share_log

【数据看盘】北向资金大幅加仓长安汽车 四大游资联手甩卖龙头股份

[Data Review] Northbound Capital Greatly Increases Positions, Changan Automobile's Four Major Tourist Investors Join Forces to Sell Leading Shares

cls.cn ·  Dec 19, 2023 18:03

① Among the top ten transactions on the Shanghai and Shenzhen Stock Connect, Changan Automobile ranked first in net purchases. The stock received a net purchase of 807 million yuan from northbound capital. ② The leading shares in the state-owned enterprise reform concept stock were sold by four first-tier investors, and the purchase of one to five shares were all seats in the Lhasa sales department of Oriental Wealth.

Shanghai and Shenzhen Stock Connect had a slight net sales today. Changan Automobile ranked first in net purchases, and Zhongji Xuchuang ranked first in net sales. In terms of the sector's main capital, the computer sector has the highest net inflow of main capital. In terms of futures index positions, the number of short positions added by IM contracts is greater than that of long positions. In terms of the Dragon Tiger list, Insai Group received more than 100 million yuan in institutional purchases; Jin Jiang Shipping was sold over 50 million by agencies today; Zhongguang Tianxuan was sold by agencies for nearly 50 million yuan; and Tianyu Digital Technology was bought by two first-tier tourist companies, with a quantitative seat purchase of over 50 million yuan.

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

Northbound capital had net sales of $2.113 billion throughout the day, of which Shanghai Stock Connect had net sales of 1,888 million yuan and Shenzhen Stock Connect net sales of 274 million yuan.

image The number of net purchases and net sales of individual stocks in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets is comparable. In terms of purchases, Changan Automobile ranked first in net purchases, receiving a net purchase of 807 million yuan, making it the third largest single day net purchase amount for the stock in Shenzhen Stock Exchange. Sunshine Film and COSCO Marine Holdings ranked second and third in net purchases.

In terms of net sales, Zhongji Xuchuang ranked first in net sales, while China Merchants Bank and Ping An of China ranked second and third in net sales.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as MR, tourism, consumer electronics, and automation equipment registered the highest gains, while sectors such as logistics, trade, real estate, and traditional Chinese medicine registered the highest declines.

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

In terms of capital outflows from the sector, the transportation equipment sector had the highest net outflow of capital from the main players.

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 Tianyu Mathematics's net inflow ranking.

The sector belonging to the top ten individual stocks with major capital outflows is quite messy, with Changan Automobile ranking first in net outflows.

3. Futures Index Positions

image In the four major futures contracts, both long and short positions in IH and IC contracts have increased positions, and the number of positions added by both long and short sides is basically the same; the number of positions reduced by IC contract shorts is greater than that of long positions; and the number of positions added by IM contract shorts is greater than long positions.

4. Dragon Tiger List

1. Agency

image The level of institutional activity on the Dragon Tiger List is still relatively sluggish. In terms of purchasing, MR and multi-modal concept stock Insai Group received more than 100 million yuan in institutional purchases.

In terms of sales, Jin Jiang Shipping, which was bought by institutions for more than 50 million yuan yesterday, was sold by agencies for more than 50 million today; in the media stock, Guangtian chose the agency sold nearly 50 million yuan.

2. Tourist capital

image The activity of first-tier investors is average. MR and Tianyu Mathematics, a multi-modal concept stock, were bought by two first-tier investors. The leading shares in the state-owned enterprise reform concept stock were sold by four first-tier investors, and the purchase of one to five shares were all seats in the Lhasa sales department of Oriental Wealth.

Quantitative funding activity is average. Tianyu Digital Science and Technology won over 50 million purchases from a quantitative seat.

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment