① According to data from the Dongan Power Dragon Tiger List, which staged “Sky Floor,” all the seats from buying one to buying five were Dongfang Wealth Lhasa sales department seats. Furthermore, the stock was sold by Galaxy Securities for more than 60 million seats in the Huanghe Road sales department in Dalian. ② High-tech development of computing power concept stocks won the purchase of two first-tier vacant seats and sold by two first-tier investors.
Shanghai and Shenzhen Stock Connect had a slight net purchase today. Tianqi Lithium ranked first in net purchases, and Kunlun World Wide had the highest net sales. In terms of the sector's main capital, the non-ferrous metals sector had the highest net inflow of major capital. In terms of futures index positions, the number of IF contract shorts reduced positions is clearly greater than that of long positions. In terms of the Dragon Tiger list, Donghu Hi-Tech received 174 million dollars from institutions; the game stock Shengtian Network was sold by institutions for 105 million yuan; Berry Genes and China Guangtian Ze were sold over 80 million by institutions; Guotai Junan's Sanya Yingbin Road seat bought Keheng shares for over 100 million yuan and Soling shares for more than 90 million yuan; and Shengtian Network was sold over 70 million yuan by a quantitative seat.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net purchases of 2,342 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 109 million yuan and Shenzhen Stock Connect net purchases of 2,233 billion yuan.
The net purchase of individual stocks was slightly higher in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets. In terms of purchasing, Tianqi Lithium ranked first in net purchases, while individual stocks in the lithium battery industry chain such as Ganfeng Lithium, Ningde Shidai, and BYD all received net purchases from northbound capital. Mindray Healthcare ranked second in net purchases.
In terms of net sales, Kunlun Wanwei ranked first in net sales, while Wuliangye and Kweichow Moutai ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as lithium mining, pork, mobile games, and media registered the highest gains, while sectors such as traditional Chinese medicine, computing power leasing, port shipping, and 6G registered the highest declines.
Judging from the capital monitoring data of the main sector, the non-ferrous metals sector has the highest net inflow of major capital.
In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, there are many lithium mining stocks among the top ten individual stocks with net inflows of main capital, while Tianqi Lithium has the highest net inflow.
The sectors belonging to the top ten individual stocks with major capital outflows are quite cluttered, with Zhongguangtian taking the lead in net outflows.
3. Futures Index Positions
The four major futures indicate that both long and short positions in the main contract have been drastically reduced. Among them, the number of short positions reduced by IH contracts is higher; the IF contract period indicates that the number of short positions reduced is significantly greater than that of long positions; the number of IC and contract short positions reduced is slightly higher; and the number of positions reduced by both long and short IM contracts is basically the same.
4. Dragon Tiger List
1. Agency
The activity of Dragon Tiger ranking agencies has increased. In terms of purchasing, Donghu Hi-Tech has received 174 million institutional purchases; Kain Technology, Soling shares, Sichuan Jinding, and Yidao Information have all received more than 40 million institutional purchases.
In terms of sales, the game stock Shengtian Network was sold by institutions for 105 million yuan; the gene-editing concept stock Berry Gene and the short drama concept stock, Guangtian Ze, both sold over 80 million by institutions.
2. Tourist capital
First-tier investment activity bucked the trend. Guotai Junan's Sanya Yingbin Road seat bought more than 100 million yuan of lithium battery concept stocks, Keheng shares, and over 90 million shares of Soling shares, an intelligent driving concept stock. AIGC's concept stock, Zhangju Technology, was bought by two first-tier investors. Among them, Societe Generale Securities bought more than 80 million seats on Huli Avenue in Xiamen. Hi-Tech Development received two first-tier vacant seats bought and sold at the same time by two first-tier vacant companies. Dongan Dynamics, which staged “Sky Floor” in the intraday market, was sold over 60 million by a first-tier investor. Judging from the Dragon Tiger list data for this stock, buy one to buy five are all seats in Dongfang Wealth's Lhasa sales department.
Quantitative capital activity is average. Shengtian Network received more than 70 million sales from a quantitative seat; Donghu Hi-Tech received more than 30 million sales from a quantitative seat.