【2日资金路线图】两市主力资金净流出超330亿元 煤炭等行业实现净流入

Market Overview - The A-share market experienced overall fluctuations and a slight decline on July 2, with the Shanghai Composite Index closing at 3454.79 points, down 0.09%, the Shenzhen Component Index at 10412.63 points, down 0.61%, and the ChiNext Index at 2123.72 points, down 1.13% [1] - The total trading volume of both markets was 13769.67 billion, a decrease of 890.48 billion compared to the previous trading day [1] Capital Flow - The net outflow of main funds from the two markets exceeded 330 billion, with an opening net outflow of 120.22 billion and a closing net outflow of 18.91 billion, totaling 331.9 billion for the day [2][3] - In the last five trading days, the main funds showed a consistent outflow trend, with the highest outflow recorded on July 2 at 331.9 billion [3] Sector Performance - The ChiNext saw a significant net outflow of 185.3 billion, while the CSI 300 experienced a net outflow of 23.75 billion [4] - The coal industry achieved a net inflow of 28.34 billion, with a growth of 1.99%, while the steel sector saw a net inflow of 25.94 billion, growing by 3.97% [6] - Other sectors with net inflows included banking (17.53 billion, up 0.63%) and non-ferrous metals (10.55 billion, up 0.39%) [6] - Conversely, the electronics sector faced the largest net outflow of 204.59 billion, declining by 1.99%, followed by the computer sector with an outflow of 128.06 billion, down 1.40% [6] Institutional Activity - The top stocks with institutional net purchases included Anglikang (10.00% increase, net buy of 100.91 million), Feiyada (9.99% increase, net buy of 69.19 million), and new Henghui (5.43% decrease, net buy of 45.41 million) [9] - Notable stocks with significant institutional interest also included Kaimeteqi (9.97% increase, net buy of 6.38 million) and Kangda New Materials (10.03% increase, net buy of 4.17 million) [9] Institutional Focus - Recent institutional ratings highlighted stocks such as Sifang Co. (buy rating, target price 20.2, current price 16.51, potential upside 22.35%), and Heng Rui Pharmaceutical (buy rating, target price 74.1, current price 52.25, potential upside 41.82%) [11]