① Changjiang Electric Power, which reached another record high in the intraday market, received a net purchase of more than 500 million dollars from northbound capital. The stock has been net bought for 6 consecutive trading days. ② The IC main contract increased the long position by more than 1,000 hands, and the short side reduced the position slightly; the IM main contract increased the long position by more than 4,000 lots, and the number of additional positions was clearly greater than the short position.
Shanghai and Shenzhen Stock Connect had a slight net sale today, with net purchases of Changjiang Electric Power leading, and Fulian Industrial and Weichai Power leading net sales. In terms of the main capital of the sector, the main capital of all sectors had a net outflow. In terms of ETF transactions, the turnover of the Shanghai Composite Index ETF (510210) increased 197% month-on-month. In terms of futures positions, the number of IH contract short positions reduced is greater than the number of long positions. In terms of the Dragon Tiger List, Yihua Co., Ltd. was bought by institutions for over 80 million; I love my family was sold for over 70 million by institutions; Fangbang shares were sold by institutions for more than 50 million; Zhejiang Construction Investment was bought by two first-tier tourist seats; and Great Wall Military was bought by a quantitative seat for more than 20 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 3.266 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 1,126 billion yuan and Shenzhen Stock Connect had net sales of 2.14 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, Changjiang Electric Power had the highest net purchases. The stock was net bought for 6 consecutive trading days; Kweichow Moutai and Tongwei shares ranked second and third with net purchases. Zijin Mining and Luoyang Molybdenum continued to reverse the trend and receive net purchases.
In terms of net sales, IFF and Weichai Power tied for the top position.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as PEEK materials, AI PC, sub-IPOs, and military industry registered the highest gains, while sectors such as precious metals, non-ferrous metals, education, and skits registered the highest declines.
Judging from the main sector's capital monitoring data, all sectors had a net outflow of main capital.
In terms of capital outflows from the sector, the telecommunications 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 Zhejiang Construction Investment leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Wanfeng Aowei leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai Stock Exchange 50 ETF (510050) ranked first with a 74% month-on-month increase in turnover, while the gold ETF (518880) ranked eighth with a 62% month-on-month increase in turnover.
Looking at the top ten ETFs with month-on-month turnover growth, the Shanghai Composite Index ETF (510210) ranked first with a 197% month-on-month increase in turnover; the two NASDAQ related ETFs ranked third and fifth; and brokerage ETF (512000) and military ETF (512660) ranked eighth and ninth.
4. Futures Index Positions
Among the main contracts, both long and short IH and IF contracts reduced their positions; the IH contract reduced the number of short positions; the IF contract reduced the number of long positions; the IC contract added more than 1,000 lots, and the bears reduced their positions slightly; both parties with long and short IM contracts increased their positions, and the number of long positions added was clearly greater than the number of short positions.
5. Dragon Tiger List
1. Agency
The institutional activity of Dragon Tiger has declined markedly. In terms of purchases, Yihua Co., Ltd., a copper cable high-speed connection concept stock, was bought by institutions for more than 80 million; Hi-Tech Development was bought by institutions for more than 50 million, and sold by institutions for more than 40 million.
In terms of sales, the real estate stock I Love My Family was sold by the agency for over 70 million; the electromagnetic shielding concept stock Fangbang Co., Ltd. was sold by the agency for more than 50 million.
2. Tourist capital
First-tier investment activity is average. Zhejiang Construction Investment, an infrastructure concept stock, was bought by two first-tier investors; the military stock Xinyu Guoke and the AI concept stock Gaoxin Development both received more than 40 million first-tier floating seat purchases; I love my family was sold by the Xi'an Suzque Street Sales Department of CITIC Securities for more than 80 million.
Quantitative capital activity is average, and Great Wall Military received more than 20 million quantitative seat purchases from a single company.