The Shanghai and Shenzhen Stock Connect had a slight net sale today. The Ningde Era had the highest net purchases, and Kweichow Moutai had the highest net sales. In terms of ETF transactions, the Hang Seng Technology Index ETF (513180) has the highest turnover. In terms of futures positions, the number of IH contract short positions reduced is greater than the number of long positions. In terms of the Dragon Tiger List, CITIC Hai was directly purchased by institutions for 160 million yuan, sold over 60 million in first-tier seats, and purchased by two quantitative capital seats; Guanghe Technology was bought by institutions for more than 20 million and three first-tier seats; Wanfeng Aowei was sold by institutions for more than 50 million; and Jin Longyu, a solid-state battery concept stock, was sold by institutions for more than 30 million yuan.

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

Northbound Capital had net sales of 1,618 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 1,503 billion yuan and Shenzhen Stock Connect had net sales of 115 million yuan.

Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the net number of individual stocks was sold. In terms of purchases, Ningde Era had the highest net purchases, receiving net purchases of 726 million yuan; Huichuan Technology and Wuliangye ranked second and third with net purchases.

In terms of net sales, Kweichow Moutai had the highest net sales, while China's net sales of China Free and Sunshine Power ranked second and third respectively.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as dyes, titanium dioxide, solid state batteries, oil and gas registered the highest gains, while sectors such as AI corpus, multi-modality, CPO, and MR registered the highest declines.

Judging from the capital monitoring data of the main sector, the non-ferrous metals 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 main capital monitoring data for individual stocks, the net inflow of main capital into the top ten individual stocks was high for cyclical stocks, with N Guanghe leading the net inflow.

Sectors belonging to the top ten individual stocks with major capital outflows are quite cluttered, with the net outflow of Wave Information leading the way.

3. ETF Transactions

Looking at the top ten ETFs by turnover, the Hang Seng Technology Index ETF (513180) had the highest turnover. In addition, two other Hang Seng Index-related ETFs ranked fourth and fifth. The Shanghai and Shenzhen 300 ETF (510300) ranked second in terms of turnover.

Looking at the top ten ETFs with a month-on-month increase in turnover, they are all ETFs related to Hong Kong stocks and Chinese securities. Among them, the Hong Kong Stock Technology 50 ETF (513980) ranked first with a turnover increase of more than 2 times month-on-month.

4. Futures Index Positions

The four major futures indicate that both long and short main contracts have drastically reduced their positions, and IH contracts have reduced their short positions slightly more; IF, IC, and IM contracts have all reduced their positions by a large number of long positions.

5. Dragon Tiger List

1. Agency

The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the low-altitude economy concept stock CITIC Hai directly received 160 million purchases from institutions; the new stock Guanghe Technology received more than 20 million institutional purchases.

In terms of sales, Wanfeng Aowei, a low-altitude economy concept stock, was sold over 50 million by institutions; Jin Longyu, a solid-state battery concept stock, was sold by institutions for more than 30 million.

2. Tourist capital

First-tier investment activity has increased. Roboco, which has declined, was bought by Huatai Securities's Beijing Yonghegong Sales Department, which was less on the list; the first day of the listing of the new stock Guanghe Technology was bought by three first-tier investors, which was rare before; Guangqi Technology, a low-altitude economic concept stock, was sold by two first-tier investors. Among them, CITIC Securities's Xi'an Suzque Street sales department sold over 60 million yuan; CITIC Haizhi sold more than 60 million first-tier market seats.

Quantitative capital activity is average. CITIC Hai received direct purchases of quantitative capital seats from two companies, with a total purchase amount of over 100 million yuan.