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Less worries about stock trading

The net outflow of major funds in the Shanghai and Shenzhen stock markets was 12.633 billion yuan.

On July 18, the Shanghai Composite Index opened low and ended high. As of the close, the Shanghai Composite Index rose 0.48%, the Shenzhen Component Index rose 0.5%, and the ChiNext Index rose 1.25%. Among the Shenwan primary industries, the defense industry rose 2.01%, power equipment, public utilities, household appliances, and petroleum and petrochemicals rose more than 1%; electronics, computers, and media fell the most, all by more than 0.5%.

In terms of capital flows, the main funds in the Shanghai and Shenzhen stock markets had a net outflow of 12.633 billion yuan; the CSI 300 component stocks had a net outflow of 4.918 billion yuan.

Among the first-level industries of Shenwan Securities, the electronics industry had the largest net outflow, reaching 3.65 billion yuan; the computer industry ranked second with a net outflow of 1.862 billion yuan; followed by non-bank financial, non-ferrous metals, banks, and media industries with net outflows exceeding 800 million yuan. In terms of net inflows, household appliances, national defense and military industries, and social services had net inflows exceeding 100 million yuan, at 204 million yuan, 184 million yuan, and 111 million yuan, respectively.

Chip and lithography machine concept stocks have the largest net inflow of funds

11 stocks had a net inflow of more than 100 million yuan. Among them, Shanghai Belling, Tianfu Communication and Lanying Equipment ranked the top three in terms of net inflow, at 387 million yuan, 346 million yuan and 201 million yuan respectively.

Shanghai BellingChip-related concepts. Chip stocks exploded in the afternoon, and Shanghai Belling closed the board in the afternoon, with 105,100 orders for closing the board. The company expects to achieve a net profit of 120 million to 140 million yuan attributable to the parent company in the first half of 2024, turning losses into profits year-on-year. During the reporting period, demand in some markets of the integrated circuit industry recovered, the prosperity improved, and demand from downstream customers increased.

Blue Ying EquipmentYesterday, ASML, the global lithography giant, released its second quarter report, with total revenue of 6.24 billion euros and gross profit margin of 51.5%, both exceeding the upper limit of management guidance, triggering the A-share lithography sector today.

CITIC Securities said that the domestic semiconductor industry has a huge capacity gap and is expected to continue to expand production in the long term. In the short term, the acceleration of orders from advanced customers will bring more growth. According to the expansion expectations of domestic semiconductor wafer fabs, the demand for semiconductor equipment is expected to grow by more than 20% in 2024.

Among the stocks with outflow of major funds, 25 stocks had a net outflow of major funds exceeding 100 million yuan.Inspur Information, BAIC BlueParkNet outflow exceeds RMB 300 million;ZTE, Kweichow Moutai, Tongfu Microelectronics, Zijin Mining, Foxconn Industrial InternetThe net outflow was over 200 million yuan.

The "Big Three" optical modules received major capital grabbing in the late trading

The main funds of Shanghai and Shenzhen stock markets returned in the late trading, with a net inflow of 1.906 billion yuan. From the perspective of industry, the main funds of the communication and electronics sectors had the largest net inflows in the late trading, 403 million yuan and 370 million yuan respectively; the main funds of the power equipment, household appliances, non-ferrous metals, computers, and automobile sectors had a net outflow of more than 100 million yuan in the late trading.

In terms of individual stocks, the "Big Three" optical modules received a net inflow of major funds in the late trading.Tianfu Communication, Zhongji Xuchuang, XinyishengThe net inflows at the end of trading were 180 million yuan, 97 million yuan, and 57 million yuan respectively;CATL, China Merchants BankThe net inflow at the end of the trading day exceeded 60 million yuan.

The net outflow of individual stocks at the end of trading was relatively low.Jinjiang Online, Yangtze Power, Ankai BusThe net outflow of three stocks exceeded 20 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 Lilin

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