① Among the top ten transactions of the Shanghai and Shenzhen Stock Connect, the Midea Group had the highest net sales. The stock was net sold by Northbound Capital for 3 consecutive trading days. ② Among the top ten ETFs with a month-on-month increase in turnover compared to yesterday, the two A50 related ETFs ranked first and third. Among them, the China Securities A50 ETF Index Fund (560350) ranked first with a 59% month-on-month increase in turnover compared to yesterday.
The Shanghai and Shenzhen Stock Connect had a small net purchase today. China Merchants Bank had the highest net purchases, and Midea Group had the highest net sales. In terms of the main capital of the sector, the chemical sector had the highest net inflow of main capital. In terms of ETF transactions, Hang Seng Internet ETF (513330) continues to rank first in terms of turnover. In terms of futures positions, the number of long positions added to IH contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Blue Ocean Huateng received more than 20 million institutional purchases; Huihuang Technology received more than 20 million purchases; Hi-Tech Development was sold by an agency for more than 70 million and was bought by an agency for more than 60 million, and a quantitative seat was used as T by an agency; Wan Feng Aowei was sold nearly 30 million by an agency, and a net sale of more than 20 million yuan by the Xi'an Suzque Street Sales Department of CITIC Securities.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 349 million yuan throughout the day, of which Shanghai Stock Connect had net purchases of 921 million yuan and Shenzhen Stock Connect had net sales of 572 million yuan.
Net purchases and net sales of individual stocks were comparable in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets. In terms of purchases, China Merchants Bank had the highest net purchases, and China Ping An also received continuous net purchases; Lixun Precision and Wuliangye's net purchases were in second and third place; and the CPO concept stock Xinyisheng received continuous net purchases.
In terms of net sales, Midea Group had the highest net sales. The stock was net sold for 3 consecutive trading days; Transom Holdings ranked second in net sales, and the net sales amount of the remaining individual stocks was less than 100 million yuan.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as titanium dioxide, phosphate chemicals, diet pills, and logistics registered the highest gains, while sectors such as military information technology, small household appliances, Hongmeng, and satellite navigation registered the highest declines.
Judging from the capital monitoring data of the main sector, the basic chemical sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the computer sector has the highest net outflow of major capital.
Judging from monitoring data on the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Changshan Pharmaceutical leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Wall Nuclear Materials leading the way in net outflows.
3. ETF Transactions
Looking at the top ten ETFs by turnover, Hang Seng Internet ETF (513330) continues to rank first in terms of turnover. In addition, there are four other ETFs related to Hong Kong stocks that rank in the top ten; gold ETF (518880) ranks fifth in terms of turnover.
Looking at the top ten ETFs with month-on-month turnover growth, the two A50 related ETFs ranked first and third. Among them, the China Securities A50 ETF Index Fund (560350) ranked first with a 59% month-on-month increase in turnover compared to yesterday. The education ETF (513360) ranked fourth, and the photovoltaic ETF (515790) ranked tenth.
4. Futures Index Positions
The four major contracts indicate that in the main contracts, IH and IC contracts have both increased their positions, the IH contract has a large number of long positions, and the IC contract has slightly more short positions; both long and short IF contracts have reduced their positions, IF contracts have reduced their positions by a large number of short positions, and IM contracts have reduced their positions by a large number of short positions, and the IM contract has reduced their positions slightly more.
5. Dragon Tiger List
1. Agency
Institutional activity on the Dragon Tiger List has declined. In terms of purchases, the low-altitude economy concept stock Blue Ocean Huateng received more than 20 million institutional purchases; Brilliant Technology, which had pre-increased performance, received more than 20 million institutional purchases.
In terms of sales, Hi-Tech Development was sold for more than 70 million by an agency and bought by an agency for more than 60 million; Wanfeng Aowei was sold by an agency for nearly 30 million.
2. Tourist capital
First-tier tourism activity declined markedly, and Wanfeng Aowei was sold more than 20 million in net sales by the Xi'an Suzque Street Sales Department of CITIC Securities.
Quantitative capital activity has declined, and Hi-Tech Development has been given a T in the quantitative seat of one family.