①芯片概念股华大九天遭银河证券深圳深南大道营业部卖出5.15亿,该席位此前较少上榜。②欧菲光、中国长城、剑桥科技等多只市场人气股遭量化资金席位做T。
沪深股通今日合计成交3103.86亿,其中中信证券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,国防军工板块主力资金净流入居首。ETF成交方面,中证A50ETF易方达(563080)成交额环比增长164%。期指持仓方面,IC期指主力合约多头加仓数量大于空头。龙虎榜方面,剑桥科技获机构买入1.81亿;福光股份获机构买入超6000万;英洛华获机构买入超8000万;三棵树遭机构卖出1.68亿;延华智能遭机构卖出1.43亿;华大九天遭机构卖出超9000万;浪潮信息遭机构卖出1.74亿,同时获机构买入1.09亿;中国长城获两家一线游资席位合计买入金额2.75亿;欧菲光获两家一线游资席位合计买入3.05亿;东方通获中信建投北京朝外大街营业部买入1.44亿。
一、沪深股通前十大成交
今日沪股通总成交金额为1492.14亿,深股通总成交金额为1611.72亿。
从沪股通前十大成交个股来看,中信证券位居首位;贵州茅台和工业富联分居二、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,光刻机、半导体、商业航天、BC电池等板块涨幅居前,房地产、证券、白酒、多元金融等板块跌幅居前。
从主力板块资金监控数据来看,国防军工板块主力资金净流入居首。
板块资金流出方面,非银金融板块主力资金净流出居首,净流出超两百亿。
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,上海电气净流入居首。
主力资金流出前十的个股中券商股较多,东方财富净流出居首。
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300ETF510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,中证A50ETF易方达(563080)成交额环比增长164%位居首位;半导体设备ETF(159516)成交额环比增长111%位居第四位。
四、期指持仓
四大期指主力合约中,IH、IF合约多空双方均大幅减仓,且空头减仓数量均明显大于多头;IC、IM合约多空双方均加仓,IC合约多头加仓数量较多,IM合约空头加仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,CPO概念股剑桥科技获机构买入1.81亿;福光股份获机构买入超6000万;稀土概念股英洛华获机构买入超8000万。
卖出方面,家装股三棵树遭机构卖出1.68亿;鸿蒙概念股延华智能遭机构卖出1.43亿;芯片股华大九天遭机构卖出超9000万;算力概念股浪潮信息遭机构卖出1.74亿,同时获机构买入1.09亿。
2、游资
一线游资活跃度有所提升,信创概念股中国长城获两家一线游资席位买入,合计买入金额2.75亿;消费电子概念股欧菲光获两家一线游资席位买入,合计买入金额3.05亿;浪潮信息获两家一线游资席位买入,合计买入金额3.19亿;信创概念股东方通获中信建投北京朝外大街营业部买入1.44亿。华大九天遭银河证券深圳深南大道营业部卖出5.15亿,该营业部席位此前较少上榜。
量化资金活跃度较高,欧菲光、中国长城等多只人气股遭量化席位做T。
①Chip concept stock Huada Jiutian was sold 0.515 billion by Galaxy Securities Shenzhen Shen Nan Avenue Branch, this seat was less on the list previously. ②OFILM Group Co., Ltd, China Greatwall Technology Group, CIG Shanghai and other market popular stocks were traded by quantitative funds for intraday trading.
The total trading volume of Shanghai and Shenzhen Stock Connect today was 310.386 billion, with CITIC Securities Co.,Ltd. and Contemporary Amperex Technology leading the trading volume of Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect respectively. In terms of sector main fund flows, the main fund net inflow of funds into the defense military industry sector ranked first. In ETF trading, the trading volume of FTSE China A50 ETF E Fund (563080) increased by 164% month-on-month. Regarding futures positions, the IC Futures main long positions exceeded the short positions. In terms of the dragon and tiger list, CIG Shanghai received institutional buy orders of 0.181 billion; Fujian Forecam Optics received institutional buy orders exceeding 60 million; Innovo Technology received institutional buy orders exceeding 80 million; skshu paint faced institutional sell orders of 0.168 billion; Shanghai Yanhua Smartech Group faced institutional sell orders of 0.143 billion; Huada Jiutian faced institutional sell orders exceeding 90 million; Inspur Electronic Information Industry faced institutional sell orders of 0.174 billion, while also receiving institutional buy orders of 0.109 billion; China Greatwall Technology Group received a total buy amount of 0.275 billion from two first-line proprietary trading seats; OFILM Group Co., Ltd received a total buy amount of 0.305 billion from two first-line proprietary trading seats; Beijing Tongtech received buy orders of 0.144 billion from China Securities Co.,Ltd. Beijing Chaowai Street Branch.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total trading volume of Shanghai-Hong Kong Stock Connect was 149.214 billion, and the total trading volume of Shenzhen-Hong Kong Stock Connect was 161.172 billion.
Looking at the top ten trading stocks of Shanghai-Hong Kong Stock Connect, CITIC Securities ranked first; Kweichow Moutai and Foxconn Industrial Internet 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.
2. Sector individual stock block orders funding.
In terms of sector performance, the sectors with the highest increases were lithography, semiconductors, commercial aerospace, and BC batteries, while real estate, brokerage, baijiu, and diversified finance sectors had the largest declines.
From the block orders fund monitoring data, the military industry sector's block orders net inflow of funds ranks first.
In terms of sector fund outflows, the non-banking financial sector's block orders net outflow of funds ranks first, with a net outflow exceeding 20 billion yuan.
From the individual stock block orders fund monitoring data, the top ten stocks with net inflows of block orders belong to various sectors, with Shanghai Electric Group leading in net inflows.
Among the top ten stocks with net outflow of main funds, there were more brokerage stocks, with east money information leading in net outflow.
III. ETF trading
Looking at the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) takes the top spot in trading volume; while the 300ETF (510300) takes the second spot in trading volume.
Looking at the top ten ETFs with month-on-month growth in trading volume, the FTSE China A50 ETF Yu'e Bao (563080) ranks first with a 164% month-on-month growth in trading volume; the Semiconductors Equipment ETF (159516) ranks fourth with a 111% month-on-month growth in trading volume.
IV. Futures contract positions
Among the four main index futures contracts, IH and IF contracts have both significantly reduced their long and short positions, with the amount of short positions reduced significantly more than long positions; IC and IM contracts have both increased their long and short positions, with IC contract seeing more long position increase, while IM contract seeing more short position increase.
Five, Dragon and Tiger List
1. Institutions
In today's list of institutional trading activity, in terms of buying, CPO concept stock Cambridge Technology received institutional purchases of 0.181 billion; fujian forecam optics received institutional purchases of over 60 million; rare earth metals concept stock innuovo technology received institutional purchases of over 80 million.
In terms of selling, home improvement stock skshu paint encountered institutional selling of 0.168 billion; hongmeng concept stock shanghai yanhua smartech group encountered institutional selling of 0.143 billion; chip stock huada jutian encountered institutional selling of over 90 million; computing power concept stock inspur electronic information industry encountered institutional selling of 0.174 billion while also receiving institutional purchases of 0.109 billion.
2. Retail Investors
The activity of first-tier speculative capital has increased slightly, with information technology stock China Greatwall Technology Group receiving buy positions from two first-tier speculative capital seats, totaling a purchase amount of 0.275 billion; consumer electronics concept stock ofilm group co., ltd received buy positions from two first-tier capital seats, totaling a purchase amount of 0.305 billion; inspur electronic information industry received buy positions from two first-tier capital seats, totaling a purchase amount of 0.319 billion; information technology stock Beijing Tongtech received purchases from China Securities Co.,Ltd., Beijing Chaowai Street Branch for 0.144 billion. Huada Jutian encountered selling from Galaxy Securities Shenzhen Shen'nan Avenue Branch for 0.515 billion, with this branch having had relatively few appearances on the list.
The activity of quantified funds is relatively high, with several popular stocks such as ofilm group co., ltd and China Greatwall Technology Group being traded by quantified positions for short-term gains.