①国企改革概念股保变电气获机构买入超6000万,该股昨日也获机构买入超6000万。②锂电池板块大涨。多股获机构及游资买入,其中天齐锂业获中信证券西安朱雀大街营业部买入1.06亿。
沪深股通今日合计成交792.48亿,其中长江电力和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,电新板块净流入居首。ETF成交方面,中证1000ETF指数(560010)成交额环比增长229%。期指持仓方面,IF合约空头减仓数量大于多头。龙虎榜方面,赣锋锂业获机构买入超5000万;皓宸医疗遭机构卖出超2000万;南都电源遭国盛证券宁波桑田路营业部卖出1.83亿;凯盛科技遭浙商证券杭州五星路营业部卖出近亿元。
一、沪深股通前十大成交
今日沪股通总成交金额为415.95亿,深股通总成交金额为376.53亿。
从沪股通前十大成交个股来看,长江电力位居首位,中国核电、中国石油也位居前十行列。
从深股通前十大成交个股来看,宁德时代位居首位,美的集团、比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,锂矿、电池、光伏、虚拟电厂等板块涨幅居前,电商、教育、银行、医药商业等板块跌幅居前。
从主力板块资金监控数据来看,电新板块主力资金净流入居首。
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锂电池概念股较多,天齐锂业净流入居首。
主力资金流出前十的个股中高位股和红利股较多,大众交通净流出居首。
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,中证1000ETF(512100)位居第五位。
从成交额环比增长前十的ETF来看,多只中证1000指数ETF成交额大增,其中中证1000ETF指数(560010)成交额环比增长229%位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,IH、IC、IM合约多头减仓数量较多,IF合约空头减仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,国企改革概念股保变电气获机构买入超6000万,该股连续两日获机构买入;锂矿股赣锋锂业获机构买入超5000万。
卖出方面,皓宸医疗遭机构卖出超2000万。
2、游资
一线游资活跃度有所提升,锂矿股天齐锂业获两家一线游资席位买入,其中中信证券西安朱雀大街营业部买入1.06亿;固态电池概念股南都电源遭国盛证券宁波桑田路营业部卖出1.83亿;折叠屏概念股凯盛科技遭浙商证券杭州五星路营业部卖出近亿元。
量化资金活跃度有所提升,赣锋锂业获一家量化席位买入超2000万。
① Baobian Electric, a state-owned enterprise reform concept stock, was bought by institutions over 60 million. Yesterday, the shares were also bought by institutions over 60 million. ② The lithium battery sector soared. A number of shares were purchased by institutions and investors. Among them, Tianqi Lithium was bought 0.106 billion by the Xi'an Suzque Street Sales Department of CITIC Securities.
The total turnover of Shanghai and Shenzhen Stock Connect today was 79.248 billion. Among them, Changjiang Electric Power and Ningde Times ranked first among the individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the power generation sector had the highest net inflow. In terms of ETF transactions, the turnover of the China Securities 1000 ETF Index (560010) increased 229% month-on-month. In terms of futures positions, the number of short positions reduced in IF contracts is greater than that of long positions. In terms of the Dragon Tiger List, Ganfeng Lithium was bought by institutions over 50 million; Haochen Medical was sold over 20 million by institutions; Nandu Power was sold 0.183 billion by Guosheng Securities Ningbo Sangtian Road Sales Department; and Kaisheng Technology was sold nearly 100 million yuan by Zhejiang Securities Hangzhou Wuxing Road Sales Department.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Today, the total turnover of Shanghai Stock Connect was 41.595 billion, and the total turnover of Shenzhen Stock Connect was 37.653 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Changjiang Electric Power ranked first, and China Nuclear Power and CNPC also ranked in the top ten.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde Era ranked first, while Midea Group and BYD ranked second and third.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as lithium mines, batteries, photovoltaics, and virtual power plants registered the highest gains, while e-commerce, education, banking, and pharmaceutical business sectors registered the highest declines.
Judging from the capital monitoring data of the main sector, the telecommunications sector has 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 monitoring data on the main capital of individual stocks, among the top ten individual stocks, there are many lithium battery concept stocks, with Tianqi Lithium leading the net inflow.
Among the top ten individual stocks, there were many high-ranking stocks and dividend stocks, with net outflows from mass transportation leading the way.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, while the China Securities 1000 ETF (512100) ranked fifth.
Looking at the top ten ETFs with a month-on-month increase in turnover, many China Securities 1000 Index ETFs saw a sharp increase in turnover. Among them, the China Securities 1000 ETF Index (560010) ranked first with a 229% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both long and short main contracts have drastically reduced their positions. The IH, IC, and IM contracts have reduced their long positions more, and the IF contract has reduced their short positions by a large number.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. In terms of purchases, Baobian Electric, a state-owned enterprise reform concept stock, was bought by institutions for 2 consecutive days; Ganfeng Lithium, a lithium mine stock, was bought by institutions for more than 50 million.
In terms of sales, Hao Chen Medical was sold by institutions for over 20 million.
2. Tourist capital
First-tier investor activity has increased. The lithium mining stock Tianqi Lithium was purchased by two first-tier investors. Among them, CITIC Securities's Xi'an Suzque Street Sales Department bought 0.106 billion; the solid-state battery concept company Nandu Power was sold 0.183 billion by Guosheng Securities Ningbo Sangtian Road Sales Department; and Kaisheng Technology, a folding screen concept stock, was sold nearly 100 million yuan by the Hangzhou Wuxing Road Sales Department of Zhejiang Securities.
Quantitative capital activity has increased, and Ganfeng Lithium received a quantitative seat purchase of more than 20 million.