A week of funds inventory: more than 3 billion yuan of main funds from net inflow into the breeding industry, and the northbound capital high position Tianqi lithium industry

On July 8th, the Shanghai Stock Exchange Index maintained a sorting situation throughout the day, and most of the heavy stocks became popular. The GEM refers to the rise and fall, and the Ningde Times, Oriental Wealth, and Sunshine Power Revisit. This week, the Shanghai Composite Index fell 0.93%, the Shenzhen Stock Exchange Index fell 0.03%, the GEM index rose 1.28%, and the CSI 300 index fell 0.85%.

From the perspective of the main funds flow of the main funds this week, only 11 industries have received net inflow of funds. Among them, the three industries of the aquaculture, medical services, and feed have obtained net inflow funds of more than 1 billion yuan. In particular, the aquaculture industry received a net inflow of 3.17 billion yuan. Guangfa Securities believes that since mid 2021, the pig farming industry is in the production capacity de -capacity channel, and the excess capacity of the industry has been greatly eased. The production of yellow feathers and chickens has been clearly clear and ushered in a prosperity. White feather chicken faces the pressure of rising production capacity, downward price of pig prices, and upward pressure on raw materials. It is recommended to pay attention to the industry's bottoming opportunity. It is expected to reverse decline in livestock and poultry materials, and aquatic feed has maintained high prosperity. Benefiting from the improvement of the enthusiasm of the supplementary column, the fundamentals of pigs are expected to bottom out. International agricultural products are running high. Domestic conduction pressure mainly comes from soybean and corn. It pays attention to the rhythm of the commercialization of genetically modified geneticization.

In terms of individual stocks, there are a total of 1,223 stocks that have inflows this week. There are 113 net inflow funds of more than 100 million yuan. The most net inflow funds are Muyuan shares, which rose 12.23%this week. The power of aviation, BYD, etc., net inflow funds were 989 million yuan and 946 million yuan, respectively. There were 351 net outflows of more than 100 million yuan. The top stocks with net outflows were Oriental Fortune, Changan Automobile, and Zijin Mining, with net outflow of 3.442 billion yuan, 2.165 billion yuan, and 1.769 billion yuan, respectively.

From the data observation of the Dragon and Tiger List, this week's special seats for the institution were 10.76 billion yuan, of which 4.475 billion yuan was bought and 6.288 billion yuan was sold. From the perspective of individual stocks, the top three of the agencies are superstar farmers and animal husbandry, Oriental Yuhong, and Paineng Technology. The top three sold are Sitai, Oriental Yuhong, and climbing steel vanadium titanium.

On July 8th, the northbound capital ended again and bought 1.236 billion yuan throughout the day. This week, the net purchase of the northbound funds was 3.561 billion yuan, which was purchased for the 6th consecutive week. Among them, the Shanghai Stock Connect sold a total of 901 million yuan, and the total net purchase of Shenzhen Stock Connect was 4.462 billion yuan. Tianqi Lithium has received more than 2 billion yuan in the northbound funds this week. In Ningde Times, Moutai, Guizhou, and China, they averaged more than 1 billion yuan in net purchase.

Reporter Chen Hui

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