①Northbound funds net bought multiple technology stocks such as Luxshare Precision Industry and Eoptolink Technology Inc., and net sold multiple heavyweight blue-chip stocks such as Kweichow Moutai and Inner Mongolia Yili Industrial Group. ②Multiple CSI 1000 index-related ETFs appeared in the top ten ETFs with the highest increase in trading volume, among which China Southern CSI 1000 ETF (159845) had a 76% increase in trading volume compared to the previous day.
The net outflow of Shanghai-Shenzhen Stock Connect today was small, and Luxshare Precision Industry had the largest net inflow, while Kweichow Moutai had the largest net outflow. In terms of sector block orders, the transportation equipment sector had the largest net inflow of funds from major institutions. In terms of ETF trading volume, the turnover of the Nasdaq Technology ETF (159509) ranked first. In terms of futures positions, the short positions of the four major futures contracts' main contracts were larger than the long positions. As for the Longhu Bang, Hongbo Co., Ltd., Hunan Yujing Machinery, and Dongguan Mentech Optical & Magnetic all obtained block orders' net buys exceeding 20 million, while Jiangsu Baichuan High-Tech New Materials obtained a net buy of over 700 million from Caitong Securities Hangzhou Shangtang Road Branch, and Hebei Jianxin Chemical obtained net buys from two first-tier gamblers.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Northbound funds had a net outflow of 2.312 billion yuan throughout the day, of which Shanghai Stock Connect had a net outflow of 2.496 billion yuan, while Shenzhen Stock Connect had a net inflow of 184 million yuan.
In the top ten total transactions of Shanghai-Shenzhen Stock Connect, the number of stocks with net sales was the highest, while Luxshare Precision Industry had the highest net inflow, with a net inflow of over 500 million yuan; Xin Yi Sheng had the second-highest net inflow, and two other CPO concept stocks, Unisplendour Corporation and Zhongji Innolight, also had net inflows.
In terms of net sales, Kweichow Moutai had the largest net outflow, with net sales exceeding 1 billion yuan for two consecutive days; Zijin Mining Group had the second-largest net outflow, with Inner Mongolia Yili Industrial Group, China Yangtze Power, Wuliangye Yibin, Midea Group, and other heavyweight white horse stocks all experiencing net sales.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, car cloud, PEEK material, computer equipment, and copper cable high-speed connection sectors had the highest gains, while the kitchen and bathroom appliances, biological products, pork, and baijiu sectors had the highest losses.
From the monitoring data of the main sector funds, the transportation equipment sector had the largest net inflow of funds from major institutions.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the monitoring data of main stocks funds, the top ten stocks with net inflow of funds belonged to a relatively scatterred industries. Sokon Industry Group had the highest net inflow of funds from major institutions.
The top ten stocks with the largest net outflow of funds belonged to relatively scatterred sectors. WuXi AppTec had the highest net outflow of funds from major institutions.
III. ETF trading
Looking at the top ten ETFs by trading volume, the turnover of the NASDAQ Technology ETF (159509) ranked first; the turnover of the China Securities Index 500 ETF (510500) and the China Southern CSI 1000 ETF (513050) both increased by more than 70% compared to the previous period and ranked eighth and ninth, respectively.
Looking at the top ten ETFs with the highest growth rate of trading volume, the turnover of the China Southern CSI SWS Non-Ferrous Metal ETF (512400) increased by more than twice and ranked first; three CSI 1000 index related ETFs were among the top ten.
IV. Futures positions
Both long and short positions of the four major futures contracts' main contracts increased, with the short positions of the IF and IM contracts more significantly larger than the long positions.
V. Dragon-Tiger List
1. Institutions
The activity level of institutions declined significantly in the Longhu Bang. In terms of block buying, Chongqing Sokon Industry Group, Hunan Yujing Machinery, and Dongguan Mentech Optical & Magnetic, all related to computing power, industrial mother machine, and CPO concepts, respectively, had block orders netting over 20 million from institutions.
2. Institutional investors
The activity level of first-tier gamblers was generally ordinary, and Jiangsu Baichuan High-Tech New Materials obtained a net buy of over 70 million from Caitong Securities Hangzhou Shangtang Road Branch, while Hebei Jianxin Chemical obtained net buys from two first-tier gamblers who used low-altitude economic concept stocks.
The algo fund activity is low, Hongbo Co.,Ltd. received a buy order from a quant trader for over 20 million.