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【数据看盘】北向资金加仓多只汽车股 两家游资联手超4亿抢筹中兴通讯

[Data review] Northbound Capital increased positions in multiple auto stocks, and two travel investors joined forces to raise more than 400 million dollars to grab ZTE

cls.cn ·  Feb 27 18:17

① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, BYD, Celis, and Changan Automobile all received net purchases from northbound capital, of which BYD received a net purchase of 565 million yuan. ② ZTE, which went up and down, was bought by two first-tier tourist seats, with a total purchase amount of over 400 million. ③ The number of long and short IM contracts is significantly greater than the number of short positions.

The Shanghai and Shenzhen Stock Connect made large net purchases today, with BYD leading net purchases and Daqin Railway's 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 and short IM contracts is significantly greater than the number of short positions. In terms of the Dragon Tiger List, Hi-Tech Development was bought by an agency for more than 80 million and sold by an agency for more than 50 million; Ziguang Guowei was sold by institutions for 112 million and was also bought by institutions for more than 90 million; Western Securities was sold by institutions and bought more than 40 million by Oriental Securities Shanghai Yuanshen Road; and Ziguang Co., Ltd. was bought by a quantitative seat for more than 20 million yuan.

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

Northbound Capital made net purchases of 12.248 billion yuan throughout the day, including net purchases of 6.214 billion yuan from Shanghai Stock Connect and 6.035 billion yuan from Shenzhen Stock Connect.

image Most of the top ten transactions in the Shanghai and Shenzhen Stock Connect markets were net purchases. In terms of purchases, BYD's net purchases ranked first, while Gree Electric and Zhongji Xuchuang Net Purchases ranked second and third. In addition, Cyrus and Changan Automobile all received net purchases.

In terms of net sales, the Daqin Railway had the highest net sales. Previously, the stock was rarely listed, and Lixun Precision ranked second in net sales. Both the surging IFF and the Jinshan office were sold slightly net with northbound capital.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as humanoid robots, CPO, satellite navigation, and computing power registered the highest gains, while none 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 machinery and equipment sector has the highest net outflow of capital from the main force.

image Judging from the main capital monitoring data of individual stocks, the net inflow of main capital to AI concept stocks was high among the top ten individual stocks, with ZTE leading the net inflow.

The main capital outflows to the top ten individual stock sectors are quite chaotic, with Hongbo shares leading the net outflow.

3. Futures Index Positions

image The four major futures indicate that both the long and short sides of the main contract reduced their positions. Among them, the IH contract reduced the number of long positions; the IF contract reduced the number of long positions slightly; the number of short positions reduced in the IC contract was slightly higher; and the number of long positions reduced in the IM contract was significantly greater than the number of short positions.

4. Dragon Tiger List

1. Agency

image The activity of the Dragon Tiger List is average. In 8 days, Hi-Tech Development on the 6th board was bought by an agency for more than 80 million, and sold by an agency for more than 50 million.

In terms of sales, the chip stock Ziguang Guowei was sold by institutions for 112 million dollars, while institutions bought more than 90 million; ZTE, which rose and stopped, was sold by institutions for more than 80 million; and Western Securities, which rose and stopped at the end of the session, was sold by institutions for more than 40 million yuan.

2. Tourist capital

image First-tier tourism activity is average. ZTE was bought by two first-tier tourism companies, with a total purchase amount of over 400 million; Western Securities was bought by Oriental Securities Shanghai Yuanshen Road in Shanghai for more than 40 million.

Quantitative capital activity is average. Ziguang Co., Ltd. and Ziguang Guowei both received more than 20 million quantitative seat purchases.

The translation is provided by third-party software.


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