Today, there is a net inflow of major funds in 7 industries.
*According to the statistics of Times Databao, the net outflow of main funds in Shanghai and Shenzhen today was 1827.9 billion yuan, of which the GEM net outflow was 233.2 billion yuan, with a net outflow of 78 percent from CSI 300 constituent stocks$2.6 billion.
In terms of industry sectors, 28 Shenwan first-class industries**, 4 industries rose by more than 3%, of which the national defense and military industry rose first, reaching 414%；Industries such as iron and steel, non-ferrous metals, pharmaceuticals and biology, automobiles, and basic chemicals were among the top gainers. Banking, real estate, textile and apparel industries all fell slightly.
Today, 7 industries have a net inflow of main funds, of which 5 industries have a net inflow of more than 100 million yuan. The net inflow of major funds in the automotive industry topped the list, reaching 68.7 billion yuan. There are also machinery and equipment, light manufacturing, household appliances, textiles and apparel and building materials and other industries with the highest net inflow of funds.
Among the 24 industries with a net outflow of major funds, 6 industries had a net outflow of more than 1 billion yuan, of which the banking industry had a net outflow of 364.3 billion yuan, ranking first; The net outflow of non-bank finance, medicine and biology, power equipment, media, and non-ferrous metal industries all exceeded 124.4 billion yuan.
The data of "Ning Wang" and "Saiwang" lit up
The main force rushed to raise more than 400 million yuan
From the point of view, a total of 11 shares have a net inflow of more than 100 million yuan today, of which 5 shares have a net inflow of more than 200 million yuan.
CATL's main capital inflow was 46.8 billion yuan, ranking first. According to reports, on February 7, South Korean research institute SNE Research released the latest power battery statistics, and the installed capacity of CATL power batteries in 2023 will reach 2597GWh with a global market share of 368%, an increase of 06 percentage points, still firmly at the top of the list.
CATL was the only company in the world with an installed capacity of more than 200GWh last year. If each new energy vehicle is equipped with 50 kWh of electricity (50 kWh), CATL's power battery loading capacity last year can support more than 5 million new energy vehicles.
The net inflow of the main funds of Cialis was 45.9 billion yuan, ranking second. In the first month of 2024, the sales volume of new power brands will be released, and the AITO Wenjie jointly created by Huawei and Cialis will be delivered 330,000 units won the championship for the first time, surpassing the ideal to become the monthly sales champion of the new forces. According to the official news of AITO Automobile, in January, all new cars were delivered30,000 units, up 3476%。
Among them, the delivery of the new M7 reached a new high, with a monthly delivery of 3130,000 new vehicles, the first time to achieve a monthly delivery of more than 30,000 units, since its launch in September 2023, the new M7 has accumulated more than 140,000 units.
In addition, the net inflow of major funds such as Huahong Company, N Huawei, Jianghuai Automobile, Hasen Shares, and Wuliangye is also in the top.
According to data treasure statistics, the net outflow of 52 main shares exceeded 100 million yuan, of which 5 shares had a net outflow of more than 300 million yuan; A number of large financial stocks have continued to flee from the main force.
The net outflow of the main capital of Oriental Wealth was 5500 million yuan, ranking first, and the net outflow hit a new high since August 31, 2023. ICBC had a net outflow of 48.7 billion yuan, a new high since November 1, 2022; The main funds have had a net outflow of the stock for 2 consecutive days, with a cumulative net outflow of 73.5 billion yuan.
Bank of Communications, Industrial Bank, Bank of China, Ping An Bank, Agricultural Bank of China and other bank stocks are among the top in terms of the amount of main funds selling.
The main force in the end of the market shot these stocks
According to data treasure statistics, the net outflow of main funds in the two cities at the end of the day was 154.8 billion yuan, of which the net inflow of the GEM was 21.3 billion yuan, with a net outflow of 19.8 billion yuan.
The net inflow of the main funds in the tail market of 7 shares exceeded 40 million yuan, of which the net inflow of 3 leading stocks exceeded 60 million yuan, namely Gree Electric Appliances, CATL and Cialis.
According to the SDIC ** research report, in the fourth quarter of 2023, the export boom of household appliances will be relatively high, and the high dividend yield of household appliances leaders will attract market attention, and the proportion of the active stock-biased ** heavy home appliance sector will continue to increase. In the fourth quarter of last year, the shareholding ratio of heavy household appliances was 345%, an increase of 037 percentage points; The overallocation ratio of household appliances is 134%, an increase of 04 percentage points. Looking ahead, with the continuous recovery of the domestic and foreign economies, the capital market's expectation of household appliance consumption will further recover, and the proportion of household appliances is expected to remain overweight.
According to the statistics of Databao, the net outflow of the main funds in the tail market of 21 shares exceeded 20 million yuan, of which the net outflow of the main funds in the tail market of Industrial Bank was 4744150,000 yuan, the first. There are also Zijin Mining, Shanxi Fenjiu, Industrial and Commercial Bank of China, Yintai ** and other net outflows in the end of the market.