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【数据看盘】机构激烈博弈寒武纪 三家实力游资联手抢筹大众交通

[Data Analysis] Intense institutional gaming in Cambrian, three powerful private equities jointly scramble to raise funds for Dazhong Transportation (Group) Co., Ltd.

cls.cn ·  Jul 16 17:57

Mining chip stock Cambricon received a buy-in of 0.396 billion from institutions today, while being sold by institutions for 0.393 billion; it was also bought by northbound and quantitative funds. Dazhong Transportation, a smart online car-hailing concept stock that has gained three first-tier placements in the last five days, was bought by three one-line game funds.

The Shanghai and Shenzhen Stock Connect saw a small net sellout today, with BOE Technology Group having the highest net purchase and Ping An Insurance the highest net sellout. Main capital inflow into sectors comprised of computer components.

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

Northbound funds had a net sellout of 2.94 billion throughout the day, among which the Shanghai Stock Connect had a net purchase of 0.924 billion yuan, while the Shenzhen Stock Connect had a net sellout of 3.864 billion yuan.

5f1Je4dAJR.pngThere were more net sellouts than purchases among the top ten turnovers in the Shanghai and Shenzhen Stock Connect. Among the net buy-ins, BOE Technology Group had the highest net purchase, while the two chip stocks Cambricon and Naura Technology Group had net buy-ins in second and third place.

In terms of net sellouts, Ping An Insurance had the highest net sellout, followed by Wuliangye Yibin; Bank of China, Industrial and Commercial Bank of China, and China Merchants Bank were all subject to net sellouts. In addition, Suzhou Dongshan Precision Manufacturing and Goertek Inc. were also subject to net sellouts.

II. Bulk orders of individual stocks in different sectors

From a performance perspective, automobile vehicles, online car-hailing, ST shares, and gold sectors led the gains, while film and television, childcare services, ultra-high-voltage, and organosilicon sectors led declines.

q8HRKtgy68.pngFrom the main capital monitoring data of sectors, the computer component sector has been leading in terms of net inflow of main capital.

In terms of main capital outflow by sector, banks led the way.

dnJbzX0OdH.pngFrom the main capital monitoring data of individual stocks, there are many technology stocks among the top ten stocks in terms of net inflows of main capital, with Unisplendour Corporation having the highest net inflow.

The sectors of the top ten stocks that lost their main capital are relatively scattered, with Ping An Insurance having the highest net outflow of main capital.

III. ETF trading

c4a3ira9Z6.pngFrom the top ten ETF turnovers, four Shanghai and Shenzhen 300 ETFs are in the top ten, with the Shanghai and Shenzhen 300 (510300) ranking first in terms of turnover. In addition, many semiconductor industry ETFs and several Nikkei ETFs are in the top ten.
JlsdD6Yzf0.pngFrom the top ten ETFs in terms of month-on-month increase in turnover, many Shanghai and Shenzhen 300 ETFs have seen a significant increase in turnover, with Huaxia 300 ETF (510330) and HS300ETF (510310) taking first and second place, respectively. In addition, many semiconductor industry ETFs and several Nikkei ETFs are in the top ten.

IV. Futures positions

Among the four major index futures contracts, the IH contracts saw a slight net increase in long positions and a small net decrease in short positions. Both the long and short positions of IF, IC, and IM contracts increased, with IF and IC contract long positions increasing more, and IM contract short positions increasing more.In the four major futures contracts, the IH contract longs slightly increased and shorts slightly decreased; the IF, IC, and IM contracts both longs and shorts increased, with the IF and IC contracts having a larger increase in longs and the IM contract having a larger increase in shorts.

V. Dragon-Tiger List

1. Institutions

From the main capital monitoring data of individual stocks, there are many technology stocks among the top ten stocks in terms of net inflows of main capital, with Unisplendour Corporation having the highest net inflow.In terms of buying, the institutional activity on the Dragon Tiger List has significantly increased. In terms of the buy side, institutions bought 0.236 billion shares of zhejiang juhua, a fluorine chemical concept stock. Institutions also bought 0.117 billion shares of unisplendour corporation, a consumer electronics concept stock. In the aspect of computing power concept stock, Horizon Robotics obtained a buying volume of 0.396 billion shares from institutions, but at the same time, it was sold 0.393 billion shares by institutions. In addition, Institutions bought over 60 million shares of Sunwoda Electronic, a consumer electronics concept stock.

In terms of selling, institutions sold over 70 million shares of zhejiang sanmei chemical industry, a fluorine chemical concept stock, but also bought nearly 60 million shares of it. Hangcha Group, a construction machinery concept stock, sold over 60 million shares by institutions.

2. Institutional investors

01ICNfLmmj.pngThe activity of first-tier game funds has slightly increased. Dazhong Transportation(Group) Co., Ltd., a smart online car-hailing concept stock, got buy-in from three first-tier game funds. Sunwoda Electronic, a consumer electronics concept stock, got buy-in of 0.178 billion shares from the Beijing Guangqumen Inner Street Branch of CITIC Securities. Unisplendour Corporation, a computing power concept stock, got buy-in of 0.128 billion shares from Nanjing Taiping South Road Branch of China Pacific Securities.

The activity of quantified capital is generally stable. Horizon Robotics obtained a buying volume of 0.207 billion shares from one quantified seat. In addition, Sunwoda Electronic obtained over 80 million shares of buy-in from one quantified seat.

The translation is provided by third-party software.


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