①机器人ETF(562500)成交额环比上周五增长49%,该ETF成交额连续两个交易日均大幅增长。②智能驾驶概念股高新兴获四家一线游资席位合计买入近3亿,同时获一家量化席位买入超7000万。
沪深股通今日合计成交2197.54亿,其中贵州茅台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,交运设备板块主力资金净流入居首。ETF成交方面,中证A500ETF龙头上周份额增长52.29亿份。期指持仓方面,IM期指主力合约空头减仓数量明显大于多头。龙虎榜方面,兆日科技获机构买入超6000万;东方智造获机构买入1.09亿;中储股份遭机构卖出3.01亿;晶品特装遭机构卖出超8000万;省广集团获方正证券重庆金开大道营业部买入2.66亿,同时遭国泰君安三亚迎宾路营业部卖出1.09亿;川发龙蟒获中信证券宁波天童北路营业部买入1.38亿;有研新材获一家量化席位买入超7000万。
一、沪深股通前十大成交
今日沪股通总成交金额为1052.67亿,深股通总成交金额为1144.87亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;京沪高铁和江苏银行分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;立讯精密和宁德时代分居二、三位。
二、板块个股主力大单资金
从板块表现来看,海南、人形机器人、汽车整车、影视等板块涨幅居前,银行等少数板块下跌。
从主力板块资金监控数据来看,交运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,赛力斯净流入居首。
主力资金流出前十的个股所属板块较为杂乱,中科曙光净流出居首。
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,科创创业ETF(159781)成交额环比增长181%位居首位;机器人ETF(562500)成交额环比增长49%位居第四位,该ETF成交额连续两个交易日均大幅增长。
从上周份额增长前十的ETF来看,多只A500ETF位居前十行列,其中中证A500ETF龙头份额增长52.29亿份位居首位。
从上周份额减少前十的ETF来看,多只科创和芯片ETF位居前十行列,其中科创50ETF(588000)上周份额减少12.24亿份位居首位。
四、期指持仓
四大期指主力合约多空双方均大幅减仓,且空头减仓数量均大于多头,其中IM合约空头减仓数量明显大于多头。
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,互联网金融概念股兆日科技获机构买入超6000万;高位股东方智造获机构买入1.09亿;传媒股省广集团获机构买入超3000万。
卖出方面,物流概念股中储股份遭机构卖出3.01亿;军工机器人概念股晶品特装遭机构卖出超8000万。
2、游资
一线游资活跃度有所下降。智能驾驶概念股高新兴获四家一线游资席位合计买入近3亿;省广集团获方正证券重庆金开大道营业部买入2.66亿,同时遭国泰君安三亚迎宾路营业部卖出1.09亿;川发龙蟒获中信证券宁波天童北路营业部买入1.38亿。
量化资金活跃度有所提升,高新兴获一家量化席位买入超7000万;有研新材获一家量化席位买入超7000万。
The chip ETF (562500) trading volume increased by 49% compared to last Friday, with the ETF trading volume significantly increasing for two consecutive trading days.
The total trading volume of the Shanghai-Hong Kong Stock Connect today was 219.754 billion, with Kweichow Moutai and East Money Information Industry taking the top spots in the trading volume of Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect. In terms of sector main force funds, the transportation equipment sector received the highest net inflow of funds. In terms of ETF trading, the ChiNext ETF saw an increase of 5.229 billion shares last week. As for futures positions, the main contract short positions in the IM futures significantly exceeded the long positions. Regarding the top buy orders, Sinosun Technology received institutional buy orders exceeding 60 million; Guangxi Oriental Intelligent Manufacturing Technology received institutional buy orders of 0.109 billion; CMST Development faced institutional sell orders of 0.301 billion; Grinm Advanced Materials faced institutional sell orders exceeding 80 million; Guangdong Advertising Group received buy orders from China Securities' Chongqing Jinkai Avenue branch totaling 0.266 billion, while facing sell orders of 0.109 billion from China CITIC Securities' Sanya Yingbin Road branch; Sichuan Development Lomon received buy orders from CITIC Securities' Ningbo Tiantong North Road branch totaling 0.138 billion; and Grinm Advanced Materials received buy orders from a quantitative trading seat exceeding 70 million.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total trading amount of the Shanghai-Hong Kong Stock Connect today was 105.267 billion, and the total trading amount of the Shenzhen-Hong Kong Stock Connect was 114.487 billion.
Looking at the top ten traded stocks in the Shanghai-Hong Kong Stock Connect, Kweichow Moutai ranked first; Beijing-Shanghai High Speed Railway and Bank of Jiangsu ranked second and third respectively.
Looking at the top ten traded stocks in the Shenzhen-Hong Kong Stock Connect, East Money Information Industry ranked first; Luxshare Precision Industry and Contemporary Amperex Technology ranked second and third respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, sectors such as Hainan, Siasun Robot&Automation, autos, film and television, etc., saw a rise in stock prices, while a few sectors like banks experienced a decline.
From the main sector's fund monitoring data, the transportation equipment sector has the highest net inflow of main funds.
In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the monitoring data of main funds for individual stocks, the sectors to which the top ten stocks with the highest net inflows of main funds belong are relatively mixed, with Sokon Industry Group Stock ranking first in net inflows.
The sectors to which the top ten stocks with net outflows of block orders belong are quite mixed, with dawning information industry leading the net outflow.
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 the highest turnover growth rate, the science and technology innovation ETF (159781) ranked first with a turnover growth rate of 181%; the robot ETF (562500) ranked fourth with a turnover growth rate of 49%, and the turnover of this ETF has significantly increased for two consecutive trading days.
From the top ten ETFs with the highest share growth last week, several A500ETFs are among the top ten, with the leading share growth of ChinaAMC Star50 ETF reaching 5.229 billion shares, ranking first.
Looking at the top ten ETFs with reduced shares from last week, multiple science and technology innovation and chip ETFs are among the top ten, with the ChinaAMC Star50 ETF (588000) leading the pack with a reduction of 1.224 billion shares last week.
IV. Futures contract positions
Both long and short positions of the four major index futures significantly reduced their positions, with the short positions decreasing more than the long positions, particularly noticeable in the IM contract.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the top performance list has increased slightly. On the buy side, institutions bought over 60 million of Sinosun Technology in the internet finance concept sector; Oriental Intelligent Manufacturing Technology received institutional buying of 0.109 billion shares; Guangdong Advertising Group in the media sector received institutional buying of over 30 million shares.
On the sell side, CMST Development, a logistics concept stock, was sold by institutions for 0.301 billion; JPT Industries, a military industry robot concept stock, was sold by institutions for over 80 million shares.
2. Retail Investors
The activity of first-tier private equity has decreased. The concept stock of intelligent driving gosuncn technology group received a total of nearly 0.3 billion in buy positions from four first-tier private equities; guangdong advertising group received 0.266 billion in buy positions from guotai junan securities chongqing jinkai avenue branch, while also facing 0.109 billion in sell orders from guotai junan securities sanya yingbin road branch; sichuan development lomon received 0.138 billion in buy positions from citic sec ningbo tiantong north road branch.
The activity of quantitative funds has increased slightly, with gosuncn technology group receiving buy positions of over 70 million from one quantitative fund; grinm advanced materials receiving buy positions of over 70 million from one quantitative fund.