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【数据看盘】北向加仓长江电力减仓中国石油 大涨行情机构、游资齐“踏空”

[Data review] Northbound increases, Yangtze Electric Power reduces inventories, CNPC surges, market agencies and tourism “go short”

cls.cn ·  Jan 25 18:01

① Northbound Capital's net purchase of Changjiang Electric Power exceeded 600 million and increased its position in the stock for 3 consecutive trading days; net sales of CNPC exceeded 400 million yuan. ② Although the index has soared in the past two days, institutional and first-tier investment activity is still low, and individual stocks related to local markets such as Shanghai, Chinese characters, and big finance have all been bought very rarely. ③ The number of long positions added to IH contracts is greater than the number of short positions.

The Shanghai and Shenzhen Stock Connect had a slight net sale today, with net purchases of Changjiang Electric Power leading the way, and net sales of CNPC. 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 IH contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Shenzhen Sanda A was bought by institutions for more than 30 million; Tuopu Group was sold by institutions for 257 million yuan and sold by CITIC Securities Liyang Road in Shanghai for more than 80 million; China Railway Assembly sold nearly 20 million by institutions; Waltay was sold by Cathay Pacific Junan Sanya Yingbin Road for more than 90 million; and Hongbo Co., Ltd. was bought by a quantitative seat for more than 30 million yuan.

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

Northbound Capital made net purchases of 6.294 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 4.834 billion yuan and Shenzhen Stock Connect had net purchases of 1,459 billion yuan.

image 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, China Merchants Bank had the highest net purchases, with a net purchase of 734 million yuan. The stock was net bought for 5 consecutive trading days; Changjiang Electric Power, which reached a record high, received a net purchase of over 600 million yuan, and the stock was net bought for 3 consecutive trading days.

In terms of net sales, CNPC's net sales, which rose and stopped, had a net sale of 420 million yuan, making Shanghai Stock Connect's biggest net sales in a single day; Ping An of China and Bank of Ningbo ranked second and third in net sales.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as Chinese characters, Shanghai state-owned assets, real estate, and data elements registered the highest gains, while a few sectors such as PEEK materials declined.

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 securities sector has the highest net outflow of capital from the main force.

image 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 China Unicom leading the net inflow.

Among the top ten individual stocks with major capital outflows, financial stocks had the largest net outflow, and leading stocks had the highest net outflow.

3. Futures Index Positions

image The four major contracts indicate that in the IH contract, both the long and short sides of the IH contract have increased their positions, and the number of long and short positions has been drastically reduced; the amount of reduction is basically the same; the long and short positions in the IC contract have slightly increased their positions; and the long and short positions of the IM contract have decreased their positions slightly; and the long and short positions of the IM contract have decreased their positions.

4. Dragon Tiger List

1. Agency

image The institutional activity of the Dragon Tiger List is average. The data element concept stock Shenzhen Sanda A received more than 30 million institutional purchases; the Hongmeng concept stock Changshan Beiming received more than 20 million institutional purchases.

In terms of sales, Tuopu Group, a robotics concept stock, was sold by institutions for 257 million yuan and bought by institutions for 120 million yuan. Mingzhi Electric was sold by institutions for more than 20 million; China Railway Assembly, the leading Chinese stock, was sold by the agency for nearly 20 million yuan.

2. Tourist capital

image First-tier investors are generally active. Most of the shares are sold. The “Chinese character generation” concept stock Waltai was sold by Cathay Pacific Junan Sanya Yingbin Road for over 90 million; Tuopu Group was sold by CITIC Securities Shanghai Liyang Road for over 80 million; and leading shares were sold by two first-tier investors.

Quantitative capital activity is average. Hongsheng Huayuan was sold a quantitative seat for T by three quantitative seats; Hongbo Co., Ltd. was bought by one quantitative seat for more than 30 million yuan.

The translation is provided by third-party software.


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