I. Trends in the main capital of the market
Today, the net outflow of major capital from the Shanghai and Shenzhen markets was 33.455 billion yuan. Among them, there was a net outflow of 13.260 billion yuan from the main players in Shanghai, a net outflow of 201,095 billion yuan from the main players in the Shenzhen market, a net outflow of 7.309 billion yuan from the main players in the SME board, and a net outflow of 8.105 billion yuan from the main players in the GEM market.
Comment: Recently, the market is weak. Pharmaceuticals/medical devices have defensive properties and meet the need for capital hedging. However, overall, the sector effect is not strong. With the exception of the top individual stocks, most of them have overfallen and are rebound in nature. The main upfront speculation is very sufficient, so it is not appropriate to blindly catch up with gains in terms of operation.
II. Trends in major capital in the industry sector
Today, the sectors with the highest net capital inflows in the Shanghai and Shenzhen markets are: brokerage trust, medical industry, paper and printing, and diversified finance; the sectors with the highest net outflows of major capital are: electronic components, machinery industry, chemical industry, software services, and automobile industry.
Comment: Today, 4 industry sectors received net inflows of major capital, a decrease of 4 from the previous trading day. In terms of net inflows, the brokerage trust sector ranked first with a net inflow of 1,734 billion yuan, followed by the medical industry sector with a net inflow of 1,049 billion yuan, and the paper and printing sector ranked third with a net inflow of 501 million yuan; in terms of net outflows, the electronic components sector ranked first with a net outflow of 4,512 billion yuan, and the machinery industry sector ranked third with a net outflow of 2,389 billion yuan. In addition, the net outflow of major players in 46 sectors, including software services and the automotive industry, is over 100 million yuan.
III. Trends in the main capital of individual stocks
Today, the top 5 stocks with net capital inflows in the Shanghai and Shenzhen markets were: Huaan Securities, Haoyue Nursing, Pacific, Lixun Precision, and Guoyuan Securities; the top 5 stocks with net capital outflows were: Ping An of China, Shanghai Airport, Shengguang Group, TCL Technology, and BOE A.
Comment: Looking at net inflows, Huaan Securities, which ranked first, rose 8.00% today, with a net inflow of main capital of 702 million yuan. Haoyue Nursing, which ranked second, rose 10.00% today, with a net inflow of 697 million yuan for the main force. The Pacific, which ranked third, rose 2.87% today, with a net inflow of 376 million yuan as the main force. In addition, the net inflow of 16 major stocks, including Lixun Precision and Guoyuan Securities, was over 100 million yuan, while the net inflow of the remaining individual stocks did not exceed 100 million yuan. Judging from the net outflow, Ping An of China fell 2.30% today, and the net outflow of main capital of 532 million yuan ranked first. Shanghai Airport fell 6.11% today, ranking second with a net outflow of 456 million yuan of main capital. The net capital outflow of the main capital of the Guangdong Provincial Group was 427 million yuan, ranking third. Furthermore, the net outflow of 60 major stocks, including TCL Technology and BOE A, was over 100 million yuan, while the net outflow of the remaining individual stocks was less than 100 million yuan.
IV. Northbound capital trends
The top five trading stocks of Shanghai Stock Connect: Kweichow Moutai, Ping An of China, Sany Heavy Industries, Longji Co., Ltd., and Hengrui Pharmaceutical. The top five trading stocks of Shenzhen Stock Connect: BYD, Lixun Precision, Wuliangye, Watson Biotech, and Ningde Era.
Comment: Today, the total net outflow of capital to the north was 374 million yuan. Among them, the net capital outflow from Shanghai Stock Connect was 1,055 billion yuan, with a balance of 53,055 billion yuan; the net capital inflow of Shenzhen Stock Connect was 681 million yuan, with a balance of 51,319 billion yuan for the day. Today, the largest transaction on Shanghai Stock Connect was Kweichow Moutai, which received a net sale of 557 million yuan, with a transaction amount of 1,832 million yuan. Next was Ping An of China, which received a net purchase of 172 million yuan and a transaction amount of 1,384 billion yuan. In third place is Sany Heavy Industries, which received a net purchase of 218 million yuan and a turnover of 689 million yuan. Today, the biggest transaction for Shenzhen Stock Connect was BYD, which received a net purchase of 39.798 million yuan, with a transaction amount of 1,358 million yuan. Next was Lixun Precision, which received a net purchase of 536 million yuan and a transaction amount of 1,137 million yuan. In third place is Wuliangye, which received net sales of 113 million yuan and a turnover of 1,123 billion yuan.