①券商板块大涨,多只券商ETF成交额大增,其中香港证券ETF(513090)成交额环比昨日增长149%。②中国长城遭四家游资席位合计卖出超15亿,其中三家营业部席位此前较少上榜。
沪深股通今日合计成交2684.35亿,其中中信证券和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,非银金融板块主力资金净流入居首。ETF成交方面,中证A50指数ETF(159593)成交额环比增长178%。期指持仓方面,IC期指主力合约多头加仓数量明显大于空头。龙虎榜方面,炬光科技获机构买入1.7亿;锦江酒店遭机构卖出3.92亿,同时获机构买入2.15亿;中文传媒遭机构卖出1.85亿;通富微电遭机构卖出超6000万,获中信建投北京朝外大街买入2.34亿;金域医学遭机构卖出1.41亿;常山北明获万和证券北京分公司营业部买入1.65亿;国民技术获国盛证券宁波桑田路营业部买入1.38亿;城地香江获一家量化席位买入超8000万。
一、沪深股通前十大成交
今日沪股通总成交金额为1312.56亿,深股通总成交金额为1371.79亿。
从沪股通前十大成交个股来看,中信证券位居首位;赛力斯和贵州茅台分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,多元金融、光伏设备、化债概念、半导体等板块涨幅居前,猪肉、减肥药、白酒、草甘膦等板块跌幅居前。
从主力板块资金监控数据来看,非银金融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所属板块较为杂乱,东方财富净流入居首。
主力资金流出前十的个股所属板块较为杂乱,润和软件净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位;科创50ETF(588000)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指数ETF(159593)成交额环比增长178%位居首位;多只券商ETF成交额环比大增,其中证券ETF(159841)成交额环比增长139%位居第四位。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,IH、IM合约空头加仓数量略多;IF合约多头加仓数量略多;IC合约多头加仓数量明显大于空头空双方减仓数量基本相当;IM合约空头减仓数量明显大于多头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,次新股苏州天脉获机构买入超6000万;光刻机概念股炬光科技获机构买入1.7亿。
卖出方面,锦江酒店遭机构卖出3.92亿,同时获机构买入2.15亿;中文传媒遭机构卖出1.85亿;芯片股通富微电遭机构卖出超6000万;金域医学遭机构卖出1.41亿;高新发展遭机构卖出超9000万。
2、游资
一线游资活跃度较高,此外多个此前较少上榜的营业部席位出现大金额卖出。其中中国长城遭四家游资席位合计卖出超15亿,其中三家席位此前较少上榜。TCL科技获一家游资席位买入3.52亿,遭两家游资席位卖出超4亿,这三家席位此前均较少上榜。一线游资方面,通富微电获中信建投北京朝外大街买入2.34亿;常山北明获万和证券北京分公司营业部买入1.65亿;国民技术获国盛证券宁波桑田路营业部买入1.38亿。
量化资金活跃度有所提升,城地香江获一家量化席位买入超8000万。
The brokerage sector surged, with the trading volume of several brokerage ETFs increasing significantly, among which the Hong Kong Securities ETF (513090) saw a 149% increase in trading volume compared to yesterday.
The total turnover of the Shanghai and Shenzhen Stock Connect today was 268.435 billion, with Citic Securities and East Money Information leading the turnover of individual stocks in the Shanghai and Shenzhen Stock Connect. In terms of sector fund flows, non-banking financial sector saw the highest net inflow of main funds. In ETF trading, the turnover of the ChinaAMC Star50 ETF (159593) increased by 178% compared to the previous period. Regarding futures positions, the main long positions of the IC futures contract significantly exceeded the short positions. In terms of the top gainers and losers list, Juguang Technology received institutional buy orders of 0.17 billion; Shanghai Jin Jiang International Hotels received institutional sell orders of 0.392 billion, while also receiving institutional buy orders of 0.215 billion; Chinese Universe Publishing and Media Group received institutional sell orders of 0.185 billion; Tongfu Microelectronics received institutional sell orders exceeding 60 million, and received buy orders from China Securities Co., Ltd., Beijing Chaowai Street branch of 0.234 billion; Guangzhou Kingmed Diagnostics Group received institutional sell orders of 0.141 billion; Shijiazhuang Changshan Beiming Technology received buy orders of 0.165 billion from the Wanhe Securities Beijing branch office; Nations Technologies Inc. received buy orders of 0.138 billion from the Guosheng Securities Ningbo Sangtian Road branch office; Shanghai CDXJ Digital Technology received buy orders exceeding 80 million from a quantitative seat.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of the Shanghai Stock Connect was 131.256 billion, and the total turnover of the Shenzhen Stock Connect was 137.179 billion.
Looking at the top ten traded stocks on the Shanghai Stock Connect, Citic Securities ranked first; Chongqing Sokon Industry Group Stock and Kweichow Moutai ranked second and third respectively.
Looking at the top ten traded stocks on the Shenzhen Stock Connect, East Money Information ranked first; Contemporary Amperex Technology and BYD Company Limited ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, the top gainers included Diversified Finance, Photovoltaic Equipment, Convertible Bonds Concept, Semiconductor sectors, while Pork, Weight-loss Drugs, Baijiu (Chinese Liquor), Glyphosate sectors saw the biggest declines.
Looking at the main sector fund monitoring data, the non-banking financial sector receives the highest net inflow of main funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the individual stock main fund monitoring data, the sectors of the top ten stocks with net inflows of main funds are relatively chaotic, with East Money Information ranking first in net inflows.
The sectors of the top ten stocks with the highest net outflow of main funds are relatively mixed, with jiangsu hoperun software leading in net outflow.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) has the highest trading volume; ChinaAMC Star50 ETF (588000) ranks second in trading volume.
Looking at the top ten ETFs by month-on-month growth in trading volume, ChinaAMC Star50 ETF (159593) has a month-on-month growth of 178%, ranking first in trading volume growth; several brokerage ETFs saw significant month-on-month growth in trading volume, with ZhengquanETF (159841) having a 139% month-on-month growth in trading volume, ranking fourth.
IV. Futures positions
Both long and short sides of the four major index futures main contracts have significantly increased their positions. IH and IM contracts have slightly more short positions added; IF contract has slightly more long positions added; IC contract has a significantly higher number of long positions added than short positions, with the reduction in positions by both sides being roughly equal; The short positions reduction in IM contract is significantly greater than the long positions.
V. Dragon-Tiger List
1. Institutions
In terms of institutional buying on the daily Dragon and Tiger List, recent IPO Suzhou Tianmai received over 60 million in institutional buying; Lithography concept stock Chongqing Sokon Industry Group Stock received 0.17 billion in institutional buying.
On the selling side, Shanghai Jin Jiang International Hotels faced 0.392 billion in institutional selling, while also receiving 0.215 billion in institutional buying; Chinese Universe Publishing and Media Group faced 0.185 billion in institutional selling; Semiconductor stock Tongfu Microelectronics faced over 60 million in institutional selling; Guangzhou Kingmed Diagnostics Group faced 0.141 billion in institutional selling; Chengdu Hi-Tech Development faced over 90 million in institutional selling.
2. Institutional investors
First-tier private capital showed relatively high activity, with several sales branches that previously appeared less frequently on the list showing large selling amounts. Among them, China Greatwall Technology Group was collectively sold by four private capital branches for over 1.5 billion, with three branches having previously appeared less on the list. TCL Corporation received 0.352 billion in buying from one private capital branch, and was sold by two private capital branches for over 0.4 billion, all three branches having appeared less frequently on the list. In terms of first-tier private capital, Tongfu Microelectronics received 0.234 billion in buying from China Securities Co., Ltd. Beijing Chaowai Avenue; Shijiazhuang Changshan Beiming Technology received 0.165 billion in buying from Wanhe Securities Beijing Branch; Nations Technologies Inc. received 0.138 billion in buying from Guosheng Securities Ningbo Sangtian Road Branch.
The activity of quantitative funds has increased, with Shanghai CDXJ Digital Technology receiving over 80 million in buying from one quantitative fund position.