In half a day, main funds increased their positions in electric equipment stocks and sold off transportation stocks

36Kr
2026.03.04 03:47

In the morning, the main funds had a net inflow into sectors such as power equipment, electronics, national defense and military industry, non-ferrous metals, machinery equipment, and basic chemicals, while there was a net outflow from sectors like transportation, non-bank financials, banking, food and beverage, pharmaceuticals and biotechnology, and real estate. Specifically, in terms of individual stocks, Biwin, Geo-Jade Petroleum, and LONGSYS saw net inflows of 3.018 billion yuan, 2.217 billion yuan, and 1.986 billion yuan, respectively. On the outflow side, China Merchants Energy Shipping, Kweichow Moutai, and COSCO Shipping Energy faced sell-offs of 1.667 billion yuan, 1.008 billion yuan, and 902 million yuan, respectively. (First Financial)