3.18 Recap

March 18, Review
Market Overview: The Shanghai Composite Index rose 0.32% to 4,062, the CSI 300 increased 0.45% to 4,658, the ChiNext gained 2.02%, the STAR Market 50 rose 1.36%, the CSI 1000 up 0.96%, and the CSI 2000 increased 1.57%. A-shares traded a total of 2.06 trillion yuan, down 163.5 billion from the previous day. There were 1,830 declining stocks and 3,551 advancing stocks.
Funds: Main funds net outflow of 4.8 billion yuan, with super-large orders net inflow of 9.6 billion, large orders net outflow of 14.4 billion. The top three stocks by main net inflow are Zhongji Xuchuang, Xin Yisheng, and Goldwind Science & Technology. The top three by net outflow are Dongshan Precision, BYD, and GCL System Integration. The top three industries by main net inflow are Communication Equipment, Semiconductors, and IT Services; the top three net outflow industries are Batteries, Industrial Metals, and Photovoltaic Equipment. The top three industries by net inflow ratio are Baoli Electric, Shao Neng Shares, and ZaiSheng Technology. Northbound funds traded 263.6 billion yuan, with the top three stocks by trading volume being Zhongji Xuchuang, CATL, and Xin Yisheng.
From the Dragon and Tiger list: 80 institutions net sold 495 million yuan. The top three institutions by net buy today are Kechuan Technology, Piling Ke Si, and Tongyou Technology. Over three days, the top net buyers are Gidan Biological, while net sellers include Shun Na Shares, Langke Technology, and Chaoying Electronics. QFII net bought 53.58 million yuan, with net buys in You Sheng Electronics, Yun Sai Zhi Lian, and Jinnui Mining. The Shanghai-Shenzhen Stock Connect net sold 227 million yuan, with net buys in Yun Sai Zhi Lian, Jiu An Medical, and Qiang Rui Technology; net sells in Hongbaoli, Langke Technology, and Jilin Chemical Fiber.
Hot Money: Chengdu-based funds net bought 58.36 million yuan in Jiugang Hongxing, 47.14 million in Qiang Rui Technology; Foshan-based funds net bought 52.96 million in Zhongnan Culture. Quantitative funds net bought 147 million in You Sheng Electronics, and momentum trading funds net bought 150 million in Shun Hao Shares.
Top sectors hitting daily limit: Computing Power (18 stocks, including Kechuan Technology), Power (10 stocks, including Huadian Liaoning), Semiconductors (6 stocks, including Langke Technology).

Hong Kong Market: Hang Seng Index up 0.61% to 26,025, Hang Seng Tech up 0.01% to 5,108, and Hang Seng Biotech up 1.54%. Total turnover was 240.3 billion HKD. Southbound funds net inflow of 1.2 billion HKD. Top three stocks by net buy are Alibaba, Xiaomi Group, and Longfei Fiber; top three net sellers are SMIC International, Tencent Holdings, and Yao Cai Securities.

Today’s Portfolio:
Fara Electronics: Main net inflow, trading volume and stock price rose. Peers like Jiang Hai Shares had main net inflow, volume decreased, price increased. Downstream sectors like new energy vehicles and photovoltaics rose.
Wol Nuclear Materials: Main net outflow, volume and price declined. Peers like ST Changyuan (heat-shrink materials) rose, downstream power grid core stocks rose, peers like Zhaolong Interconnect (high-speed copper cables) rose.
Poly Developments: Main net outflow, volume increased, stock price fell. Real estate sector declined.
ST Changyuan: Main net outflow, volume decreased, stock price rose. Power grid sector increased.
Hang Seng Tech: Volume and price maintained.
Robotics ETF: Volume decreased, price declined.
S&P ETF: Volume decreased, price increased.

(These contents are for reference only and do not constitute investment advice. Investors operate at their own risk. Thank you for your understanding and cooperation.)