① Zijin Mining received a net sale of 377 million yuan from northbound capital today. The stock has been net sold for 8 consecutive trading days. ② Low-altitude economy concept stocks such as Wanfeng Aowei, CITIC Haizhi, and Andarville were all bought by institutions. Among them, Wanfeng Aowei was bought by an agency over 70 million.
The Shanghai and Shenzhen Stock Connect had significant net sales today, with Midea Group leading net purchases and Kweichow Moutai's net sales. In terms of the main capital of the sector, the petrochemical sector had the highest net inflow of main capital. In terms of ETF transactions, gold ETF (518880) ranked first in terms of turnover, which surged 96% month-on-month compared to yesterday. In terms of the Dragon Tiger List, Desai Xiwei was bought by institutions for 238 million; Xinxiang Chemical Fiber was bought by institutions for more than 70 million; Xiaocheng Technology was sold by institutions for nearly 40 million; and Jiaozuo Wanfang was sold by two first-tier tourist seats. Among them, CITIC Securities's Xi'an Suzque Street sales department sold 100 million yuan.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 6.49 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 3.391 billion yuan and Shenzhen Stock Connect had net sales of 3,099 billion yuan.
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, Midea Group had the highest net purchases, and the net purchases of the remaining individual stocks were less than 100 million yuan.
In terms of net sales, Kweichow Moutai had the highest net sales, while Longji Green Energy and Zijin Mining ranked second and third in net sales. Among them, Zijin Mining was net sold by northbound capital for 8 consecutive trading days.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as oil and gas, phosphorous chemicals, low-altitude economy, and shipping registered the highest gains, while sectors such as BC batteries, semiconductors, consumer electronics, and CPO registered the highest declines.
Judging from the capital monitoring data of the main sector, the petroleum and petrochemical sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from monitoring data on the main capital of individual stocks, the net inflow of main capital into cyclical stocks was high among the top ten individual stocks, with CNOOC leading the net inflow.
Among the top ten individual stocks with major capital outflows, there are many AI concept stocks, with Zhongke Shuguang leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the gold ETF (518880) ranked first, with a 96% month-on-month increase in turnover; the three Hang Seng Index-related ETFs ranked in the top ten; and NASDAQ ETF (159941) ranked ninth in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the two gold ETFs ranked first and fifth. Among them, the gold ETF (159934) had a 163% month-on-month increase in turnover; the second to fourth place were all NASDAG-related ETFs; and the military ETF (512660) ranked ninth with 79% month-on-month increase in turnover.
4. Futures Index Positions
Among the main contracts of the four major contracts, both long and short IH and IF contracts reduced their positions, and the number of short positions was reduced; both long and short IC and IM contracts increased their positions, and the number of short positions was increased.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger has increased. In terms of purchases, many low-altitude economy concept stocks have been purchased by institutions. Among them, Wanfeng Aowei has been bought for over 70 million, while CITIC Haizhi, Andaville, and Wanan Technology have all been bought for more than 30 million. The chemical fiber concept stock Xinxiang Chemical Fiber received more than 70 million purchases from institutions; Desai Xiwei, an intelligent driving concept stock that declined, received 238 million purchases from institutions.
In terms of sales, the two gold stocks of Xiaocheng Technology and Zhongrun Resources were sold by institutions. Among them, Xiaocheng Technology was sold by institutions for nearly 40 million yuan.
2. Tourist capital
First-tier tourism activity has increased. Wanfeng Aowei was bought for 118 million first-tier tourist seats and sold over 70 million in first-tier tourist seats; the non-ferrous concept stock Jiaozuo Wanfang was sold by two first-tier tourist seats. Among them, the Xi'an Suzque Street sales department of CITIC Securities sold 100 million yuan.
Quantitative capital activity is average. CITIC Hai directly received more than 40 million quantitative seat purchases from a single company.