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【数据看盘】机构连续两日加仓晶澳科技 五家实力游资联手抢筹深城交

Institutions have continuously increased their positions in JA Solar Technology for two consecutive days. Five strong institutional investors join forces to seize opportunities in Shenzhen City.

cls.cn ·  Oct 25, 2024 18:02

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.

i542CRlsMB.pngLooking 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.

M920H5tx5U.pngFrom 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.

Aa2dW31PaN.pngLooking 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

R6Z2dx9p22.pngAmong 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.
6i993CRY0j.pngAmong 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

8ETnJWkd5P.pngBoth 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

4gvIz45qJA.pngIn 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

9pO0R95d17.pngFirst-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.
Hv8rOc5q2S.pngThe 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.

The translation is provided by third-party software.


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