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【数据看盘】北向资金连续加仓贵州茅台 多只沪深300ETF成交额环比大增

[Data Analysis] Northbound funds consistently increased their holdings in Kweichow Moutai. The trading volume of multiple 300etf on the Shanghai and Shenzhen stock markets increased significantly compared to the previous period.

cls.cn ·  Jul 3 17:56

- After experiencing a significant reduction in positions in June, Guizhou Moutai has received over 500 million RMB in northbound capital inflows for two consecutive trading days since July. - Today, multiple Shanghai and Shenzhen 300 ETFs have traded heavily. Among them, the Huaxia 300 ETF (510330) has seen a 270% increase in turnover compared to yesterday.

Today, the net sales of Shanghai and Shenzhen Stock Connect were slightly down. Kweichow Moutai was the top net buyer, while Zhejiang Sanhua Intelligent Controls was the top net seller. In terms of sector funds, the commercial trade and retail sector had the highest net inflows. In terms of ETF transactions, the turnover of the CSI 300 ETF (510300) was the highest. In terms of futures positions, the short positions of the IF futures contract were reduced by more than long positions. In terms of the dragon-tiger list, Gan & Lee Pharmaceuticals received more than 30 million RMB in net purchases from institutions and received more than 30 million RMB in net purchases from one quantitative institution. Feitian Technologies received more than 20 million RMB in net purchases from institutions. Annoroad Gene Sequencing Technology Ltd. received net sales of more than 50 million RMB from institutions and Guangzhou Guangri Stock Co., Ltd. was net sold more than 40 million RMB by institutions.

Beijing Join-cheer Software received more than 30 million RMB in net purchases from Guosheng Securities Ningbo Sangtian Road and more than 20 million RMB in net purchases from one quantitative seat.

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

Northbound funds sold a net 1.403 billion RMB today, with Shanghai Stock Connect selling a net of 120 million RMB and Shenzhen Stock Connect selling a net of 1.283 billion RMB.

imageAmong the top ten stocks on the Shanghai and Shenzhen Stock Connects, there were more net buyers than net sellers. In terms of net purchases, Kweichow Moutai was the top buyer, with a net purchase of 755 million RMB, and this stock received significant net purchases for the second consecutive day. China Tourism Group Duty Free Corporation and Midea Group Co., Ltd. were ranked second and third respectively in terms of net purchases.

In terms of net sales, Zhejiang Sanhua Intelligent Controls was the top seller, with China Yangtze Power and CM Bank ranked second and third respectively in net sales.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, tax-free products, ST sector, semiconductor, and copper foil sectors had the highest gains, while power grid equipment, software development, construction machinery, and copper cable high-speed connection sectors had the highest declines.

imageIn terms of main sector fund monitoring data, the commercial trade and retail sector had the highest net inflows of main funds.

In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.

imageIn terms of individual stock main fund monitoring data, the sectors of the top ten stocks with net inflows of main funds were relatively mixed, and China Tourism Group Duty Free Corporation had the highest net inflow of main funds.

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

imageIn terms of the top ten ETFs by trading volume, the turnover of the CSI 300 ETF (510300) was the highest, and three Hang Seng Index-related ETFs, two NASDAQ Index ETFs and one Nikkei 225 ETF were among the top ten.

imageIn terms of the top ten EFTs by month-on-month growth in turnover, three CSI 300 ETFs were listed, among which Huaxia 300 ETF (510330) had the highest month-on-month growth in turnover of 270%, ranking first; Electrical Utilities ETF (159611) had the fourth highest month-on-month growth in turnover with an increase of 86%.

IV. Futures positions

imageIn the four major futures contracts, both long and short positions of the IH, IF, and IC contracts were reduced, with both long and short positions of the IH contract being reduced by similar amounts. The short positions of the IF and IC contracts were reduced more than long positions, and both long and short positions of the IM contract were increased, with short positions increased more.

V. Dragon-Tiger List

1. Institutions

imageIn terms of the activity level of institutions on the dragon-tiger list, innovative drug concept stock Gan & Lee Pharmaceuticals received net purchases of more than 30 million RMB from institutions, and car networking concept stock Feitian Technologies received net purchases of more than 20 million RMB from institutions.

In terms of net sales, newly listed stock Annoroad Gene Sequencing Technology Ltd. was net sold more than 50 million RMB by institutions, and robot concept stock Guangzhou Guangri Stock Co., Ltd. was net sold more than 40 million RMB by institutions.

2. Institutional investors

imageIn terms of the activity level of first-line speculative funds, Beijing Join-cheer Software received more than 30 million RMB in net purchases from Guosheng Securities Ningbo Sangtian Road.

In terms of the activity level of quantitative funds, Gan & Lee Pharmaceuticals received more than 30 million RMB in net purchases from one quantitative institution, and Beijing Join-cheer Software received more than 20 million RMB in net purchases from one quantitative seat.

The translation is provided by third-party software.


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