One week of funds recovery: the institution fiercely confronts the Guanghui logistics, and shareholders take the opportunity to reduce their holdings

On the last trading day in July, A shares fluctuated after a short period of time, and the decline in the afternoon expanded. On the plate, the traditional risk aversion industries such as pork and gold have strengthened the trend. Popular sectors such as robots and auto parts still maintain a certain amount of money, and large consumption has fallen into a continuous decline. This week, the Shanghai Composite Index fell 0.51%, the Shenzhen Stock Exchange Index fell 1.03%, and the GEM finger fell 2.44%.

From the perspective of the main funds flow of the main funds this week, only 9 industries have obtained net inflow of funds. New metal materials, software development, glass glass fiber, home appliance components, consumer electronics and other industries exceed 200 million yuan, especially metal new materials With software development, net inflow funds reached 1.06 billion yuan and 940 million yuan, respectively. The semiconductor, power grid equipment, power, securities, medical services, batteries, liquor, chemical and pharmaceutical and other industries were sold by the main force, with the amount of over 3.5 billion yuan.

Everbright Securities recently released a research report stating that it will continue to be optimistic about the new metal material sector. Lithium concentrate prices are at a high level, and companies with high self -sufficient lithium resources. Its suggestions are concerned about Tianqi Lithium Industry, Rongjie Co., Ltd., Ganfeng Lithium Industry; Qinghai ’s construction of a world -class salt lake industry base is mentioned again. Domestic independent and controllable salt lake resources are of great strategic significance. Lan Xiao Technology.

From the data observation of the Dragon and Tiger List, this week's special seat transactions have fallen to less than 10 billion yuan, of which 5.414 billion yuan was bought and 4.158 billion yuan was sold. From the perspective of individual stocks, the top three of the agencies are Huayang, Guanghui Logistics, and Hangyu Technology. The top three of the institutions are Hengtong Optoelectronics, Guanghui Logistics, and Shaanxi Drum Power.

Guanghui Logistics has daily limit for three consecutive days this week, with a closing price of a record high, and this week has increased by 44.61%. According to data on Friday, the five institutions bought a total of 211 million yuan, and the three institutions sold 293 million yuan, of which a seat was sold for 230 million yuan. On the news, the company's wholly -owned subsidiary Sichuan Huisheng Logistics and Xinjiang Guanghui Group jointly set up Guanghui Logistics Guangyuan Coal Storage Co., Ltd.. Wait for large materials on the Guangyuan trading business platform. It is worth noting that during the rise of the stock price, Zhao Weili, the controlling shareholder of Xinjiang Cuijin Investment Co., Ltd., the controlling shareholder of Guanghui Logistics, from July 25th to 29th, a total of 600,000 shares of the company's shares, with a cash of 5.567 million yuan Essence

In terms of northern direction, on July 29, the net transaction sold 1.719 billion yuan. This week, the total net purchase of the northbound funds was 1.149 billion yuan. In July, the total net sales of the northbound funds sold for a total of 21.068 billion yuan, which ended the net purchase trend in March for the end. Reporter Chen Hui

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