① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, CNPC's net purchases ranked second. The stock received net purchases from northbound capital for 3 consecutive trading days. ② Angus, a new stock that fell to the bottom of the Science and Technology Innovation Board, was sold by five institutions for 110 million dollars. According to rough estimates, it accounts for close to 10% of the circulation market. ③ The number of short positions added to IM contracts is significantly greater than the number of long positions.
Shanghai and Shenzhen Stock Connect had a small net purchase today, with iFLYTEK leading net purchases and Mingyang Smart leading net sales. In terms of the main capital of the sector, the electronic sector had the highest net inflow of main capital this week. In terms of futures positions, the number of short positions added to IM contracts is clearly greater than the number of long positions. In terms of the Dragon Tiger List, Sinoma Energy was bought over 80 million by an agency; Sanbo Neuroscience received more than 30 million purchases; COFCO Capital was sold over 50 million by the agency; the sub-IPO, Western Dian Xinneng, bought more than 30 million first-tier tourist seats; Jindi was sold by a first-tier investor for more than 60 million; and Inner Mongolia's Xinhua was bought more than 20 million in quantified seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 2,726 billion yuan throughout the day, including a net purchase of 1,126 billion yuan from Shanghai Stock Connect and a net purchase of 1.6 billion yuan from Shenzhen Stock Connect.
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, iFLY and Tianfu Communications, the two US AI concept stocks, ranked first and third with net purchases. CNPC ranked second in net purchases. The stock received net purchases from northbound capital for three consecutive trading days.
In terms of net sales, the wind power stock Mingyang Smart had the highest net sales. Previously, the stock was less on the list; Pien Ziyi and IFF ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as CPO, BC batteries, diet pills, and semiconductors registered the highest gains, while sectors such as ST, education, real estate development, and petroleum processing registered the highest declines.
Judging from the capital monitoring data of the main sector, the electronic sector has the highest cumulative net inflow of main capital, and the sector with the highest net inflow is all related to AI.
In terms of capital outflows from the sector, the construction engineering sector has the highest cumulative net outflow of capital.
Judging from the main capital monitoring data of individual stocks, there are many AI and PV concept stocks, with IFF leading the net inflow.
The top ten stocks with major capital outflows were all Chinese leading stocks, with China Television Media leading the net outflow.
3. Futures Index Positions
The four major contracts indicate that in the IH contract, both the long and short sides of the IH contract have increased their positions; the long and short sides of the IF contract have increased their positions drastically, and the number of long positions has been increased; both the long and short sides of the IC contract have reduced their positions, and the number of long and short positions has been increased; and the number of short positions added to the IM contract is clearly greater than the number of long positions.
4. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. Sinoma Energy, the leading individual stock in China, was bought by an agency for more than 80 million; Sanbo Brain, a brain-computer interface concept stock, was bought by institutions for more than 30 million yuan.
In terms of sales, Angus, a new stock on the Science and Technology Innovation Board, was sold by five institutions for 110 million yuan. According to rough estimates, the amount sold by the agency accounted for close to 10% of the stock's circulation; COFCO Capital, the leading individual stock with Chinese characters, was sold by institutions for more than 50 million yuan.
2. Tourist capital
First-tier investor activity is average. The sub-new stock, Xidi Xinneng, received more than 30 million first-tier seat purchases, and Jindi shares were sold by a first-tier investor for more than 60 million.
Quantitative capital activity is average. The capital mainly focuses on state-owned enterprise stocks. Its Chinese enterprise reform concept stock, Inner Mongolia's Xinhua, was bought by a quantitative seat for more than 20 million yuan, and received T from two quantitative seats.