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【数据看盘】北向资金减仓两大白酒龙头 游资、量化联手抢筹巨轮智能

[Data Watch] Northbound capital reduces holdings, two major liquor leaders, and quantification teams up to raise giant rounds of intelligence

cls.cn ·  Dec 13, 2023 17:51

① Among the top ten transactions on the Shanghai-Shenzhen Stock Connect, Wuliangye and Kweichow Moutai ranked in the top two in net sales, both receiving net sales of more than 500 million yuan in northbound capital. ② The robot concept stock Julun Intelligence won over 100 million yuan from Guotai Junan's Sanya Yingbin Road seat. At the same time, it won over 100 million yuan in purchases from a quantitative seat.

Shanghai and Shenzhen Stock Connect had sharp net sales today. BYD ranked first in net purchases, and Wuliangye ranked first in net sales. In terms of the sector's main capital, the pharmaceutical sector had the highest net inflow of main capital. In terms of futures index positions, the number of long positions added to IM futures contracts is greater than that of short positions. In terms of the Dragon Tiger list, Fangzhi Technology was bought by institutions for more than 50 million yuan; China Machinery Certification was sold by institutions for more than 40 million yuan; Bailey Tianheng was sold by institutions for 185 million yuan; Yunding Technology received more than 80 million purchases from the Beijing Hujialou Sales Department of CITIC Securities; and Tonghua Jinma received two quantitative seat purchases.

1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange

Northbound capital had net sales of 9.59 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 5.771 billion yuan and Shenzhen Stock Connect net sales of 3,819 billion yuan.

image There were more net sales of individual stocks in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets. In terms of purchases, BYD ranked first in net purchases, while Mindray Healthcare and Fuyao Glass ranked second and third in net purchases.

In terms of net sales, the two major liquor giants, Wuliangye and Kweichow Moutai, separated in the top two positions, while Changan Automobile and Yili Co., Ltd. ranked third and fourth in net sales.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as COVID-19 medicine, influenza, instrumentation, and new industrialization registered the highest gains, while sectors such as pork, food, BC batteries, and liquor registered the highest declines.

image Judging from the capital monitoring data of the main sector, the net inflow of major capital into the pharmaceutical sector ranked first.

In terms of capital outflows from the sector, the computer sector has the highest net outflow of major capital.

image Judging from the monitoring data on the main capital of individual stocks, the sectors belonging to the top ten individual stocks with net inflows of main capital are quite cluttered, with the giant round of intelligent net inflows ranking first.

Among the top ten individual stocks with major capital outflows, there are many weighted stocks, and Wuliangye has the highest net outflow.

3. Futures Index Positions

image Both long and short positions added to the four futures index contracts. Among them, the number of positions added by short positions in IH and IF futures indices was greater than long positions, the number of positions added by IC contracts was slightly larger than long positions; and the number of long positions added to IM contracts was greater than that of shorts.

4. Dragon Tiger List

1. Agency

image The level of activity of institutions on the Dragon Tiger List is still relatively sluggish, and the online education concept shareholder direct technology has received more than 50 million purchases from institutions.

In terms of sales, the sub-IPO was sold by institutions for more than 40 million yuan; the innovative drug concept stock Bailey Tianheng was sold by institutions for 185 million yuan.

2. Tourist capital

image The activity of first-tier investors has increased. The robot concept stock Julun Intelligence has received over 100 million yuan from Guotai Junan's Sanya Yingbin Road; the multi-modal concept stock Yunding Technology has received more than 80 million purchases from CITIC Securities's Beijing Hujialou sales department; and Gravity Media has been bought by two first-tier investors.

The activity of quantitative capital has increased. Julun Intelligence has received more than 100 million yuan in quantitative seats; Tonghua Jinma has been bought by two quantitative seats.

The translation is provided by third-party software.


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