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【数据看盘】北向资金大幅加仓金融股 机构、游资博弈万丰奥威

[Looking at the data] Northbound capital has greatly increased its positions in financial stock institutions, and the floating capital game Wanfeng Aowei

cls.cn ·  Apr 24 17:53

① Ping An of China received net purchases of more than 500 million dollars from northbound capital, and China Merchants Bank and Agricultural Bank all received net purchases of more than 200 million yuan. ② Wanfeng Aowei was sold for 179 million yuan by two institutions and purchased by two first-tier tourist seats. Among them, the Xi'an Suzque Street Sales Department of CITIC Securities bought a net share of 135 million yuan.

The Shanghai and Shenzhen Stock Connect had a small net purchase today. China Ping An had the highest net purchases, and the Ningde era had the highest net sales. In terms of the main capital of the sector, the net inflow of the main capital of the electronic sector is the largest. In terms of ETF transactions, the turnover of the Hong Kong Stock Connect 50 ETF (513550) increased 190% month-on-month. In terms of futures positions, the number of short positions reduced in IM contracts is greater than that of long positions. In terms of the Dragon Tiger List, Andaville received more than 90 million institutional purchases; Wanan Technology received more than 20 million institutional purchases; CITIC Hai Direct sold more than 70 million yuan by Huaxin Securities and bought more than 80 million yuan by Huaxin Securities, Shanghai Wanping South Road, and used as a quantified seat for a T; Wall Nuclear Materials was bought by Guosheng Securities Ningbo Sangtian Road for more than 50 million; and Hi-Tech Development received two quantitative seat purchases.

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

Northbound Capital made net purchases of 4.606 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 3.07 billion yuan and Shenzhen Stock Connect had net purchases of 1,536 billion yuan.

image The number of net purchases and net sales of individual stocks in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets is comparable. In terms of purchases, China Ping An's net purchases topped the list. China Merchants Bank and Agricultural Bank both received net purchases of over 200 million dollars; the two CPO concept stocks Zhongji Xuchuang and Xinyisheng also received net purchases.

In terms of net sales, Ningde Era had the highest net sales, while Midea Group and Huichuan Technology 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 copper high-speed connectivity, low-altitude economy, CPO, and military information technology registered the highest gains, while sectors such as glyphosate, banking, coal, and real estate registered the highest declines.

image Judging from the capital monitoring data of the main sector, the net inflow of major capital in the electronics sector ranked first.

In terms of capital outflows from the sector, the telecommunications 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 the top ten individual stocks was high for low-altitude economy concept stocks, with Wanfeng Aowei leading the net inflow.

The main capital outflow was high from the top ten individual stocks, and Cyrus had the highest net outflow.

3. ETF Transactions

image Looking at the top ten ETFs by turnover, the Hang Seng Internet ETF (513330) ranked first in terms of turnover, two ETFs related to the Hang Seng Technology Index ranked in the top ten; the gold ETF (518880) ranked fourth in terms of turnover.

image Looking at the top ten ETFs with a month-on-month increase in turnover, the four Hong Kong Stock Connect ETFs ranked in the top ten. Among them, the Hong Kong Stock Connect 50 ETF (513550) ranked first; Communications ETF (515880) ranked second with a 108% month-on-month increase in turnover; and the Gold Fund ETF (518800) had a 65% month-on-month increase in turnover.

4. Futures Index Positions

image Among the main contracts, the IH, IC, and IM contracts are reduced by both long and short positions; the IH contract reduced the number of short positions; the IC contract reduced the number of long positions slightly; the IM contract reduced the number of short positions slightly; the long and short sides of the IF contract increased their positions slightly, and the number of short positions increased slightly.

5. Dragon Tiger List

1. Agency

image The institutional activity of Dragon Tiger has increased. A number of low-altitude economy concept stocks have been sold by institutions. Among them, Andaville has been bought by institutions for more than 90 million, Wanan Technology has been bought by institutions for more than 20 million, Wanfeng Aowei has been sold by institutions for 179 million, and CITIC Haidian has sold more than 70 million.

In terms of other individual stocks, Tongqing Building was sold by the agency for 175 million yuan, and Jiangling Motors was sold by the agency for more than 70 million.

2. Tourist capital

image First-tier tourism activity has increased. Wanfeng Aowei was bought by two first-tier securities companies. Among them, CITIC Securities's Xi'an Suzque Street sales department bought 135 million yuan of the shares; CITIC Hai directly received more than 80 million yuan from Huaxin Securities from Wanping South Road in Shanghai; and Wall Nuclear Materials was bought by Guosheng Securities in Ningbo Sangtian Road for more than 50 million.

Quantitative capital activity has increased. Hi-Tech Development has been bought by two quantitative seats, and CITIC Haidian has directly received a quantitative seat as T.

The translation is provided by third-party software.


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