news

Data review丨Main funds increase positions in food and beverage, real estate and other industries. Northbound funds rush to buy Industrial Foxconn, Kweichow Moutai, etc.

2024-08-08

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

On August 8, the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and Sci-Tech Innovation 50 Index bottomed out and rebounded in the morning, and then fluctuated and fell in the afternoon. As of the close, the Shanghai Composite Index closed flat at 2869.90 points, with a turnover of 271.108 billion yuan; the Shenzhen Component Index was at 8446.21 points, down 0.04%, with a turnover of 348.767 billion yuan; the ChiNext Index was at 1611.51 points, down 0.54%, with a turnover of 155.755 billion yuan; the Sci-Tech Innovation 50 Index was at 708.92 points, up 0.19%, with a turnover of 35.913 billion yuan. The total turnover of the Shanghai and Shenzhen stock markets was 619.875 billion yuan, an increase of 27.84 billion yuan from the previous trading day.

Capital flows

1. Main capital

Wind statistics show that the main funds of the Shanghai and Shenzhen stock markets had a net outflow of 15.931 billion yuan today. Among them, the main funds of the ChiNext had a net outflow of 5.4 billion yuan, the main funds of the CSI 300 constituent stocks had a net outflow of 3.395 billion yuan, and the main funds of the Science and Technology Innovation Board had a net outflow of 165 million yuan.

From the perspective of industry, among the 31 primary industries to which Shenwan belongs, 11 industries have net inflows of main funds today, among which the food and beverage industry has the largest net inflow of main funds, with a net inflow of 592 million yuan; the industries with the largest net inflow of main funds are real estate, pharmaceutical biology, agriculture, forestry, animal husbandry and fishery, with net inflows of 564 million yuan, 461 million yuan and 360 million yuan respectively. The main funds of 20 industries have net outflows, among which the automobile industry has the largest net outflow of main funds, with a net outflow of 3.674 billion yuan; the industries with the largest net outflow of main funds are defense and military industry, mechanical equipment, computer, transportation, and power equipment, with net outflows of 3.058 billion yuan, 1.937 billion yuan, 1.53 billion yuan, 1.067 billion yuan and 1.054 billion yuan respectively.

Looking at individual stocks, 1,789 stocks received net inflows of major funds today, of which 14 stocks received net inflows of more than 100 million yuan. Wuliangye received the most net inflows of major funds, with a net inflow of 178 million yuan; Yonghui Supermarket, Tianfeng Securities, Zhejiang Medicine, Lingyi Intelligent Manufacturing, and Gemdale Group also received the most net inflows of major funds, with net inflows of 171 million yuan, 168 million yuan, 140 million yuan, 139 million yuan, and 136 million yuan, respectively.

In addition, 3,259 stocks were sold by the main funds, of which 30 stocks were sold by the main funds for more than 100 million yuan. The stock with the largest net outflow of main funds was Aerospace Science and Technology, with a net outflow of 922 million yuan; the stocks with the largest net outflow of main funds also included BAIC Blue Valley, Changan Automobile, Tianyin Electromechanical, CITIC Offshore Helicopter, and Aerospace Development, with net outflows of 918 million yuan, 597 million yuan, 473 million yuan, 328 million yuan, and 305 million yuan, respectively.

2. Northbound funds

Today's northbound funds had a turnover of 95.802 billion yuan, with a net purchase of 1.103 billion yuan. Among them, Shanghai Stock Connect had a net purchase of 800 million yuan, and Shenzhen Stock Connect had a net purchase of 303 million yuan.

In terms of active stocks, the net purchases of northbound funds today include Foxconn Industrial Internet, Kweichow Moutai, Zijin Mining, Shanxi Fenjiu, and North China Huachuang, with net purchase amounts of 212 million yuan, 204 million yuan, 187 million yuan, 111 million yuan, and 75 million yuan, respectively. The net sales of northbound funds include Wuliangye, Gree Electric Appliances, Zhongji Innolight, Luxshare Precision, and NARI, with net sales amounts of 198 million yuan, 192 million yuan, 104 million yuan, 99 million yuan, and 78 million yuan, respectively.

3. Funding trends of Dragon and Tiger List institutions

According to the after-hours Dragon and Tiger List data, today's institutional seat funds net sold a total of about 176 million yuan. Among them, there were 8 net purchases and 10 net sales. The stock with the largest institutional net purchase was Hongdu Aviation, with a net purchase amount of about 30.7592 million yuan; other stocks that institutions net bought were Jiansheng Group, Xintian Technology, etc. The stock with the largest institutional net sale was BAIC Blue Valley, with a net sale amount of about 178 million yuan; other stocks with the largest institutional net sales were Tendering Shares, Weichai Heavy Machinery, etc.

Jiansheng Group hit the daily limit today. After-market data showed that three institutions appeared on the Dragon and Tiger list, with a total net purchase of 18.9335 million yuan; Huatai Securities Co., Ltd. headquarters bought 11.7523 million yuan; Zhejiang Securities Co., Ltd. Jiangshan Chengzhong Road Securities Sales Department sold 3.509 million yuan.

Stock price fluctuations

As of the close, a total of 2,268 stocks rose in Shanghai and Shenzhen, 2,620 stocks fell, 199 stocks were flat, and 20 stocks were suspended. Excluding new stocks listed on the day, a total of 72 stocks rose by the daily limit, and 20 stocks fell by the daily limit. In terms of the number of consecutive daily limit days, *ST Jingfeng has closed 9 daily limit boards in a row, the most consecutive daily limit boards.

In terms of the number of orders placed at the closing price limit, Yongtai Energy was the most popular, with 197 million shares placed at the closing price limit, followed by Northeast Pharmaceutical and Yonghui Supermarket, with 59.6156 million shares and 56.3024 million shares placed at the closing price limit, respectively. In terms of the amount of orders placed, Northeast Pharmaceutical, Yongtai Energy, Zhejiang Medicine and other companies had more funds placed at the closing price limit, with 319 million yuan, 239 million yuan and 170 million yuan, respectively.

In terms of industry sectors and concepts, the industry sectors and concepts rose more than fell. Among them, agriculture, forestry, animal husbandry and fishery, food and beverage, textiles and clothing, building materials, real estate, beauty care, commerce and retail, chemical fiber and other industries have the highest increase; vitamins, food concepts, glyphosate, community group buying, pre-prepared dishes, equal rights for renting and selling, liquor, traditional Chinese medicine and other concepts have active trends. Defense and military industry, education, automobiles, communications, non-ferrous metals, computers and other industries have the largest declines; space-based interconnection, commercial aerospace, Beidou navigation, low-altitude economy, vocational education, virtual power plants and other concepts have weak trends. The stocks with daily limit are mainly concentrated in the pharmaceutical and biological, commerce and retail, agriculture, forestry, animal husbandry and fishery, chemical, electronics and other industries.

Report/Feedback