①港股大涨,多只恒指和中概互联ETF成交额环比上个交易日大增,其中中概互联ETF(159605)成交额环比增长366%。②鸿蒙及国企改革概念股常山北明获中信证券北京总部营业部买入1.14亿,该席位昨日买入该股超5000万。
沪深股通今日合计成交1134.32亿,其中贵州茅台和美的集团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,沪深300ETF(510300)成交额位居首位。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,旗天科技获机构买入超2000万;深南电路遭机构卖出1.53亿;华映科技遭机构卖出超5000万;保变电气遭机构卖出超4000万,获一家一线游资席位买入超2000万;我爱我家获一家量化席位买入超2000万。
一、沪深股通前十大成交
今日沪股通总成交金额为600.2亿,深股通总成交金额为534.12亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,成交金额超30亿;长江电力、紫金矿业分居二、三位,两只个股成交金额均超过10亿。
从深股通前十大成交个股来看,美的集团、宁德时代、五粮液、中际旭创成交金额分居前四位,四只个股成交金额均超过10亿。
二、板块个股主力大单资金
从板块表现来看,白酒、食品加工、有色金属、国产软件等板块涨幅居前,中船系、保险等少数板块下跌。
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,军工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,老百姓净流入居首。
主力资金流出前十的个股所属板块较为杂乱,中国船舶净流出居首。
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,前五中有三只是恒生指数相关ETF。
从成交额环比增长前十的ETF来看,前十均为港股相关ETF,其中中概互联ETF(159605)成交额环比增长366%位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,且空头加仓数量均大于多头,其中IM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,上榜个股多为净卖出。买入方面,重组概念股旗天科技获机构买入超2000万。
卖出方面,PCB概念股深南电路遭机构卖出1.53亿;华为概念股华映科技遭机构卖出超5000万;国企改革概念股保变电气遭机构卖出超4000万,该股连续两日遭机构卖出。
2、游资
一线游资活跃度一般,短线资金继续聚焦鸿蒙概念股常山北明,该股今日获两家一线游资席位买入,同时遭三家一线游资席位卖出,其中中信证券北京总部营业部买入该股1.14亿,该席位昨日买入该股超5000万。保变电气获一家一线游资席位买入超2000万。
量化资金活跃度一般,我爱我家获一家量化席位买入超2000万。
Hong Kong stocks rose sharply, with the trading volume of multiple Hang Seng Index and China concept internet ETFs increasing significantly compared to the previous trading day, among which the trading volume of China concept internet ETF (159605) increased by 366% compared to the previous period.
Today, the total trading volume of the Shanghai and Shenzhen Stock Connect was 113.432 billion, with Kweichow Moutai and Midea Group taking the first place in the trading volume of the Shanghai and Shenzhen Stock Connect. In terms of sector fund flows, the electricity and new energy sector had the highest net inflow. In terms of ETF trading volume, the Shanghai and Shenzhen 300 ETF (510300) ranked first. In terms of futures positions, the short positions of the main contract for the IM futures significantly exceeded the long positions. Concerning the top ten stocks on the Longhubang list, Qitian Technology was bought by institutions for over 20 million; Shennan Circuits was sold by institutions for 0.153 billion; CPT Technology was sold by institutions for over 50 million; Baoding Tianwei Baobian Electric was sold by institutions for over 40 million, and bought by an A-share institutional investor for over 20 million; 5i5j Holding Group was bought by a quantitative institutional investor for over 20 million.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total trading volume of the Shanghai Stock Connect was 60.02 billion, and the total trading volume of the Shenzhen Stock Connect was 53.412 billion.
The top ten trading stocks in the Shanghai Stock Connect are led by Kweichow Moutai, with a trading volume exceeding 3 billion; China Yangtze Power and Zijin Mining Group ranked second and third, with both stocks' trading volume exceeding 1 billion.
Looking at the top ten trading stocks in the Shenzhen Stock Connect, Midea Group, Contemporary Amperex Technology, Wuliangye Yibin, and Zhongji Innolight ranked in the top four in trading volume, with all four stocks' trading volume exceeding 1 billion.
II. Bulk orders of individual stocks in different sectors
From the performance of the sectors, the baijiu, food processing, nonferrous metals, domestic software and other sectors have seen the highest increase, while the China CSSC and insurance sectors have seen a few declines.
From the monitoring data of block funds, the electrical new block has seen the highest net inflow of block funds.
As for the outflow of block funds, the military industry sector has seen the highest net outflow of block funds.
From the monitoring data of block funds for individual stocks, the sectors of the top ten stocks with the highest net inflow of block funds are relatively mixed, with LBX Pharmacy Chain Joint Stock ranking first in net inflow.
The sectors of the top ten stocks with the highest net outflow of block funds are relatively mixed, with China CSSC ranking first in net outflow.
III. ETF trading
From the top 10 ETFs by trading volume, the 300 ETF (510300) ranks first in trading volume, with three of the top five being Hang Seng Index-related ETFs.
From the top 10 ETFs by month-on-month trading volume growth, all of the top 10 are Hong Kong stock-related ETFs, with the China concept internet ETF (159605) ranking first with a 366% month-on-month growth in trading volume.
IV. Futures positions
Both long and short positions of the four major futures contracts have significantly increased, with the short positions increasing more than the long positions, especially the short positions of the IM contract.
V. Dragon-Tiger List
1. Institutions
The activity of institutions on the dragon and tiger list is average, and most of the listed stocks are net sold. In terms of buying, Qitian Technology, a restructuring concept stock, was bought by institutions for more than 20 million.
In terms of selling, Shennan Circuits, a PCB concept stock, was sold by institutions for 0.153 billion; CPT Technology, a Huawei concept stock, was sold by institutions for more than 50 million; Baoding Tianwei Baobian Electric, a state-owned enterprise reform concept stock, was sold by institutions for more than 40 million, and the stock has been sold by institutions for two consecutive days.
2. Institutional investors
The activity of first-tier retail investors is average, and short-term funds continue to focus on Changshan Beiming, a Hongmeng concept stock. Today, this stock was bought by two first-tier retail investor positions and sold by three first-tier retail investor positions. Among them, Beijing Headquarter of CITIC Securities bought 0.114 billion of this stock, and this position bought more than 50 million of this stock yesterday. Baoding Tianwei Baobian Electric was bought by one first-tier retail investor position for more than 20 million.
The activity of quantitative funds is average, and 5i5j Holding Group received a purchase of more than 20 million from a quantitative position.