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【数据看盘】北向资金连续6日减仓贵州茅台 多路资金联手抢筹中信海直

[Data Analysis] Northbound funds have reduced their holdings in Kweichow Moutai for six consecutive days, while various funds are jointly seizing Citic Offshore Helicopter.

cls.cn ·  Jul 30 17:57

① Kweichow Moutai has been net sold by northbound capital for 6 consecutive trading days, with a cumulative net sales amount exceeding 3 billion. ② CITIC Hai directly received joint purchases from institutions, investors, and quantitative capital. Among them, CITIC Construction Investment's Beijing Guangqumennei Street Sales Department bought more than 60 million shares.

The Shanghai and Shenzhen Stock Connect had a slight net sale today. Pharmaceutical Kang De net purchases topped the list, and Kweichow Moutai had the highest net sales. In terms of the sector's main capital, the real estate sector had the highest net inflow. In terms of ETF transactions, the turnover of the Shanghai and Shenzhen 300 ETF Huaxia (510330) increased 540% month-on-month. In terms of futures positions, the number of long positions added to IH, IF, and IC contracts is greater than the number of short positions. On the Dragon Tiger List, CITIC Hai directly received more than 20 million institutional purchases, over 60 million first-tier seat purchases, and two quantified seat purchases; Jiangling Motors was sold over 50 million by institutions; Jinjiang Online was bought by two first-tier passenger seats; Shanghai Beiling was bought by CITIC Securities Xi'an Suzque Street Sales Department and sold over 30 million at the same time.

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

Northbound Capital sold a net sale of 2.445 billion yuan throughout the day, of which Shanghai Stock Connect had a net sale of 1.816 billion yuan and Shenzhen Stock Connect had a net sale of 0.629 billion yuan.

64Yga1j8v8.pngAmong the top ten transactions in the Shanghai and Shenzhen Stock Connect markets, the net number of individual shares was high. In terms of net purchases, Yao Ming Kangde ranked first in net purchases, while BYD and Changjiang Electric Power ranked second and third with net purchases.

In terms of net sales, Kweichow Moutai had the highest net sales. The stock has been net sold for 6 consecutive trading days; Wanhua Chemical and Fuyao Glass ranked second and third in net sales.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as geographic information, real estate, semiconductors, and Shanghai's state-owned enterprise reform registered the highest gains, while sectors such as rail transit equipment, household appliances, automobiles, and coal registered the highest declines.

74q9HBGqVo.pngJudging from the capital monitoring data of the main sector, the real estate sector continued to have the highest net inflow of main capital.

In terms of capital outflows from the sector, the transportation equipment sector had the highest net outflow of capital from the main players.

p21S8OTNoR.pngJudging 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 Yao Ming Kangde leading the net inflow.

Among the top ten individual stocks with major capital outflows, auto stocks had the largest net outflow, and Kweichow Moutai had the highest net outflow.

3. ETF Transactions

AQg8tPA9d3.pngJudging from the top ten ETFs in terms of turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first, while the Shanghai Stock Exchange 50 ETF (510050) ranked second in terms of turnover.
90UgNHc8o3.pngLooking at the top ten ETFs with a month-on-month increase in turnover, many Shanghai and Shenzhen 300 ETFs showed significant volume. Among them, the Shanghai and Shenzhen 300 ETF Huaxia (510330) ranked first with a 540% month-on-month increase in turnover; the coal ETF (515220) ranked seventh with a 100.3% month-on-month increase in turnover.

4. Futures Index Positions

3X2w2N8o58.pngThe four major futures indicate that both long and short positions are added to the main contract. The number of long positions added to the IH, IF, and IC contracts is higher; the number of short positions added to the IM contract is clearly greater than the number of long positions.

5. Dragon Tiger List

1. Agency

I8Nwyjl281.pngThe level of institutional activity on the Dragon Tiger List is average. In terms of purchases, the low-altitude economy concept stock CITIC Hai directly received more than 20 million purchases from institutions.

In terms of sales, the two automobile stocks, Jiangling Motors and Zhongtong Bus, were sold by the agency. Among them, Jiangling Motors was sold by the agency for more than 50 million.

2. Tourist capital

5OBJmA4176.pngFirst-tier tourism activity has increased. CITIC Hai directly received more than 60 million first-tier tour seats; Jinjiang Online was bought by two first-tier tourist seats; Shanghai Beiling was bought by CITIC Securities's Xi'an Suzque Street Sales Department and sold over 30 million at the same time.

Quantitative capital activity declined, and CITIC Hai directly received two quantitative seat purchases.

The translation is provided by third-party software.


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