① Today, BYD received more than 700 million net purchases from Northbound Capital. In addition, new energy stocks such as Tianqi Lithium and Tongwei Co., Ltd. all received net purchases from Northbound Capital. ② The lithium ore stock China Mining Resources was purchased by three first-tier investors, of which CaiTong Securities bought 107 million yuan from Shangtang Road in Hangzhou.
The Shanghai and Shenzhen Stock Connect had a small net purchase today, with BYD leading net purchases and Longji Green Energy leading in net sales. In terms of the main capital of the sector, the computer sector had the highest net inflow of main capital. In terms of futures positions, the number of long positions added to IM contracts is greater than the number of short positions. On the Dragon Tiger List, the two MR concept stocks Shuangxiang Co., Ltd. and Yidao Information were bought by institutions for more than 80 million and 50 million respectively; the two petrochemical concept stocks that plummeted were sold by institutions. Among them, Tongkun shares were sold by institutions for 180 million yuan and Xinfengming was sold by institutions for more than 80 million; Yanhua Smart was bought by Cathay Pacific Junan Sanya Yingbin Road for 101 million yuan; and Qingyuan was bought by a quantitative seat of over 80 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 4.231 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 211 million yuan and Shenzhen Stock Connect had net purchases of 4.442 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the majority of individual stocks were net sold. In terms of purchases, BYD had the highest net purchases, receiving net purchases of over 700 million dollars; the other two new energy stocks, Tianqi Lithium and Tongwei shares, ranked second and third with net purchases.
In terms of net sales, Longji Green Energy had the highest net sales. The stock was net sold by Northbound Capital for 8 consecutive trading days; Changan Automobile and Kweichow Moutai ranked second and third in net sales.
II. Major order capital for individual stocks in the sector
Judging from sector performance, sectors such as flying cars, Hongmeng Concept, computing power leasing, and lithium mining registered the highest gains, while sectors such as supply and marketing agencies, coal, and tourism registered the highest declines.
Judging from the capital monitoring data of the main sector, the computer sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the commercial and retail sector has the highest net outflow of capital from the main force.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stocks was high, with Tianqi Lithium leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Elken Technology leading the net outflow.
3. Futures Index Positions
The four major contracts indicate that in the IH contract, the number of short positions added to the IH contract is greater than the number of long positions; the number of long positions reduced in the IF contract is greater than the number of short positions; the number of long positions reduced by the IC contract is greater than the number of short positions; and both parties with long and short IM contracts have increased their positions significantly, and the number of long positions added is higher.
4. Dragon Tiger List
1. Institutions
The institutional activity of Dragon Tiger has increased. In terms of purchases, the two MR concept stocks Shuangxiang Co., Ltd. and Yidao Information were bought by institutions for more than 80 million and 50 million respectively; the photoresist concept stock Xilong Science was bought by institutions for more than 50 million; and the lithium mining stock Rongjie Co., Ltd. was bought by institutions for more than 30 million yuan.
In terms of sales, the two petrochemical concept stocks that fell sharply were sold by institutions. Among them, Tongkun shares were sold by institutions for 180 million yuan, Xinfengming was sold by institutions for more than 80 million; and lithium ore stocks were sold by institutions for more than 50 million.
2. Tourist capital
First-tier tourism activity has increased. China Mining Resources was bought by three first-tier tourism seats, including Caitong Securities bought 107 million yuan from Hangzhou Shangtang Road; Hongmeng concept stock Yanhua Smart was bought 101 million by Guotai Junan Sanya Yingbin Road.
Quantitative capital activity is average, and the PV concept stock Qingyuan Co., Ltd. received a quantitative seat purchase of more than 80 million yuan.