① Xinyisheng, Zhongji Xuchuang, and Tianfu Communications all received net purchases from northbound capital, which once plummeted during the intraday period. ② Wall Nuclear Materials, a copper high-speed connection concept stock, was purchased by two institutions for $127 million, while Cathay Pacific Junan Nanjing Taiping South Road bought 118 million yuan.
The Shanghai and Shenzhen Stock Connect made large net purchases today. China Merchants Bank ranked first in net purchases, and Pharmaceutical Kang De ranked first in net sales. In terms of the sector's main capital, the telecommunications sector has the highest net inflow of main capital. In terms of ETF transactions, the NEV ETF (515030) turnover increased by more than 50% over yesterday. In terms of futures positions, the number of short positions added to IM contracts is greater than the number of long positions. On the Dragon Tiger List, Tianci Materials was purchased by institutions for more than 70 million; Zhongguangtian was selected to buy more than 30 million yuan in first-tier tourist seats and more than 70 million first-tier tourist seats; Hi-Tech Development was sold by institutions for 214 million; and Kangda New Materials was sold by two first-tier tourist seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 4.725 billion yuan throughout the day, including net purchases of 2.252 billion yuan from Shanghai Stock Connect and 2,473 billion yuan from Shenzhen Stock Connect.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the net number of individual shares was purchased. In terms of purchases, China Merchants Bank ranked first in net purchases, while Kweichow Moutai and Midea Group ranked second and third in net purchases. At one point during the intraday period, CPO concept stocks Xinyisheng, Zhongji Xuchuang, and Tianfu Communications all received net purchases.
In terms of net sales, Yao Ming Kangde's net sales ranked first, while Lixun Precision's net sales ranked second.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as Xiaomi cars, solid state batteries, real estate, and nuclear pollution prevention had the highest gains, while sectors such as Sora concept, multi-modality, data elements, and mobile games registered the highest declines.
Judging from the capital monitoring data of the main sector, the telecommunications 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, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Beidouxingtong leading the net inflow.
Among the top ten individual stocks with major capital outflows, there are many AI concept stocks, and Cyrus has the highest net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the three Shanghai and Shenzhen 300-related ETFs ranked in the top ten, with the Shanghai and Shenzhen 300 ETF (510300) ranking first in terms of turnover. Three Hang Seng Index-related ETFs ranked in the top ten, with the Hang Seng Technology Index ETF (513180) ranking third in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the Shanghai and Shenzhen 300 ETF Southern (159925) ranked first in terms of turnover growth of more than 80% compared to yesterday, the two China Stock Exchange 500-related ETFs ranked second and third, and the NEV ETF (515030) ranked fourth with a turnover increase of more than 50% compared to yesterday.
4. Futures Index Positions
The four major contracts indicate that among the main contracts, the number of long positions added to the IH contract is slightly larger than that of the short; the number of long positions added to the IF contract is slightly larger, and the number of positions added by the long and short parties in the IC contract is basically the same; both parties with long and short IM contracts increase their positions significantly, and the number of short positions added is greater than the number of long positions.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. In terms of purchases, Tianci Materials, a lithium battery concept stock, was bought by institutions for over 70 million; Wall Nuclear Materials, a copper cable high-speed connection concept stock, was bought by institutions for 127 million; and Guangtian bought more than 30 million from institutions in Kimi's concept stock.
In terms of sales, Hi-Tech Development was sold by the agency for 214 million yuan. The stock was bought by the agency yesterday for 241 million yuan, or the same agency is doing T for the stock; the satellite navigation concept stock, Beidouxingtong, was sold by the agency for more than 30 million yuan.
2. Tourist capital
First-tier tourism activity is average. Wall Nuclear Materials purchased by the agency was bought by Cathay Pacific Junan Nanjing Taiping South Road for 118 million; Kangda New Materials, a photoresist concept stock, was sold by two first-tier tourist seats; and Zhongguangtian won a first-tier tourist seat to buy over 70 million yuan.
Quantitative capital activity is average. Jiayun Technology, a Douyin concept stock, received a quantitative seat purchase of over 20 million yuan.