①多只近期结束连板开始调整的高位股遭机构卖出,其中三维化学遭机构卖出1.17亿,国光电器遭机构卖出超7000万。②三六零获华泰证券天津东丽开发区二纬路营业部净买入2.33亿,同时遭一家量化席位卖出1.24亿。
沪深股通今日合计成交1735.62亿,其中江淮汽车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,通用设备板块主力资金净流入居首。ETF成交方面,电池ETF(159755)成交额环比增长379%。期指持仓方面,IF、期指主力合约空头减仓数量明显大于多头。龙虎榜方面,热景生物获机构买入超7000万;福能东方获机构买入超5000万,获三家一线游资合计买入1.75亿;恒信东方获三家一线游资席位买入同时遭两家一线游资席位卖出;浙江东方获东方证券上海银城中路净买入超9000万。
一、沪深股通前十大成交
今日沪股通总成交金额为794.71亿,深股通总成交金额为940.91亿。
从沪股通前十大成交个股来看,江淮汽车位居首位;贵州茅台和赛力斯分居二、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,供销社、深圳国企改革、零食、房地产等板块涨幅居前,游戏、Sora概念、华为手机、保险等板块跌幅居前。
从主力板块资金监控数据来看,通用设备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,宗申动力净流入居首。
主力资金流出前十的个股所属板块较为杂乱,川发龙蟒净流出居首。
三、ETF成交
从成交额前十的ETF来看,科创50ETF(588000)成交额位居首位;香港证券ETF(513090)成交额位居第二位。
从成交额环比增长前十的ETF来看,电池ETF(159755)成交额环比增长379%位居首位;消费电子ETF(159732)成交额环比增长65%位居第五位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,IH、IF、IC合约空头减仓数量较多,其中IF期指空头减仓数量明显大于多头;IM合约多头减仓数量略多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,热景生物获机构买入超7000万;固态电池概念股福能东方获机构买入超5000万。
卖出方面,多只断板高位股遭机构卖出,其中三维化学遭机构卖出1.17亿,国光电器遭机构卖出超7000万,实丰文化和光华科技均遭机构卖出超5000万。
2、游资
一线游资活跃度有所提升,多只“东方家族”个股获一线游资积极买卖,其中福能东方获三家一线游资合计买入1.75亿,恒信东方获三家一线游资席位买入同时遭两家一线游资席位卖出,浙江东方获东方证券上海银城中路净买入超9000万。三六零获华泰证券天津东丽开发区二纬路净买入2.33亿,同时遭国泰君安上海江苏路净卖出1.05亿。
量化资金活跃度一般,三六零获一家量化席位买入超9000万,同时遭一家量化席位卖出1.24亿。
①Multiple high-priced stocks that recently ended their continuous limit-up streak are being sold off by institutions, with 360 security technology inc. being sold by institutions for over 0.117 billion silver, and guoguang electric being sold by institutions for over 70 million. ② 360 security technology inc. received a net purchase of over 0.233 billion silver from Huatai Securities Tianjin Dongli Development Zone Erwei Road Business Department, while being sold off by an algo position for over 0.124 billion.
The total turnover of Shanghai-Shenzhen Stock Connect today is 173.562 billion, with Anhui Jianghuai Automobile Group Corp.,Ltd. and Contemporary Amperex Technology leading the turnover of Shanghai and Shenzhen Connect. In terms of sector fund flows, the net inflow of funds from the general equipment sector is the largest. In terms of ETF trading, the trading volume of the battery ETF (159755) increased by 379% month-on-month. As for futures positions, the net reduction of short positions in IF and main futures contracts is significantly greater than long positions. In terms of the Dragon and Tiger List, Beijing Hotgen Biotech Co.,Ltd. received institutional buying of over 70 million; Funeng Oriental Equipment Technology received institutional buying of over 50 million, with a total buying of 0.175 billion from three first-line retail investors; Hengxin Shambala Culture received buying from three first-line retail investor positions but was sold by two first-line retail investor positions; Zhejiang Orient Financial Holdings Group received a net purchase of over 90 million from Orient Securities Shanghai Yincheng Middle Road.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total turnover of Shanghai-Hong Kong Stock Connect today is 79.471 billion, while the total turnover of Shenzhen-Hong Kong Stock Connect is 94.091 billion.
Looking at the top ten trading stocks of Shanghai-Hong Kong Stock Connect, Anhui Jianghuai Automobile Group Corp.,Ltd. ranks first; Kweichow Moutai and Chongqing Sokon Industry Group Stock rank second and third respectively.
Looking at the top ten traded stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and BYD ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, supply and marketing cooperatives, Shenzhen state-owned enterprise reform, snacks, real estate, and other sectors are among the top gainers, while gaming, Sora concept, Huawei smartphones, insurance, and other sectors are among the top decliners.
From the block orders fund monitoring data, the general equipment sector has the highest net inflow of block orders funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From individual stock block orders fund monitoring data, the sectors of the top ten individual stocks with net inflow of block orders funds are quite mixed, with chongqing zonsen power machinery taking the lead in net inflow.
The sectors of the top ten individual stocks with net outflow of block orders funds are quite mixed, with sichuan development lomon leading in net outflow.
III. ETF trading
From the top ten ETFs by trading volume, ChinaAMC STAR50 ETF (588000) ranks first in trading volume; E Fund CSI HongKong Bond Investment Theme ETF (513090) ranks second in trading volume.
Looking at the top ten ETFs by month-on-month growth in trading volume, the Battery ETF (159755) ranks first with a 379% month-on-month growth in trading volume; the Consumer Electronics ETF (159732) ranks fifth with a 65% month-on-month growth in trading volume.
IV. Futures contract positions
Both long and short positions of the four main stock index futures main contracts have significantly reduced their positions. The short positions of IH, IF, and IC contracts have decreased more, with the short positions of IF futures significantly exceeding the long positions; the long positions of IM contracts have slightly decreased.
Five, Dragon and Tiger List
1. Institutions
In terms of buying, institutional activity on the Dragon and Tiger List today is average. Beijing Hotgen Biotech Co., Ltd. received institutional buy orders of over 70 million; Funeng Oriental Equipment Technology, a solid state battery concept stock, received institutional buy orders of over 50 million.
In terms of selling, several stocks that hit the limit and were at high positions were sold by institutions, with Shandong Sunway Chemical Group Stock being sold by institutions for 0.117 billion, Guoguang Electric being sold by institutions for over 70 million, and Shifeng Cultural Development and Guangdong Guanghua Sci-Tech both being sold by institutions for over 50 million.
2. Retail Investors
The activity of first-tier private equity funds has increased slightly, with several stocks in the 'Eastern Family' actively traded by first-tier private equity funds. Funeng Oriental Equipment Technology received a total buy order of 0.175 billion from three first-tier private equity firms, Hengxin Shambala Culture received buy orders from three first-tier private equity firms and sell orders from two first-tier private equity firms, and Zhejiang Orient Financial Holdings Group received a net buy order of over 90 million from East Money Information. 360 Security Technology Inc. received a net buy order of 0.233 billion from Huatai Securities Tianjin Dongli Development Zone Erwei Road, and at the same time received a net sell order of 0.105 billion from GTJA Shanghai Jiangsu Road.
The activity of quantitative funds is average, with 360 Security Technology Inc. receiving a buy order of over 90 million from one quantitative position, and at the same time receiving a sell order of 0.124 billion from another quantitative position.