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Main capital | Three major industries are favored by capital at the end of trading

2024-08-13

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The net outflow of major funds in the Shanghai and Shenzhen stock markets increased by 7.58 billion yuan compared with the previous trading day.

The three major stock indexes fluctuated narrowly today. The environmental protection sector rose sharply, pharmaceutical stocks rose against the trend, new crown drugs led the gains, oil and gas stocks strengthened in the afternoon, and nuclear pollution prevention and control concept stocks moved abnormally in the late trading; real estate, education, tourism, commercial aerospace and other sectors had the largest declines.

In terms of capital flows, the main capital outflow in the Shanghai and Shenzhen stock markets was 16.28 billion yuan, an increase of 7.58 billion yuan compared with the previous trading day. The CSI 300 Index constituent stocks had a net outflow of 4.321 billion yuan.

In terms of industries, only three industries, namely pharmaceutical and biological, environmental protection, and banking, received net inflows of major funds, with net inflows of 369 million yuan, 288 million yuan, and 201 million yuan respectively. In contrast, the net outflows of major funds in electronics, computers, automobiles, and mechanical equipment were relatively large, all exceeding 1 billion yuan.

Pharmaceutical stocks are favored by funds

6 individual stocks received net inflows of over 100 million yuan from major funds.Yiling PharmaceuticalThe stock price hit the daily limit, with a total transaction amount of 840 million yuan, a turnover rate of 3.54%, and a net inflow of 239 million yuan from major funds, ranking first on the A-share list.

Qiming InformationThe net inflow of major funds was 223 million yuan, second only to Yiling Pharmaceutical, and the stock price rose 8.18% in large volume.

Today, many pharmaceutical stocks received attention from investors.Xinhua Pharmaceutical, Zhongsheng Pharmaceutical, Teyi PharmaceuticalThe net inflow of funds ranked first in A-shares. From the news perspective, the national novel coronavirus infection epidemic situation in July 2024 released by the Chinese Center for Disease Control and Prevention recently showed that the proportion of viral infections such as influenza decreased in the summer, while the number of novel coronavirus infections increased, and the proportion increased.

In addition, the WHO said that data from the sentinel surveillance system in 84 countries showed that the percentage of positive COVID-19 tests has been rising in the past few weeks. Currently, the global COVID-19 positive detection rate is slightly over 10%, and the positive rate in Europe is over 20%.

Zhao Dongmei, an investment consultant at Guoyuan Securities, believes that the pharmaceutical sector has logic worth tracking in the short and medium term. Song Zhenghao, an analyst at Orient Securities, believes that the sector will continue to rebound as pharmaceutical stock prices remain low and sentiment improves.



Among the stocks with capital outflow, 22 stocks had a net outflow of major funds exceeding 100 million yuan.

King Long MotorsThe net outflow of main funds reached 401 million yuan, ranking first, and the stock price fell 7.18%. The company released its semi-annual report after the market closed last Friday, showing that the company achieved operating income of 9.763 billion yuan in the first half of the year, a year-on-year increase of 4.19%; net profit attributable to the parent company was 66.3961 million yuan, a year-on-year increase of 41.70%; but the non-net profit decreased from -49.0736 million yuan in the same period last year to -96.7949 million yuan; the net cash flow from operating activities was -528 million yuan, a sharp year-on-year decrease of 204.51%.

Today, the overall performance of auto stocks is not good.BAIC BluePark, Changan AutomobileThe net outflow of major funds ranked first.



The three major industries saw an inflow of over 10 million yuan in late trading

The two markets saw a net outflow of 2.102 billion yuan in the closing period. In terms of industries, six industries saw a net inflow of funds in the closing period, with petroleum and petrochemical, agriculture, forestry, animal husbandry and fishery, and light industry manufacturing leading the way, all with a net inflow of more than 10 million yuan. The electronics and computer industries saw a net outflow of 438 million yuan and 269 million yuan respectively in the closing period.

In terms of individual stocks,Beijing Beijing Chemical Industry Co., Ltd., Volkswagen Transportation, China Youth Travel Service Co., Ltd., Beijing Automotive Blue ValleyThe net inflow of funds for 18 stocks in the late trading session exceeded 10 million yuan.



In the closing period, 63 stocks saw major funds flee with over 10 million yuan.CATLIn the closing period, the net outflow of main funds was the highest, reaching 49.4709 million yuan; King Long Automobile had the second highest net outflow, at 49.036 million yuan; Kweichow Moutai, Northeast Pharmaceutical, and China Mobile had the highest net outflow, all exceeding 30 million yuan.



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: Wang Jincheng

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