One week of funds re -inventory: the most institution of energy metal's main net inflow funds to do more TCL Central

After experiencing the effect of making money in June, the bulls were unwilling to spend the field. On Friday, the Shanghai and Shenzhen cities were narrowed throughout the day, and the subject matter of the day was relatively scattered. The funds began to shrink the front, concentrated on the performance line. This week, the Shanghai Stock Exchange Index rose 1.13%, while the GEM finger fell 1.5%.

From the perspective of the main funds flow of the main funds this week, 23 industries have received net inflow of funds, of which energy metal, construction machinery, joint -stock banks, agricultural chemical products, commercial vehicles and other industries have a large net inflow funds. In particular, the energy and metal industry, the main net inflow was 2.447 billion yuan.

According to the analysis of the Research Report of Minsheng Securities, carbon neutralization will promote the global energy system to reshape. After a key step from 0 to 1 in 2021, the future electric growth curve will be steeper. The contradiction between the increase in demand for lower reaches and the lagging of upstream capital expenditures will become more prominent. The logic of resource scarcity will continue to be strengthened. Continue to be optimistic about energy metal and expected to get out of the cattle.

The industries with more funds from the main force include white home appliances, special equipment, general equipment, securities, automotive parts, photovoltaic equipment, passenger cars, batteries, etc. The net outflow funds exceeded 3 billion yuan. Especially the passenger cars and battery industries, the net outflow of funds exceeds 10 billion yuan.

From the data observation of the Dragon Tiger List, this week's special seats in the institution continued to maintain the total turnover of 10 billion yuan. Among them, the purchase amount was 5.84 billion yuan, and the amount of sale was 4.729 billion yuan. In terms of individual stocks, the top three of the agencies are TCL Central, Goldland Group, and Green Harmony. The top three of the institutions are Changan Automobile, Snisha Technology, and TCL Central.

This week, the stock price of TCL Central has skyrocketed. There are two daily limits of 5 trading days. The stock price has risen to 62.21 yuan/share, a record high. According to the Dragon Tiger List data, in addition to the business department of the capital business, the institution has also appeared many times on the sale seat. In summary, this week's special seats for the institutional buying a total of 900 million yuan. On the surface, TCL Central has previously raised the price of N-type and P-type single crystal silicon wafers, and the price of different specifications rose 0.27-0.53 yuan/piece, an increase of about 5%.

Due to the anniversary holiday of the Hong Kong Special Administrative Region, trading was suspended from June 30 to July 1 in the north to Shanghai Stock Connect and Shenzhen Stock Connect. On June 29th, the net sold of 1.683 billion yuan in the capital of Beijing was completed, and the previous four consecutive days of net purchase was completed, and the cumulative net purchase amount fell to 72.959 billion yuan in June.

In terms of individual stocks, Guizhou Moutai, BYD, and Oriental Fortune received more than 1 billion yuan in warehouses to the north this week. , Yaoming Kangde and China -free stocks are all buying in the northbound capital net. Reporter Chen Hui

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