① Among the top five ETFs with a month-on-month increase in turnover yesterday, there are three broker-related ETFs. Among them, brokerage ETF (512000) turnover increased 375% month-on-month. ② The Bank of Jiangsu, which was close to a standstill, was sold for 999 million yuan by northbound capital, and bought 541 million by three institutions at the same time.
The Shanghai and Shenzhen Stock Connect made large net purchases today. China Merchants Bank ranked first in net purchases, and Bank of Jiangsu ranked first in net sales. In terms of the main capital of the sector, the non-bank financial sector had 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, the number of long positions added to IM contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Jinyu Medical was sold by institutions for 278 million; National Shield Quantum was sold by institutions for 177 million yuan; CITIC Hai Direct sold more than 50 million first-tier tourist seats; Pacific was bought by two first-tier tourist seats; Guosheng Financial Holdings was bought by a first-tier tourist seat; and Alice was sold over 70 million in quantitative seats by an agency.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 22.449 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 11.323 billion yuan and Shenzhen Stock Connect had net purchases of 11.126 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, China Merchants Bank had the highest net purchases. In terms of purchases, China Merchants Bank had the highest net purchases, receiving a net purchase of nearly 1 billion dollars. The net purchase amount in a single day reached a record high during the year; Ningde Times, BYD, and Zhongji Xuchuang all received net purchases of over 500 million yuan.
In terms of net sales, the Bank of Jiangsu, which was close to a standstill, ranked first with a net sale of 999 million yuan. Both Industrial and Commercial Bank and CITIC Securities were net sold.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as securities, quantum technology, computing power, and CPO registered the highest gains, while sectors such as banking, small appliances, logistics, and coal registered the highest declines.
Judging from the capital monitoring data of the main sector, the non-bank financial sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the banking 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 the top ten individual stock sectors is quite chaotic, with IFF leading the net inflow.
Bank stocks had more major capital outflows among the top ten individual stocks, with the Bank of Jiangsu leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) had the highest turnover, with a 109% month-on-month increase in turnover; the three ETFs related to the Hang Seng Index ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, there are three broker-related ETFs in the top five. Among them, brokerage ETF (512000) ranked first with a 375% month-on-month increase in turnover compared to yesterday. The three China Securities 500 related ETFs ranked in the top ten. Among them, the China Securities 500 ETF (510500) ranked second with a 320% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures refer to both the long and short sides of the main contract adding positions. Among them, the number of IH contract long and short positions added is basically the same; the number of short positions added to the IF and IC contracts is higher; and the number of long positions added to the IM contract is slightly higher.
5. Dragon Tiger List
1. Agency
The activity of Dragon Tiger List institutions is average. In terms of purchases, the Bank of Jiangsu received 541 million purchases from three institutions.
In terms of sales, the medical device concept stock Jinyu Medical was sold by institutions for 278 million yuan; the quantum technology concept stock Guoshield-Quantum was sold by the agency for 177 million yuan; and the low-altitude economy concept stock CITIC Haidian was sold by institutions for over 50 million yuan.
2. Tourist capital
First-tier tourism activity has increased. CITIC Hai directly received purchases of first-tier tourist seats from two first-tier companies. Among them, Huaxin Securities's Shanghai Wanping South Road sales department bought more than 80 million; Pacific was bought by two first-tier tourist seats; and Guosheng Financial Holdings bought first-tier tourist seats.
Quantitative capital activity is average, and the innovative drug concept stock Alice was sold for more than 70 million in quantitative seats by a single family.