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【数据看盘】机构甩卖多只低空经济概念股 多路资金大幅抢筹浪潮信息

[Looking at the data] Information on the wave of institutions selling many low-altitude economic concept stocks, multiple sources of capital, and large fund-raising

cls.cn ·  Mar 28 18:13

① Low-altitude economy concept stocks Aerospace Hongtu, Wanfeng Owei, and Rice Information have all been sold by institutions. ② Inspur Information was purchased by institutions for 112 million yuan. Together, the two companies bought more than 250 million first-tier tourist seats, and one quantitative seat purchased 115 million yuan. ③ The number of long positions added to IF and IM contracts is significantly greater than the number of short positions.

The Shanghai and Shenzhen Stock Connect made a small net purchase today, with Wuliangye leading net purchases and Goertek shares leading the 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 ETF transactions, the S&P 500 ETF (513500) ranked first with a 139% month-on-month increase in turnover over yesterday. In terms of futures positions, the number of long positions added to IF and IM contracts is significantly greater than that of short positions. On the Dragon Tiger List, Wall Nuclear Materials was bought by institutions for 112 million; Xingchen Technology was bought by institutions for more than 40 million; Everbright Bank was sold by institutions for 230 million; Shenzhen bought two first-tier tourist seats; Wanfeng Aowei was bought by more than 60 million first-tier investor seats; and Hi-Tech Development was sold by two first-tier investors.

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

Northbound Capital made net purchases of 2,335 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 2,559 million yuan and Shenzhen Stock Connect had net sales of 225 million yuan.

image Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the net sales volume of individual stocks was high. In terms of purchases, Wuliangye's net purchases ranked first, while iFLYTEK and China's free net purchases ranked second and third.

In terms of net sales, Goertek shares had the highest net sales. AI computing power concept stocks Fulian, Xinyisheng, and Zhongji Xuchuang were all net sold.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as the low-altitude economy, smart light poles, high-speed copper cable connections, and satellite navigation registered the highest gains, while a few sectors such as banks and pork 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 banking sector has the highest net outflow of main capital.

image Judging from the main capital monitoring data of individual stocks, AI concept stocks had more net inflows of main capital into the top ten individual stocks, with Wave Information 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. ETF Transactions

image Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) continues to rank first in terms of turnover. Three Hang Seng Index-related ETFs ranked third to fifth.

image Looking at the top ten ETFs with a month-on-month increase in turnover, the S&P 500 ETF (513500) ranked first with 139% month-on-month increase in turnover compared to yesterday. The China Securities 2000 ETF (563,300) is in second place, and the three ETFs related to Hong Kong stocks rank in the top ten.

4. Futures Index Positions

image The four major futures indicate that both long and short positions are added to the main contract; the number of long positions added to the IH contract is higher; the number of long positions added to the IF contract is significantly greater than the number of short positions; the number of long positions added to the IC contract is higher; and the number of long positions added to the IM contract is significantly greater than the number of short positions.

5. Dragon Tiger List

1. Agency

image The institutional activity of Dragon Tiger has increased. In terms of purchases, the computing power concept stock Wave Information was bought 112 million by institutions; Wall Nuclear Materials, a copper cable high-speed connection concept stock, was bought 112 million by institutions; and the new stock Xingchen Technology was bought by institutions for more than 40 million yuan.

In terms of sales, many low-altitude economy concept stocks were sold by institutions. Among them, Aerospace Hongtu sold 134 million yuan, Wanfeng Aowei was sold by institutions for nearly 100 million yuan; and Rice Information was sold by agencies for more than 20 million yuan. Everbright Bank, which had plummeted, was sold by institutions for 230 million dollars.

2. Tourist capital

image First-tier tourism activity is average. CITIC Securities's Xi'an Suzque Street Sales Department and SDIC Securities's Xi'an Qujiangchi South Road Sales Department each bought Wave Information for $147 million and $113 million; Shencheng seized two first-tier tourist seat purchases, and Wanfeng Aowei received more than 60 million first-tier tourist seats from a family; and Hi-Tech Development was sold by two first-tier tourist seats.

Quantitative capital activity is average, and Inspur Information received 115 million yuan in quantitative seat purchases from a household.

The translation is provided by third-party software.


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