news

Main capital | Big news will come from overseas, more than 500 million yuan of funds will rush to buy this leading stock

2024-07-24

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Data is a treasure

Data treasure

Less worries about stock trading

The main funds in Shanghai and Shenzhen stock markets saw a net outflow of 19.712 billion yuan today.

On July 24, the three major A-share indices closed down. The Shanghai Composite Index fell 0.46%, barely holding above 2,900 points; the Shenzhen Component Index fell 1.32%, and the ChiNext Index fell 1.23%.

Among the Shenwan first-level industries, utilities rose by 1.5%, ranking first; defense and military industry, coal, construction and decoration, petroleum and petrochemical industries rose slightly. The rest of the industries fell, and the five industries of home appliances, real estate, automobiles, light industry manufacturing, and comprehensive industries all fell by more than 2%.

In terms of capital flows, the main funds in the Shanghai and Shenzhen stock markets today saw a net outflow of 19.712 billion yuan; the CSI 300 component stocks saw a net outflow of 5.832 billion yuan.

Among the Shenwan first-level industries, the net outflow of main funds in electronics ranked first, reaching 3.106 billion yuan, followed by automobiles and computers, with net outflows of 3.104 billion yuan and 2.05 billion yuan respectively. In addition, the net outflow of main funds in power equipment, pharmaceuticals and biology, and non-bank financial industries all exceeded 1 billion yuan.

In terms of net inflow,The petroleum and petrochemical industry ranked first, with 348 million yuan; The net inflow amounts of the three industries of communications, banking, and defense and military industry all exceeded 100 million yuan.

2 copper cables for high-speed connection

Concept stocks are favored by funds

From the perspective of individual stocks, 12 stocks had a net inflow of more than 100 million yuan.Woer Nuclear Materials, Hi-Tech Development, SinopecThe top three net inflow amounts were 527 million yuan, 201 million yuan, and 178 million yuan, respectively.

Today, the concept of copper cable high-speed connection is strong, except for the leading stocksWall Nuclear MaterialsIn addition to being favored by funds, concept stocksKingsignalIt also received a net purchase of 131 million yuan from major funds.

On the news front, Amphenol, the core supplier of Nvidia's high-speed copper cables, will release its financial report before the market opens on July 24, Eastern Time, and is expected to disclose the latest business progress. Some brokerages said that with the trend of high integration of AI servers, copper connections may become an important component of AI servers.

The share prices of the three oil companies rose collectively, among whichSinopecThe increase of nearly 4% hit a new high since 2008, sparking heated discussions in the market. Recently, the international oil price trend has been positive, and the domestic energy demand has continued to grow, providing strong support for the performance of the "three oil barrels".

SinopecBreaking through the multi-year high may indicate that a new wave of rising cycles has begun. The collective rise of the "three oil barrels" also shows that the market's risk appetite for the energy sector is increasing, which may also indicate a recovery in the industry's prosperity.


According to Databao statistics, the net outflow of major funds from 33 stocks exceeded 100 million yuan.Shanghai BellingThe net outflow of main funds was 619 million yuan, and the single-day turnover was 4.267 billion yuan, ranking first.

Shanghai BellingThe company expects to achieve a net profit of 120 million to 140 million yuan in the first half of this year, turning losses into profits year-on-year. Influenced by the sharp increase in performance, the company's stock price has recently hit a new high this year. The stock has fallen sharply in the past two trading days, and fell nearly 9% today.

The main funds in the new energy vehicle sector have continued to flee recently.Changan Automobile, King Long Automobile, Seres, JAC MotorsThe net outflow amount ranked first, which were 435 million yuan, 322 million yuan, 317 million yuan and 302 million yuan respectively; in addition,BYDThe main funds also sold a net amount of 283 million yuan.


The main funds fled at the end of the trading day

4 new energy vehicle stocks

According to Databao statistics, the main funds in the Shanghai and Shenzhen stock markets showed a net outflow of 3.202 billion yuan in the closing period. From the perspective of industry, the four industries of petroleum and petrochemicals, coal, steel, and comprehensive industries received a small return of main funds in the closing period, among which the net inflow of petroleum and petrochemicals was 82.909 million yuan. In addition, the net outflow of main funds in the electronics and automobile industries exceeded 500 million yuan in the closing period.

In terms of individual stocks,Yongtai Energy, China General Nuclear PowerThe net inflow at the end of the trading day exceeded 30 million yuan.Yongtai EnergyThere was a large drop in volume in the morning, and the stock closed at the limit down in the early trading; however, in the afternoon, the stock was strongly pulled up by funds, and the closing price was 1.1 yuan/share, a drop of 1.79%.

today,Yongtai EnergyThe announcement stated that the company's board of directors reviewed and approved a proposal to increase the share repurchase amount and a proposal to change the purpose of the repurchased shares and cancel them, and planned to increase the upper limit of fund repurchase to 1 billion yuan.


Judging from the net outflow of major funds at the end of the trading day,Changan Automobile, Seres, King Long Automobile, JAC MotorsThe net outflow of the four new energy vehicle stocks at the end of trading exceeded 60 million yuan.China Yangtze PowerAt the end of the trading day, there was a net selling of 60.3675 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

Proofread by: Tang Haocheng

Data treasure