① Huazhong CNC, an industrial mother machine concept stock, was sold by four institutions for more than 80 million yuan, and Yawei Co., Ltd. was sold by institutions for more than 30 million. ② Hongbo Co., Ltd., a computing power leasing concept stock, was bought by three first-tier tourist seats, and China's Taijunan Nanjing Taiping South Road sales department bought more than 50 million yuan. ③ The IF period indicates that the main contract short positions have been drastically reduced, and the number of position reductions is significantly greater than that of long positions.
The Shanghai and Shenzhen Stock Connect had a slight net sale today, with Midea Group leading net purchases and Changan Automobile leading the net sales. In terms of the main capital of the sector, the machinery and equipment sector had the highest net inflow of main capital. In terms of futures positions, the number of short positions reduced in IF contracts is significantly greater than that of long positions. In terms of the Dragon Tiger List, Shenzhen China A was bought by institutions for more than 30 million; Saiwei Microelectronics was bought by institutions for more than 20 million; Zhongzhong Technology was sold by an agency for more than 70 million; Hi-Tech Development was sold by two first-tier passenger seats; and Yada was sold by Huaxin Securities Shanghai Maotai Road Sales Department for 126 million yuan.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 1,313 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 829 million yuan and Shenzhen Stock Connect had net sales of 2,142 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the majority were net sales. In terms of purchases, Midea Group had the highest net purchases, while IFF and China Merchants Bank ranked second and third.
In terms of net sales, Changan Automobile ranked first in net sales, while Ningde Times and Agricultural Bank ranked second and third in net sales. Overall, the net sale of individual stocks by Northbound Capital today is quite confusing, and the net sales amount is not large.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as industrial motherboards, intelligent logistics, household appliances, and flying vehicles registered the highest gains, while sectors such as cross-border payments, coal, Chinese characters, and liquor registered the highest declines.
Judging from the capital monitoring data of the main sector, the machinery and equipment sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the computer sector has the highest net outflow of major capital.
Judging from the monitoring data of the main capital of individual stocks, there are many robot concept stocks with a net inflow of main capital among the top ten individual stocks, with Hongbo shares leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with the net outflow of high-tech development leading the way.
3. Futures Index Positions
The four major futures indicate that in the main contract, the number of IH contract short positions reduced was greater than the long; the number of short positions reduced in the IF contract was significantly greater than that of the long; the number of short positions reduced in the IC contract was slightly greater than that of the long; and the IM contract was slightly increased and the short position was reduced by the IM contract. Despite today's decline in indices, major futures bears have sharply reduced their positions.
4. Dragon Tiger List
1. Agency
Institutional activity on the Dragon Tiger List is average. The high-ranking stock Shenzhen China A received more than 30 million purchases from institutions recently. The stock was recently continuously bought by institutions and then sold the next day, or some institutions made a T on this stock; the chip concept stock competition Weiwei Electronics received more than 20 million purchases from institutions.
In terms of sales, Huazhong CNC, an industrial parent machine concept stock, was sold by the agency for more than 80 million yuan; Yawei shares were sold by the agency for more than 30 million; the sub-new stock, Zhongzhu Heavy Technology, was sold by an agency for more than 70 million.
2. Tourist capital
First-tier tourism activity is average. Hongbo shares, a computing power concept stock, were bought by three first-tier investors, and Hi-Tech Development was sold by two first-tier investors. Sora concept stock company Yada was sold by Huaxin Securities Shanghai Maotai Road Sales Department for 126 million yuan. Quantitative capital activity is average. Huazhong CNC, which was sold by the agency, was bought by a quantitative seat for more than 20 million yuan.