Today, industries are generally rising, and the main funds of 15 industries have net inflows.
According to the calculation of the Securities Times·Databao, the net outflow of main funds from the Shanghai and Shenzhen stock markets today was 1.634 billion yuan, which was significantly slower than yesterday's outflow. Among them, the net inflow of ChiNext was 241 million yuan, and the net inflow of CSI 300 constituent stocks was 1.713 billion yuan.
Today's occupations are generally up. Among the first-level occupations of Shenwan, 25 occupations have increased, of which 10 occupations have increased by more than 2%, with commerce and retail, social services, and food and beverage leading the way. Architectural decoration, steel, banking, coal, petroleum and petrochemical, and real estate occupations will fall.
In terms of capital flow, today there are 15 major industries with net inflows of main funds, among which the main net inflows of power equipment and food and beverage are the top, with 2.512 billion yuan and 1.359 billion yuan respectively. Among the 16 industries with net outflows of main funds, the electronics industry ranked first, with a net outflow of 4.056 billion yuan throughout the day; followed by architectural decoration and communication industries, with net outflows exceeding 1 billion yuan.
Regarding recent market trends, Huaxi Securities stated that a number of economic data since the beginning of the year have continuously verified the overall recovery of domestic fundamentals, and the profitability of listed companies is expected to gradually recover. The current A-share market plays a supporting role. Overseas, the recent release of liquidity by the Federal Reserve and the Swiss National Bank has eased market concerns to a certain extent.
CXO leader is favored by the main force
From the perspective of individual stocks, a total of 13 major stocks have a net inflow of over 200 million yuan against the market. Among them, WuXi AppTec, the leader of CXO (pharmaceutical outsourcing services), received a net inflow of 658 million yuan of main capital, ranking first.
WuXi AppTec has been falling continuously since January 30, with a cumulative decline of 17.68% yesterday, and an increase of over 8% today. The company's 2022 annual report shows that the operating income is 39.355 billion yuan, a year-on-year increase of 71.84%; the net profit attributable to the parent is 8.814 billion yuan, a year-on-year increase of 72.91%. According to the agency, the CXO profession will continue to grow at a high speed in the next 3 to 5 years. WuXi AppTec, as the leader of CXO, will continue to benefit from the high growth brought about by professional dividends.
Ningde era and 2345 followed closely after this, with net inflows of main funds throughout the day being 576 million yuan and 565 million yuan respectively; In terms of stock price performance, there are Zhanlan Lixin, Tianyu Digital Technology, etc. with a daily limit.
Databao calculates that 10 stocks suffered a net outflow of more than 200 million yuan from the main force. Zhongtian Technology was smashed by the main force for 586 million yuan, and the amount of outflow ranked first. Since then, the stocks with the highest net sales are Fii, China Unicom, and SMIC World, with net outflows exceeding 300 million yuan.
The end of the liquor faucet was smashed by the main force
DataBao calculated that the net inflow of main funds in the two cities in late trading was 3.2 billion yuan, of which the net inflow of ChiNext was 1.24 billion yuan in late trading, and the net inflow of Shanghai and Shenzhen 300 constituent stocks was 1.204 billion yuan.
From the perspective of individual stocks, there are 5 stocks with a net inflow of funds exceeding 55 million yuan in late trading. The main force of TRS in the late trading ranked first with 155 million yuan; Zhongke Sugon, Tianqi Lithium Industry, and Tuowei Information ranked first in the late-market main force, with 77 million yuan, 61 million yuan, and 60 million yuan respectively.
6 stocks were fleeing by more than 50 million yuan by the main force in late trading. Among them, liquor stocks Kweichow Moutai and Wuliangye ranked first in late-day net outflows; Ningde Times, China Unicom, North World, and Zhongrun Resources also had net outflows of more than 50 million yuan.