① Among the top five ETFs that lost shares last week, ETFs related to the Science and Technology Innovation Board occupied three seats. Among them, the Science and Technology Innovation Board 50 ETF (588080) ranked first with a 912 million share reduction last week. ② The panel stock TCL Technology was bought by three institutions for $321 million and sold by three institutions for $211 million; the stock was bought by two first-tier investors at the same time, and the total purchase amount exceeded 300 million yuan.
The Shanghai and Shenzhen Stock Connect suspended trading today. In terms of ETF transactions, the Hang Seng Technology Index ETF (513180) turnover increased 177% month-on-month. In terms of futures positions, the number of IC contract long positions added is greater than the number of short positions. In terms of the Dragon Tiger List, Hemai was bought by institutions for 231 million; Jin Longyu was bought by institutions for more than 30 million; Shanmei International was sold by institutions for 302 million and also bought 114 million yuan by institutions; Wall Nuclear Materials was sold for 159 million by the agency, and more than 60 million in quantitative seats; CITIC Hai directly bought more than 50 million first-tier tourist seats and sold over 20 million by a first-tier investor.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Hong Kong stocks were closed today due to a holiday, and the Shanghai and Shenzhen Stock Connect suspended trading.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as solid-state batteries, small metals, microLED, and airport shipping registered the highest gains, while sectors such as coal, high-speed copper cable connections, and road and rail transportation registered the highest declines.
Judging from the capital monitoring data of the main sector, the optical optoelectronics sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the defense and military sector has the highest net outflow of capital from the main forces.
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 TCL Technology leading the net inflow.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Guangqi Technology leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) continues to rank first in terms of turnover, but its turnover increased by more than 70% compared to the previous trading day. Gold ETF (518880) ranked tenth in terms of turnover.
Looking at the top ten ETFs with month-on-month turnover growth, the Hang Seng Technology Index ETF (513180) ranked first in terms of turnover growth of 177% month-on-month, while the two NASDAQ related ETFs ranked second and third. Liquor ETF (512690) and PV ETF (515790) ranked fourth and seventh respectively.
Looking at the top ten ETFs with share growth last week, securities ETFs (512880) ranked second in terms of share growth of 869 million shares last week. Medical ETFs (512170), semiconductor ETFs (512480), aquaculture ETFs (159865), and gaming ETFs (159869) all ranked among the top ten by share growth.
Judging from the top ten ETFs that lost their share last week, there are three ETFs related to the Science and Technology Innovation Board among the top four ETFs. The 100 Dividend ETF (159589) ranked 8th in terms of share loss last week.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have increased their positions significantly; the number of short positions added to the IH contract is higher; the number of short positions added to the IF contract is slightly higher; the number of long positions added to the IC contract; and the number of short positions added to the IM contract is higher.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger is average. In terms of purchases, the panel stock TCL Technology was bought by institutions for 321 million yuan and sold by institutions for 211 million; the energy storage concept stock Hemai Co., Ltd. was bought 231 million by institutions; and Jin Longyu, a solid-state battery concept stock, was bought by institutions for more than 30 million yuan.
In terms of sales, the coal stock Shanmei International was sold by the agency for 302 million yuan, while the agency bought 114 million yuan; Qianyuan Pharmaceutical, an innovative drug concept stock, was sold by the agency for more than 50 million; and Wall Nuclear Materials, a copper cable connection concept stock, was sold by the agency for 159 million yuan.
2. Tourist capital
First-tier tourism activity has increased. TCL Technology was bought by two first-tier tourist seats, with a total purchase amount of over 300 million; the low-altitude economy concept stock CITIC Hai directly bought more than 50 million first-tier tourist seats and sold more than 20 million first-tier tourist seats by a single first-tier tourist company. Qianyuan Pharmaceutical, which was sold by the agency, was bought for more than 40 million yuan in first-tier tourist seats.
Quantitative capital activity is average. Wall Nuclear Materials was sold for more than 60 million in quantitative seats by a single family.