The Shanghai and Shenzhen Stock Connect had a slight net purchase today. Kweichow Moutai had the highest net purchases and Zhongji Xuchuang had the highest net sales. In terms of the sector's main capital, the defense and military sector has the highest net inflow of main capital. In terms of ETF transactions, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover. In terms of futures positions, IF contract bears have increased their positions significantly. In terms of the Dragon Tiger List, CITIC Direct received more than 80 million purchases from institutions, bought more than 80 million in quantitative seats and sold more than 30 million; Zhongrun Resources was sold by institutions for more than 20 million; Mount Emei A was bought by a first-tier investor for more than 40 million; and Beifang Copper received more than 40 million in quantitative seats.

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

Northbound Capital made net purchases of 1,389 million yuan throughout the day, of which Shanghai Stock Connect made net purchases of 908 million yuan and Shenzhen Stock Connect made net purchases of 481 million yuan.

Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, there were a large number of net purchases of individual stocks. In terms of purchases, Kweichow Moutai had the highest net purchases. Zijin Mining and IFF, which had plummeted, received net purchases from northbound capital.

In terms of net sales, the CPO concept stock Zhongji Xuchuang had the highest net sales, while Sanhua Intelligent Control and Agricultural Bank ranked second and third in net sales.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as military, pork, tourism, and medical devices registered the highest gains, while sectors such as oil and gas, coal, gold, and flying vehicles registered the highest declines.

Judging from the capital monitoring data of the main sector, the defense and military sector has the highest net inflow of main capital.

In terms of capital outflows from the sector, the petroleum and petrochemical sector has the highest net outflow of main capital.

Judging from the monitoring data of the main capital of individual stocks, military stocks had the largest net inflow of main capital among the top ten individual stocks, and Kweichow Moutai had the highest net inflow.

Among the top ten individual stocks with major capital outflows, there are many cyclical stocks, with CITIC Haidian leading the net outflow.

3. ETF Transactions

Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover; three Hang Seng Index-related ETFs and two CCI ETFs ranked in the top ten; and the gold ETF (518880) ranked fifth in terms of turnover.

Looking at the top ten ETFs with a month-on-month increase in turnover, Hang Seng Internet ETF (513330) ranked first with a 37% month-on-month increase in turnover, while the China Securities Dividend ETF (515080) ranked second. Four A50 related ETFs are in the top ten.

Judging from the top ten ETFs that increased in share last week, there are three pharmaceutical-related ETFs in the top five, of which the medical ETF (512170) had the highest share growth. Three A50 related ETFs are in the top ten.

Looking at the top ten ETFs that lost shares last week, coal ETFs ranked first with a 640 million share reduction in share last week. The two Science and Technology Innovation Board 50 and one ETF related to the Science and Technology Innovation Board 100 Index ranked in the top ten.

4. Futures Index Positions

Among the main contracts, the IH, IC, and IM contracts are reduced by both long and short positions; the IH contract's long and short positions are basically the same; IC contracts have more short positions reduced, and IM contracts have a larger number of long positions; both parties with long and short IF contracts have increased their positions, and the number of short positions added is significantly greater than that of long ones.

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 more than 80 million purchases from institutions.

In terms of sales, the gold stock Zhongrun Resources was sold by institutions for more than 20 million; Wanfeng Aowei, a low-altitude economic concept stock, was sold by institutions for more than 40 million.

2. Tourist capital

First-tier investment activity is average. The Xi'an Suzque Street Sales Department of CITIC Securities bought Wanfeng Aowei for more than 50 million yuan. This seat bought 118 million of the shares last Friday. Today, the stock declined and instead bucked the trend. Mount Emei A was bought for more than 40 million first-tier tourist seats.

Quantitative capital activity has increased. CITIC Hai directly received more than 80 million quantitative seat purchases and sold more than 30 million; Northern Copper received more than 40 million quantitative seat purchases from a company.