①The main contracts of IM futures reduced long positions by more than 6,000 lots, with the reduction amount significantly greater than short positions. ②Stocks beginning with middle letters surged today, with the trading volume of chinaamc csi central-soes’ structural reform ETF (512950) increasing by 401% compared to the previous day.
Today, the total turnover of the Shanghai and Shenzhen Stock Connect was 188.167 billion. Among them, kweichow moutai and contemporary amperex technology ranked first in terms of turnover in the Shanghai and Shenzhen Stock Connect. In terms of sector main fund flows, the cultural and media sector had the largest net inflow. In terms of ETF trading, the turnover of 300etf (510300) ranked first. Regarding futures holdings, the main contracts of IH futures increased long positions by more than short positions. In terms of the Dragon and Tiger list, cnpc capital received institutional buying of over 40 million; ningbo ligong environment and energy technology encountered institutional selling of 0.11 billion; baoding tianwei baobian electric encountered institutional selling of over 90 million; shijiazhuang changshan beiming technology received buying from the beijing headquarters of citic sec of 0.123 billion; sealand received buying from a first-tier gaming institution of over 70 million; shouchuang securities received buying from a quant institution of over 60 million.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of the Shanghai Stock Connect was 102.886 billion, and the total turnover of the Shenzhen Stock Connect was 85.281 billion.
Looking at the top ten traded stocks in the Shanghai Stock Connect, kweichow moutai ranked first, with a turnover exceeding 4 billion, and the turnover of the top ten traded stocks all exceeded 1 billion.Looking at the top ten traded stocks in the Shenzhen Stock Connect, contemporary amperex technology ranked first, with a turnover exceeding 4 billion; midea group co., ltd and wuliangye yibin ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, diversified finance, media, cross-border payments, e-commerce and other sectors are leading the gains, while baijiu and a few other sectors are declining.
According to the main sector fund monitoring data, the cultural media sector has the largest net inflow of main funds.In terms of main capital outflow by sector, banks led the way.
Looking at the main capital monitoring data of individual stocks, among the top ten stocks with net inflows of main funds, there are many financial stocks, with Shijiazhuang Changshan Beiming Technology ranking first in net inflows.The sectors of the top ten stocks with outflows of main funds are more diversified, with CM Bank having the largest net outflow.
III. ETF trading
Looking at the top ten ETFs by turnover, the turnover of the CSI 300 ETF (510300) ranks first, with two HSI-related ETFs ranking second and third respectively, among which the Hang Seng Tech Index ETF (513180) is in second place.
Looking at the top ten ETFs with the largest month-on-month turnover growth, the turnover of the ChinaAMC CSI Central-SOEs’ Structural Reform ETF (512950) increased by 401% month-on-month, ranking first; several Hong Kong-related ETFs are in the top ten, with the Hong Kong Stock Connect HongliETF (513530) ranking second with a 109% increase in turnover.IV. Futures positions
Among the four main contracts of stock index futures, both bulls and bears increased their positions in the IH and IF contracts, with more bullish positions in the IH contract and more bearish positions in the IF contract; both bulls and bears decreased their positions in the IC and IM contracts, with both sides reducing positions in the IC contract roughly equally, while more bullish positions were reduced in the IM contract.V. Dragon-Tiger List
1. Institutions
In terms of buying, CNPC Capital, a cross-border payment concept stock, received over 40 million buy orders from institutions with average institutional activity on the Dragon and Tiger list. In terms of selling, Ningbo Ligong Environment and Energy Technology, a ultra high pressure concept stock, faced over 110 million sell orders from institutions; BaodingTianwei Baobian Electric, which hit the lower limit, faced over 90 million sell orders from institutions.
2. Institutional investors
First-tier private equity investors have seen a slight increase in activity. Shijiazhuang Changshan Beiming Technology received 1.23 billion buy orders fromCITIC SEC Peking Headquarters Business Department; Huafon Microfibre, a cross-border payment concept stock, received buy orders from two first-tier private equity investors; Sealand received over 70 million buy orders from a first-tier private equity investor. In terms of quantitative capital activity, PeKYOG Securities received over 60 million buy orders from a quantitative seat with average activity.
