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【数据看盘】北向资金高位加仓中国船舶 机构、游资联手抢筹沃尔核材

【Data Analysis】Northbound funds increased holdings of China CSSC at high levels, institutions and speculative investors jointly grabbing shares of Shenzhen Woer Heat-shrinkable Material.

cls.cn ·  Jun 28 17:53

China CSSC, which reached a new high for the year, was the top net buyer in the top ten turnover of Shanghai-Hong Kong Stock Connect, with net purchases of 458 million. Copper cable high-speed connection concept stock Shenzhen Woer Heat-shrinkable Material received buy-in from two institutions, totaling 112 million, as well as nearly 100 million from GTJA's Nanjing Taiping South Road branch.

The Shanghai-Shenzhen Stock Connect made net purchases today, with China CSSC leading the way in net purchases, and Wanhua Chemical Group leading the way in net sales. In terms of sector main capital, the electronics sector had the highest net inflow. As for ETF trading, the military industry ETF (512660) had a 190% increase in turnover compared to the previous period. In terms of futures position holdings, the IM contract saw an increase in the number of long positions compared to short positions. In terms of Dragon and Tiger List, Chengdu Hi-Tech Development received institutional buy orders exceeding 100 million yuan; Lingyi iTECH received institutional buy orders exceeding 80 million yuan, and was bought by the Caitong Securities Hangzhou Shangtang Road branch for more than 60 million yuan; Dongrui Stock was sold off by institutions by more than 30 million yuan; and Desay Battery and Dalian Thermal Power were both bought by a quantitative seat for more than 30 million yuan each.

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

Northbound capital had a net buy of 4.948 billion yuan throughout the whole day, with a net buy of 4.937 billion yuan for the Shanghai Stock Connect and a net buy of 11 million yuan for the Shenzhen Stock Connect.

imageThere were more net sells of individual stocks among the top ten transactions of the Shanghai-Shenzhen Stock Connect. In terms of net purchases, China CSSC, which hit a new high this year, led the way in net purchases, while Foxconn Industrial Internet and Zijin Mining Group ranked second and third respectively in terms of net purchases.

In terms of net sales, Wanhua Chemical Group continued to rank first in net sales, while Wuliangye Yibin and Zhongji Innolight ranked second and third respectively in net sales.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, sectors such as copper cable expressway connection, consumer electronics, ultra-high voltage, and military industry had the highest gains, while sectors such as securities, Sora concept, dairy industry, and real estate had the highest declines.

imageAccording 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 capital outflows, the securities sector had the highest net capital outflow.

imageFrom 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 sectors of the top ten stocks with main capital outflows were quite mixed, with East Money Information having the highest net outflow of main capital.

III. ETF trading

imageLooking at the top ten ETFs by turnover, the Shanghai-Shenzhen 300 ETF (510300) continued to rank first in terms of turnover; three Hang Seng Index-related ETFs were among the top ten.

imageLooking at the top ten ETFs in terms of turnover growth rate, the military industry ETF (512660) ranked first with a 190% increase in turnover compared to the previous period; the NASDAQ 100 Index ETF (159513) ranked second with a 134% increase in turnover compared to the previous period; two securities company ETFs ranked third and fifth respectively.

IV. Futures positions

imageOf the top four main contracts for futures, the number of short positions slightly reduced and the number of long positions slightly increased for the IH contract; both long and short positions increased for the IF, IC, and IM contracts, but the number of short positions increased more for the IF and IC contracts, while the number of long positions increased more for the IM contract, exceeding 2,000 lots.

V. Dragon-Tiger List

1. Institutions

imageRegarding the Dragon and Tiger List, institutional activity was generally normal. In terms of purchases, Chengdu Hi-Tech Development, a computing power concept stock, received institutional buy orders of over 100 million yuan; copper cable expressway connection concept stock Shenzhen Woer Heat-Shrinkable Material received institutional buy orders of 112 million yuan; and consumer electronics concept stock Lingyi iTECH received institutional buy orders exceeding 80 million yuan. In terms of sales, pork shareholder Dongrui Stock was sold off by institutions for more than 30 million yuan, and software stock Shui Mu Lian Technology was sold off by institutions for more than 30 million yuan.

In terms of sales, pork shareholder Dongrui Stock was sold off by institutions for more than 30 million yuan, and software stock Shui Mu Lian Technology was sold off by institutions for more than 30 million yuan.

2. Institutional investors

imageThe activity of first-tier venture capital firms has increased somewhat, with Shenzhen Woer Heat-Shrinkable Material being bought by the Guotai Junan Securities Nanjing Taiping Nan Road branch for nearly 100 million yuan; and Lingyi iTECH being bought by the Caitong Securities Hangzhou Shangtang Road branch for more than 60 million yuan.

The activity of quantitative capital has increased somewhat, with Desay Battery and Dalian Thermal Power, both of which are relevant to the power grid concept receiving a quantitative seat buy order of over 30 million yuan each for their respective shares in the consumer electronics concept and electricity supplier concept.

The translation is provided by third-party software.


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