① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, Pharmaceutical Ming Kangde had the highest net sales, with a net sale of 945 million yuan. ② Tiger Pharmaceuticals, an innovative drug concept stock, was purchased by three institutions for 536 million yuan, while receiving nearly 80 million yuan from Cathay Pacific Junan Nanjing Taiping South Road. ③ The turnover of many pharmaceutical-related ETFs increased significantly compared to yesterday.
The Shanghai and Shenzhen Stock Connect made large net purchases today, with Wuliangye leading net purchases and Pharmaceutical Kangde leading net sales. In terms of the main capital of the sector, the light industry manufacturing sector had the highest net inflow of main capital. In terms of ETF transactions, the turnover of many pharmaceutical-related ETFs increased significantly from month to month. In terms of futures positions, the number of short positions added to IF contracts is greater than the number of long positions. In terms of the Dragon Tiger List, I Love My Family was bought by institutions for nearly 30 million; Northgate was sold by institutions for nearly 40 million yuan; Hongbo Co., Ltd. was bought by Guosheng Securities Ningbo Sangtian Road for 116 million, while also sold by Cathay Pacific Junan Nanjing Taiping South Road for more than 50 million; and Mingpu Optoelectronics bought more than 30 million in quantitative seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 6.422 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 4.247 billion yuan and Shenzhen Stock Connect had net purchases of 2.175 billion yuan.
Net purchases of individual stocks in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets were mostly in the top two. In terms of purchases, Wuliangye and China's net free purchases split into the top two, and both received net purchases of over 500 million dollars; Zijin Mining, which continued to set a record high, ranked third in net purchases. The other only non-ferrous metals concept stock, Western Mining also received net purchases. The CPO concept stock Zhongji Xuchuang and Fulian Industrial, a concept stock with a sharp drop in computing power, received net purchases.
In terms of net sales, Yao Ming Kangde, which has plummeted, had the highest net sales, with net sales of nearly 1 billion dollars; Lixun Precision and Mindray Healthcare ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as automobile dismantling concepts, metal copper, innovative pharmaceuticals, and port shipping registered the highest gains, while sectors such as Sora concept, flying cars, mobile games, and media registered the highest declines.
Judging from the capital monitoring data of the main sector, the light industry manufacturing sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic 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 stocks was high in computing power concept stocks, with Hongbo shares leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Yao Ming Kangde leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, six Hong Kong equity-related ETFs ranked in the top ten. Among them, four were index-related ETFs and two were Hong Kong pharmaceutical-related ETFs. Among them, the Hong Kong Stock Innovative Drug ETF (513120) ranked first in terms of turnover, which increased by more than 2 times compared to yesterday.
Looking at the top ten ETFs with month-on-month turnover growth, the top five were all pharmaceutical-related ETFs. Of these, four were Hong Kong pharmaceutical-related ETFs. Innovative Drug ETF (159992) ranked first in terms of turnover growth of nearly 4 times compared to yesterday. The turnover of the Shanghai and Shenzhen 300 ETF eFangda (510310) increased by more than 80% over yesterday.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have increased their positions. Among them, the number of short positions added in the IH, IF, and IM contracts is greater than the number of long positions. Among them, the number of short positions added in the IF contract is clearly greater than the number of long positions; the number of long positions added to the IC contract is greater than the number of short positions.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger List is average. Tiger Pharmaceuticals, an innovative drug concept stock, was bought 536 million by institutions; the real estate stock I Love My Family was bought by institutions for nearly 30 million yuan.
In terms of sales, the innovative drug concept stock Nordsig was sold by institutions for 105 million dollars; Opomac was sold by institutions for nearly 40 million yuan.
2. Tourist capital
First-tier investment activity is average. Hongbo Co., Ltd., a computing power concept stock, was purchased by Guosheng Securities from Ningbo Sangtian Road for 116 million, while at the same time sold by Cathay Pacific Junan Nanjing Taiping South Road for more than 50 million; Tiger Pharmaceuticals, which was purchased by the agency, was also bought by Cathay Pacific Junan Nanjing Taiping South Road for nearly 80 million yuan.
Quantitative capital activity is average, and the CPO concept stock Mingpuguang has obtained a quantitative seat purchase of more than 30 million yuan.