北向资金全天净卖出29.97亿，其中沪股通净买入2.32亿元，深股通净卖出32.29亿元。① Cyclical stocks such as Zijin Mining, Luoyang Molybdenum, and China Aluminum all received net purchases from northbound capital, of which Zijin Mining received a net purchase of 460 million yuan. ② The computing power concept stock Hi-Tech Development, which had previously declined for 3 consecutive trading days, was bought out of 124 million by two institutions.
The Shanghai and Shenzhen Stock Connect had a slight net sale today. Zijin Mining had the highest net purchases, and Midea Group had the highest net sales. In terms of the main capital of the sector, the food and beverage sector had the highest net inflow of main capital. In terms of ETF transactions, the turnover of the Shanghai and Shenzhen 300 ETF eFangda (510310) increased 117% month-on-month. In terms of futures positions, the number of long and short IF contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Huihuang Technology was bought by institutions for 127 million, and a first-tier tourist seat was bought for more than 20 million; Andaville received more than 30 million purchases and more than 40 million quantitative seat purchases by an agency; Wanan Technology was sold by institutions for more than 50 million; and Mount Emei A was sold for more than 40 million first-tier tourist seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 2,997 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 232 million yuan and Shenzhen Stock Connect had net sales of 3.229 billion yuan.
Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, the net number of individual shares was purchased. In terms of purchases, Zijin Mining had the highest net purchases for two consecutive days. Luoyang Molybdenum, China Aluminum, and CNPC all received net purchases from northbound capital. Kweichow Moutai took second place with a net purchase.
In terms of net sales, the Midea Group had the highest net sales, while China's Zhongfu and iFLYTEK ranked second and third in net sales respectively.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as education, humanoid robots, Sora concepts, and underground piping networks registered the highest gains, while sectors such as gold, coal, non-ferrous metals, and Chinese leading sectors registered the highest declines.
Judging from the capital monitoring data of the main sector, the food and beverage sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the non-ferrous metals sector has the highest net outflow of main capital.
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 Wuliangye leading the net inflow.
Among the top ten individual stocks with major capital outflows, iFLYTEK had the largest 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; the gold ETF (518880) ranked second in terms of turnover; three Hang Seng Index-related ETFs, two China Interconnect ETFs, and a Hong Kong stock innovative drug ETF ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, the Shanghai and Shenzhen 300 ETF E-Fangda (510310) ranked first; pharmaceutical stocks rebounded in the afternoon, and pharmaceutical ETF (512010) turnover increased 107% month-on-month; gold ETF (159934) and non-ferrous metals ETF (512400) ranked third and fourth.
4. Futures Index Positions
Among the main contracts, the IH, IF, and IC contracts are reduced by both long and short positions; IH contracts have slightly more short positions; IF contracts have more long and low positions; IC contracts have more long positions reduced; and both IM contracts have increased their positions, and the number of increases is basically the same.
5. Dragon Tiger List
1. Agency
The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the high-speed rail concept stock Huihuang Technology was bought 127 million by institutions; Hi-Tech Development, which had previously been down for 3 consecutive days, was bought by institutions at the bottom of 124 million; and the low-altitude economy concept stock Andaville received more than 30 million institutional purchases.
In terms of sales, Wanan Technology, a low-altitude economy concept stock, was sold by institutions for over 50 million yuan.
2. Tourist capital
First-tier tourism activity is average. Huihuang Technology was bought for more than 20 million first-tier tourist seats; Mount Emei A was sold by a first-tier tourist seat for more than 40 million.
Quantitative capital activity is average; Andaville received more than 40 million quantitative seat purchases from a family.
