①大涨超4%的中信证券遭北向资金净卖出4.79亿。②芯片股上海贝岭遭国盛证券宁波桑田路营业部卖出超亿元,同时遭一家量化席位卖出超4000万。
沪深股通今日小幅净买入,紫金矿业净买入居首,中信证券净卖出居首。板块主力资金方面,汽车整车板块净流入居首。ETF成交方面,沪深300ETF易方达(510310)上周份额增长111.4亿。期指持仓方面,IH、IC、IM合约空头减仓数量大于多头。龙虎榜方面,高新发展获机构买入超8000万;双乐股份获机构买入近4000万;天顺风能遭机构激烈博弈;佳缘科技遭机构卖出超4000万;国盛证券宁波桑田路营业部买入大众交通超6000万;国民技术获一家量化席位买入超3000万。
一、沪深股通前十大成交
北向资金全天净买入19.73亿,其中沪股通净买入45.02亿元,深股通净卖出25.29亿元。
沪深股通两市前十大成交中净买入个股数量较多,净买入方面,紫金矿业净买入居首,获净买入超5亿;北汽蓝谷、工业富联净买入分居二、三位。
净卖出方面,中信证券净卖出居首,遭净卖出4.79亿;中际旭创净卖出居次席。
二、板块个股主力大单资金
从板块表现来看,风电、软件、信创、网约车等板块涨幅居前,白酒、免税、银行、化肥等板块跌幅居前。
从主力板块资金监控数据来看,汽车整车板块主力资金连续净流入居首。
板块资金流出方面,电子板块主力资金净流出居首。
从个股主力资金监控数据来看,主力资金净流入前十的个股中汽车股较多,赛力斯净流入居首。
主力资金流出前十的个股中权重股较多,中信证券净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位,三只恒生指数相关ETF位居三至五位。
从成交额环比增长前十的ETF来看,美国50ETF(513850)成交额环比增长85%位居首位,四只纳指ETF位居前十行列。
从上周份额增长前十的ETF来看,多只沪深300和中证1000指数ETF上周份额大增,其中沪深300ETF易方达(510310)上周份额增长111.4亿份位居首位。
从上周份额减少前十的ETF来看,多只科创板以及半导体ETF份额大幅减少,其中科创50ETF(588000)上周份额减少41.67亿位居首位。
四、期指持仓
四大期指主力合约多空双方均减仓,IH、IC、IM合约空头减仓数量较多,IF合约多头减仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,高新发展获机构买入超8000万;光刻胶概念股双乐股份获机构买入近4000万;风电股天顺风能遭机构激烈博弈。
卖出方面,网络安全概念股佳缘科技遭机构卖出超4000万。
2、游资
一线游资活跃度一般,国盛证券宁波桑田路营业部买入大众交通超6000万,卖出上海贝岭超亿元。
量化资金活跃度一般,芯片股国民技术获一家量化席位买入超3000万,上海贝岭遭一家量化席位卖出超4000万。
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.
Among 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.
Judging 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.
Judging 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
Looking 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.
Looking 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.
Looking 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.
Looking 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
The 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
The 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
First-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.