TSPGC(SH:601000) Zheng Xing Xing Ye Ri Bao·2026-01-21 08:54Core Viewpoint - The shipping and port sector experienced a decline of 0.71% on January 21, with Tangshan Port leading the drop, while the Shanghai Composite Index rose by 0.08% and the Shenzhen Component Index increased by 0.7% [1]. Group 1: Market Performance - The shipping and port sector's stocks showed mixed performance, with notable declines in key companies such as Tangshan Port, which fell by 3.34% to a closing price of 4.05 [2]. - Other companies in the sector, like China Merchants Heavy Industry and Strait Shipping, also saw declines of 1.78% and 1.69%, respectively [2]. - Conversely, some stocks like Zhuhai Port and China Merchants South Oil recorded slight increases, with gains of 1.19% and 1.11% [1]. Group 2: Trading Volume and Capital Flow - The total net outflow of main funds in the shipping and port sector was 94.09 million yuan, while retail funds saw a net inflow of 95.56 million yuan [2]. - The trading volume for the sector was significant, with Tangshan Port alone accounting for a transaction amount of 359 million yuan [2]. - The capital flow data indicates that major funds were predominantly exiting the sector, while speculative funds were entering, suggesting a divergence in investor sentiment [3]. Group 3: Individual Stock Analysis - Notable individual stock movements included Ningbo Port, which had a net inflow of 36.19 million yuan from major funds, indicating strong institutional interest [3]. - China Merchants South Oil also attracted significant net inflow from major funds, amounting to 19.06 million yuan, reflecting positive sentiment towards the company [3]. - In contrast, stocks like Zinc Alloy experienced substantial net outflows from major funds, totaling 54.75 million yuan, indicating potential concerns among institutional investors [3].