Today, the market continues the rising trend of last Friday, but today the major indexes are divided. The small and medium-sized board index represented by the gem rose a lot, while the main board index rose relatively small. Technically, after the Shanghai Composite Index rose today, it stood above the 60-day moving average, and there was no other moving average pressure at the top for the time being. On the day, stocks rose more than fell less, more than 2400 stocks rose, but rising stocks significantly decreased compared with last Friday, mainly because many main board stocks fell into adjustment. From the perspective of trading volume, today's transaction volume between the two cities is 1.2549 trillion, an increase of 141.7 billion over the previous trading day. Today's trading volume between the two cities is significantly enlarged, or there may be incremental funds entering the market.
I. Top Ten transactions of Shanghai and Shenzhen Stock Connect
Northbound funds bought a small net of 1.435 billion yuan throughout the day, of which Shanghai stocks sold 1.506 billion yuan and Shenzhen stocks bought 2.942 billion yuan.
Today, the number of net purchases and net sales of the top 10 stocks in the Shanghai and Shenzhen Stock Connect are basically half and half, of which the Ningde era received more than 1 billion yuan in purchases for two consecutive days, continuing to rank first in net buyings. in addition, Ganfeng lithium and Huayou cobalt two lithium battery concept stocks have also been heavily bought by foreign investors. In terms of sales, the concept stocks of lithium batteries, Yiwei LiNeng and BYD, were sold more net by foreign investors. On the whole, foreign investors prefer lithium batteries upstream and sell mainly in the middle and lower reaches.
Second, the main single fund of individual stocks in the plate.
From the perspective of plate performance, today's market is mainly around the two high-prosperity tracks of semiconductors and lithium batteries, and the first rising and falling plates are also related to the two main lines, such as the third generation semiconductors, salt lake lithium extraction, photoresist, cobalt and so on. In terms of falling plates, insurance, CRO, real estate, banking, aquaculture and other sectors led the decline, and the financial real estate sector, which contributed to the strengthening of the index on Friday, fell into adjustment today.
From the main plate fund monitoring data, today's automobile, securities, chemical sector main capital inflow in the top, of which the securities sector main capital inflow for two consecutive days in the top.
In terms of the outflow of funds from the plate, medicine, food and beverage, real estate, and banks led the outflow of the main funds, of which the main funds of the pharmaceutical sector ranked first for three consecutive days, and the attitude of the main funds towards the financial sector was divided. The net inflow of funds from the securities sector is at the top, and the net outflow of funds from the banking sector is at the top.
From the monitoring data of the main funds of individual stocks, the top seven of the net inflows of main funds into the top 10 stocks are all new energy vehicle concept stocks, and the new energy automobile concept stocks achieve "dominance", which also shows that the main funds are optimistic about the future trend of the sector.
Today, the main capital outflow of the top ten stocks belong to the plate is more messy, but the overall net outflow amount is not large.
III. Futures index position
Today, both the long and short parties of the three major index contracts have significantly reduced their positions, among which the number of short positions in each major index is more than that of the bulls. On the one hand, the main contract shift ended, on the other hand, the index rose in the past two days, and then may face differentiation, so long and short parties first appropriately reduce positions, but as a whole, bulls still occupy a certain advantage.
IV. Dragon and Tiger list
1. Organization
Today, the institutional activity of the Dragon and Tiger list has obviously picked up, of which the stocks bought are mainly lithium battery and chip concept stocks, which are also the two main lines of today's market. In fact, today's rise in chip stocks also has a lot to do with new energy lithium batteries. Wang Chuanfu, chairman of BYD, said a few days ago: in the semiconductor field, the demand for semiconductors by electric vehicles is 5-10 times higher than that of traditional cars. From the recent report compiled by Guojin Securities, we can also see that the year-on-year growth rate of automotive semiconductors is significantly higher than that of other categories. Stimulated by this news, lithium batteries and chips in today's market are linked to rise, and next automotive semiconductors may become one of the key directions of the market. Today's Dragon and Tiger list also shows that institutions have begun to scramble for automotive semiconductor concept stocks: time Electric, an IGBT semiconductor concept stock for electric vehicles, was bought nearly 300 million by four institutions today. Debang Securities recently released the Times Electric Research report that the company has achieved the batch supply of A-class new energy vehicles, and is expected to become the leader of domestic automobile specification-level new energy vehicles IGBT. The stock rose to a record high today, where institutions scrambled to raise money regardless of cost or were very optimistic about the next trend of automotive semiconductor concept stocks. In addition, Yang Jie Technology and Lou Xiao Technology are also bought by institutions today because of the rising limit of automotive semiconductors.
In terms of selling, Jindi Group was sold more than 200 million by three institutions today, but the stock was also bought 150 million by four institutions at the same time. The game between institutions and real estate stocks is more intense. It seems that there are still great differences in institutional opinions on whether the current position of real estate stocks can bottom out after a long period of decline.
2. Hot money
Today, the activity of front-line hot money participating in individual stocks is still not high, and the stocks bought are relatively messy, of which Minmetals rare earths have bought more than 100 million yuan from two front-line hot capital seats.
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