①低空经济概念股宗申动力遭机构卖出超6000万,遭一家游资席位卖出1.36亿,遭量化席位卖出超8000万。②金融科技概念股银之杰获四家一线游资席位买入,各席位买入金额均超亿元。
沪深股通今日合计成交2262.63亿,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,商贸零售板块主力资金净流入居首。ETF成交方面,传媒ETF(512980)成交额环比增长148%。期指持仓方面,IM期指主力合约空头减仓数量明显大于多头。龙虎榜方面,旗天科技获机构买入超8000万;香雪制药获机构买入超7000万;深科技遭机构卖出1.15亿;荃银高科获三家一线游资席位买入;常山北明遭华泰证券天津东丽开发区二纬路营业部卖出1.32亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1060.1亿,深股通总成交金额为1202.53亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;工业富联和中国平安分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和五粮液分居二、三位。
二、板块个股主力大单资金
从板块表现来看,农业、钢铁、并购重组、智谱AI等板块涨幅居前,银行、保险等少数板块下跌。
从主力板块资金监控数据来看,商贸零售板块主力资金净流入居首。
板块资金流出方面,电子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所属板块较为杂乱,银之杰净流入居首。
主力资金流出前十的个股所属板块较为杂乱,隆基绿能净流出居首。
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;沪深300ETF(510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,传媒ETF(512980)成交额环比增长148%位居首位;标普500ETF(513500)成交额环比增长125%位居次席。
从上周份额增长前十的ETF来看,多只中证A500ETF位居前十行列,这与中证A500指数基金近期完成募集有关,其中中证A500ETF(159338)上周份额增加45.78亿份位居首位。
从上周份额减少前十的ETF来看,两只科创50ETF分居第一和第三位,其中科创50ETF(588000)上周份额减少71亿份位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,IH合约多空双方减仓数量基本相当;IF、IM合约空头减仓数量较多,其中IM合约空头减仓数量明显大于多头;IC合约多头减仓数量略多。
五、龙虎榜
1、机构
今日沪市龙虎榜数据暂未公布。深市龙虎榜机构活跃度一般,买入方面,重组概念股旗天科技获机构买入超8000万;医药股香雪制药获机构买入超7000万。
卖出方面,国企改革概念股深科技遭机构卖出1.15亿;低空经济概念股宗申动力遭机构卖出超6000万,该股连续两个交易日遭净卖出。
2、游资
一线游资活跃度较高,金融科技概念股银之杰获四家一线游资席位买入,各席位买入金额均超亿元;农业股荃银高科获三家一线游资席位买入;宗申动力遭国泰君安河源越王大道营业部卖出1.36亿;常山北明遭华泰证券天津东丽开发区二纬路营业部卖出1.32亿。
量化资金活跃度一般,宗申动力遭一家量化席位卖出超8000万。
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.
Looking 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.
From 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.
From 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
Among the top ten ETFs in terms of turnover, ChinaAMC STAR50 ETF (588000) ranks first in turnover; 300ETF (510300) ranks second in turnover.
Among 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%.
Looking 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.
Looking 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
Both 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
The 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
First-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.