①IF、IC、IM期指主力合约空头加仓均超千手,且加仓数量均大于多头。②成交额环比上个交易日增长前十的中,ETF沙特ETF(159329)成交额环比增长279%位居首位。
沪深股通今日小幅净卖出,长江电力净买入居首,宁德时代净卖出居首。板块主力资金方面,医药板块净流入居首。ETF成交方面,沪深300ETF(510310)上周份额增长19.84亿。期指持仓方面,IH合约多头加仓数量大于空头。龙虎榜方面,中晶科技获机构买入超3000万;以岭药业获机构买入超2000万,获一家一线游资席位买入超4000万;招标股份遭机构卖出超2000万;盟固利遭机构卖出超5000万;启明信息获一家一线游资席位买入超3000万;大众交通获一家量化席位买入超3000万。
一、沪深股通前十大成交
北向资金全天净卖出7.73亿,其中沪股通净卖出2.89亿元,深股通净卖出4.84亿元。
沪深股通两市前十大成交中净卖出个股居多,净买入方面,长江电力净买入居首,其余个股净买入均不足亿元。
净卖出方面,宁德时代净卖出居首,遭净卖出超5亿,该股已连续9个交易日遭净卖出;工业富联、贵州茅台净卖出分居二、三位。
二、板块个股主力大单资金
从板块表现来看,环保设备、新冠药、中药、油气等板块涨幅居前,教育、房地产、旅游、ST板块等板块跌幅居前。
从主力板块资金监控数据来看,医药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医药股较多,启明信息净流入居首。
主力资金流出前十的个股所属板块较为杂乱,金龙汽车净流出居首。
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ETF位居前五行列。
从成交额环比增长前十的ETF来看,沙特ETF(159329)成交额环比增长279%位居首位,800ETF(515800)成交额环比增长81%位居次席。
从上周份额增长前十的ETF来看,多只沪深300ETF上周份额大幅增长,其中沪深300ETF(510310)上周份额增长19.84亿份位居首位。
从上周份额减少前十的ETF来看,UC房地产ETF(512200)上周份额大幅减仓62亿份位居首位;两只中证1000ETF位居前十行列。
四、期指持仓
四大期指主力合约多空双方均加仓,IH合约多头加仓数量略多,IF、IC、IM合约空头减仓数量较多,其中IF合约空头加仓数量明显大于多头。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,芯片股中晶科技获机构买入超3000万;新冠药概念股以岭药业获机构买入超2000万。
卖出方面,商业航天概念股招标股份遭机构卖出超2000万;盟固利遭机构卖出超5000万。
2、游资
一线游资活跃度一般,车路云概念股启明信息获一家一线游资席位买入超3000万;以岭药业获一家一线游资席位买入超4000万。
量化资金活跃度一般,大众交通获一家量化席位买入超3000万。
① IF, IC, and IM periods indicate that the main contract's short positions have all exceeded 1,000 lots, and the number of positions added is greater than the number of long positions. ② Among the top ten month-on-month increases in turnover over the previous trading day, the ETF Saudi ETF (159329) ranked first with a 279% month-on-month increase in turnover.
The Shanghai and Shenzhen Stock Connect had a slight net sale today, with net purchases of Changjiang Electric Power leading the way, and the net sales of the Ningde Era. In terms of the sector's main capital, the pharmaceutical sector had the highest net inflow. In terms of ETF transactions, the share of the Shanghai and Shenzhen 300 ETF (510310) increased by 1.984 billion last week. In terms of futures positions, the number of long positions added to IH contracts is greater than the number of short positions. In terms of the Dragon Tiger List, Zhongjing Technology was bought by institutions over 30 million; Eling Pharmaceutical was bought by institutions over 20 million, and a first-tier gaming seat bought over 40 million; the tender shares were sold by institutions over 20 million; Mengguli was sold by institutions over 50 million; Qiming Information was bought over 30 million by a first-tier tourist seat; and Volkswagen received more than 30 million in quantitative seat purchases.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had a net sale of 0.773 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 0.289 billion yuan and Shenzhen Stock Connect had a net sale of 0.484 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, most stocks were net sold. In terms of net purchases, Changjiang Electric Power had the highest net purchases; the net purchases of the remaining individual stocks were less than 100 million yuan.
In terms of net sales, Ningde Era had the highest net sales, with net sales exceeding 0.5 billion. The stock has been net sold for 9 consecutive trading days; Fidelity Industries and Kweichow Moutai ranked second and third in net sales.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as environmental protection equipment, COVID-19 medicine, traditional Chinese medicine, oil and gas registered the highest gains, while sectors such as education, real estate, tourism, and ST sectors registered the highest declines.
Judging from the capital monitoring data of the main sector, the pharmaceutical 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, the net inflow of main capital into the top ten traditional Chinese medicine stocks was high, and Qiming Information had the highest net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Jinlong Motor 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 ETFs ranked in the top five.
Looking at the top ten ETFs with a month-on-month increase in turnover, the Saudi ETF (159329) ranked first in terms of turnover growth of 279% month-on-month, while the 800 ETF (515800) ranked second with an 81% month-on-month increase in turnover.
Looking at the top ten ETFs that increased their share last week, many Shanghai and Shenzhen 300 ETFs had a sharp increase in share last week. Among them, the Shanghai and Shenzhen 300 ETF (510310) ranked first in terms of share growth of 1.984 billion last week.
Looking at the top ten ETFs that lost their share last week, the UC Real Estate ETF (512200) ranked first with a sharp reduction of 6.2 billion shares last week; the two China Securities 1000 ETFs ranked in the top ten.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have increased their positions. The number of long positions added to the IH contract is slightly higher, and the number of short positions reduced in IF, IC, and IM contracts. Among them, the number of short positions added to the IF contract is clearly greater than the long one.
5. Dragon Tiger List
1. Agency
The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the chip stock Zhongjing Technology was bought by institutions over 30 million; the COVID-19 concept stock Eling Pharmaceutical was bought by institutions over 20 million.
In terms of sales, the tender shares for commercial aerospace concept stocks were sold by institutions for more than 20 million; Menguli was sold by institutions for more than 50 million.
2. Tourist capital
First-tier tourism activity is average. Qiming Information, a concept stock of Che Luyun, was bought by more than 30 million first-tier tourist seats; Eling Pharmaceutical was bought by more than 40 million first-tier tourist seats.
Quantitative capital activity is average, with mass transit getting more than 30 million in quantitative seat purchases from a single company.