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Main capital | Increase the position of Internet of Vehicles concept and withdraw from the big financial sector

2024-07-16

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Less worries about stock trading

The major financial sector saw a large net outflow of funds.

On July 16, the three major indexes closed higher, with the Shanghai Composite Index up 0.08%, the Shenzhen Component Index up 0.86%, and the ChiNext Index up 1.39%. Among the Shenwan primary industries, the electronics industry rose 2.92%, and the computer and power equipment industries rose more than 1%; on the downside, beauty care and textiles and apparel fell the most, at 2.08% and 1.06% respectively.

In terms of capital flows, the main funds in the Shanghai and Shenzhen stock markets today saw a net outflow of 3.961 billion yuan; the CSI 300 component stocks saw a net outflow of 747 million yuan.

Among the Shenwan first-level industries, the financial sector had a large net outflow, with banks and non-bank financial institutions having a net outflow of 1.393 billion yuan and 933 million yuan respectively; basic chemicals, communications and mechanical equipment followed with 762 million yuan, 572 million yuan and 405 million yuan respectively. In terms of net inflow, computers, power equipment, electronics and comprehensive main net inflows exceeded 100 million yuan, with 1.209 billion yuan, 844 million yuan, 437 million yuan and 124 million yuan respectively.

The concept of Internet of Vehicles has been increased by major funds

Data shows that today, the main net inflow of 20 stocks exceeded 100 million yuan. Among them,Tsinghua Unigroup, Sunwoda, Changan Automobile, Inspur InformationThe net inflows ranked top, namely 811 million yuan, 691 million yuan, 643 million yuan and 505 million yuan, respectively; BOE A, JAC Motors, Sungrow Power Supply and Leading Technology had net inflows of more than 200 million yuan.

Tsinghua Unigroup is a leading provider of ICT infrastructure and services in China, with leading market share in domestic products such as Ethernet switches, enterprise routers, and X86 servers. Today, the TMT sector rose strongly in the afternoon, with electronics, computers, and communications leading the gains, and Tsinghua Unigroup hit the daily limit in the afternoon.

According to the Dragon and Tiger List data of Tsinghua Unigroup, the first buying seat was Shenzhen Stock Connect, which bought 265 million yuan and sold 83.3799 million yuan, with a net purchase of 182 million yuan; the hot money "Xin Shou Xin Yi" was the second buying seat, with a net purchase of 128 million yuan; the institutional seats had a total net purchase of 93.1151 million yuan. The listed seats bought 593 million yuan and sold 184 million yuan throughout the day, with a total net purchase of 409 million yuan.

From the concept point of view, the Internet of Vehicles continued to rise today.King Long Motors, JAC Motors, Changan Automobile, Volkswagen TransportationStocks such as King Long Motors and Volkswagen Transportation hit their daily limit as major funds increased their holdings.

AVIC Securities stated that with the continuous implementation of vehicle-road-cloud projects, the coordinated development of intelligent networking and vehicle-road-cloud, the safety and efficiency of autonomous driving are expected to improve, while providing data support for intelligent driving models, and the development prospects of smart travel are optimistic.


Among the stocks with outflow of major funds, 24 stocks had a net outflow of major funds exceeding 100 million yuan.Ping An of ChinaOutflow ranked first, at 564 million yuan;Seres, Zhongji InnolightMore than 300 million yuan; Industrial and Commercial Bank of China, Agricultural Bank of China, Ping An Bank and China Merchants Bank all had high outflow amounts.

On July 15, the share prices of the four major state-owned banks, Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of China and China Construction Bank, hit a record high. Looking ahead, Huafu Securities believes that the banking sector needs to test the effects of previous policies and the future trend of fundamentals.


Funds flow out of the financial sector at the end of the trading day

The main funds of Shanghai and Shenzhen stock markets returned at the end of the trading day, with a net inflow of 373 million yuan. From the perspective of industry, the net inflow of main funds in the end of the trading day of power equipment, communications, computers, and electronics ranked first, all exceeding 100 million yuan; the main funds of banks and non-bank financial institutions continued to flow out, with 213 million yuan and 151 million yuan respectively.

In terms of individual stocks,Wall Nuclear MaterialsThe net inflow of major funds in the closing period exceeded 100 million yuan, reaching 113 million yuan; followed by Aerospace Electronics and BOE A, with a net inflow of major funds exceeding 50 million yuan in the closing period.


Juhua sharesThe net outflow of major funds in the closing period ranked first, at 77.0037 million yuan; the major financial stocks such as Ping An of China, Agricultural Bank of China, Ping An Bank, and Bank of China all saw outflow of major funds of more than 35 million yuan in the closing period.


Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: Lin Lifeng

Proofreading: Yang Shuxin

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