① Both Zhongji Xuchuang and CNPC, which surged today, were net sold by northbound capital. ② Capital Securities was purchased by CITIC Shanghai Branch and CICC Shanghai Branch for a total purchase amount of nearly 100 million yuan.
The Shanghai and Shenzhen Stock Connect had a slight net purchase today. Kweichow Moutai had the highest net purchases and Zhongji Xuchuang had the highest 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 IH contract short positions reduced is significantly greater than the number of long positions. In terms of the Dragon Tiger List, Shenzhen China A was bought by institutions for more than 40 million; Hi-Tech Development received more than 30 million yuan from institutions and purchased by Cathay Pacific Junan Nanjing Taiping South Road Sales Department; and Insai Group was sold over 90 million by three institutions.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 3.69 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 2,551 billion yuan and Shenzhen Stock Connect had net purchases of 1,138 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the majority were net purchases. In terms of purchases, Kweichow Moutai had the highest net purchases in a row, and Ningde Times net purchases ranked second. The stock was net bought for 4 consecutive trading days; Ping An Bank and IFF ranked third and fourth in net purchases.
In terms of net sales, the CPO concept stock Zhongji Xuchuang had the highest net sales, and CNPC, which had surged, was sold slightly net.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as state-owned clouds, liquid-cooled servers, computing power leasing, and coal registered the highest gains, while only a few sectors such as fentanyl declined.
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 telecommunications sector has the highest net outflow of main capital.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Zhongke Shuguang leading the net inflow.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Shenzhen China leading the net outflow from A.
3. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have drastically reduced their positions. Among them, the number of IH short positions reduced was significantly greater than the number of long positions; the number of long and short IF contracts was basically the same; and the number of short positions reduced by IC and IM contracts was higher.
4. Dragon Tiger List
1. Agency
Institutional activity on the Dragon Tiger List is average. Previously, Shenzhen China A was bought by institutions over 40 million; the computing power concept stock Hi-Tech Development received more than 30 million institutional purchases.
In terms of sales, the Sora Concept Stock Exchange Group was sold for over 90 million by three institutions.
2. Tourist capital
First-tier tourism activity is average. Hi-Tech Development was bought by Cathay Pacific Junan Nanjing Taiping South Road Sales Department over 100 million yuan, and at the same time sold over 20 million first-tier tourist seats by a single family.
Quantitative capital activity is average. Pioneer Securities was bought by two first-tier investors, with a total purchase amount of nearly 100 million yuan.