The main flow of funds
According to Dongcai statistics, the main funds of Shanghai and Shenzhen today have a total inflow of 20.116 billion yuan. Thereinto:
▶ The net inflow of oversized orders was 17.624 billion yuan
▶ The net inflow of large orders was 2.492 billion
▶ The net outflow of China single was 11.393 billion yuan
▶ The net outflow of small orders was 8.723 billion yuan
From the perspective of industry sectors: communication equipment capital inflow is the largest, reaching 3.533 billion yuan, and the net inflow of main forces accounts for 7.74%; It was followed by Internet services, with a net inflow of 2.541 billion and a net inflow of 6.29%; The net inflow of software development was 2.459 billion, and the net inflow of main users accounted for 5.59%.
Chart: Recent trends in the top three industry sectors
Among the top ten sectors of net outflow of main funds, the chemical and pharmaceutical, coal industry and non-ferrous metals had the largest outflows, reaching 1.070 billion yuan, 488 million yuan and 457 million yuan respectively, in addition to precious metals, agriculture, animal husbandry and fishery, environmental protection industry, steel industry, comprehensive industry, decoration building materials and diversified finance, the same capital outflow scale also ranked first.
Chart: Recent trends of the top three industry sectors with capital outflows
From the perspective of concept sector: today's artificial intelligence, Huawei concept, and 5G concept have more capital inflows, with net inflows of 7.793 billion yuan, 7.587 billion yuan and 6.564 billion yuan respectively. In addition, institutional heavy positions, blockchain, domestic chips, cloud computing, Internet of Things, big data and smart machines are also the main concept sectors with more capital inflows.
Chart: Recent trends in the top three concept sectors of capital inflows
Today, the scarce resources sector has the largest outflow of funds, and the concept of traditional Chinese medicine, Alzheimer's, the concept of small metals, industrial hemp, the concept of gold, cold chain logistics, coal chemical industry, base metals and carbon trading are also the concept sectors with more outflow of main funds.
Chart: Recent trends of the top three concept sectors with capital outflows
From the perspective of individual stocks, according to Oriental Wealth data, 2,409 stocks received net inflows of main funds today, of which 71 shares received a net inflow of more than 100 million yuan. Kunlun Wanwei received the largest net inflow of main funds, with a net inflow of 1.280 billion yuan. The stock closed at 20% today, with a turnover of 6.129 billion yuan and a turnover rate of 16.07%.
On September 22, Kunlun Wanwei announced that based on the high recognition and long-term optimism of the AI industry and the company's development strategy, and in order to motivate the board of directors and management team to pay more attention to and achieve the company's long-term strategic goals, the company's controlling shareholder and actual controller Zhou Yahui, and the concerted actor Yingrui Century promised not to reduce their holdings of the company's shares in any form in the next three years (from September 22, 2023 to September 21, 2026), including the increase of such shares due to capital reserve during the commitment period and the distribution of stock dividends, allotment, additional issuance and other additional shares.
In terms of performance, Kunlun Wanwei achieved operating income of 2.425 billion yuan in the first half of the year, a year-on-year increase of 7.83%; the net profit attributable to the parent was 358 million yuan, down 44.31% from the same period last year; Overall gross margin for the first half of the year was 80%.
On September 13, Kunlun Wanwei announced that the company clarified that in the future, except for the minority financial investment of the technology VC fund of Kunlun Capital under the company, the company will no longer make any holding or long-term investment investment in other industries other than the upstream and downstream industries of artificial intelligence.
According to Kunlun Wanwei's 2022 financial report, the company said that in the next 10 years, it will firmly "Allin" AGI (General Artificial Intelligence) and AIGC, deepen the reform of businesses other than technology equity investment funds and holding incubation investments (such as Green Vanadium New Energy), and plan to strategically simplify the domestic interactive entertainment platform Idle Interactive Entertainment.
China Merchants Securities Research Report pointed out that the investment sector affected the growth rate of profits in the first half of the year, and with the divestment of equity in the investment business of the new energy sector, the impact of fluctuations in industries other than the main business on the company's performance is expected to be weakened, and the long-term is still optimistic about the sustainable development of the company's overseas business and the improvement of commercialization capabilities.
Chart: Ranking of individual stock inflows
Northbound capital flows
Today's northbound funds traded 113.123 billion yuan throughout the day, accounting for 14.79% of the total A-share turnover. Northbound funds bought a net of 7.493 billion yuan on the same day, of which Shanghai Stock Connect bought 3.313 billion yuan and Shenzhen Stock Connect bought 4.179 billion yuan. According to Wind data, seven of the last ten days of northbound funds were net sellers.
In terms of individual stocks, the stock with the highest turnover of Shanghai Stock Connect was Kweichow Moutai, with a turnover of 2.515 billion yuan, a net purchase of 132 million yuan, and a closing increase of 2.81%. It was followed by Industrial Fortune with a turnover of 1.120 billion yuan and a net purchase of 281 million yuan, up 8.90% at the close.
The individual stock with the highest turnover of Shenzhen Stock Connect was CATL, with a turnover of 1.903 billion yuan and a net sale of 630 million yuan, up 2.03%. It was followed by Zhongji Xuchuang, with a turnover of 1.499 billion yuan and a net sale of 164 million yuan. BYD's turnover was 1.104 billion yuan, with a net purchase of 469 million yuan, up 2.24%.
Hit a record high in the flow of funds for individual stocks
In addition to today's IPOs, a total of 2 stocks reached record intraday highs. From the perspective of industry attributes, information technology and healthcare industry each have 1. As of the close, Jetwing Technology rose to 35.94 yuan, with a turnover rate of 17.01% and a total market value of 8.856 billion yuan.
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