【18日资金路线图】两市主力资金净流出超250亿元 有色金属等行业实现净流入

Core Viewpoint - The A-share market experienced an overall upward trend on July 18, with major indices showing slight increases, but there was a significant outflow of funds from the market, indicating potential concerns among investors [1][2]. Group 1: Market Performance - The Shanghai Composite Index closed at 3534.48 points, up 0.5%; the Shenzhen Component Index closed at 10913.84 points, up 0.37%; and the ChiNext Index closed at 2277.15 points, up 0.34% [1]. - The total trading volume of both markets reached 15710.43 billion yuan, an increase of 316.74 billion yuan compared to the previous trading day [1]. Group 2: Fund Flow Analysis - The net outflow of main funds from the two markets exceeded 250 billion yuan, with a total net outflow of 256.41 billion yuan for the day [2][3]. - The net outflow of main funds from the CSI 300 was 35.7 billion yuan, while the ChiNext saw a net outflow of 121 billion yuan [4]. Group 3: Sector Performance - The sectors with the highest net inflow of funds included: - Non-ferrous metals: 64.11 billion yuan, with notable inflow into Northern Rare Earth [6]. - Banks: 27.70 billion yuan, with significant inflow into Agricultural Bank of China [6]. - Defense and military industry: 22.13 billion yuan, with inflow into Hongdu Aviation [6]. - The sectors with the highest net outflow of funds included: - Electronics: -167.96 billion yuan, with significant outflow from Shenghong Technology [6]. - Machinery: -77.52 billion yuan, with notable outflow from Nanxing Shares [6]. - Electric power equipment: -73.50 billion yuan, with outflow from Mate Meter [6]. Group 4: Institutional Activity - The top stocks with net institutional buying included: - Lisheng Pharmaceutical: 6301.15 million yuan, up 4.68% [9]. - Huaxin Environmental: 5471.91 million yuan, up 15.05% [9]. - Wanyuantong: 4142.40 million yuan, up 11.00% [9]. - The stocks with significant institutional selling included: - Chunfeng Power: -19649.37 million yuan, down 7.46% [9]. Group 5: Institutional Focus - Recent institutional ratings and target prices for selected stocks include: - Hangzhou Bank: Buy rating with a target price of 17.5 yuan, current price 17.25 yuan, potential upside of 1.45% [10]. - Xiaoshangcheng: Buy rating with a target price of 21.64 yuan, current price 21.05 yuan, potential upside of 2.80% [10]. - Zhejiang Longsheng: Buy rating with a target price of 12 yuan, current price 10.28 yuan, potential upside of 16.73% [10].