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【数据看盘】北向资金减仓多只科技股 实力游资超亿元抢筹宗申动力

[Data Analysis] Northbound capital reduces its holdings in several technology stocks while powerful institutional investors aggressively purchase Chongqing Zongshen Power Machinery, with a total investment exceeding one hundred million yuan.

cls.cn ·  Aug 1 18:00

① Northbound Capital's net sales today exceeded 5 billion. Among them, many technology stocks such as Xinyisheng, Zhongji Xuchuang, and Lixun Precision were net sold. ② Zongshen Power, a popular low-altitude economy stock that rose and stopped at the end of the session, was bought 0.147 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department.

Shanghai and Shenzhen Stock Connect had significant net sales today. Pharmaceutical Kang De ranked first in net purchases and BYD in net sales. In terms of the sector's main capital, the banking sector had the highest net inflow. In terms of ETF transactions, the turnover of many NASDAQ related ETFs has increased dramatically. In terms of futures positions, the number of long positions reduced by IF and IC contracts is greater than that of short positions. In terms of the Dragon Tiger List, Kode Education was bought by institutions over 30 million; Jinyi Technology was sold by institutions for over 60 million; Yatong was bought by two first-tier tourist seats; and Jinlong Auto was bought by a quantitative seat of more than 30 million.

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

Northbound Capital had a net sale of 5.701 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 0.959 billion yuan and Shenzhen Stock Connect had a net sale of 4.742 billion yuan.

F1poZMV92i.pngAmong the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, most stocks were net sold. In terms of net purchases, Yao Ming Kangde's net purchases ranked first, while CITIC Securities and Cambrian Net Purchases ranked second and third.

In terms of net sales, BYD ranked first in net sales, and Wanhua Chemical ranked second in net sales. Many technology stocks, such as Xinyisheng, Shennan Circuit, Zhongji Xuchuang, and Lixun Precision, were net sold.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as rail transit equipment, online car-hailing, commercial aerospace, and semiconductors registered the highest gains, while sectors such as liquor, home appliances, retail, and coal registered the highest declines.

2l4NcmA4M3.pngJudging from the capital monitoring data of the main sector, the banking sector continued to have the highest net inflow of main capital.

In terms of capital outflows from the sector, the non-bank financial sector has the highest net outflow of main capital.

VsV96l8WMs.pngJudging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with N Boshi leading the net inflow.

Among the top ten individual stocks with major capital outflows, automobile stocks had the largest net outflow, and Changan Automobile had the highest net outflow.

3. ETF Transactions

mBaGz86OZ7.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 ETFs ranked in the top ten.
37L87Moo5X.pngLooking at the top ten ETFs with a month-on-month increase in turnover, many NASDA-related ETFs saw a sharp increase in turnover. Among them, NASDAQ biotech ETF (513290) ranked first with a 46% month-on-month increase in turnover; gold stock ETF (517520) ranked second in terms of turnover increase of 42% month-on-month.

4. Futures Index Positions

Qy0I7hQRY5.pngThe four major contracts indicate that among the main contracts, both long and short IF, IC, and IM contracts reduced their positions; IF and IC contracts reduced their positions by a large number of long positions; IM contracts reduced their positions slightly more by short positions; and IH contracts reduced their positions by long positions and short positions increased.

5. Dragon Tiger List

1. Agency

cJ0he1iI6R.pngThe activity of institutions on the Dragon Tiger List is still low. In terms of purchases, the education stock Kode Education received more than 30 million purchases from institutions.

In terms of sales, Che Luyun's concept stock Jinyi Technology was sold by institutions for over 60 million.

2. Tourist capital

MFVh7oG37p.pngFirst-tier tourism activity is average. Shanghai's state-owned concept stock Yatong Co., Ltd. was bought by two first-tier investors; Zong Shen Dongli, a low-altitude economy concept stock, was bought 0.147 billion by CITIC Construction Investment's Beijing Guangqumennei Street Sales Department.

Quantitative capital activity is average, and Jinlong Motor received a quantitative seat purchase of more than 30 million.

The translation is provided by third-party software.


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