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【数据看盘】北向资金大幅减仓中信证券 知名游资超亿元甩卖上海贝岭

Data Analysis: Northbound funds significantly reduced holdings in Citic Securities, and well-known institutional investors sold Shanghai Belling Corp., Ltd. for over 100 million yuan.

cls.cn ·  Jul 22 18:00

① CITIC Securities, which surged more than 4%, was net sold 0.479 billion by Northbound Capital. ② The chip stock Shanghai Beiling was sold over 100 million yuan by the Ningbo Sangtian Road Sales Department of Guosheng Securities, and at the same time sold over 40 million in quantitative seats by a single company.

The Shanghai and Shenzhen Stock Connect had a slight net purchase today. Zijin Mining had the highest net purchases and CITIC Securities had the highest net sales. In terms of the sector's main capital, the automotive sector had the highest net inflow. In terms of ETF transactions, the share of the Shanghai and Shenzhen 300 ETF eFangda (510310) increased by 11.14 billion last week. In terms of futures positions, the number of short positions reduced on IH, IC, and IM contracts is greater than that of long positions. In terms of the Dragon Tiger List, Hi-Tech Development was bought by institutions over 80 million; Shuangle shares were bought by institutions for nearly 40 million; Tianshunfeng was fiercely played by institutions; Jiayuan Technology was sold over 40 million by institutions; Guosheng Securities's Ningbo Sangtian Road sales department bought more than 60 million in mass transportation; and National Technology was bought by a quantitative seat of over 30 million.

1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange

Northbound Capital made net purchases of 1.973 billion yuan throughout the day, of which Shanghai Stock Connect had a net purchase of 4.502 billion yuan and Shenzhen Stock Connect had a net sale of 2.529 billion yuan.

f18qY4u5z3.pngAmong the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, Zijin Mining had the highest net purchases. In terms of net purchases, Zijin Mining had the highest net purchases, receiving more than 0.5 billion in net purchases; BAIC Blue Valley and IFF ranked second and third with net purchases.

In terms of net sales, CITIC Securities had the highest net sales, with a net sale of 0.479 billion; Zhongji Xuchuang's net sales ranked second.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as wind power, software, credit and online car-hailing registered the highest gains, while sectors such as liquor, tax exemptions, banking, and fertilizer registered the highest declines.

5r0SW30pso.pngJudging from the capital monitoring data of the main sector, the automobile 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.

0uK9JlHb38.pngJudging from the monitoring data of the main capital of individual stocks, auto stocks had a large net inflow of main capital among the top ten individual stocks, and Cyrus had the highest net inflow.

Among the top ten individual stocks with major capital outflows, there are many weighted stocks, with CITIC Securities leading the net outflow.

3. ETF Transactions

zSO1426atx.pngLooking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, and the three Hang Seng Index-related ETFs ranked third to fifth.
70eSr841jR.pngLooking at the top ten ETFs with a month-on-month increase in turnover, the US 50 ETF (513850) ranked first in terms of turnover growth of 85% month-on-month, and the four NASDAQ ETFs ranked in the top ten.
68UvgTZQba.pngLooking at the top ten ETFs that increased their share last week, many of the Shanghai and Shenzhen 300 and China Securities 1000 Index ETFs surged in share last week. Among them, the Shanghai and Shenzhen 300 ETF E-Fangda (510310) ranked first in terms of share growth of 11.14 billion last week.
Njj5E1coRS.pngLooking at the top ten ETFs that lost their share last week, the shares of many science and technology innovation boards and semiconductor ETFs dropped drastically. Among them, the Sci-Tech Innovation 50 ETF (588000) ranked first with a 4.167 billion share reduction last week.

4. Futures Index Positions

19v4HzjXUz.pngThe four major futures indicate that both long and short main contracts have reduced their positions. IH, IC, and IM contracts have reduced their positions by a large number of short positions, and long positions have been reduced by IF contracts.

5. Dragon Tiger List

1. Agency

8iBe2DKxNA.pngThe institutional activity of the Dragon Tiger List is average. In terms of purchases, Hi-Tech Development was bought by institutions over 80 million; the photoresist concept stock Shuangle Co., Ltd. was bought by institutions nearly 40 million; and the wind power stock Tianshun Fengneng was fiercely gambled by institutions.

In terms of sales, the cybersecurity concept stock Jiayuan Technology was sold by institutions for over 40 million.

2. Tourist capital

fPvkZHNN2x.pngFirst-tier tourism activity is average. The Ningbo Sangtian Road Sales Department of Guosheng Securities bought more than 60 million public transportation and sold Shanghai Beiling over 100 million yuan.

Quantitative capital activity is average. The chip stock Kookmin Technology was bought over 30 million by a quantitative seat, and Shanghai Beiling was sold over 40 million by a quantitative seat.

The translation is provided by third-party software.


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