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【数据看盘】宗申动力遭各路资金甩卖 四家一线游资联手抢筹银之杰

[Data Analysis] Chongqing Zonsen Power Machinery suffered from various funds selling off, while four first-tier private equity funds joined forces to compete for Shenzhen Infogem Technologies.

cls.cn ·  Oct 28 18:02

1. Low-altitude economic concept stock Chongqing Zonsen Power Machinery sold over 60 million shares by institutions, 0.136 billion shares by a hedge fund seat, and over 80 million shares by algo seats. 2. Cni Xiangmi Lake Fintech Index concept stock Shenzhen Infogem Technologies was bought by four top-tier hedge fund seats, with the purchase amount exceeding one hundred million yuan each.

Today, the total turnover of HK->SZ and HK->SH Stock Connect was 226.263 billion. Among them, Kweichow Moutai and Contemporary Amperex Technology ranked first in the turnover of HK->SZ and HK->SH Stock Connect. In terms of main funding for sectors, the main funds' net inflow in the commerce and retail sector ranked first. As for ETF trading, Penghua CSI Media ETF (512980) saw a 148% increase in turnover. In terms of futures positions, a significant reduction in short positions of IM Futures main contracts exceeded long positions. Regarding the Dragon-Tiger List, Qitian Technology received over 80 million in institutional buying; Xiangxue Pharmaceutical received over 70 million in institutional buying; Shenzhen Kaifa Technology experienced sales of 0.115 billion by institutions; Winall Hi-Tech Seed was bought by three top-tier hedge fund seats; and Shijiazhuang Changshan Beiming Technology was sold by Huatai Securities Tianjin Dongli Development Zone Erwei Road branch for 0.132 billion.

I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect

Today, the total turnover of HK->SZ Stock Connect was 106.01 billion, and the total turnover of HK->SH Stock Connect was 120.253 billion.

I59C59pACq.pngLooking at the top ten trading stocks in HK->SH Stock Connect, Kweichow Moutai ranked first; Foxconn Industrial Internet and Ping An Insurance 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 Wuliangye Yibin ranked second and third respectively.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, agriculture, steel, mergers and acquisitions, intelligent spectrum AI and other sectors are leading in terms of gains, while banks, insurance, and a few other sectors are declining.

57pHmeXj8u.pngFrom the monitoring data of the main sector funds, the main funds in the commerce and retail sector have the highest net inflow.

In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.

1VliL2jZw2.pngFrom the monitoring data of the main funds for individual stocks, the sectors to which the top ten stocks with net inflows of main funds belong are relatively mixed, with Shenzhen Infogem Technologies ranking first in net inflows.

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

2ZNXu4teNu.pngAmong the top ten ETFs in terms of turnover, ChinaAMC STAR50 ETF (588000) ranks first in turnover; 300ETF (510300) ranks second in turnover.
ybrEZTB7um.pngAmong the top ten ETFs in terms of MoM turnover growth, Penghua CSI Media ETF (512980) ranks first with a MoM turnover growth of 148%; S&P 500 ETF (513500) ranks second with a MoM turnover growth of 125%.
02J3Nt8X9M.pngLooking at the top ten ETFs in terms of last week's fund share growth, several ChinaAMC STAR50 ETFs are among the top ten, which is related to the recent completion of fundraising for the ChinaAMC STAR50 Index Fund. Among them, ChinaAMC STAR50 ETF (159338) had the highest share increase of 4.578 billion shares last week.
t277BpL16d.pngLooking at the top ten ETFs in terms of last week's fund share decrease, two ChinaAMC STAR50 ETFs ranked first and third, with ChinaAMC STAR50 ETF (588000) having the highest share decrease of 7.1 billion shares.

IV. Futures positions

2UP83e1Q9N.pngBoth long and short positions in the main contracts of the four major stock index futures have significantly reduced their holdings, with the IH contract having a roughly equal reduction in both long and short positions; The number of short positions in the IF and IM contracts has decreased more, with the IM contract having significantly more short positions reduced than long positions; The number of long positions in the IC contract has slightly decreased.

V. Dragon-Tiger List

1. Institutions

sNu3lxBqDX.pngThe Shanghai stock market's daily list of top stocks data has not been released yet. In the Shenzhen stock market, the institutional activity is moderate. In terms of buy orders, qitian technology, a stock related to restructuring concepts, received institutional buy orders exceeding 80 million; Xiangxue Pharmaceutical, a pharmaceutical stock, received institutional buy orders exceeding 70 million.

On the selling side, shenzhen kaifa technology, a stock related to state-owned enterprise reform concepts, faced institutional sell orders of 0.115 billion; Chongqing Zonsen Power Machinery, a stock related to the low-altitude economy concept, faced institutional sell orders exceeding 60 million, with the stock experiencing net selling for two consecutive trading days.

2. Institutional investors

foUxFuygA8.pngFirst-tier speculative capital activity is high, silver concept stocks shenzhen infogem technologies received buy orders from four first-tier speculative capital seats, with each seat's transaction amounts exceeding one billion yuan; Agriculture stock winall hi-tech seed received buy orders from three first-tier speculative capital seats; Chongqing zonsen power machinery sold 0.136 billion by gtja river source yuewang street branch; Shijiazhuang changshan beiming technology sold 0.132 billion by htsc tianjin dongli development zone erweilu branch.

Algo capital activity is moderate, chongqing zonsen power machinery sold over 80 million by one algo seat.

The translation is provided by third-party software.


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