①今日多只个股上演“地天板”,其中部分个股获机构、游资、量化等各路资金抢筹。②常山北明获三家一线游资席位合计买入13.6亿,其中华泰证券天津东丽开发区二纬路营业部买入8.38亿,该营业部上周五卖出该股9.25亿。
沪深股通今日合计成交2164.54亿,其中招商银行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,香港证券ETF(513090)成交额位居首位。期指持仓方面,IM期指主力合约空头减仓数量大于多头。龙虎榜方面,绿的谐波获机构买入1.02亿;欧菲光获机构买入1.02亿;荣科科技获机构买入超8000万;永新光学遭机构卖出2.01亿;德邦科技遭机构卖出1.47亿;高位股万通发展遭机构卖出1.06亿;五矿资本获三家一线游资席位买入。
一、沪深股通前十大成交
今日沪股通总成交金额为1033.34亿,深股通总成交金额为1131.2亿。
从沪股通前十大成交个股来看,招商银行位居首位;中信证券和贵州茅台分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;比亚迪和宁德时代分居二、三位。
二、板块个股主力大单资金
从板块表现来看,人形机器人、汽车整车、脑机接口、食品加工等板块涨幅居前,钢铁、教育、稀土、小金属等板块跌幅居前。
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,有色金属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,中国长城净流出居首。
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;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,中证1000ETF指数ETF(5600010)成交额环比增长111%位居首位;黄金ETF(159934)成交额环比增长46%位居次席。
从上周份额增长前十的ETF来看,多只中证A50ETF位居前十行列,其中中证A500ETF(159338)连续两周位居首位。
从上周份额减少前十的ETF来看,中证1000ETF(512100)上周份额减少26.38亿份位居首位;科创创业ETF(159781)上周份额减少19.59亿份位居次席。
四、期指持仓
四大期指主力合约多空双方均减仓,IH合约多空双方减仓数量基本相当;IF、IC合约多头减仓数量较多;IM合约空头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度有所提升,买入方面,机器人概念股绿的谐波获机构买入1.02亿;欧菲光获机构买入1.02亿;医疗信息化概念股荣科科技获机构买入超8000万;上演“地天板”的延华智能获机构买入超5000万。
卖出方面,光刻机概念股永新光学遭机构卖出2.01亿;先进封装概念股德邦科技遭机构卖出1.47亿;高位股万通发展遭机构卖出1.06亿。
2、游资
一线游资活跃度有所下降,个股买卖金额有所降低。上演“地天板”的常山北明获三家一线游资席位买入,合计买入金额达13.6亿。其中华泰证券天津东丽开发区二纬路营业部买入8.38亿。该席位上周五卖出该股9.25亿,今日再度大幅买入。多元金融概念股五矿资本获三家一线游资席位买入。
量化资金活跃度有所提升,上演“地天板”的福日电子获三家量化席位买入,合计买入金额近1.8亿。
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.