【20日资金路线图】两市主力资金净流出超360亿元 银行等行业实现净流入
证券时报·2025-11-20 12:14

Market Overview - The A-share market experienced an overall decline on November 20, with the Shanghai Composite Index closing at 3931.05 points, down 0.4%, the Shenzhen Component Index at 12980.82 points, down 0.76%, and the ChiNext Index at 3042.34 points, down 1.12% [2] - The total trading volume for both markets was 17081.89 billion yuan, a decrease of 177.2 billion yuan compared to the previous trading day [2] Capital Flow - The net outflow of main funds from the two markets exceeded 360 billion yuan, with an opening net outflow of 48.79 billion yuan and a closing net outflow of 67.73 billion yuan, totaling 366.03 billion yuan for the day [3][4] - In the last five trading days, the main funds showed a consistent trend of outflow, with significant amounts recorded on November 18 (-624.24 billion yuan) and November 14 (-620.11 billion yuan) [4] Sector Performance - The ChiNext saw a net outflow of nearly 170 billion yuan, while the CSI 300 index experienced a net outflow of 57.07 billion yuan [5][6] - The banking sector was one of the few industries to achieve a net inflow, with 59.78 billion yuan, reflecting a 1.15% increase [7][8] - Other sectors with net inflows included construction materials (8.84 billion yuan) and comprehensive industries (2.57 billion yuan), while sectors like electric equipment and electronics faced significant outflows [8] Stock Performance - The top stocks with net inflows included Aerospace Development (9.98% increase, 8534.69 million yuan net buy) and Jianglong Shipbuilding (2.09% increase, 6078.76 million yuan net buy) [9] - Conversely, stocks like Longzhou Co. (-10.06% decrease, -8932.98 million yuan net sell) and multiple others faced substantial net selling [12] Institutional Focus - Institutions have shown interest in stocks such as Yili Co. (target price 36 yuan, current price 29.40 yuan, potential upside 22.45%) and Haidilao (target price 46 yuan, current price 37.75 yuan, potential upside 21.85%) [12]