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【数据看盘】军工、地产ETF成交额环比大增 多路资金博弈万科A

[Data review] Military and real estate ETF turnover surged month-on-month, leading to capital game Vanke A

cls.cn ·  May 17 17:53

① Today, the turnover of many military and real estate ETFs surged from yesterday. Among them, the turnover of leading military ETF (512710) increased 137% month-on-month, and real estate ETF (159707) increased 114% month-on-month. ② Vanke A, which had gone up and down, was sold by northbound capital and institutions, and bought by two first-tier tourism companies.

The Shanghai and Shenzhen Stock Connect made large net purchases today. Changjiang Electric Power ranked first in net purchases and Sunshine Power ranked first in net sales. In terms of the main capital of the sector, the real estate sector had the highest net inflow of main capital. In terms of ETF transactions, Hang Seng Internet ETF (513330) ranked first in terms of turnover. In terms of futures positions, the number of long positions added to the IF contract is greater than the number of short positions. On the Dragon Tiger List, Jindi Group was bought over 70 million by institutions; Shenyu was bought by institutions for more than 30 million, receiving two quantified seats; Dir Laser was sold 269 million by institutions; Binjiang Group was bought by a first-tier tourist seat and sold by two first-tier tourist seats; Zong Shen Power was bought by two first-tier tourist seats, of which CITIC Construction Investment's Beijing Guangqumen Inner Street sales department bought 172 million yuan.

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

Northbound Capital made net purchases of 13.956 billion yuan throughout the day, including net purchases of 8.747 billion yuan from Shanghai Stock Connect and 5.208 billion yuan from Shenzhen Stock Connect.

image Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, net purchases of individual stocks were high. In terms of purchases, net purchases of Changjiang Electric Power ranked first, net purchases from the Ningde Era ranked second, and net purchases of Poly Development ranked third. Financial stocks such as Ping An of China and China Merchants Bank all received net purchases.

In terms of net sales, Sunshine Power and IFF ranked in the top two places in net sales. Vanke A, which had risen and stopped, was net sold by Northbound Capital.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as real estate, high-speed copper cable connections, low-altitude economy, and glass substrates registered the highest gains, while sectors such as home appliances, traditional Chinese medicine, short dramas, and synthetic biology registered the highest declines.

image Judging from the capital monitoring data of the main sector, the real estate sector has the highest net inflow of capital from the main sector.

In terms of capital outflows from the sector, the pharmaceutical sector has the highest net outflow of major 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 stock sectors is quite chaotic, with China Ping An leading net inflow.

The main capital outflows from the top ten individual stock sectors are quite chaotic, with Yao Ming Kangde leading the net outflow.

3. ETF Transactions

image Looking at the top ten ETFs by turnover, the Hang Seng Internet ETF (513330) continues to rank first in terms of turnover; the China Securities 500 ETF (510500) ranked third with a 113% month-on-month increase in turnover over yesterday.

image Looking at the top ten ETFs with a month-on-month increase in turnover, the leading military ETF (512710) ranked first with a 137% month-on-month increase in turnover; real estate ETF (159707) ranked second with a 114% month-on-month increase in turnover.

4. Futures Index Positions

image The four major futures indicate that both long and short main contracts have increased their positions significantly. Among them, IH, IC, and IM contracts have a large number of short positions; IF contracts have a large number of long positions.

5. Dragon Tiger List

1. Agency

image The institutional activity of Dragon Tiger has increased. In terms of purchases, the real estate stock Jindi Group received more than 70 million institutional purchases; the copper connection concept stock Shenyu Co., Ltd. received institutional purchases of more than 30 million.

In terms of sales, the glass substrate concept stock Dillaser was sold by the agency for 269 million yuan; Vanke A was sold by the agency for 127 million yuan, and the other real estate stock, Binjiang Group, was sold by the agency for more than 40 million yuan.

2. Tourist capital

image First-tier tourism activity increased markedly. Vanke A was bought by two first-tier tourist seats and sold by a first-tier tourist seat; Binjiang Group was bought by one first-tier tourist seat and sold by two first-tier tourist seats; low-altitude economy concept stock Zongshendong was bought by two first-tier tourist seats, of which CITIC Construction Investment's Beijing Guangqumennei Street sales department bought 172 million yuan.

Quantitative capital activity is average. Shenyu shares were bought by two quantitative seats, while Shenglan shares, the other copper connectivity concept stock, were bought by one quantitative seat.

The translation is provided by third-party software.


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