Northbound funds net sold more than 10 billion today, and Kweichow Moutai received a net buy of 422 million against the trend, the largest single-day net buy since June. Among the top ten ETFs with the highest month-on-month growth in turnover, the top two are China Universal CSI 300 ETFs, with China Universal E Fund CSI 300 ETF (510310) having a month-on-month turnover growth rate of 183%.
There was a significant net outflow on the Shanghai/Shenzhen Stock Connect today, with Kweichow Moutai as the top net buyer and Wanhua Chemical Group as the top net seller. In terms of sector block orders, the banking sector had the highest net inflow. In terms of ETF trading, the Hwabao WP CSI Banks ETF (512800) had a 60% increase in trading volume compared to the previous period. As for futures positions, the number of short positions for IH, IF, and IC contracts decreased more than long positions. In terms of daily trading summary, Tianjin Jieqiang Equipments had an institutional buy-in of over 40 million, while Espressif Systems had an institutional buy-in of over 40 million. Reina Smartech had an institutional sell-off of over 70 million, while Shenzhen Genvict Technologies had a first-tier institutional buy-in of over 30 million and Hisense Ha had one quantitative buying position and one quantitative trading position.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Northbound capital had a net outflow of 10.958 billion all day, with a net outflow of 5.436 billion yuan from the Shanghai Stock Connect and 5.522 billion yuan from the Shenzhen Stock Connect.
In terms of net buying, Kweichow Moutai was the top net buyer, while Midea Group Co., Ltd and Foxconn Industrial Internet had the second and third highest net purchases, respectively.
In terms of net selling, Wanhua Chemical Group had the highest net outflow, while Contemporary Amperex Technology and Naura Technology Group had the second and third highest net sales, respectively.
II. Bulk orders of individual stocks in different sectors
From the perspective of sector performance, only a few sectors such as banks and tourism rose, with the sci-tech and recent IPO sectors, lithography, weight loss drugs, and industrial metals among the sectors with the greatest drops.
From the main block order capital monitoring data, the banking sector had the highest net inflow of block orders.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the main individual stock capital monitoring data, the top ten stocks with the largest net inflow of block orders had a mix of sectors, with Lingyi Itech having the highest net inflow.
The top ten stocks with the highest net outflow of block orders had a mix of sectors, with Kunlun Tech having the highest net outflow.
III. ETF trading
From the perspective of the top ten ETFs by trading volume, the Hushen 300 ETF (510300) maintained its top spot. In addition, two other Hushen 300 ETFs also made it into the top ten; the CSI 500 ETF (510500) had a 68% increase in trading volume compared to the previous period and ranked second in terms of trading volume.
From the perspective of the top ten ETFs by increase in trading volume, two Hushen 300 ETFs ranked first and second, with the Hushen 300 ETF E-fund (510310) having a 183% increase in trading volume. The bank ETF (512800) had a 60% increase in trading volume and ranked fifth in terms of trading volume.
IV. Futures positions
Both long and short positions decreased in the four main futures contracts, with the number of short positions for IH, IF, and IC contracts decreasing more than long positions. The IM contract had more decreases in long positions.
V. Dragon-Tiger List
1. Institutions
In terms of institutional activity according to the Longhu Bang, Tianjin Jieqiang Equipments had an institutional buy-in of over 40 million for military industry concept shares, while Espressif Systems had an institutional buy-in of over 40 million for chip shares.
In terms of institutional activity according to the Longhu Bang, Reina Smartech had an institutional sell-off of over 70 million for the growth sector.
2. Institutional investors
First-tier institutional activity was average, with Jin Yisheng Technology, a Car-Link Cloud concept stock, receiving a first-tier institutional buy-in of over 30 million.
Quantitative capital activity increased significantly, with Hisense Ha receiving one quantitative buying position and one quantitative trading position.