①IF期指主力合约多头加仓超1700手,加仓数量明显大于空头。②信创加鸿蒙概念股拓维信息获三家一线游资席位买入,合计买入金额超1.2亿。
沪深股通今日合计成交1139.21亿,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,计算机板块净流入居首。ETF成交方面,沪深300ETF华夏(510330)成交额环比增长671%。期指持仓方面,IC期指主力合约空头减仓数量大于多头。龙虎榜方面,中国重工遭机构卖出1.36亿;银之杰遭机构卖出1.7亿;科伦药业遭机构卖出1.03亿;鹏欣资源获一家一线游资席位买入超5000万;两只信创概念股拓维信息、常山北明均获一家量化席位买入。
一、沪深股通前十大成交
今日沪股通总成交金额为624.8亿,深股通总成交金额为514.41亿。
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20亿,前五位的个股成交金额均超10亿。
从深股通前十大成交个股来看,美的集团位居首位,前四位的个股成交金额均超10亿。
二、板块个股主力大单资金
从板块表现来看,智慧政务、贵金属、房地产、软件开发等板块涨幅居前,创新药、光伏设备、电池、生物制品等板块跌幅居前。
从主力板块资金监控数据来看,计算机板块主力资金净流入居首。
板块资金流出方面,电新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信创概念股较多,拓维信息净流入居首。
主力资金流出前十的个股所属板块较为杂乱,隆基绿能净流出居首。
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,前四中有三只都是沪深300ETF。
从成交额环比增长前十的ETF来看,前三均为沪深300ETF,其中沪深300ETF华夏(510330)成交额环比增长671%位居首位。
四、期指持仓
四大期指主力合约中,IH、IC、IM合约多空双方均减仓,IH、IM合约多头减仓数量较多,IC合约空头减仓数量较多;IF合约多空双方均加仓,多头加仓数量明显大于空头。
五、龙虎榜
1、机构
龙虎榜机构活跃度明显下降,上榜个股均为净卖出。其中重组概念股中国重工遭机构卖出1.36亿;两连板的信创加并购重组概念股银之杰遭机构卖出1.7亿;创新药概念股科伦药业遭机构卖出1.03亿。
2、游资
一线游资持续活跃,信创概念股拓维信息获三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近5000万;黄金概念股鹏欣资源获一家一线游资席位买入超5000万。
量化资金活跃度一般,两只信创概念股拓维信息、常山北明均获一家量化席位买入。
①IF futures main contract long positions increased by more than 1700 lots, the increase in quantity is significantly greater than short positions. ② XIN CHUANG added HongMeng concept stock Talkweb Information Technology was bought by three first-tier institutional investors, with a total purchase amount exceeding 0.12 billion.
The total trading volume of Shanghai and Shenzhen Stock Connect today is 113.921 billion, with Kweichow Moutai and Midea Group ranking first in the trading volume of Shanghai and Shenzhen Stock Connect respectively. In terms of main capital flow in sectors, the computer sector has the highest net inflow. In terms of ETF trading, the trading volume of Huaxia 300 ETF (510330) increased by 671% compared to the previous period. As for futures positions, the IC futures main contract short positions decreased more than long positions. In terms of the Dragon Tiger List, China Shipbuilding Industry was sold by institutions for 0.136 billion; Infogem Technologies was sold by institutions for 0.17 billion; Sichuan Kelun Pharmaceutical was sold by institutions for 0.103 billion; Pengxin International Mining was bought by a first-tier institutional investor for more than 50 million; two XIN CHUANG concept stocks, Talkweb Information Technology and Shijiazhuang Changshan Beiming Technology, were bought by a quantitative institutional investor.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
The total transaction amount of Shanghai Stock Connect today is 62.48 billion, and the total transaction amount of Shenzhen Stock Connect is 51.441 billion.
From the top ten trading stocks in Shanghai Stock Connect, Kweichow Moutai ranks first with a transaction amount exceeding 2 billion, and the transaction amounts of the top five stocks all exceed 1 billion.
From the top ten trading stocks in Shenzhen Stock Connect, Midea Group ranks first, and the transaction amounts of the top four stocks all exceed 1 billion.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, smart governance, precious metals, real estate, and software development sectors have seen the highest increase in gains, while innovative drugs, photovoltaic equipment, batteries, and biological products sectors have seen the highest decrease in losses.
From the monitoring data of block orders, the computer sector has the highest net inflow of block orders.
In terms of sector fund outflows, the electric vehicles and new energy sector had the highest net outflow of main sector funds.
From the monitoring data of block orders for individual stocks, there are many stocks in the CITIC Innovation Concept sector among the top ten stocks with the highest net inflow of block orders, and Talkweb Information System has the highest net inflow.
The sectors of the top ten stocks with the highest net outflow of block orders are relatively scattered, and Longi Green Energy has the highest net outflow.
III. ETF trading
From the top ten ETFs by trading volume, the Huasheng 300 ETF (510300) has the highest trading volume, with three of the top four being Huasheng 300 ETFs.
From the top ten ETFs by month-on-month growth in trading volume, the top three are all Huasheng 300 ETFs, with Huasheng 300 ETF Huaxia (510330) ranking first with a month-on-month growth of 671%.
IV. Futures positions
Among the four main contracts of stock index futures, both long and short positions reduced their positions in IH, IC, and IM contracts. The long positions in IH and IM contracts reduced their positions more, while the short positions in IC contracts reduced their positions more. Both long and short positions increased their positions in the IF contract, with the increase in long positions significantly greater than the increase in short positions.
V. Dragon-Tiger List
1. Institutions
The activity of institutions on the dragon and tiger list has significantly decreased, and the listed stocks are all net sold. Among them, the restructuring concept stock China Shipbuilding Industry was sold by institutions for 0.136 billion; the two consecutive board acquisition and merger concept stock Infogem Technologies was sold by institutions for 0.17 billion; the innovative drug concept stock Sichuan Kelun Pharmaceutical was sold by institutions for 0.103 billion.
2. Institutional investors
First-tier private equity funds continue to be active, and the infogem information system, a concept stock of the innovation creation concept, received buy orders from three first-tier private equity funds, including nearly 50 million bought by the citic sec xian zhuque dajie branch, and the gold concept stock Pengxin International Mining received buy orders from one first-tier private equity funds exceeding 50 million.
The activity of quantitative funds is average, and two concept stocks, Infogem Information System and Shijiazhuang Changshan Beiming Technology, each received buy orders from one quantitative position.