① Northbound Capital sold nearly 10 billion dollars in net sales, and the computing power concept stocks Ziguang Co., Ltd. and Cambrian were bought against the trend. ② There was a marked increase in ETFs in multiple indices today. Among them, the China Securities 1000 Index ETF turnover had the highest month-on-month increase compared to yesterday.
The net sales of Shanghai and Shenzhen Stock Connect were significant today. Ziguang shares had the highest net purchases, and Midea Group had the highest net sales. In terms of the sector's main capital, the real estate sector had the highest net inflow. In terms of ETF transactions, the Dow Jones ETF (513400) turnover increased 417% month-on-month. In terms of holding positions, long positions are added to IF and IC contracts, and short positions are reduced. On the Dragon Tiger List, Shanghai Electric Power Co., Ltd. and Shiyun Circuit were sold by the agency for 0.146 billion and 76.52 million respectively; Jinlong Auto was sold by the agency for nearly 50 million and a quantitative seat was taken as a T; Jinjiang Online and Nanjing Public Utilities were both bought by a first-tier tourist seat; and Volkswagen and Jinlong Auto were both sold by the Ningbo Sangtian Road Sales Department of Guosheng Securities.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 8.88 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 4.541 billion yuan and Shenzhen Stock Connect had a net sale of 4.34 billion yuan.
Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, there were a large number of net sales of individual stocks. In terms of net purchases, many technology stocks received net purchases. Among them, the computing power concept stock Ziguang Co., Ltd. and Cambrian Net Buy separated into the top two places. Shan Precision, the shareholder of PCB Concept, which plummeted, also received net purchases.In terms of net sales, Midea Group had the highest net sales, while Zijin Mining and Changjiang Electric Power ranked second and third in net sales respectively.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as liquor, Shanghai state-owned enterprise reform, insurance, and photovoltaic equipment registered the highest gains, while sectors such as high-speed copper cable connections, smart cabins, PCBs, and Apple concepts registered the highest declines.
Judging from the capital monitoring data of the main sector, the real estate sector continued to have the highest net inflow of main capital.In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.
Judging from monitoring data on the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with free net inflows in China leading the way.Among the top ten individual stocks with major capital outflows, technology stocks had the largest net outflow, and IFF had the highest net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the top four are all Shanghai and Shenzhen 300 ETFs, of which the Shanghai and Shenzhen 300 (510300) has the highest turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the Dow Jones ETF (513400) ranked first with a 417% month-on-month increase in turnover; in addition, the China Securities 1000 ETF Index (560010) ranked second in terms of turnover increase of 228% month-on-month.4. Futures Index Positions
The four major contracts indicate that in the main contracts, both long and short IH and IM contracts reduced their positions, and the number of short positions was reduced; the IF and IC contracts all added long positions and short positions were reduced.5. Dragon Tiger List
1. Agency
Institutional activity on the Dragon Tiger List declined markedly. The individual stocks on the list were net sales. Among them, the two PCB concept stocks, Shanghai Electric Power Co., Ltd. and Shiyun Circuit were sold by institutions for 0.146 billion and 76.52 million, respectively; Jinlong Auto was sold by institutions for nearly 50 million.2. Tourist capital
First-tier tourism activity is average. Short-term capital revolves around smart online car-hailing concept stocks. Among them, Jinjiang Online and Nanjing Public Utility both received first-tier tour seats, and Volkswagen and Jinlong Auto were both sold by Guosheng Securities's Ningbo Sangtian Road Sales Department.Quantified capital activity was average, and Jinlong Motor was given a T in a quantitative seat by a family.