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【数据看盘】多只中概互联网ETF成交额大增 机构游资博弈低空经济概念股

[Looking at the data] Many Chinese Internet ETFs have surged in turnover, institutional gambling, low-altitude economy concept stocks

cls.cn ·  Apr 10 17:58

① Today, Hong Kong Internet stocks collectively surged. The turnover of many Chinese Internet ETFs increased sharply from yesterday. Among them, the turnover of China Internet ETF (513050) increased 167% month-on-month. ② According to data from the Dragon Tiger List, the agency sold CITIC Haizhi, Jianxin shares, and Zongshen Power, and purchased Zongshen Power, CITIC Haizhi, and Rice information.

Shanghai and Shenzhen Stock Connect had a slight net sale today. IFF ranked first in net purchases, and Gree Electric ranked first in net sales. In terms of the main capital of the sector, the utility sector had the highest net inflow of main capital. In terms of ETF transactions, Hang Seng Internet ETF (513330) ranked first in terms of turnover. 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, Demingli was bought by institutions for more than 50 million; CITIC Haidian was sold over 60 million by agencies and sold over 40 million by a quantitative seat; Xiaocheng Technology was sold by institutions for more than 60 million; Kain Technology was sold by institutions for 130 million; and Zong Shen Power was bought by a first-tier tourist company for more than 60 million.

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

Northbound Capital had net sales of 4.114 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 1.05 billion yuan and Shenzhen Stock Connect had net sales of 3.109 billion yuan.

image 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, IFF had the highest net purchases; Wuliangye and China Ping An's net purchases ranked second and third.

In terms of net sales, Gree Electric had the highest net sales. In the Ningde era and China, free net sales ranked second and third, and Kweichow Moutai was net sold for 6 consecutive trading days.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as precious metals, flying vehicles, industrial motherboards, and coal registered the highest gains, while sectors such as online games, memory chips, media, and computing power leasing registered the highest declines.

image Judging from the capital monitoring data of the main sectors, only the utilities and precious metals sectors had net inflows of capital; the rest of the sectors had net outflows.

In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.

image Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into cyclical stocks is high among the top ten individual stocks, with the net inflow of Yangtze River Electric Power leading the way.

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

image Looking at the top ten ETFs by turnover, four ETFs related to the Hang Seng Index rank in the top ten, with Hang Seng Internet ETF (513330) ranking first in terms of turnover.

image Looking at the top ten ETFs with a month-on-month increase in turnover, the top four were all Hong Kong-related ETFs, and their turnover all doubled month-on-month. Among them, the Chinese Internet ETF (513050) ranked first with a 167% month-on-month increase in turnover. The gold ETF fund (159937) ranked fifth with a 106% month-on-month increase in turnover, and a securities ETF (512880) ranked sixth with a 104% month-on-month increase in turnover.

4. Futures Index Positions

image Among the main contracts, both long and short IH contracts reduced their positions slightly, and the number of short positions decreased; both long and short IF contracts increased their positions. Among them, the IF contract had a large number of short positions and the number of long positions added in the IC contract; both parties with long and short IM contracts reduced their positions, and the number of long positions decreased, and the number of long and short positions decreased.

5. Dragon Tiger List

1. Agency

image The level of institutional activity on the Dragon Tiger List is average, and most of the individual stocks on the list are mainly sold. On the buying side, Demingli, a memory chip concept stock that has declined, received more than 50 million purchases from institutions.

In terms of sales, many low-profile economy concept stocks were sold by institutions. Among them, CITIC Haidian sold more than 60 million yuan; Jianxin shares and Zongshen Power were all sold; the gold concept stock Xiaocheng Technology was sold by institutions for more than 60 million; Zhongrun Resources sold by institutions for more than 30 million; and the biopharmaceutical concept stock Kane Technology was sold by institutions for 130 million yuan.

2. Tourist capital

image First-tier tourism activity is average. The Xi'an Suzque Street Sales Department of CITIC Securities bought three low-altitude economy concept shares Zong Shen Dynamics, CITIC Haizhi, and Rice Information, of which Zongshen Dynamics bought more than 60 million.

Quantitative capital activity is average, and CITIC Haiji directly sold over 40 million quantified seats by a single family.

The translation is provided by third-party software.


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