Today, 25 industries have a net inflow of major funds.
*According to the statistics of Times and Databao, the net inflow of main funds in Shanghai and Shenzhen today was 1579.2 billion yuan, of which the GEM net inflow was 597.7 billion yuan, with a net inflow of 31 in CSI 300 constituent stocks3.3 billion yuan.
In terms of industry sectors, all 31 Shenwan first-class industries were **, and 7 industries rose by more than 5%, of which the pharmaceutical and biological industry rose first, reaching 736%, electronics, national defense and military industry, power equipment industry all rose more than 6%; There are also beauty care, computers, media, non-ferrous metals, non-bank finance and basic chemicals and other industries among the top gainers.
Today, 25 industries have a net inflow of main funds, of which 8 industries have a net inflow of more than 1 billion yuan. The net inflow of main funds in the electronics and computer industry ranked first, exceeding 2 billion yuan. There are also machinery and equipment, power equipment, media, automobiles and communications and other industries in the top net inflow.
Among the six industries with a net outflow of major funds, four industries had a net outflow of more than 100 million yuan, of which the banking industry had a net outflow of 15500 million yuan, the first; The net outflow of transportation, petroleum and petrochemical, textile and apparel, coal, steel and other industries exceeded 6 million yuan.
Brokerage stocks rose in the afternoon
The main force rushed to grab the chips
From the perspective of **, a total of 34 main shares have a net inflow of more than 100 million yuan today, of which 12 shares have a net inflow of more than 200 million yuan.
The net inflow of the main funds of Oriental Wealth was 58.8 billion yuan, ranking first, with a net inflow hitting a new high since September 22, 2023. In the afternoon, brokerage stocks rose again, with the western **, Hualin**, and Yangtze River all up the limit, the Great Wall ** rose by more than 9%, and the Northeast**, Oriental Fortune, Guoxin**, Shanxi**, etc. followed up sharply.
On the news side, the China Securities Regulatory Commission responded for the second time to the "two finances" business. In response to reporters' questions, the China Securities Regulatory Commission said that it proposed three measures to further strengthen supervision of the securities lending business: first, suspend the scale of new refinancing securities, with the balance of existing refinancing securities as the upper limit, suspend the scale of refinancing securities of new ** companies in accordance with the law, and gradually close the stock; The second is to require the company to strengthen the management of customer trading behavior, and strictly prohibit the provision of securities lending to investors who use securities lending to implement intraday rotation trading (disguised T+0 trading); Third, the CSRC will continue to strengthen supervision and law enforcement, and the China Securities Regulatory Commission will crack down on illegal activities such as improper arbitrage through the use of securities lending transactions in accordance with the law to ensure the smooth operation of securities lending and borrowing business.
In addition, the net inflow of major funds such as Cialis, BOE A, Wuliangye, Zhongji Innolight, and ZTE is also among the top.
Today, AITO Auto's official Weibo announced that the M9 will appear on the 2024 Spring Festival Gala of the Year of the Dragon. A few days ago, Sailis Automobile announced that the Sailis Super Factory has been completed and put into use, and the first batch of owners of the M9 has successfully held delivery activities.
According to data treasure statistics, the net outflow of 14 main shares exceeded 100 million yuan, of which 4 shares had a net outflow of more than 200 million yuan.
The net outflow of the main capital of Shenzhen China A was 25.3 billion yuan, ranking first. As one of the representatives of the "Chinese character generation", the stock has soared since the beginning of the year, with a cumulative increase of more than 168% in January, during which 12 daily limits were recorded. According to the announcement, the company expects a net profit of 12 million yuan to 18 million yuan in 2023, a year-on-year turnaround, and a loss of 761 in the same period last year640,000 yuan.
The net outflow of the main capital of the Daqin Railway was 25.1 billion yuan, ranking second. On February 6, Daqin Railway announced that in January 2024, the company's core operating asset, Daqin Line, completed 34.42 million tons of cargo transportation, a year-on-year decrease of 385%, with an average daily volume of 111030,000 tons. The Daqin line runs an average of 74 heavy vehicles per day1 train, of which 54 trains run an average of 20,000 tons per day5 columns.
There are also a number of bank stocks that have been sold by the main funds, including Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of Communications, China Construction Bank, Bank of Jiangsu, etc.
The main force in the end of the market increased positions in these stocks
According to data treasure statistics, the net inflow of main funds in the two cities at the end of the day was 45.7 billion yuan, of which the net inflow of the GEM tail end was 52.3 billion yuan, with a net inflow of 21.3 billion yuan.
The net inflow of the main funds in the tail market of 8 shares exceeded 40 million yuan, of which 3 shares had a net inflow of more than 70 million yuan, namely Cialis, BOE A and Zhongji Innolight.
According to data treasure statistics, the net outflow of the main funds of 15 shares exceeded 20 million yuan, of which the net outflow of the main funds of Yili shares was 6640670,000 yuan, the first. There are also China Mobile, Midea Group, Industrial and Commercial Bank of China, Bank of Communications, etc., which have the highest net outflows in the end of the market.