① Northbound Capital made a net purchase of $3.399 billion today. ② Institutional seats are less active today. Apart from the net purchase of Guangxi Energy of 135 million yuan; the net purchase of Dalian Thermal Power, which is the second largest, is only 16.09 million.
Judging from the capital monitoring data of the main sector, the telecommunications industry ranked first with a net inflow of 1,571 billion yuan, followed by non-ferrous metals of 1,105 billion yuan. Institutional seats are less active today. Apart from the net purchase of Guangxi Energy of 135 million yuan; the net purchase of Dalian Thermal Power, which is the second largest, is only 16.09 million. The activity of first-tier tourism investors has picked up today. The main direction of participation is the concept of electricity reform.
1. The top ten transactions of the Shanghai and Shenzhen Stock Exchange
Northbound Capital made a net purchase of $3.399 billion today. In terms of individual stocks, Zijin Mining, BYD, and Longji Green Energy received net purchases of 220 million yuan, 204 million yuan, and 202 million yuan respectively. Gree Electric had the highest net sales volume of 252 million yuan.
2. The main capital of individual stocks in the sector
Judging from sector performance, sectors such as non-ferrous metals, photovoltaics, solid state batteries, and AIPC registered the highest gains, while sectors such as virtual power plants, beer, banking, and shipping registered the highest declines.
Judging from the capital monitoring data of the main sector, the telecommunications industry led with a net inflow of 1,571 billion yuan, followed by non-ferrous metals of 1.05 billion yuan, and the automotive sector also had 358 million yuan.
In terms of capital outflows from the sector, net outflows from the banking and electronics sectors all exceeded 1.5 billion yuan, and net outflows from computers, pharmaceuticals, and semiconductors were nearly 1 billion yuan.
Judging from monitoring data on the main capital of individual stocks, the top ten stocks are mainly concentrated in the direction of new energy. BYD's net inflows of 628 million yuan are at the top. Longji Green Energy and Jingao Technology also exceeded 500 million yuan, while Dongfang Risheng, TCL Central, Junda shares, and Kweichow Moutai exceeded 300 million yuan.
In terms of net outflows of major capital from individual stocks, Changan Automobile, Star Electric Power, and Zhongke Shuguang exceeded 200 million yuan, while Ping An Bank, Industrial Bank, and Agricultural Bank exceeded 170 million yuan.
3. ETF Transactions
Looking at the top ten ETFs by turnover, they all had a turnover of more than 1.2 billion dollars, and 4 had a turnover of more than 2 billion yuan. Of these, 3 were Hong Kong equity-related ETFs.
Judging from the top ten ETFs with month-on-month turnover growth, the top targets basically had no highlights; they were all ETFs with relatively small turnover.
4. Futures Index Positions
According to data from the main contracts of the four major futures indices, the IF long and short sides increased their positions slightly today, and both IH and IM long and short increased their positions significantly; IC long reduced their positions and the bears increased their positions.
5. Dragon Tiger List
1. Agency
According to statistics on the number of agency seats on the list, institutional seats are less active today. Apart from the net purchase of Guangxi Energy of 135 million yuan; the net purchase of Dalian Thermal Power, which is the second largest, is only 16.09 million.
2. Tourist capital
According to data from the Dragon Tiger List, the level of first-tier tourism activity has picked up today, and the main direction of participation is mainly the concept of electricity reform.
