Today, there was a significant net outflow in the Shanghai/Shenzhen Stock Connect. China Yangtze Power had the highest net inflow, while Kweichow Moutai had the highest net outflow. In terms of sector main funds, the electronic sector had the highest net inflow of main funds. In terms of ETF trading, the trading volume of multiple chip ETFs increased significantly compared to the previous period. As for futures positions, the short position of IM Futures Contract reduced significantly more than the long position. In terms of the Dragon and Tiger List, Fujian Apex Software received over 60 million in net buying from institutions, while Shenzhen Genvict Technologies was sold off by institutions for over 40 million. Cosco Shipping Holdings was sold by institutions for 175 million yuan and received more than 40 million yuan of buy orders from an algo. Citic Securities' Xi'an Zhuque Street Branch bought over 40 million yuan of Chongqing Zonsen Power Machinery.

I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect

The northbound capital had a net outflow of 7.497 billion yuan throughout the day, with a net outflow of 6.231 billion yuan from the Shanghai Stock Connect and a net outflow of 1.266 billion yuan from the Shenzhen Stock Connect.

For the top ten stocks in terms of trading volume for the Shanghai/Shenzhen Stock Connect, most of the stocks had a net outflow. In terms of net buying, China Yangtze Power had the highest net inflow, while Naura Technology Group had the second highest net inflow. This stock has received a net inflow for four consecutive trading days. The declining Cosco Shipping Holdings had a net buying order.

In terms of net selling, Kweichow Moutai had the highest net outflow, with a net outflow of 2.677 billion yuan, which was the largest net outflow in a single day this year. Midea Group had the second highest net outflow, with a continuous net outflow for nine consecutive trading days.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, storage chips, lithography machines, advanced packaging, and PCB sectors had the highest increase, while precious metals, shipping, coal, and banking sectors had the greatest decline.

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 main funds outflow, the food and beverage sector main funds had the highest net outflow.

From the main funds monitoring data for individual stocks, there are many chip-related stocks among the top ten stocks in terms of net inflow. BYD Company Limited had the highest net inflow.

The top ten stocks with the most net outflow from main funds were mostly weighted stocks. Kweichow Moutai had the highest net outflow.

III. ETF trading

Based on the top ten ETFs in terms of trading volume, the Huatai-PineBridge CSI 300 Exchange Traded Fund (510300) had the highest trading volume. The ChinaAMC CSI Star 50 Index Exchange Traded Fund (588000) had an increase in trading volume of more than 50% compared to the previous period and was in second place. Three Hang Seng Index-related ETFs were among the top ten.

Based on the top ten ETFs in terms of increase in trading volume, six chip-related ETFs were among the top ten. The ChinaAMC CSI Semiconductor Theme Exchange Traded Fund (588200) had the highest increase in trading volume by 113% compared to the previous period and was in first place, while the Huatai-PineBridge CSI 300 Exchange Traded Fund (510210) had an increase in trading volume of 93% compared to the previous period and was in second place.

Based on the top ten ETFs in terms of increase in share holdings from the previous week, the China Securities Index 2000 Exchange Traded Fund (563300) was in first place with an increase of 907.5 million shares. Two brokerage-related ETFs were among the top ten.

Based on the top ten ETFs in terms of decrease in share holdings from the previous week, five Hong Kong and Chinese concept stocks related ETFs were among the top ten. The E Fund CSI Overseas China Internet 50 ETF (513050) was in first place with a decrease of 402 million shares, while the CSI Health Care ETF (512010) was in second place with a decrease of 339 million shares.

IV. Futures positions

Both long and short positions of the main contracts of the four futures exchanges reduced. The short position of the IM Futures Contract reduced significantly more than the long position. The IF and IC futures contracts had more reduction in long positions.

V. Dragon-Tiger List

1. Institutions

The activity level of institutions on the Dragon and Tiger List has increased. Multiple chip-related stocks were purchased by institutions, with Shengyi Technology receiving over 90 million in buying from institutions. Tech Semiconductor had over 20 million in buying from institutions, and both Fujian Apex Software and Phichem Corporation had over 20 million in buying from institutions. As for other stocks, institutions bought more than 60 million worth of Fujian Apex Software, which is a fintech concept stock.

Regarding the sell-off, institutions sold more than 40 million shares of Shenzhen Genvict technologies, a concept stock of Carlu Yun, and institutions sold 175 million shares of Cosco Shipping Holdings, a shipping stock.

2. Institutional investors

There has been an increase in activity from first-tier venture capital. Citic Securities China Securities Co., Ltd.'s Beijing Guangqumen Nei Street branch bought two chip stocks, with Shenzhen Mason Technologies having a net buy of more than 90 million, and Citic Securities Xi'an Zhuque Avenue branch buying Chongqing Zonsen Power Machinery with a net buy of more than 40 million. This seat has bought this share for two consecutive trading days.

Algorithmic funds have been moderately active, with one algorithmic seat buying more than 40 million shares of Cosco Shipping Holdings.