Q S 7 0 , / 12 la 9 S n of ZU d g A- C:4 u . 2 t | 日期 | 上证 | | 深圳 | | 主力净流入 | | 12:51 | | --- | --- | --- | --- | --- | --- | --- | --- | | 收盘价 | | 涨跌幅 | 收盘价 | 涨跌幅 | 净额 | 净占比 | 是 | | 2026-02-02 4015.75 -2.48% 13824.35 -2.69% -1019.98亿 -3.95% | | | | | | | -694. | | 2026-01-30 4117.95 -0.96% 14205.89 -0.66% | | | | | -948.68亿 | -3.35% | -509. | | 2026-01-29 4157.98 0.16% 14300.08 -0.30% | | | | | -904.57亿 | -2.80% | -502. | | 2026-01-28 4151.24 0.27% 14342.89 0.09% | | | | | -435.98亿 -1.47% | | -184. | | 202 ...

2月2日，A股市场整体下跌。截至收盘，上证指数收报4015.75点，下跌2.48%，深证成指收报 13824.35点，下跌2.69%，创业板指收报3264.11点，下跌2.46%，北证50指数下跌2.03%。 1. A股市场全天资金净流出539.77亿元 今日A股市场主力资金开盘净流出143.2亿元，尾盘净流出157.11亿元，A股市场全天资金净流出 539.77亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | | 尾盘净流入 超大单净买入 | | 2026-2-2 | -539.77 | -143. 20 | -157. 11 | -384. 36 | | 2026-1-30 | -595. 71 | -279.84 | -50. 70 | -303.01 | | 2026-1-29 | -602. 22 | -221.16 | -98.94 | -296. 09 | | 2026-1-28 | -274.87 | -58.90 | -29.34 | -118. 55 | | ...

拉长时间看，该基金近5个交易日有3天主力资金净流入，合计流入7501.13万元，居可比基金前2。（数 据来源：Wind） 与此同时，该基金最新成交量为4722.15万份，最新成交额达9335.69万元，居可比基金前2。 2026年2月2日，黄金股票ETF（159321.SZ）收跌10.01%，主力资金（单笔成交额100万元以上）净流入 6437.59万元，居可比基金前2。（数据来源：Wind） ...

与此同时，该基金最新成交量为1605.59万份，最新成交额突破18.00亿元，居全市场第一梯队。 2026年2月2日，10年地方债ETF（511270.SH）收跌0.03%，主力资金（单笔成交额100万元以上）净流 入2.60亿元，居全市场第一梯队。（数据来源：Wind） 拉长时间看，该基金近3天主力资金连续流入，合计流入15.14亿元，居全市场第一梯队。（数据来源： Wind） ...

Market Overview - On January 30, the A-share market experienced an overall decline, with the Shanghai Composite Index closing at 4117.95 points, down 0.96%, and the Shenzhen Component Index closing at 14205.89 points, down 0.66%. The ChiNext Index, however, rose by 1.27% to close at 3346.36 points. The total trading volume for both markets was 283.55 billion yuan, a decrease of 39.44 billion yuan from the previous trading day [1]. Capital Flow - The net outflow of main funds from the Shanghai and Shenzhen markets exceeded 54 billion yuan, with an opening net outflow of 24.87 billion yuan and a closing net outflow of 4.098 billion yuan, totaling 54.013 billion yuan for the day [2]. - Over the last five trading days, the main funds have consistently shown a net outflow, with the highest recorded outflow of 75.71 billion yuan on January 26 [3]. Sector Performance - The ChiNext saw a significant net outflow of 15.67 billion yuan, while the CSI 300 index experienced a net outflow of 7.919 billion yuan on the same day [4]. - In terms of sector performance, the communication sector saw a net inflow of 14.231 billion yuan, while the computer and pharmaceutical sectors faced the largest outflows, with net outflows of 15.418 billion yuan and 10.197 billion yuan, respectively [6][7]. Individual Stock Activity - The top stocks with net inflows included Xinyi Silver and Yunnan Copper, with net purchases of 539.36 million yuan and 173.80 million yuan, respectively. Conversely, stocks like Hunan Gold and Tian Di Online faced significant net outflows, with -70.3878 million yuan and -10.7999 million yuan, respectively [8][10]. - Institutional interest was noted in several stocks, with Huafang Co. receiving a "Buy" rating from UBS with a target price of 45 yuan, representing a potential upside of 56.52% from its latest closing price of 28.75 yuan [11].

Core Viewpoint - The company *ST Songfa (603268) has signed significant contracts for shipbuilding, which are expected to positively impact its future performance and enhance market competitiveness and profitability [1]. Group 1: Trading Information - As of January 29, 2026, *ST Songfa closed at 81.96 yuan, down 0.05%, with a turnover rate of 1.96% and a trading volume of 24,300 shares, amounting to a total transaction value of 200 million yuan [1]. - On January 29, the main funds experienced a net outflow of 15.11 million yuan, accounting for 7.57% of the total transaction value [1]. - Retail investors saw a net inflow of 628,600 yuan, representing 0.32% of the total transaction value [1]. Group 2: Company Announcements - The subsidiary, Hengli Shipbuilding (Dalian) Co., Ltd., signed a contract for the construction of 4+2 units of 6000 TEU container ships, with a contract value of approximately 3.4 to 4 billion yuan (including tax), with deliveries scheduled for 2028 [1][3]. - Another contract was signed for the construction of 2 units of 30.6 million tons VLCC super-large crude oil tankers, with a total contract value of approximately 200 to 300 million USD, expected to be delivered in the second half of 2028 [1][3].

1月29日，A股市场整体走势分化。 沪深300今日主力资金净流出129.01亿元，创业板主力资金净流出171.69亿元。 2. 沪深300主力资金净流出近130亿元 截至收盘，上证指数收报4157.98点，上涨0.16%；深证成指收报14300.08点，下跌0.3%；创业板指收报3304.51点，下跌0.57%。两市合计成交32300.08亿 元，较上一交易日增加2645.98亿元。 1. 两市主力资金净流出超600亿元 3.食品饮料等行业实现主力资金净流入 今日沪深两市主力资金开盘净流出221.16亿元，尾盘净流出98.94亿元，两市全天主力资金净流出602.22亿元。 | | | 沪深两市最近五个交易日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026-1-29 | -602. 22 | -221.16 | -98.94 | -296.09 | | 2026-1-28 | -274. 87 | -58.90 | -29.34 | -118. 55 | | 2026 ...

今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 5.92 | 106.92 | 社会服务 | -0.94 | -4.75 | | 通信 | 0.86 | 32.52 | 商贸零售 | -0.29 | -6.27 | | 建筑材料 | 2.18 | 17.21 | 非银金融 | -0.23 | -7.26 | | 基础化工 | 1.44 | 16.04 | 食品饮料 | -0.68 | -10.45 | | 银行 | -0.62 | 14.90 | 家用电器 | -1.47 | -19.16 | | 石油石化 | 3.54 | 13.74 | 建筑装饰 | -0.22 | -22.89 | | 煤炭 | 3.42 | 12.12 | 公用事业 | -0.39 | -23.69 | | 钢铁 | 2.16 | 8.87 | 计算机 | -1.02 | -31.71 | | 纺织服饰 | 1.46 | 7.85 | 传媒 | -1.77 | - ...

主力资金早间净流入有色金属、基础化工、石油石化、建筑装饰等板块，净流出电力设备、国防军工、 医药生物、汽车等板块。 具体到个股来看，中国铝业、网宿科技、省广集团获净流入33.76亿元、29.54亿元、21.27亿元。 净流出方面，阳光电源、贵州茅台、航天电子遭抛售19.11亿元、15.44亿元、15.12亿元。 (本文来自第一财经) ...

1月27日，A股市场整体上涨。 截至收盘，上证指数收报4139.9点，上涨0.18%；深证成指收报14329.91点，上涨0.09%；创业板指收报3342.6点，上涨0.71%。两市合计成交 28949.81亿元，较上一交易日减少3532.21亿元。 1. 两市主力资金净流出超410亿元 今日沪深两市主力资金开盘净流出373.34亿元，尾盘净流入41.39亿元，两市全天主力资金净流出414.34亿元。 | | | 沪深两市最近五个交易日主力资金流向情况 (亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026- 1- 27 | - 414. 34 | -373. 34 | 41. 39 | - 173. 55 | | 2026- 1- 26 | - 757. 10 | -324. 59 | - 15. 61 | - 496. 92 | | 2026- 1-23 | - 41. 67 | - 83. 56 | 58. 37 | 119. 93 | | 2026- 1- 22 | - 104. ...