I. the trend of main funds in the market
Today, the main capital outflow from Shanghai and Shenzhen stock markets is 42.495 billion yuan. Of this total, there was a net outflow of 13.451 billion yuan from the Shanghai stock market, 29.044 billion yuan from the Shenzhen stock market, 10.763 billion yuan from the small and medium-sized board, and 110.29 yuan from the gem.
Comments: investors are paying close attention to the changes in policy, capital and outboard, and continue to pay attention to the investment opportunities contained in the sectors and individual stocks that reported higher-than-expected growth. From the style point of view, the follow-up should pay more attention to the valuation, profit matching cycle manufacturing category, cycle consumption plate. In operation, we should grasp the opportunity of low suction and should not catch up with high.
Second, the main capital trend of the industry plate.
Today, the top sectors of the net inflow of main funds in Shanghai and Shenzhen stock markets are: agriculture, animal husbandry, fishing, brewing industry, cement building materials, power industry, tourism and hotels; the plates with the top net outflow of main funds are: electronic components, software services, electronic information, securities trust, home appliances industry.
Comments: today, 10 industry sectors received net inflows of main funds, 36 fewer than the previous trading day. From the perspective of net inflow, the net inflow of 924 million yuan from agriculture, animal husbandry and fishery ranked first, followed by 885 million yuan from the brewing industry, and 587 million yuan from cement building materials. From the perspective of net outflow, the net outflow of the main capital of the electronic components plate ranked first with 5.509 billion yuan, while the software services plate ranked second with a net outflow of 5.139 billion yuan, and the electronic information plate ranked third with a net outflow of 3.327 billion yuan. In addition, the net outflow of the main force of 42 plates, such as securities trust and home appliance 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: Shilan Weiwei, Daan Gene, Guizhou Moutai, China exemption, and Big Bei Nong; the top 5 stocks with net capital outflow from Shanghai and Shenzhen stock markets are: Gree Electric Appliances, Oriental Wealth, Ping An Insurance, Ziguang Guowei and XD Fosun doctors.
Comments: from the perspective of net inflow, Shilan Wei, which ranks first, rose by the daily limit today, with a net inflow of 494 million yuan from the main capital, and a net inflow of 475 million yuan from Daanji, which ranked second, because of its daily limit. Guizhou Moutai, which ranked third, rose 0.48% today, with a net inflow of 366 million yuan. In addition, the net inflow of 37 main shares, such as China China exemption and Dabei Nong, is more than 100 million yuan, while the net inflow of the rest of the main shares is not more than 100 million. From the perspective of net outflow, Gree Electric Appliance fell 3.23% today, with a net outflow of 1.941 billion yuan in the first place. Oriental Wealth fell 2.21% today, with a net outflow of 768 million yuan in the second place. Ping An Insurance's main capital outflow was 755 million yuan, ranking third. In addition, the net outflow of 124 main shares, such as Ziguang Guowei, XD Fosun Medical, etc., is more than 100 million yuan, while the net outflow of the other main stocks is less than 100 million yuan.
IV. Northward trend of funds
The top five trading stocks of Shanghai Stock Connect: China China exemption, Guizhou Moutai, Longji shares, Ping An Insurance, Yili shares. The top five trading stocks of Shenzhen Stock Exchange: Gree Electric Appliances, Oriental Wealth, Zhifei Bio, Ningde Times, Lixun Precision.
Comments: today, the total net outflow of northbound funds is 4.245 billion yuan. Of this total, the Shanghai Stock Connect had a net outflow of 543 million yuan, with a balance of 52.543 billion yuan on the same day, and a net outflow of 3.703 billion yuan on the Shenzhen Stock Exchange, with a balance of 55.703 billion yuan on the same day. Today, the largest transaction of the Shanghai Stock Connect is China Intermediate exemption, with a net sale of 496 million yuan and a transaction value of 1.906 billion yuan. Followed by Guizhou Moutai, with a net purchase of 476 million yuan and a transaction value of 1.66 billion yuan. Longji shares ranked third, with a net sale of 760 million yuan and a transaction value of 1.238 billion yuan. Shenzhen Stock Exchange today's largest transaction is Gree Electric Appliances, with a net sale of 999 million yuan and a transaction value of 3.166 billion yuan. This was followed by Oriental Wealth, with a net sale of 147 million yuan and a transaction value of 1.173 billion yuan. In third place was Zhifei, with a net purchase of 11.1754 million yuan and a transaction value of 1.052 billion yuan.