On December 22, the Shanghai Composite Index, the Shenzhen Component Index, the ChiNext Index, and the Science and Technology Innovation 50 Index bottomed out in early trading, fell rapidly in the afternoon, and then rebounded for a time, and then fell again. As of the close, the Shanghai Composite Index was at 2,914.78 points, down 0.13%, with a turnover of 327.498 billion yuan, the Shenzhen Component Index was at 9,221.31 points, down 0.39%, with a turnover of 451.945 billion yuan, the ChiNext Index was at 1,825.84 points, down 0.37%, with a turnover of 201.707 billion yuan, and the Science and Technology Innovation 50 Index was at 843.32 points, down 0.53%, with a turnover of 47.823 billion yuan. The total turnover of the Shanghai and Shenzhen markets was 779.443 billion yuan, an increase of 46.956 billion yuan from the previous trading day.
Money flows
1. Main funds
Wind statistics show that the main funds of Shanghai and Shenzhen have a net outflow of 26.499 billion yuan today. Among them, the net outflow of the main funds of the Growth Enterprise Market was 10.523 billion yuan, the net outflow of the main funds of the CSI 300 constituent stocks was 4.718 billion yuan, and the net outflow of the main funds of the Science and Technology Innovation Board was 606 million yuan.
From the perspective of industry sectors, the 31 first-class industries to which Shenwan belongs, there are 7 industry sectors with net inflows today, among them, the non-ferrous metal industry sector has the largest net inflow of main funds, with a net inflow of 1.53 billion yuan, and the net inflow of main funds in the industry sector is also in the top of the national defense industry, building decoration, and power equipment, with a net inflow of 530 million yuan, 275 million yuan, and 270 million yuan respectively. The main capital of 24 industry sectors showed a net outflow, of which the media industry sector had the largest net outflow of main funds, with a net outflow of 9.211 billion yuan, and the top net outflow of main funds in the industry sector was computer, electronics, medicine and biology, communications, machinery and equipment, and automobiles, with net outflows of 5.57 billion yuan, 2.283 billion yuan, 1.684 billion yuan, 1.475 billion yuan, 1.41 billion yuan, and 1.113 billion yuan respectively.
In terms of individual stocks, 1,829 stocks received a net inflow of main funds today, of which 15 shares received a net inflow of more than 100 million yuan. Hongsheng Huayuan received the largest net inflow of main funds, with a net inflow of 926 million yuan, and the top stocks with net inflows of main funds were Jiangte Motor, Tianqi Lithium, Guangbo Shares, China Optics, and Huali Chuangtong, with inflows of 794 million yuan, 316 million yuan, 179 million yuan, 149 million yuan, and 148 million yuan respectively.
In addition, 3,238 stocks were net sold by the main funds, of which 68 shares were sold by the main funds for more than 100 million yuan. The stocks with the largest net outflow of main funds were Chinese Online, with a net outflow of 641 million yuan; the top stocks with net outflows of main funds were Kunlun Wanwei, Aofei Entertainment, Palm Fun Technology, Shenzhou Taiyue, and Blue Cursor, with net outflows of 571 million yuan, 564 million yuan, 404 million yuan, 291 million yuan, and 288 million yuan respectively.
2. Northbound funds
Northbound funds have a cumulative turnover of 469.759 billion yuan this week, with a net sale of 2.236 billion yuan. Among them, the total net sale of Shanghai-Hong Kong Stock Connect was 134 million yuan, and the total net sale of Shenzhen-Hong Kong Stock Connect was 2.102 billion yuan.
From a single-day point of view, the turnover of northbound funds today was 95.477 billion yuan, and the net sale was 2.511 billion yuan. Among them, the Shanghai Stock Connect net sold 429 million yuan, and the Shenzhen Stock Connect net sold 2.082 billion yuan.
In terms of active stocks, northbound funds bought more Gree Electric Appliances, Changan Automobile, CATL, Lixun Precision, and Industrial Fortune Union today, with net purchases of 307 million yuan, 243 million yuan, 150 million yuan, 121 million yuan, and 98 million yuan respectively. Bank of Ningbo, China Merchants Bank, Midea Group, BYD, and Hengrui Pharmaceutical were net sellers of 192 million yuan, 178 million yuan, 123 million yuan, 48 million yuan, and 46 million yuan respectively.
3. Institutional capital trends
According to the data of the after-hours Dragon and Tiger List, the total net sale of institutional seat funds today is about 394 million yuan. Among them, 14 stocks were net buyers and 17 stocks were net sellers. The stock with the largest net purchase by institutions is Zitian Technology, with a net purchase amount of about 83.2836 million yuan, and the top net purchases by institutions are Aofei Entertainment, Glacier Network, Huasi shares and other stocks. The largest net selling stock by institutions is Hongsheng Huayuan, with a net selling amount of about 278 million yuan, and the top net selling stocks by institutions are Zhejiang Digital Culture, Shengtian Network, Emdoor Information and other stocks.
Zitian Technology fell 17.74% today. According to the after-hours data, three institutions appeared on the list of dragons and tigers, with a total net purchase of 83.2836 million yuan, the special seats for Shenzhen-Hong Kong Stock Connect bought 63.1647 million yuan and sold 24.0333 million yuan at the same time, and the securities business department of Shantou Huashan Road of Everbright Securities Co., Ltd. bought 32.4055 million yuan and sold 16.2 million yuan at the same time.
The rise and fall of individual stocks
As of the close, a total of 948 stocks rose in Shanghai and Shenzhen, 4,033 stocks fell, 105 stocks were flat, and 6 stocks were suspended. Excluding the new stocks listed on the same day, there are 23 stocks with a daily limit and 67 stocks with a falling limit. In terms of the number of consecutive days, there are 8 stocks with more than 2 consecutive days. Among them, Yongda shares have received 4 consecutive daily limits, and the number of continuous daily limits is the largest.
Judging from the number of closed daily limit orders, Cangzhou Mingzhu is the most sought after, with 7,288,800 shares of closing daily limit orders, followed by Zhongke Cloud Network and Chutianlong, with 5,405,500 shares and 5,074,300 shares respectively. In terms of the amount of sealed orders, Chutianlong, Yongda shares, Haitong Development and other daily limit boards have more closed orders, with 96 million yuan, 77 million yuan, and 75 million yuan respectively.
In terms of industry sectors and concepts, industry sectors and concepts have fallen more and risen less. Among them, the military industry, non-ferrous metals, coal, power equipment, home appliances and other industry sectors rose highly, and the concept of PEEK materials, aircraft carriers, solid-state batteries, fluorine chemicals, civil explosives, general aviation and other concepts was active. Sectors such as games, media, computers, commerce and retail, communications, textiles and garments, education, light manufacturing, and real estate were among the top decliners, while concepts such as short drama interactive games, online games, film and television concepts, intellectual property rights, AIGC, multimodal AI, data rights confirmation, radio and television, and metaverse concepts were weaker. The daily limit stocks are mainly concentrated in electronics, machinery and equipment, chemical and other industries.
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