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【数据看盘】机构游资博弈银宝山新 龙头股份遭游资、量化联手甩卖

[Data Review] Institutional investment game, Baoshan Xinlongtou shares were sold jointly by volatile capital and quantitative investment

cls.cn ·  Dec 26, 2023 17:41

① Baoshan, a high-ranking stock bank that dived in the afternoon, was sold for $192 million by the Hangzhou Shangtang Road Sales Department of Caitong Securities, while receiving $103 million in institutional purchases. ② Leading Longzizai concept stock shares were sold by two first-tier investors. The total sales amount exceeded 100 million yuan, and at the same time, it was sold over 60 million yuan by one quantitative seat.

Shanghai and Shenzhen Stock Exchange suspended trading today due to the Christmas holidays. In terms of the sector's main capital, the petroleum and petrochemical sector has the highest net inflow of main capital. In terms of futures index positions, IF contracts bulls add short positions to reduce positions. In terms of the Dragon Tiger list, Shenzhen Sangda A received more than 70 million dollars from institutions; Huada Technology received 121 million dollars from institutions; Tianwei Video received more than 60 million yuan from institutions; Zhenshitong was sold more than 90 million by institutions; Tonghua Jinma was sold more than 70 million by institutions; and Xianglong Electric received 121 million dollars from Guotai Junan Sanya Yingbin Road.

1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange

Shanghai and Shenzhen Stock Exchange suspended trading today due to the Christmas holidays.

2. Capital for major orders in individual stocks in the sector

Judging from sector performance, sectors such as phosphorus chemicals, PEEK materials, precious metals, and environmental protection registered the highest gains, while sectors such as CPO, data elements, multi-modality, and memory chips registered the highest declines.

image Judging from the capital monitoring data of the main sector, the petroleum and petrochemical sector has the highest net inflow of major capital.

In terms of capital outflows from the sector, the computer sector has the highest net outflow of major capital.

image Judging from the monitoring data on the main capital of individual stocks, the sectors belonging to the top ten individual stocks with net inflows of main capital are quite cluttered, with N International's net inflows ranking first.

The sectors belonging to the top ten individual stocks with major capital outflows are quite messy, with China Optics having the highest net outflow.

3. Futures Index Positions

image Among the four major futures contracts, both long and short IH contracts reduced positions slightly; IF contracts added long positions and short positions reduced positions; IC contract shorts reduced positions by more than long positions; and the number of positions added by IM contract shorts was slightly larger than long positions; and the number of positions added by IM contract shorts was slightly larger than long positions.

4. Dragon Tiger List

1. Institutions

image There has been an increase in the activity of institutions on the Dragon Tiger list. In terms of buying, the high-ranking stock bank Baoshan has received over 100 million yuan in institutional purchases; the declining data element concept stock Shenzhen Sunda A has received more than 70 million institutional purchases; the media stock Tianwei Video has received more than 60 million institutional purchases; and the auto parts stock Huada Technology has been bought by institutions for 121 million yuan.

In terms of sales, the computing power concept stock True Vision was sold by institutions for over 90 million; the Alzheimer concept stock Tonghua Jinma was sold by institutions for over 70 million; the IPO International Composites was sold by institutions for over 60 million; and the MR concept stock Silk Road Vision sold over 40 million yuan by institutions.

2. Tourist capital

image The activity of first-tier investors has rebounded. Yinbaoshan, which was bought by institutions, was sold for 192 million dollars by the Hangzhou Shangtang Road Sales Department of Caitong Securities. The stock's dive in the afternoon may have been due to a sharp sale of this seat. The water supply concept stock, Xianglong Electric, was bought by Guotai Junan Sanya Yingbin Road for 121 million yuan; the leading shares of the Longzishai concept stock were sold by two first-tier investors, with a total sales amount exceeding 100 million yuan.

Quantitative capital activity is average, and leading shares have been sold by one company for more than 60 million quantified seats.

The translation is provided by third-party software.


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