①光伏概念股晶澳科技获机构买入1.68亿,该股昨日也获机构买入1.25亿;芯片股台基股份连续两日遭机构大幅卖出。②低空经济概念股深城交获五家一线游资席位联手买入超3亿,其中国盛证券宁波桑田路营业部买入1.07亿。
沪深股通今日合计成交2248.78亿,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,电新板块主力资金净流入居首。ETF成交方面,新能源ETF(516160)成交额环比增长192%。期指持仓方面,IH、IF期指主力合约空头加仓数量大于多头。龙虎榜方面,大全能源获机构买入超7000万;旗天科技获机构买入超3000万,获中信证券北京总部营业部买入1.15亿;台基股份遭机构卖出2.42亿;宗申动力遭机构卖出2.05亿,获两家一线游资席位合计买入近2亿;常山北明遭机构卖出1.13亿,获两家一线游资席位合计买入近4亿;四川长虹遭一家量化席位卖出1.75亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1029.81亿,深股通总成交金额为1218.97亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;恒瑞医药和工业富联分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和中际旭创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,光伏、锂电池、深圳国企改革、风电等板块涨幅居前,保险、贵金属、银行等板块跌幅居前。
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,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新能源赛道股较多,隆基绿能净流入居首。
主力资金流出前十的个股所属板块较为杂乱,天风证券净流出居首。
三、ETF成交
从成交额前十的ETF来看,科创50ETF(588000)成交额位居首位;创业板ETF(159915)成交额位居第二位。
从成交额环比增长前十的ETF来看,中证A50易方达ETF(563080)成交额环比增长241%位居首位;多只新能源ETF成交额大增,其中新能源ETF(516160)成交额环比增长192%位居第三位。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,IH、IF合约空头加仓数量较多;IC、IM合约多空双方加仓数量基本相当。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,光伏概念股晶澳科技获机构买入1.68亿,该股连续两日获机构买入,大全能源获机构买入超7000万;并购重组概念股旗天科技获机构买入超3000万。
卖出方面,芯片股台基股份遭机构卖出2.42亿,该股连续两日遭机构大幅卖出;低空经济概念股宗申动力遭机构卖出2.05亿;鸿蒙概念股常山北明遭机构卖出1.13亿。
2、游资
一线游资活跃度较高,多股获超亿元买入。低空经济概念股深城交获五家一线游资席位合计买入超3亿;常山北明获两家一线游资席位合计买入近4亿;宗申动力获两家一线游资席位合计买入近2亿;晶澳科技获中信证券西安朱雀大街营业部买入1.12亿;旗天科技获中信证券北京总部营业部买入1.15亿。
量化资金活跃度有所提升,上海贝岭遭一家量化席位卖出1.11亿,同时遭一家量化席位大幅做T;四川长虹遭一家量化席位卖出1.75亿。
Photovoltaic concept stock ja solar technology was bought by institutions for 0.168 billion, and the stock was also bought by institutions for 0.125 billion yesterday; semiconductor stock tech semiconductors have been sold significantly by institutions for two consecutive days.
Shanghai and Shenzhen Stock Connect had a total turnover of 224.878 billion today, with kweichow moutai and contemporary amperex technology ranking first in turnover in the Shanghai and Shenzhen Stock Connect respectively. In terms of main funds for sectors, the main funds of the new energy sector had the highest net inflow. In terms of ETF turnover, the turnover of the new energy ETF (516160) increased by 192% month-on-month. As for futures positions, the short positions of the main contracts of IH and IF futures exceeded the long positions. In terms of the dragon and tiger list, daqin energy received institutional buying of over 70 million; qitian technology received institutional buying of over 30 million, with 0.115 billion purchased by the citic securities beijing headquarters branch; tech semiconductors were sold by institutions for 0.242 billion; chongqing zonsen power machinery was sold by institutions for 0.205 billion, with nearly 0.2 billion bought by two top-notch gaming seats; shijiazhuang changshan beiming technology was sold by institutions for 0.113 billion, with nearly 0.4 billion bought by two top-notch gaming seats; sichuan changhong electric was sold by a quantitative trading seat for 0.175 billion.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of Shanghai and Shenzhen Stock Connect was 102.981 billion, and the total turnover of Shenzhen Stock Connect was 121.897 billion.
Looking at the top ten stocks in terms of turnover in the Shanghai and Shenzhen Stock Connect, kweichow moutai ranked first; jiangsu hengrui pharmaceuticals and foxconn industrial internet ranked second and third respectively.
Looking at the top ten trading stocks in HK->SZ Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and Zhongji Innolight ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, the photovoltaic, lithium battery, Shenzhen state-owned enterprise reform, and wind power sectors have the highest increases, while the insurance, precious metals, and banking sectors have the largest declines.
From the monitoring data of block funds, the electrical new block has seen the highest net inflow of block funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
Looking at the monitoring data of the main funds of individual stocks, there are many stocks in the new energy sector among the top ten stocks with net inflows of main funds, and Longi Green Energy has the highest net inflow.
The sectors of the top ten stocks with the most outflows of main funds are quite mixed, with Tianfeng Securities leading in terms of net outflows.
III. ETF trading
Among the top ten ETFs in terms of trading volume, ChinaAMC Star50 ETF (588000) ranks first in trading volume; Yifangda GEM ETF (159915) ranks second in trading volume.
Among the top ten ETFs with the highest month-on-month growth in trading volume, Zhongzheng A50 Yifangda ETF (563080) ranks first with a month-on-month growth of 241%; several new energy ETFs have significantly increased trading volumes, with New Energy ETF (516160) ranking third with a month-on-month growth of 192%.
IV. Futures positions
Both long and short positions of major contracts in the four major index futures have significantly increased their positions, with more short positions added in the IH and IF contracts; the number of long and short positions in the IC and IM contracts are roughly equal.
V. Dragon-Tiger List
1. Institutions
In terms of buying, longi green energy technology received institutional buy orders of 0.168 billion, while the stock has been bought by institutions for two consecutive days. L received institutional buy orders exceeding 70 million in two consecutive days, and qitian technology group, a merger and acquisition concept stock, received institutional buy orders exceeding 30 million.
In terms of selling, tech semiconductors stock was sold by institutions for 0.242 billion, with institutions heavily selling the stock for two consecutive days. Chongqing zonsen power machinery, a low-altitude economy concept stock, was sold by institutions for 0.205 billion; shijiazhuang changshan beiming technology, a Hongmeng concept stock, was sold by institutions for 0.113 billion.
2. Institutional investors
First-tier private equity firms are relatively active, with multiple stocks receiving billions in buy orders. Deep city shares, a low-altitude economy concept stock, received over 0.3 billion in buy orders from five first-tier private equity seat positions; changshan beiming technology received nearly 0.4 billion in buy orders from two first-tier private equity seat positions; zonsen power machinery received nearly 0.2 billion in buy orders from two first-tier private equity seat positions; ja solar technology received a buy order of 0.112 billion from citic securities Xi'an Zhuque Dajie branch; qitian technology group received a buy order of 0.115 billion from citic securities Beijing headquarters branch.
The activity of algo funds has increased, shanghai belling corp.,ltd. encountered an outflow of 0.111 billion from an algo seat, while also facing a significant amount of block orders from another algo seat; sichuan changhong electric encountered an outflow of 0.175 billion from an algo seat.