①本周以来龙虎榜机构活跃度持续下降,买入个股数量和金额均持续减少。②跌停的中国卫通获两家量化资金席位买入,合计买入金额超1.2亿。
沪深股通今日合计成交2346.04亿,其中赛力斯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,家用电器板块主力资金净流入居首。ETF成交方面,中证500ETF华夏(512500)成交额环比增长122%。期指持仓方面,IC合约多头加仓数量明显大于空头。龙虎榜方面,天地在线获机构买入超6000万;深振业A遭机构卖出超6000万;和而泰遭机构卖出超8000万;东华软件遭机构卖出超6000万;拓维信息获两家一线游资席位买入,合计买入超4亿;渤海租赁获国泰君安三亚迎宾大道营业部买入3.56亿;金桥信息获一家量化席位买入超7000万,遭一家量化席位大幅做T。
一、沪深股通前十大成交
今日沪股通总成交金额为1118.59亿,深股通总成交金额为1227.45亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和中信证券分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和北方华创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,ST、保险等少数板块上涨,光刻机、军工电子、CPO、半导体等板块跌幅居前。
从主力板块资金监控数据来看,家用电器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,流出金额超两百亿。
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,拓维信息净流入居首。
主力资金流出前十的个股所属板块较为杂乱,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;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,A50ETF基金(159592)成交额环比增长244%位居首位;多只中证500ETF成交额大增,其中中证500ETF华夏(512500)成交额环比增长122%位居第二位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH合约空头加仓数量较多;IF、IC、IM合约多头加仓数量较多,其中IC合约多头加仓数量明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度持续下降,买入方面,抖音概念股天地在线获机构买入超6000万;三维化学获机构买入超2000万。
卖出方面,深振业A遭机构卖出超6000万;摩尔线程概念股和而泰遭机构卖出超8000万;鸿蒙概念股东华软件遭机构卖出超6000万。
2、游资
一线游资活跃度有所下降,鸿蒙概念股拓维信息获两家一线游资席位买入,合计买入超4亿;渤海租赁获国泰君安三亚迎宾大道营业部买入3.56亿;中国卫通遭银河证券大连黄河路营业部卖出1.31亿。
量化资金活跃度有所下降,金桥信息获一家量化席位买入超7000万,遭一家量化席位大幅做T;中国卫通获两家量化席位合计买入超1.2亿。
① Since this week, the activity of institutions on the dragon and tiger list has continued to decline, with both the number and amount of stocks bought decreasing. ② The跌停 stock china satellite communications has been purchased by two quant funds, with a total purchase amount exceeding 0.12 billion.
Today, the total transaction amount of hk ->sh and hk->sz was 234.604 billion, with chongqing sokon industry group stock and contemporary amperex technology leading in transaction amounts for hk ->sh and hk->sz respectively. In terms of sector block orders, the household appliance sector saw the largest net inflow. Looking at etf transactions, zhongzheng500 (512500) experienced a 122% increase in transaction volume compared to the previous period. In terms of futures contracts holding positions, the number of long positions in the IC contract significantly exceeded that of short positions. On the dragon and tiger list, beijing quanshi world online network information received over 60 million from institutions; shenzhen zhenye(group) saw over 60 million sold by institutions; shenzhen h&t intelligent control had over 80 million sold by institutions; dhc software was sold by institutions for over 60 million; talkweb information system received over 0.4 billion from two leading retail funds; bohai leasing was purchased for 0.356 billion by gtja's Sanya Yingbin Avenue branch; shanghai golden bridge infotech received over 70 million from one quant seat and faced significant sell from another quant seat.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total transaction amount for hk ->sh was 111.859 billion, while for hk->sz it was 122.745 billion.
From the top ten trading stocks in hk ->sh, chongqing sokon industry group stock is in first place, with kweichow moutai and citic sec in second and third.
From the top ten trading stocks in hk->sz, contemporary amperex technology is in first place, followed by east money information and naura technology group.
2. Sector individual stock block orders funding.
From sector performance, few sectors such as special treat and insurance rose, while sectors like lithography, military industry, CPO, and semiconductors saw the largest declines.
According to the monitoring data of fund inflow in the sector, the household appliances sector has the highest net inflow of block orders.
In terms of fund outflow from sectors, the electronic sector has the highest net outflow of block orders, with an outflow amount exceeding 20 billion.
From the main fund monitoring data of individual stocks, the sectors of the top ten stocks with net inflows of main funds are quite mixed, with Talkweb Information System leading in net inflow.
The sectors to which the top ten stocks with net outflows of main funds belong are relatively mixed, with East Money Information leading in net outflows.
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.
From the top ten ETFs with a month-on-month increase in transaction volume, the harvest ftse china a50 etf (159592) saw a month-on-month increase of 244% in transaction volume, ranking first; multiple 500etf saw a significant increase in transaction volume, among which the zhongzheng500 (512500) had a month-on-month increase of 122%, ranking second.
IV. Futures contract positions
The main contracts of the four major futures indices see both sides increasing their positions, with a significant number of short positions added in the IH contract; in the IF, IC, and IM contracts, there are more long positions added, especially in the IC contract where the number of long positions noticeably exceeds the short.
Five, Dragon and Tiger List
1. Institutions
Today, the activity of institutions on the dragon and tiger list continues to decline, with the buy side showing that the Douyin concept stock Beijing Quanshi World Online Network Information was purchased by institutions for over 60 million; Shandong Sunway Chemical Group was bought by institutions for over 20 million.
On the sell side, Shenzhen Zhenye(group) was sold by institutions for over 60 million; Shenzhen H&T Intelligent Control was sold by institutions for over 80 million; DHC Software was sold by institutions for over 60 million.
2. Retail Investors
The activity of frontline retail investors has decreased somewhat, with the Hongmeng concept stock Talkweb Information receiving purchases from two frontline retail investor seats, totaling over 0.4 billion; Bohai Leasing was bought for 0.356 billion by GTJA's Sanya Yingbin Avenue office; China Satellite Communications was sold for 0.131 billion by Galaxy Securities' Dalian Huanghe Road office.
The activity of quantitative funds has decreased somewhat, with Shanghai Golden Bridge Infotech being bought by a quantitative seat for over 70 million, while being significantly traded by another quantitative seat; China Satellite Communications received purchases from two quantitative seats totaling over 0.12 billion.