I. the trend of main funds in the market

Today, the main capital outflow from Shanghai and Shenzhen stock markets is 111.015 billion yuan. Of this total, there was a net outflow of 47.504 billion yuan from the Shanghai stock market, 63.511 billion yuan from the Shenzhen stock market, 26.301 billion yuan from the small and medium-sized board, and 177.98 yuan from the gem.

Comments: in the short term, semiconductor-related varieties have a sharp rebound in the recent trend of shock digestion, after the shock, there is still further active momentum in the medium term. The upward trend of the middle line of the market has not changed, and we should grasp the better allocation opportunity after the pullback in the later stage.

Second, the main capital trend of the industry plate.

Today, the top sectors with net capital inflows from Shanghai and Shenzhen stock markets are: none; the top sectors with net capital outflows are: electronic components, pharmaceutical manufacturing, securities trust, software services, brewing industry.

Comments: today, 0 industry sectors received net inflows of main funds, 6 fewer than the previous trading day. From the perspective of net outflow, the net outflow of the main capital of the electronic components plate ranked first with 13.983 billion yuan, while the pharmaceutical manufacturing plate ranked second with a net outflow of 11.885 billion yuan, and the securities trust plate ranked third with a net outflow of 7.117 billion yuan. In addition, the net outflow of the main force from 53 sectors, such as software services and wine-making industry, is more than 100 million yuan.

Third, the main capital trend of individual stocks.

Today, the top 5 stocks with net capital inflows from Shanghai and Shenzhen stock markets are: n SMIC-U, Pacific, Zhangjiagang Bank, Ningbo Construction Engineering, Greenland Holdings; the top 5 stocks with net capital outflow are CITIC, Wuliangye, Oriental Wealth, Gree Electric Appliances and Guizhou Moutai.

Comments: from the perspective of net inflows, N SMIC-U, which ranks first, rose 201.97% today, with a net inflow of main funds of 1.975 billion yuan, while Pacific Ocean, which ranked second, rose 7.23% today, with a net inflow of 1.481 billion yuan. Zhangjiagang Bank, which ranked third, rose 8.19% today, with a net inflow of 268 million yuan. In addition, the net inflow of 10 main shares, such as Ningbo Construction Engineering and Greenland Holdings, is more than 100 million yuan, while the net inflow of the other main shares is not more than 100 million. From the perspective of net outflow, CITIC fell 8.38% today, with a net outflow of 2.131 billion yuan in the first place. Wuliangye fell to the limit today, with a net outflow of 1.939 billion yuan in the second place. The main force of Oriental Wealth has a net outflow of 1.514 billion yuan, ranking third. In addition, the net outflow of 262 main shares such as Gree Electric Appliance and Guizhou Moutai is more than 100 million yuan, while the net outflow of the other main shares is less than 100 million yuan.

IV. Northward trend of funds

The top five trading stocks of Shanghai Stock Connect: Guizhou Moutai, Ping An Insurance, China exemption, CITIC, Hengrui Pharmaceutical. Top five trading stocks of Shenzhen Stock Exchange: Wuliangye, Gree Electric Appliances, Lixun Precision, Ningde Times, TCL Technology.

Comments: today, the total net outflow of northbound funds is 5.437 billion yuan. Of this total, the Shanghai Stock Connect had a net outflow of 1.568 billion yuan, with a balance of 53.568 billion yuan on the day, while Shenzhen Stock Connect had a net inflow of 3.869 billion yuan, with a balance of 55.869 billion yuan on the same day. Today, the largest transaction of the Shanghai Stock Connect is Guizhou Moutai, with a net sale of 186 million yuan and a transaction value of 6.081 billion yuan. This was followed by Ping An Insurance, with a net sale of 56.4379 million yuan and a transaction value of 2.958 billion yuan. The third place was China China exemption, with a net sale of 78.2571 million yuan and a transaction value of 2.125 billion yuan. Shenzhen Stock Exchange today's largest transaction is Wuliangye, with a net sale of 1.123 billion yuan and a transaction value of 4.347 billion yuan. This was followed by Gree Electric Appliances, which received a net sale of 1.452 billion yuan and a transaction value of 2.749 billion yuan. In third place was Lixun Precision, with a net purchase of 238 million yuan and a transaction value of 2.744 billion yuan.