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Less worries about stock trading

The main funds in Shanghai and Shenzhen stock markets saw a net outflow of 27.36 billion yuan today.

On July 23, the three major A-share indexes opened lower and continued to fall. By the close, the Shanghai Composite Index fell 1.65%, the Shenzhen Component Index fell 2.97%, and the ChiNext Index fell 3.04%. Among the Shenwan primary industries, only the banking industry rose slightly by 0.86%, while the rest of the industries fell; non-ferrous metals fell the most, with a sharp drop of 4.81%, and the pharmaceutical and biological, food and beverage, beauty care, and electronics industries all fell by more than 3%.

In terms of capital flows, the main funds in the Shanghai and Shenzhen stock markets today saw a net outflow of 27.36 billion yuan; the CSI 300 component stocks saw a net outflow of 11.421 billion yuan.

Among the Shenwan first-level industries, the net outflow of main funds in electronics ranked first, reaching 7.863 billion yuan; computers and non-ferrous metals ranked second and third, with net outflows of 2.865 billion yuan and 2.682 billion yuan respectively; followed by the net outflow of main funds in automobiles, power equipment, food and beverages, pharmaceuticals and biology, national defense and military industry, and basic chemical industry all exceeding 1 billion yuan.

In terms of net inflow,The banking industry ranked first, with 361 million yuan; The net inflow amounts of environmental protection, petroleum and petrochemical, steel and other industries all exceeded 50 million yuan.

Banking and cybersecurity sectors are favored

From the perspective of individual stocks, 10 stocks had a net inflow of more than 100 million yuan.Industrial and Commercial Bank of China, Aixu Holdings, Jiangling MotorsThe top three net inflow amounts were 228 million yuan, 223 million yuan and 222 million yuan respectively.

The banking sector exploded today and became the brightest "star" in the current market.Industrial and Commercial Bank of China, Agricultural Bank of China, China Construction BankThe increase was more than 2%.ICBCThe stock price hit an all-time high during the trading session.

Some analysts pointed out that yesterday's sharp drop in bank stocks was due to the central bank's interest rate cut, which expected the bank's interest rate spread to narrow. After yesterday's market close, news about a reduction in deposit rates came out again, which changed market expectations and the bank's interest rate spread may remain stable, thus triggering the upward movement of bank stocks today.

In addition, the impact of the global collapse of Microsoft's computer systems is still continuing. Today, the direction of network autonomous security and independent and controllable domestic substitution is once again sought after by funds.Wanda Information, Jiuyuan Yinhai, Qiming InformationWhen the stocks hit the daily limit, the main funds had net inflows of 78.3462 million yuan, 96.6508 million yuan and 116 million yuan respectively.

In 2023, the Ministry of Industry and Information Technology and 16 other departments issued the "Guiding Opinions on Promoting the Development of the Data Security Industry", proposing that by 2025, the scale of the data security industry will exceed 150 billion yuan, and the basic capabilities and comprehensive strength of the data security industry will be significantly enhanced. According to statistics from the China Cybersecurity Industry Alliance, in the first half of 2023, a total of 3,984 companies in China carried out cybersecurity business, a year-on-year increase of 22.4%. In 2022, the scale of my country's cybersecurity market was about 63.3 billion yuan, and it is expected to exceed 80 billion yuan in 2025.

According to Databao statistics, 69 stocks had a net outflow of more than 100 million yuan. New energy vehicles became the hardest hit area for net outflow of main funds.BYD, Changan Automobile, Inspur Information, BAIC BlueParkThe net outflow amount ranked first, which were 687 million yuan, 521 million yuan, 479 million yuan and 389 million yuan respectively; in addition,JAC MotorsThe net outflow of main funds also exceeded 350 million yuan.

The integrated circuit sector of the electronics subdivision also suffered a large net outflow of major funds.Tongfu Microelectronics, Montage Technology, Shanghai Belling, Cambrian-U, Changdian Technology, Changchuan TechnologyThe net outflow of semiconductor chip stocks such as , etc. was more than 200 million yuan.Wuliangye, Kweichow MoutaiIt also suffered a net outflow of over 200 million yuan from major funds.

Transportation received major capital return in the last trading session

According to Databao statistics, the main funds in the Shanghai and Shenzhen stock markets showed a net outflow of 5.397 billion yuan in the closing period. From the perspective of industry, the transportation sector received a return of main funds in the closing period, with an amount of 111 million yuan; the main funds in the electronics, computer and automobile sectors all had a net outflow of more than 500 million yuan in the closing period.

In terms of individual stocks,Longjiang TransportationThe net inflow at the end of the trading day was 92.7363 million yuan, ranking first;Hengrui MedicineThe net inflow was 65.6234 million yuan, ranking second.Industrial and Commercial Bank of China, Bank of Communications, China Construction BankAnd other bank stocks.

Judging from the net outflow of major funds at the end of the trading day,Changan Automobile, Wuliangye, BYDThe net outflow of these three stocks in the closing period exceeded 100 million yuan.

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

Editor: He Yu

Proofreading: Yang Lilin

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