① Yao Ming Kangde fell sharply today, with a net sale of 761 million yuan from Northbound Capital. The stock has been net sold by Northbound Capital for 5 consecutive trading days. ② First-tier investment activity declined markedly; only one individual stock traded over 20 million in Jiuzhou, Sichuan.
Today, the Shanghai and Shenzhen Stock Connect had significant net sales, with Wuliangye leading net purchases and Pharmaceutical Kangde leading net sales. In terms of the main capital of the sector, the food and beverage sector had the highest net inflow of main capital. In terms of ETF transactions, alcohol ETFs (512690) and aquaculture ETFs (159865) respectively ranked first and third in month-on-month growth in turnover. In terms of futures positions, the number of short positions reduced in IF contracts is greater than that of long positions. On the Dragon Tiger List, Huahong Technology was bought by institutions for more than 30 million; Huafeng Technology was sold by agencies for more than 90 million; CNOOC Engineering sold 358 million; Taihua New Materials sold by the agency for 151 million; Sichuan Jiuzhou was bought by CITIC Construction Investment's Beijing CITIC Building Sales Department for more than 20 million yuan, and a quantitative seat was bought by a family of over 30 million.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital had net sales of 7.011 billion yuan throughout the day, of which Shanghai Stock Connect had net sales of 4.566 billion yuan and Shenzhen Stock Connect had net sales of 2,445 billion yuan.
Among the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the net number of individual shares was purchased. In terms of purchases, Wuliangye, Ningde Times, and Midea Group ranked in the top three net purchases. All three stocks were net purchases from northbound capital for many consecutive days. Auto stocks JAC and Celis both received net purchases from northbound capital.
In terms of net sales, Yao Ming Kangde had the highest net sales, with a net sale of 761 million yuan by Northbound Capital. The stock has been net sold by Northbound Capital for 5 consecutive trading days; BYD's net sales are in second place, and Longji Green Energy, which is in third place in net sales, has also been net sold for 5 consecutive trading days.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as pork, quantum technology, CPO, and coal registered the highest gains, while sectors such as humanoid robots, securities, insurance, and flying cars registered the highest declines.
Judging from the capital monitoring data of the main sector, the food and beverage sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the machinery and equipment sector has the highest 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 stock sectors is quite chaotic, with Lixun Precision leading the net inflow.
The main capital outflows from the top ten individual stock sectors are quite chaotic, with Yao Ming Kangde leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Shanghai Stock Exchange 50 ETF (510050) ranked first in terms of turnover, four ETFs related to Hong Kong stocks ranked in the top ten by turnover, and the securities ETF (512880) ranked tenth in terms of turnover.
Judging from the top ten ETFs with month-on-month turnover growth, alcohol ETFs (512690) and aquaculture ETFs (159865) ranked first and third in month-on-month growth in turnover. The three China Securities 500-related ETFs all ranked in the top ten in terms of month-on-month growth in turnover.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract reduced their positions. Among them, both the long and short sides of the IH contract reduced their positions slightly; the number of short positions reduced in the IF contract was high; the number of long and short positions of the IC contract was basically the same; and the number of long and short positions reduced in the IM contract was slightly higher.
5. Dragon Tiger List
1. Agency
The institutional activity of the Dragon Tiger List is average. Huahong Technology and Chaohong Technology, the two car-dismantling concept stocks, were bought by institutions for over 30 million and 20 million respectively. Dingtong Technology, a high-speed copper cable concept stock, was fiercely gambled by institutions.
In terms of sales, Huafeng Technology, a high-speed copper cable concept stock, was sold by the agency for more than 90 million; the natural gas concept stock Offshore Oil Engineering was sold by the agency for 358 million; Taihua New Materials was sold by the agency for 151 million; and the two flying car concept stocks, Laishui Information and Sichuan Jiuzhou, were sold by the agency for over 70 million and 50 million, respectively.
2. Tourist capital
First-tier tourism activity fell to a freezing point. Sichuan Jiuzhou alone received more than 20 million purchases from CITIC Construction Investment's Beijing CITIC Tower sales department; the remaining first-tier investors traded no more than 20 million yuan in individual shares.
Quantitative capital activity is average. Sichuan Jiuzhou received more than 30 million quantitative seat purchases from a family.