BYD, which has been rising continuously in recent times, has been net sold by northbound funds for 502 million yuan, while another auto stock, Chongqing Sokon Industry Group Stock, has been net bought for 516 million yuan. Apple supplier Dongshan Precision Manufacturing, Avary Holding, and Lingyi Itech, which have seen large increases, have all been net sold, with Dongshan Precision Manufacturing being sold by institutions for 200 million yuan.
There was a small net sell-out in the Shanghai-Hong Kong Stock Connect today, with Chongqing Sokon Industry Group stock being the most bought, and Kweichow Moutai being the most sold. In terms of the main fund flows across sector, the electronics sector saw the most inflow. In terms of ETF transactions, the turnover of ChinaAMC Shanghai A50 Exchange Traded Fund (510300) ranked first. In terms of the futures contract positions, the number of short positions of the IF futures contract decreased more than that of the long positions. With respect to the top picks on the Longhu list, Suzhou Hailu Heavy Industry received over 30 million RMB in investment from institutions. Ningbo Kangqiang Electronics received over 20 million RMB in investment from institutions as well as nearly 20 million RMB from a quantitative position. Shanghai Film was sold off by institutions for 265 million RMB. Digital China Group was sold off by institutions for 123 million RMB. Shenzhen Genvict Technologies was bought by one frontline institutional investor for over 30 million RMB.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
The net northbound capital outflow was 3.301 billion RMB today, with a net outflow of 2.585 billion RMB from the Shanghai Stock Connect and a net outflow of 716 million RMB from the Shenzhen Stock Connect.
In the top ten of the net turnover of the Shanghai-Hong Kong Stock Connect, the number of stocks bought and sold was almost equal. In terms of buying, Chongqing Sokon Industry Group stock had a net purchase of over 500 million RMB, while Nari Technology was in second place with net purchase. Zhongji Innolight and Eoptolink Technology Inc. continued to be net buyers.
In terms of selling, Kweichow Moutai ranked first with a net sale of over 1 billion RMB, followed by BYD Company Limited with a net sale of over 500 million RMB. Both Midea Group Co., Ltd. and Gree Electric Appliances, Inc. of Zhuhai had net sales.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, PCB, Apple supplier, CheLunYun, and lithography were among the top gainers while coal, e-commerce, steel, and household appliances were among the top losers.
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 computer sector saw the most net outflows.
From the data monitoring the main capital flow of individual stocks, there are many concept stocks in consumer electronics among the top ten net capital inflows, with Chongqing Sokon Industry Group stock occupying the top spot.
The sectors of the top ten individual stocks with the most net capital outflows are relatively mixed, while China Vanke Co., Ltd. had the most net outflow.
III. ETF trading
Looking at the top ten ETFs in terms of turnover, ChinaAMC Shanghai A50 Exchange Traded Fund (510300) had the highest turnover; the Nasdaq Technology ETF (159509) ranked second; and three Hang Seng Index-related ETFs ranked third to fifth.
Looking at the top ten ETFs in terms of MoM turnover growth, the Gold ETF (159937) had nearly doubled its turnover and ranked first; the Chip ETF (159995) had a 54% MoM turnover growth and ranked third.
IV. Futures positions
On Friday, futures contracts for June will be moved, and starting from today, the main contracts monitored in this section will be moved to September (the month with the most positions at present). Among the four main futures contracts, both long and short positions of IH, IC and IM contracts were increased, with the long position of IH contract being slightly larger, and the short position of IC and IM contracts was higher; both long and short positions of IF contract were decreased, with the short position decreasing more.
V. Dragon-Tiger List
1. Institutions
In terms of the activity of institutions on the Longhu List, Suzhou Hailu Heavy Industry, a nuclear power concept stock that suffered a big decline, received over 30 million RMB in investment from institutions. Ningbo Kangqiang Electronics, a storage chip concept stock, received over 20 million RMB in investment from institutions and nearly 20 million RMB from a quantitative position.
In terms of sales, many apple-concept stocks were sold off by institutions, among them, Suzhou Dongshan Precision Manufacturing was sold off by institutions for 200 million RMB; O-Net Technologies Group Limited was sold off by institutions for over 80 million RMB, and Lingyi iTech was sold off by institutions for over 40 million RMB. In terms of other stocks, Shanghai Film was sold off by institutions for 265 million RMB; Digital China Group was sold off by institutions for 123 million RMB.
2. Institutional investors
First-tier speculators are generally inactive. Shenzhen Genvict Technologies, a stock in the car networking concept, was bought by a first-tier speculator with a position of over 30 million yuan, while the PCB concept stock Willsemi was sold by a first-tier speculator with a position of more than 30 million yuan.
The activity of quantitative funds is low. Ningbo Kangqiang Electronics received a quantification position buying of nearly 20 million yuan.