① Major financial stocks strengthened collectively, with several securities ETFs seeing a significant increase in transaction volume, among which the Insurance ETF (512070) saw a 903% month-on-month increase in transaction volume. ② The Robot Concept stocks Xiangyang Automobile Bearing received over 70 million in buy orders from two institutions, with a total of over 90 million bought by two frontline speculative funds.
Today, the total transaction amount of the Shanghai and Shenzhen Stock Connect was 159.649 billion, with Kweichow Moutai and East Money Information leading in transaction volume for the Shanghai and Shenzhen stock connects respectively. In terms of Block Orders capital, the non-banking financial sector saw the highest net inflow. In terms of ETF transactions, the New Economy ETF (159822) saw a 1224% month-on-month increase in transaction volume. In terms of futures position, Global Top E-Commerce received over 90 million in buy orders from institutions, with Guotai Junan Shanghai Songjiang Zhongshan Road branch buying over 60 million; Guangdong Redwall New Materials received over 50 million in buy orders from institutions; Qingdao Kingking Applied Chemistry faced over 70 million in sell orders from institutions; Chengdu Tianjian Technology faced over 40 million in sell orders from institutions; and Wanxiang Qianchao received over 60 million in buy orders from Guotai Junan Shanghai Haiyang West Road branch.
I. Top Ten Trading in HK->SZ Stocks
Today's total transaction amount for the Shanghai Stock Connect was 79.191 billion, while the total transaction amount for the Shenzhen Stock Connect was 80.459 billion.
From the top ten traded stocks in the Shanghai Stock Connect, Kweichow Moutai ranks first; Ping An Insurance and CITIC SEC rank second and third.From the top ten traded stocks in the Shenzhen Stock Connect, East Money Information ranks first; Contemporary Amperex Technology and BYD rank second and third.
II. Major Block Orders in Sector Stocks
From the sector performance, Insurance, ports, Logistics, and chemicals saw significant gains, while sectors such as photovoltaics, Precious Metals, Military Industry electronics, and rail transit equipment had significant declines.
According to the monitoring data of Block Orders in the sector, the non-bank financial sector has the highest net inflow of Block Orders.In terms of capital outflow from sectors, the Electronics Sector has the highest net outflow of capital.
From the monitoring data of individual stock Block Orders, there are many financial stocks among the top ten stocks with net inflow of Block Orders, with East Money Information ranking first in net inflow.The sectors of the top ten individual stocks with outflows of Block Orders are quite mixed, with Talkweb Information System having the largest net outflow.
III. ETF Transactions
Among the top ten ETFs by trading volume, the E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first; the Saudi ETF (159329) ranks second.
Among the top ten ETFs by month-on-month trading volume growth, the Yinhua ICBCCS CSOP S&P China New Economy Industry ETF (159822) saw a month-on-month growth of 1224%, ranking first; several ZHENGQUANETF saw significant increases in trading volume, with the FEIYINETF (512070) ranking fourth with a month-on-month growth of 903%.IV. Futures Index Hold Positions
In the four major index futures contracts, both long and short positions have significantly increased, with the number of short positions exceeding that of long positions.5. Long and Short Rankings
1. Institutions
Today, the activity level of institutions on the Dragon and Tiger List has slightly increased. In terms of buying, the e-commerce stock Global Top E-Commerce received over 90 million from institutions; the chemical stock Guangdong Redwall New Materials received over 50 million from institutions; the Robot Concept stock Xiangyang Automobile Bearing received over 70 million from institutions.In terms of selling, the cross-border payment concept stock Qingdao Kingking Applied Chemistry was sold by institutions for over 70 million; the Defense stock Chengdu Tianjian Technology was sold by institutions for over 40 million.
2. Retail Investors
The activity level of first-tier speculative funds is relatively low, with Xiangyang Automobile Bearing receiving over 90 million from two first-tier speculative fund seats; Global Top E-Commerce received over 60 million from Guotai Junan Shanghai Songjiang Zhongshan Road Brokerage; Wanxiang Qianchao received over 60 million from Guotai Junan Shanghai Haiyang West Road Brokerage.
The activity level of Algo funds is moderate, with Xiangyang Automobile Bearing receiving over 80 million from one Algo seat.