①IM期指主力合约空头减仓超千手,多头小幅加仓。②鸿蒙及国企改革概念股常山北明遭两家一线游资席位卖出,同时遭一家量化席位卖出超5000万。
沪深股通今日合计成交866.33亿,其中贵州茅台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,通信板块净流入居首。ETF成交方面,沪深300ETF(510300)成交额位居首位。期指持仓方面,IH、IF期指主力合约空头减仓数量大于多头。龙虎榜方面,德业股份遭机构卖出1.91亿;启明信息遭机构卖出超3000万;法本信息获两家一线游资席位买入,海力股份获国泰君安南京太平南路买入超4000万同时卖出超1500万。
一、沪深股通前十大成交
今日沪股通总成交金额为444亿,深股通总成交金额为422.33亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,药明康德位居次席,两只个股成交金额均超10亿。
从深股通前十大成交个股来看,宁德时代位居首位,成交金额超10亿;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,银行、华为概念、车联网、CRO等板块涨幅居前,风电、光伏、眼科医疗、猪肉等板块跌幅居前。
从主力板块资金监控数据来看,通信板块主力资金净流入居首。
板块资金流出方面,计算机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华为概念股较多,剑桥科技净流入居首。
主力资金流出前十的个股中华为概念股较多,保变电气净流出居首。
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,第二到第四位均为恒生指数相关ETF。
从成交额环比增长前十的ETF来看,上证指数ETF(510210)成交额环比增长103%位居首位;两只红利ETF分居第二和第四位。
四、期指持仓
四大期指主力合约中,IH、IF合约多空双方均小幅减仓,空头减仓数量较多;IC合约多空双方均小幅加仓,空头加仓数量较多;IM合约多头小幅加仓,空头大幅减仓。
五、龙虎榜
1、机构
龙虎榜机构活跃度持续低迷,上榜个股均为净卖出。其中光伏概念股德业股份遭机构卖出1.91亿;信创概念股启明信息遭机构卖出超3000万。
2、游资
一线游资活跃度有所下降,信创概念股法本信息获两家一线游资席位买入,常山北明遭两家一线游资席位卖出;盘中上演“地天板”的海力股份获国泰君安南京太平南路买入超4000万同时卖出超1500万。
量化资金活跃度一般,常山北明遭一家量化席位卖出超5000万。
①In the IM futures main contract, short positions of the block orders decreased by over a thousand lots, while long positions slightly increased. ②Hongmeng and state-owned enterprise reform concept stocks Changshan Beiming Technology were sold by two first-line private investors, and at the same time sold by a quantitative trading seat by over 50 million.
The total turnover of Shanghai-Hong Kong Stock Connect today was 86.633 billion, with Guizhou Moutai and Contemporary Amperex Technology ranking first in the turnover of Shanghai and Shenzhen Stock Connect respectively. In terms of sector block fund flows, the communication sector had the highest net inflow. In terms of ETF trading, the turnover of the CSI 300 ETF (510300) ranked first. As for futures positions, the short positions of the IH and IF main contracts exceeded the long positions. Regarding the Dragon and Tiger List, Deye shares were sold by institutions by 0.191 billion; Qiming Information Technology was sold by institutions by over 30 million; Shenzhen Farben Information Technology was bought by two first-line private investors, and Haili shares were bought by GTJA Nanjing Taiping Nan Road by over 40 million while being sold by over 15 million.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of Shanghai Stock Connect was 44.4 billion, and the total turnover of Shenzhen Stock Connect was 42.233 billion.
Looking at the top ten turnover stocks in Shanghai Stock Connect, Kweichow Moutai ranked first, followed by Wuxi Apptec, with both stocks having a turnover amount exceeding 1 billion.
Looking at the top ten turnover stocks in Shenzhen Stock Connect, Contemporary Amperex Technology ranked first with a turnover amount exceeding 1 billion; Midea Group Co., Ltd., and BYD Company Limited ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, banks, Huawei concept, vehicle networking, and CRO sectors led the gains, while wind power, photovoltaic, ophthalmology, and pork sectors led the declines.
From the main sector fund monitoring data, the main funds had the highest net inflow in the communication sector.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the main stock fund monitoring data, there are many Huawei concept stocks among the top ten stocks with net inflows of main funds, and Cambridge Technology ranks first in net inflows.
Among the top ten stocks with net outflows of main funds, there are many Huawei concept stocks, and Baoding Tianwei Baobian Electric had the highest net outflow.
III. ETF trading
Looking at the top ten ETFs in terms of turnover, the turnover of the Shanghai and Shenzhen 300ETF (510300) ranks first, while the second to fourth places are all related to the Hang Seng Index ETFs.
Looking at the top ten ETFs in terms of MoM turnover growth, the turnover of the Shanghai Stock Exchange Index ETF (510210) grew by 103% MoM, ranking first; two dividend ETFs ranked second and fourth.
IV. Futures positions
Among the four main contracts of stock index futures, the IH and IF contracts saw both bulls and bears slightly reducing positions, with more bearish reductions; the IC contract saw both bulls and bears slightly increasing positions, with more bearish additions; the IM contract saw bulls slightly increasing positions and bears significantly reducing positions.
V. Dragon-Tiger List
1. Institutions
Institutional activity on the Dragon-Tiger List has been continuously weak, with all listed stocks experiencing net selling. Among them, photovoltaic concept stock DeYe shares were sold by institutions for 0.191 billion; while the innovation concept stock Qiming Information Technology was sold by institutions for over 30 million.
2. Institutional investors
The activity of first-tier private equity investors has declined, with the innovation concept stock Farben Information receiving buy votes from two first-tier private equity investors, while Changshan Beiming was sold by two first-tier private equity investors; during the trading day, Haili shares staged a "land-plank" with Guotai Junan Nanjing Taiping Nan Road buying over 40 million and selling over 15 million.
Quantitative funds have moderate activity, with Changshan Beiming being sold by a quantitative position for over 50 million.