①上周份额减少前十的ETF中,多只银行和红利ETF在列,其中银行ETF(512800)上周份额减少3.18亿。②鸿蒙加国企改革概念股常山北明获四家一线游资席位买入,合计买入金额超2亿。
沪深股通今日暂停交易。板块主力资金方面,房地产板块净流入居首。ETF成交方面,沪深300ETF华夏(510330)成交额环比增长316%。期指持仓方面,IM期指主力合约空头加仓数量明显大于多头。龙虎榜方面,波长光电获机构买入超2000万;保变电气遭机构卖出超7000万;英科医疗遭机构卖出超6000万;天茂集团遭三家一线游资席位卖出;南天信息遭中信证券西安朱雀大街营业部卖出超9000万;开开实业遭一家量化席位卖出超2000万。
一、沪深股通前十大成交
沪深股通今日暂停交易。
二、板块个股主力大单资金
从板块表现来看,光刻机、多元金融、煤炭、房地产等板块涨幅居前,消费电子、电商、ST板块、电子烟等板块跌幅居前。
从主力板块资金监控数据来看,房地产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所属板块较为杂乱,常山北明净流入居首。
主力资金流出前十的个股所属板块较为杂乱,贵州茅台净流出居首。
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,黄金ETF(518880)成交额位居第四位。
从成交额环比增长前十的ETF来看,多只沪深300ETF成交额大增,其中沪深300ETF华夏(510330)成交额环比增长316%位居首位;房地产ETF(512200)成交额环比增长67%位居第五位。
从上周份额增长前十的ETF来看,创业板指ETF(159915)上周份额增长17.86亿份位居首位;两只中证1000ETF位居前十行列,其中中证1000ETF(512100)上周份额增长10.5亿份位居第三位。
从上周份额减少前十的ETF来看,UC新能源ETF(516160)上周份额减少63亿份位居首位;多只银行ETF位居前十行列,其中银行ETF(512800)上周份额减少3.18亿份位居第三位。
四、期指持仓
由于期指交割日临近,今日开始本栏目统计的期指持仓换为12月份主力合约(目前持仓数量最多的合约月份)。四大期指主力合约多空双方均大幅加仓,IH、IF、IM合约空头加仓数量较多,其中IM合约空头加仓数量明显大于多头;IC合约多头加仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,光刻机概念股波长光电获机构买入超2000万。
卖出方面,国企改革概念股保变电气遭机构卖出超7000万;英科医疗遭机构卖出超6000万。
2、游资
一线游资活跃度有所提升,鸿蒙概念股常山北明获四家一线游资席位买入,合计买入金额超2亿;保险概念股天茂集团遭三家一线游资席位卖出;国企改革概念股南天信息遭中信证券西安朱雀大街营业部卖出超9000万。
量化资金活跃度一般,开开实业遭一家量化席位卖出超2000万。
① Among the top ten ETFs that lost shares last week, many banks and dividend ETFs were listed. Among them, bank ETF (512800) lost 0.318 billion in share last week. ② Changshan Beiming, the concept stock of Hongmeng Canada's state-owned enterprise reform, was bought by four first-tier investors, with a total purchase amount of over 0.2 billion.
The Shanghai and Shenzhen Stock Connect suspended trading today. In terms of the sector's main capital, the real estate sector had the highest net inflow. In terms of ETF transactions, the turnover of the Shanghai and Shenzhen 300 ETF Huaxia (510330) increased 316% month-on-month. In terms of futures positions, IM futures indicate that the number of short positions added to the main contract is clearly greater than the number of long positions. In terms of the Dragon Tiger List, Wavelength Optoelectronics was bought over 20 million by institutions; Baobian Electric sold over 70 million; Angke Medical sold over 60 million; Tianmao Group was sold by three first-tier tourist seats; Nantian Information was sold by CITIC Securities's Xi'an Suzque Street Sales Department for over 90 million; and Kaikai Industrial sold over 20 million in quantitative seats.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
The Shanghai and Shenzhen Stock Connect suspended trading today.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as lithography, diversified finance, coal, and real estate registered the highest gains, while sectors such as consumer electronics, e-commerce, ST, and e-cigarettes registered the highest declines.
Judging from the capital monitoring data of the main sector, the real estate 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, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Changshan Beiming leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Kweichow Moutai leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) has the highest turnover, while the gold ETF (518880) has the fourth highest turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, many Shanghai and Shenzhen 300 ETFs saw a sharp increase in turnover. Among them, the Shanghai and Shenzhen 300 ETF Huaxia (510330) ranked first with a 316% month-on-month increase in turnover; the real estate ETF (512200) ranked fifth with a 67% month-on-month increase in turnover.
Looking at the top ten ETFs with share growth last week, the GEM Index ETF (159915) ranked first with a 1.786 billion share increase last week; the two China Securities 1000 ETFs ranked in the top ten. Among them, the China Securities 1000 ETF (512100) ranked third with a 1.05 billion share increase last week.
Looking at the top ten ETFs that lost shares last week, the UC New Energy ETF (516160) ranked first with a 6.3 billion share reduction last week; many bank ETFs ranked in the top ten, with bank ETFs (512800) ranking third with a share reduction of 0.318 billion last week.
4. Futures Index Positions
Due to the approach of the futures index delivery date, the futures index positions counted today will be replaced with the main contract for December (currently the contract month with the highest number of positions held). The four major futures indicate that both the long and short sides of the main contract have increased their positions significantly. Among them, the number of short positions added to the IH, IF, and IM contracts is higher. Among them, the number of short positions added to the IM contract is clearly greater than the number of long positions; the number of long positions added to the IC contract is higher.
5. Dragon Tiger List
1. Agency
The activity of institutions on the Dragon Tiger List has increased. In terms of purchases, Wavelength Optoelectronics, a photoengraver concept stock, received more than 20 million purchases from institutions.
In terms of sales, Baobian Electric, a state-owned enterprise reform concept stock, was sold by institutions for over 70 million; Inke Healthcare was sold by institutions for over 60 million.
2. Tourist capital
First-tier investor activity has increased. Changshan Beiming, the Hongmeng concept stock, was bought by four first-tier lottery seats, with a total purchase amount exceeding 0.2 billion; the insurance concept stock Tianmao Group was sold by three first-tier investors; and Nantian Information, a state-owned enterprise reform concept stock, was sold by the Xi'an Suzque Street Sales Department of CITIC Securities.
Quantitative capital activity is average, and Kaikai Industrial sold over 20 million quantified seats by a single company.