China Yangtze Power ranked first with a net buy of 434 million yuan in the top ten transactions of Shanghai and Shenzhen stock connect. The stock has been a net buy for 16 consecutive trading days. Short-term capital activity is still low, with only Shanghai Belling Corporation, Ltd. receiving a first-tier institutional investor's net buy of over 20 million yuan today.
Today, there was a large net inflow from the Shanghai-Hong Kong Stock Connect, with China Yangtze Power being the top net buy and Midea Group being the top net sell. In terms of sector capital flows, the electronic sector had the highest net inflow. As for ETF trading, the turnover of the Shanghai and Shenzhen 300 ETF (510300) increased by 75% compared to the previous period. As for futures positions, the number of long positions in IH contracts was greater than that of short positions. As for the Dragon-Tiger List, Jiufeng Energy received a net buy order from institutions of over 90 million yuan, Yulong Gold received a net buy order from institutions of more than 80 million yuan, Ping An Electric Power was sold by institutions for more than 40 million yuan, Anche Technologies was sold by institutions for over 30 million yuan, GenVICT Technologies was sold by two first-tier equity seats, and Mingxing Electric Power was sold by three quantitative seats.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Northbound funds had a net inflow of 6.773 billion yuan throughout the day, with the Shanghai Stock Connect having a net inflow of 4.079 billion yuan and the Shenzhen Stock Connect having a net inflow of 2.694 billion yuan.
Most of the stocks in the top ten trading volumes of the Shanghai and Shenzhen Stock Connect had a net inflow of funds. In terms of net buying, China Yangtze Power had the highest net buying order, which has been in the net buying position for 16 consecutive trading days. Zhongji Innolight and Foxconn Industrial Internet, two NVIDIA concept stocks, had the second and third highest net buying orders, respectively.
In terms of net selling, Midea Group had the highest net selling order, which has been in the net selling position for seven consecutive trading days. TFC Optical Communication and Ping An Insurance had the second and third highest net selling orders, respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, a few sectors such as metals and PCBs rose, while sectors such as new urbanization, digital economy, V2X, and education had the largest declines.
According to the monitoring data of the main sector funds, the electronic sector had the highest net inflow of main sector funds.
In terms of sector fund outflows, the electric vehicles and new energy sector had the highest net outflow of main sector funds.
According to the monitoring data of individual stock main funds, there were more chip stocks among the top ten stocks with the largest net inflow of main funds, and Foxconn Industrial Internet had the largest net inflow.
The top ten stocks in terms of net outflow of main funds belonged to different sectors, with CM Bank having the largest net outflow.
III. ETF trading
In terms of the top ten ETFs by trading volume, the Shanghai and Shenzhen 300 ETF (510300) had the largest increase in turnover compared to the previous period, returning to first place, while three HSI-related ETFs were ranked second to fourth.
In terms of the top ten ETFs with the largest increase in turnover compared to the previous period, the CSI Smallcap 200 ETF had a 229% increase in turnover compared to the previous period, with the Nasdaq Technology ETF (159509) and the Guotai CSI All Share Communication Equipment ETF (515880) ranking second and third, respectively.
IV. Futures positions
Both long and short positions in the main contracts of the four major futures significantly increased, with the number of long positions in IH contracts increasing more; the number of short positions in IF and IC contracts increased more; and the number of long and short positions in the IM contract increased equally.
V. Dragon-Tiger List
1. Institutions
Institutions were more active in the Dragon-Tiger List. As for net buying, Jiufeng Energy, a shipping stock, received a net buying order from institutions of over 90 million yuan, and Yulong Gold, a gold concept stock, received a net buying order from institutions of more than 80 million yuan.
As for net selling, Ping An Electric Power, a recent IPO, was sold by institutions for more than 40 million yuan, and Anche Technologies, an V2X concept stock, was sold by institutions for over 30 million yuan.
2. Institutional investors
The activity of first-tier institutional investors is still low. Shanghai Belling Corp.,Ltd. in the chip sector was bought by Citic Sec Xi'an Zhuque Street Sales Department for more than 30 million yuan, while the car-road-cloud concept stock Shenzhen Genvict Technologies was sold by two first-tier institutional investors.
The activity of quantitative funds is moderate. Sichuan Mingxing Electric Power was sold by three quantitative institutional investors.