of capital outflow from the sector, the main capital outflow from the pharmaceutical sector continued to take the lead, and the main capital outflow from the securities sector ranked the top for two consecutive days.
From the monitoring data of main funds of individual stocks, lithium battery stocks are more among the top ten stocks with net inflow of main funds, of which three lithium mining stocks Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Qinghai Salt Lake Industry Co.Ltd(000792) rank among the top three in net inflow.
Today, the main funds flowed out of the top ten stocks, with more traditional Chinese medicine stocks, and the Changchun High And New Technology Industries (Group) Inc(000661) and Jiangsu Hengrui Medicine Co.Ltd(600276) branches net flowed out of the top two.
III. futures index position
In today’s three major futures index main contracts, both IH and IC long and short sides have reduced their positions, and the number of positions reduced by the three major futures index long and short sides is basically the same, or because the festival is approaching, both long and short sides have appropriately reduced their positions.
IV. dragon and tiger list
1. Organization
Today, the net purchase of individual stocks in the institutional list of the Dragon Tiger list has increased, among which the purchase amount of lithium stocks is large, Ganfeng Lithium Co.Ltd(002460) has been purchased by one institution for more than 200 million yuan, and cangge mining has been purchased by two institutions for more than 100 million yuan. In addition, two pharmaceutical stocks Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) and Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) were bought by institutions. The digital economy concept stock Jc Finance & Tax Interconnect Holdings Ltd(002530) of 7 Lianban was broken today, and the three institutions bought more than 200 million.
In terms of sales, the share price of game heavyweight Perfect World Co.Ltd(002624) fell by the limit today and was sold by three institutions for more than 100 million yuan.
2. Hot money
Today, the activity of front-line hot money has increased, but the amount of buying individual stocks is small, mainly buying digital economy concept stocks. Digital economy concept stocks Shenzhen Emperor Technology Company Limited(300546) and Shanghai New Centurion Network Information Technology Co.Ltd(605398) both won first-line hot money seats and bought more than 30 million.
