On August 6, the three major A-share indexes fell in early trading, and 2822 shares in the two cities fell, resulting in poor profit-making effect. As of the close, the Shanghai index fell 0.48%, the Shenzhen composite index fell 0.47% and the gem index fell 1.16%. The net inflow of main funds throughout the day was 7.591 billion yuan, and the net outflow of funds going north was 93.78 million yuan.
In terms of sectors, the lithium battery sector continued to lead the two cities, and the concepts of rare earth permanent magnet and new energy vehicles rose. BYD once exceeded the market value of 900 billion in the session, and its share price set a new record. Other sectors with the highest growth were titanium dioxide and coal. Today, the pharmaceutical and biological industry as a whole fell, the domestic epidemic continued to ferment, and vaccine concept stocks showed a sharp correction after rising continuously. Kangxinuo – u fell 12.43%, Fosun Pharmaceutical fell the limit, Watson biology, Kangtai biology and Tibet pharmaceutical fell more than 7%.
Lithium battery concept rose in early trading
Leading sales soared
In early trading today, the lithium battery sector continued to rise, with Xianhui technology rising by 20%, hang Ke technology, hezong technology, Lianchuang shares, baolixin and dangsheng technology rising by more than 10%, Jiangsu Cathay Pacific and Tianji shares rising by the limit, and other stocks rising by more than 8% include Dover, putailai, Cangzhou Mingzhu and Liyuanheng. The sector received a net inflow of main funds of RMB 6.459 billion today, with the net inflow of main funds of RMB 1.506 billion for Dover ranking first.
The continued strength of the lithium battery sector may be related to the high growth of leading performance. BYD released its production and sales express for July last night. In July, the output and sales of new energy vehicles exceeded 50000, a record high in a single month. This year, it sold 205100 vehicles, an increase of 170.62% over last year; In addition, the total installed capacity of power batteries and energy storage batteries of new energy vehicles was about 3.001gwh, an increase of 8.07% over the previous month, and the cumulative installed capacity of this year was about 15.708gwh. Statistics show that BYD’s battery installed capacity in the first six months of this year has exceeded that of last year.
BYD hit another record high today, with a maximum increase of 6.01%. Its market value once exceeded 900 billion yuan, up 1.87 as of the closing, and its latest market value was 872.362 billion yuan, up 57% since the beginning of the year. It is worth noting that in the past five days, a total of 5.577 billion main funds have net inflow into BYD, showing a net outflow today, with a small amount of net outflow of 19 million yuan. Funds going north have reduced positions of BYD for three consecutive days.
In early trading, the main funds flowed into these stocks
Today, a large number of main funds flowed into lithium batteries and new energy vehicles, and the net outflow of innovative drugs and large consumption ranked first. In terms of industries, nonferrous metals received a net inflow of 6.72 billion yuan in the morning, and chemical and electrical equipment respectively had a net inflow of more than 2 billion yuan. The top industries in terms of net outflow were medicine and biology, electronics and food and beverage industries, with a net outflow of 4.666 billion yuan, 1.471 billion yuan and 1.183 billion yuan respectively.
In terms of individual stocks, there were 73 stocks with a main net inflow of more than 100 million yuan in the morning, of which polyfluorodox was the main net inflow of 1.506 billion yuan in the morning, followed by Changdian technology, Baotou Steel and tibet everest, with a net inflow of 862 million yuan, 776 million yuan and 747 million yuan respectively. The net outflow of Guizhou Maotai, Fosun medicine, Wuxi apptec and Watson biology exceeded 700 million yuan.
Statistics show that among the stocks with a net inflow of main funds of more than 100 million yuan in early trading, 13 stocks have released the report for the first half of 2021. Compared with the previous performance forecast, the net profit growth of Tianji shares and Zijin Mining slightly exceeded the previously announced performance forecast ceiling, that is, the performance exceeded expectations, and the year-on-year growth of Nord shares, Luxi Chemical and Kodali was close to the previously announced performance forecast ceiling.
According to the interim report of Tianji shares, the company realized a net profit attributable to the parent of 205 million yuan, reversing losses year-on-year. Previously, the interim report predicted that the net profit attributable to the parent was in the range of 160-200 million yuan. The announcement shows that the production and sales of lithium hexafluorophosphate products of the company are booming. The company runs at full capacity and produces at full capacity. The sales volume increases by 189.78% year-on-year and the output increases by 172.64% year-on-year. Coupled with the increase of sales price, the profit of lithium battery material (lithium hexafluorophosphate) of the company increases greatly.
Reprint indicated source：Shine Trader Limited Live information