① Dongfang Wealth and CITIC Securities, which have soared, were all net sold by northbound capital. In addition, chip stocks Cambrian and Northern Huachuang were also net sold. ② The turnover of many China Securities 1000 and brokerage ETFs increased dramatically. Among them, the turnover of the China Securities 1000 ETF (512100) increased 403% month-on-month.
The Shanghai and Shenzhen Stock Connect had significant net sales today. China's net purchases of nuclear power were at the top, and the net sales in the Ningde era were at the top. In terms of the sector's main capital, the non-bank financial sector had the highest net inflow. In terms of ETF transactions, the turnover of the Hong Kong Securities ETF (513090) surged 553%. In terms of futures positions, the number of IC contract long positions added is greater than the number of short positions. On the Dragon Tiger List, Qitian Technology was bought over 40 million by institutions and bought by two first-tier companies; China General Nuclear Power sold 0.172 billion by institutions; China Merchants Port sold over 60 million by agencies; Jinyi Technology sold over 70 million by institutions; Shanghai Beiling was sold 0.1 billion yuan by CITIC Securities's Xi'an Suzque Street Sales Department; and CITIC Hai directly sold over 50 million yuan in quantitative seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made net purchases of 19.58 billion yuan throughout the day, of which Shanghai Stock Connect had a net purchase of 11.363 billion yuan and Shenzhen Stock Connect had a net purchase of 8.217 billion yuan.
Net purchases and net sales of individual stocks in the top ten transactions of the Shanghai and Shenzhen Stock Connect markets are comparable. In terms of net purchases, China's net purchases of nuclear power ranked first, while Kweichow Moutai and China Ping An ranked second and third.In terms of net sales, Ningde Era had the highest net sales, followed by Fuyao Glass's net sales; brokerage stocks CITIC Securities, Oriental Wealth, and chip stocks Cambrian and Northern Huachuang all received net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as humanoid robots, securities, diversified finance, and innovative pharmaceuticals had the highest gains, with no declining sectors.
Judging from the capital monitoring data of the main sector, the non-bank financial sector continued to have the highest net inflow of main capital.In terms of capital outflows from the sector, the banking sector has the highest net outflow of main capital.
Judging from the main capital monitoring data of individual stocks, the net inflow of main capital into brokerage stocks was higher 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 more dividend stocks, and ICBC has the highest 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 ETFs ranked in the top ten.
Looking at the top ten ETFs with a month-on-month increase in turnover, many securities and the China Securities 1000 ETF saw a sharp increase in turnover. Among them, the Hong Kong Securities ETF (513090) had a 553% increase in turnover, and the China Securities 1000 ETF (512100) ranked second in terms of turnover increase of 403% month-on-month.4. Futures Index Positions
The four major contracts indicate that among the main contracts, both long and short IF, IC, and IM contracts have increased their positions; IF and IM contracts have a large number of short positions; IM contracts have continuously increased their positions drastically; IC contracts have a large number of long positions; IH contracts reduce long positions and long positions increase.5. Dragon Tiger List
1. Agency
Despite the sharp rise in the index, institutional activity on the Dragon Tiger List is still low. Only one stock of Qitian Technology was heavily bought, and institutions bought more than 40 million.In terms of sales, the dividend stock China General Nuclear was sold by the agency for 0.172 billion, China Merchants Port was sold by the agency for more than 60 million; the Che Luyun concept stock Jinyi Technology was sold by the agency for more than 70 million.
2. Tourist capital
First-tier tourism activity is average. Qitian Technology, which has a four-tier market, was bought by two first-tier tourism companies; Shanghai Beiling was sold 0.1 billion yuan by the Xi'an Suzque Street Sales Department of CITIC Securities.Quantitative capital activity declined, and CITIC Haidian directly sold over 50 million quantitative seats by a single company.