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Funds pursue the new energy sector.
On July 10, the two markets showed a pattern of deep strength and weak Shanghai, with the Shanghai Composite Index closing slightly higher and the ChiNext Index rising 1.37%. Market turnover continued to shrink, with only 761.4 billion yuan traded in the two cities, and northbound funds bought a net 1.23 billion yuan. In terms of individual stocks, more than 2,500 stocks rose. New energy track stocks rebounded collectively, the photovoltaic equipment sector rose sharply, and the insurance, automobile and motor sectors fell first.
From the perspective of capital flow, the main funds of Shanghai and Shenzhen have a net outflow of 10.378 billion yuan today, which is weaker than Friday. The CSI 300 constituent stocks saw a net inflow of $1.183 billion today.
In terms of sectors, most sectors today have net outflows. The power equipment industry has a unique inflow of funds, with a net inflow of 3.496 billion yuan; the net inflow of commerce and retail exceeds 800 million yuan, and media, food and beverage, and building decoration are also sought after by funds.
The outflow of funds from five industries exceeded 1 billion yuan, the outflow of the computer industry exceeded 3 billion yuan, the outflow of the electronics industry exceeded 2 billion yuan, and the outflow of funds from communications, machinery and equipment, automobiles and other industries exceeded 1 billion yuan.
AI leaders are the first to flee
In the evening, it was disclosed that the half-year report performance declined
From the perspective of individual stocks, 23 shares today have an inflow of more than 100 million yuan, LONGi Green Energy has the highest inflow, reaching 1.711 billion yuan; China has the second largest inflow of 914 million yuan; and N Tiancheng and CATL have an inflow of more than 400 million yuan.
LONGi Green Energy rose more than 8% today, the highest one-day increase since October last year, with a transaction volume of nearly 8.4 billion yuan, the highest transaction record in the year, and the highest turnover of A-shares today.
On July 7, LONGi Green Energy released the "Initiative on Standardization of Rectangular Wafer Module Size" on the official WeChat account, and nine companies reached a consensus on the standardized size of the new generation of rectangular silicon wafer medium-type modules. Industry insiders said that the unification of photovoltaic silicon wafer modules is conducive to reducing the overall burden of the industrial chain and avoiding disorderly competition.
The new energy sector rose in an all-round way today, among the photovoltaic sector, Jinlang Technology rose by more than 12%, Tongwei Shares, Canadian Solar, Hongyuan Green Energy rose by more than 5%, Crestec, Silicon Energy Technology, etc. have all risen a lot. In terms of funds, the photovoltaic sector also has the top inflows of Tongwei Shares, TCL Central, TBEA, etc., with inflows of more than 100 million yuan.
The lithium battery sector is also sought after by funds, with CATL's capital inflow exceeding 400 million yuan, and Jiangte Motor, Lianchuang Co., Ltd., EVE Lithium Energy, Penghui Energy, Tianqi Lithium and other inflows exceeding 100 million yuan.
On the news, the China Securities Regulatory Commission issued news on the 7th, agreeing to the registration of lithium carbonate futures and options on the Guangzhou Futures Exchange. After the listing of lithium carbonate futures and options, the new energy metal futures variety sector will initially form.
China Exempt ranked second in terms of capital inflow today, exceeding 900 million yuan, and the company's stock price rose to the limit today. On the news, the performance report of China Exempt showed that the company achieved operating income of 35.858 billion yuan in the first half of the year, a year-on-year increase of 29.68%.
For the performance express, a number of brokerages issued performance express reviews. Guosen Securities believes that the company's interim performance shows positive signs, and looks forward to the low base performance in the second half of the year and the opportunity of the new tax exemption policy. Minsheng Securities said that the company's net profit attributable to the parent in the second quarter increased by 13.75% year-on-year, and the gross profit margin improved month-on-month. Zheshang Securities believes that the company's second quarter performance slightly exceeded expectations.
Today, 44 shares have a net outflow of more than 100 million yuan, and the net outflow of iFLYTEK and Inspur Information exceeds 500 million yuan.
iFLYTEK's share price fell nearly 4% today, with an outflow of 928 million yuan. On the evening of July 10, the company disclosed the half-year performance forecast, and it is expected that the net profit in the first half of the year will be 55 million yuan to 80 million yuan, down 71%-80% year-on-year, and the net loss after deduction will be 270 million yuan to 330 million yuan. Driven by AI hype, the company's stock price rose by more than 100% this year, but AI as a concept has not made a significant contribution to the company's performance in the first half of the year.
In addition to iFLYTEK, AI is still the direction of capital outflow. Inspur Information, Zhongji Xuchuang, Huagong Technology, Kunlun Wanwei, Xinyisheng and other AI concept stocks that have been speculated are ranked high in capital outflow today.
Late days of money flowing into photovoltaic equipment
The leader exceeds 100 million yuan
At the end of the day, the two cities had an outflow of 610 million yuan; there were net inflows of funds in 13 industries, with building decoration inflows of more than 200 million yuan and power equipment inflows of 170 million yuan. There were 5 industries with a capital outflow of more than 100 million yuan, computers with an outflow of 470 million yuan, and automobiles, electronics, non-ferrous metals and other capital outflows.
In terms of individual stocks, only LONGi Green Energy had a net inflow of more than 100 million yuan, which was 125 million yuan. CPO leader Zhongji Xuchuang returned funds at the end of the day, with an inflow of more than 80 million yuan. *ST Tianwo, Desay SV, Industrial Fortune Union, 3D Communications and other stocks have more than 30 million yuan of capital inflows.
At the end of the day, no individual stocks had an outflow of more than 100 million yuan, and the two artificial intelligence concept leaders of iFLYTEK and Inspur Information ranked first. Ping An and Topway Information of China outflowed more than 50 million yuan.
Disclaimer: All information content of Datatreasure does not constitute investment advice, the stock market is risky, investment needs to be cautious.
Responsible editor: He Yu
Proofreader: Gao Yuan
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