The Shanghai and Shenzhen Stock Connect made large net purchases today. The Ningde Era had the highest net purchases, and China Merchants Bank had the highest net sales. In terms of the sector's main capital, the telecommunications sector has the highest net inflow of main capital. In terms of ETF transactions, the turnover of NEV ETF (515030) surged more than threefold over the previous trading day. In terms of futures positions, the number of long positions added to IH and IF contracts is slightly larger than that of short positions. On the Dragon Tiger List, Guangxun Technology was bought by institutions for nearly 100 million yuan and sold by two first-tier investors; the two energy storage concept stocks, Paineng Technology and Nanwang Technology, were bought by institutions for more than 40 million; Wanfeng Aowei was sold by institutions for 124 million; Hi-Tech Development was sold by Huaxin Securities on Wanping South Road in Shanghai for nearly 100 million yuan, and purchased over 70 million by Cathay Pacific Junan Shanghai Jiangsu Road.

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

Northbound Capital made net purchases of 10.261 billion yuan throughout the day, of which Shanghai Stock Connect had net purchases of 3,987 billion yuan and Shenzhen Stock Connect had net purchases of 6.275 billion yuan.

Among the top ten transactions of the Shanghai and Shenzhen Stock Connect markets, the number of net purchases of individual stocks was high. In terms of purchases, Ningde Times received a net purchase of 1.62 billion yuan, setting a record high net purchase amount in a single day during the year; Kweichow Moutai and BYD ranked second and third with net purchases of over 500 million yuan.

In terms of net sales, China Merchants Bank had the highest net sales, and IFF, which reached a record high, was also net sold by northbound capital.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as solid-state batteries, flying vehicles, energy storage, and liquid-cooled servers registered the highest gains, while sectors such as coal, AI PCs, and oil and gas registered the highest declines.

Judging from the capital monitoring data of the main sector, the telecommunications sector has the highest net inflow of main capital.

In terms of capital outflows from the sector, the telecommunications sector has the largest net outflow of capital from the main force.

Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stocks was high, and the net inflow in the Ningde era was the highest.

Among the top ten individual stocks with major capital outflows, AI concept stocks had the largest net outflow.

3. ETF Transactions

Looking at the top ten ETFs in terms of turnover, the Shanghai and Shenzhen 300 ETF (510300) continues to rank first in terms of turnover. The GEM index surged today, and the GEM ETF (159915) ranked second in terms of turnover, with a whopping 152% month-on-month increase over the previous trading day. NASDAQ ETF (159509) ranked tenth in terms of turnover.

Looking at the top ten ETFs with a month-on-month increase in turnover, NEV circuit stocks surged today. The top three were all NEV ETFs. Among them, NEV ETF (515030) ranked first in terms of turnover surged more than 3 times over the previous trading day. Furthermore, three GEM related ETFs ranked in the top ten in terms of month-on-month growth in turnover.

In terms of ETF shares, the four Shanghai and Shenzhen 300-related ETFs ranked in the top ten in terms of share growth last week. Among them, the Shanghai and Shenzhen 300 ETF E-Fangda (510310) ranked first with a share increase of 6.36 billion shares last week. Among the top ten ETFs, the AI ETF (159819) is the only industry ETF. The ETF's share increased by 598 million shares last week.

Among the top ten ETFs that lost shares last week, the Science and Technology Innovation 50 ETF (58800) ranked first with a share reduction of 2,871 billion shares. The three industry ETFs, semiconductor ETF (512480), pharmaceutical ETF (512010), and alcohol ETF (512690), declined to the top ten last week.

4. Futures Index Positions

This month's term contract will expire this Friday. Starting today, the four major term index contracts in this section will be changed to the June main contract (the month with the highest number of positions currently held). The June term indicates that both long and short contracts have increased their positions. Among them, the IH contract has slightly more long positions; the IF contract has slightly more long positions; the IC contract has slightly more short positions; and the IM contract has slightly more short positions.

5. Dragon Tiger List

1. Agency

The level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the CPO concept stock Guangxun Technology was purchased by institutions for nearly 100 million yuan; the two energy storage concept stocks, Paineng Technology and Nanwang Technology, were both bought by institutions for more than 40 million yuan.

In terms of sales, Wanfeng Aowei, a flying car concept stock, was sold for 124 million by the agency; Enjie Co., Ltd., a lithium battery concept stock, was sold by the agency for more than 40 million.

2. Tourist capital

First-tier tourism activity has increased. The computing power concept stock Tuowei Information was purchased by three first-tier gaming seats. Among them, the Hangzhou Shangtang Road Sales Department of Caitong Securities bought nearly 100 million yuan; Guangxun Technology, which was purchased by institutions, was sold by two first-tier floating seats; Hi-Tech Development was sold by Huaxin Securities Shanghai Wanping South Road, Shanghai, and was bought by Guotai Junan Shanghai Jiangsu Road.

Quantitative capital activity is average. Guangxun Technology was sold over 40 million in quantitative seats by a single family.