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【数据看盘】各路资金抢筹“地天板”个股 常山北明获三家游资买入超13亿

【Data Analysis】Various funds rush to buy stocks with 'limit up' trend. Shijiazhuang Changshan Beiming received buy orders from three institutional investors, exceeding 1.3 billion yuan.

cls.cn ·  Nov 4 18:19

①Today, many individual stocks hit the daily limit, with some stocks being actively sought after by institutions, individual investors, algo trading, and other funds. ②Changshan Beiming received a total buy amount of 1.36 billion from three first-tier individual investors, with Huatai Securities Tianjin Dongli Development Zone Erwei Road branch buying 0.838 billion, and the branch selling 0.925 billion of the stock last Friday.

The total turnover of Shanghai and Shenzhen Stock Connect today was 216.454 billion, with CMBank and East Money Information ranking first in terms of turnover in Shanghai and Shenzhen Connect. In terms of sector capital inflow, non-banking financial sector capital leads in net inflow. As for ETF turnover, Hong Kong Securities ETF (513090) ranks first. In terms of index futures positions, the main contract short positions of IM Futures decreased more than long positions. In terms of the Dragon and Tiger List, Leader Harmonious Drive Systems received a buy amount of 0.102 billion from institutions; OFilm Group received a buy amount of 0.102 billion from institutions; Bringspring Science and Technology received institutional buy orders exceeding 80 million; Ningbo Yong Xin Optics was sold by institutions for 0.201 billion; Debont Technology was sold by institutions for 0.147 billion; High-priced stock Vantone Neo Development was sold by institutions for 0.106 billion; Minmetals Capital received buy orders from three first-tier individual investors.

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

Today the total turnover of Shanghai Stock Connect was 103.334 billion, while the total turnover of Shenzhen Stock Connect was 113.12 billion.

Looking at the top ten traded stocks in the Shanghai Stock Connect, CMBank is in the top position; Citic Securities and Kweichow Moutai rank second and third respectively.

Looking at the top ten traded stocks in the Shenzhen Stock Connect, East Money Information is in the top position; BYD Company Limited and Contemporary Amperex Technology rank second and third respectively.

II. Bulk orders of individual stocks in different sectors

In terms of sector performance, segments like humanoid robots, complete autos, brain-computer interfaces, food processing, etc., show the highest increase, while steel, education, rare earths, small metals, etc., show the highest decrease.

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 fund outflows, nonferrous metal sector's block orders saw the largest net outflow.

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 block orders outflows are rather mixed, with China Greatwall having the largest net outflow.

III. ETF trading

Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranks first in trading volume; 300ETF (510300) ranks second in trading volume.
Looking at the top ten ETFs by month-over-month growth in trading volume, China Southern CSI 1000 ETF (5600010) saw a 111% month-over-month growth in trading volume ranking first; Gold ETF (159934) had a 46% month-over-month growth in trading volume ranking second.
Looking at the top ten ETFs by share growth last week, several China A50 ETFs were among the top ten, with China A500 ETF (159338) remaining at the top for two consecutive weeks.
Looking at the top ten ETFs with decreased shares last week, China Southern CSI 1000 ETF (512100) ranked first with a decrease of 2.638 billion shares last week; Innovation and Entrepreneurship ETF (159781) ranked second with a decrease of 1.959 billion shares last week.

IV. Futures positions

Both long and short positions in the four major index contracts reduced their positions, with the number of long and short positions in the IH contract decreasing roughly the same; The number of long positions in the IF and IC contracts decreased more; The number of short positions in the IM contract decreased more.

V. Dragon-Tiger List

1. Institutions

Today, there was an increase in institutional activity on the dragon and tiger list. In terms of buying, institutions bought 0.102 billion shares of Leader Harmonious Drive Systems, a robot concept stock; institutions also bought 0.102 billion shares of OFILM Group Co., Ltd; institutions bought over 80 million shares of Bringspring Science and Technology, a healthcare informatization concept stock; Shanghai Yanhua Smartech Group, which reached the daily limit up, received institutional buying of over 50 million shares.

On the selling side, Ningbo Yong Xin Optics, a lithography concept stock, was sold 0.201 billion shares by institutions; Debon Technology, an advanced packaging concept stock, was sold 0.147 billion shares by institutions; Vantone NEO Development Group, a high-priced stock, was sold 0.106 billion shares by institutions.

2. Institutional investors

First-tier retail investors' activity has declined slightly, with individual stock trading volumes decreasing. Changshan Beiming, which staged a "limit-up", was bought by three first-tier retail investors, with a total purchase amount of 1.36 billion. Among them, the Hua Tai Securities Tianjin Dongli Development Zone Er Weilu Branch bought 0.838 billion. This seat sold 0.925 billion of the stock last Friday and made a large purchase again today. Diversified finance concept stock Minmetals Capital was bought by three first-tier retail investors.
Algorithmic trading activity has increased, and Fujian Furi Electronics, which staged a "limit-up", was bought by three algorithmic trading seats, with a total purchase amount of nearly 0.18 billion.

The translation is provided by third-party software.


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