①贵州茅台已连续6个交易日遭北向资金净卖出,累计净卖出金额超30亿。②2连板的低空经济概念股中信海直获机构、游资、量化资金联手买入,其中中信建投北京广渠门内大街营业部买入该股超6000万。
沪深股通今日小幅净卖出,药明康德净买入居首,贵州茅台净卖出居首。板块主力资金方面,房地产板块净流入居首。ETF成交方面,沪深300ETF华夏(510330)成交额环比增长540%。期指持仓方面,IH、IF、IC合约多头加仓数量均大于空头。龙虎榜方面,中信海直获机构买入超2000万,获一家一线游资席位买入超6000万,获两家量化席位买入;江铃汽车遭机构卖出超5000万;锦江在线获两家一线游资席位买入;上海贝岭获中信证券西安朱雀大街营业部买入超8000万同时卖出超3000万。
一、沪深股通前十大成交
北向资金全天净卖出24.45亿,其中沪股通净卖出18.16亿元,深股通净卖出6.29亿元。
沪深股通两市前十大成交中净卖出个股数量较多,净买入方面,药明康德净买入居首,比亚迪、长江电力净买入分居二、三位。
净卖出方面,贵州茅台净卖出居首,该股已连续6个交易日遭净卖出;万华化学和福耀玻璃净卖出分居二、三位。
二、板块个股主力大单资金
从板块表现来看,地理信息、房地产、半导体、上海国企改革等板块涨幅居前,轨交设备、家用电器、汽车整车、煤炭等板块跌幅居前。
从主力板块资金监控数据来看,房地产板块主力资金连续净流入居首。
板块资金流出方面,交运设备板块主力资金净流出居首。
从个股主力资金监控数据来看,主力资金净流入前十的个股所属板块较为杂乱,药明康德净流入居首。
主力资金流出前十的个股中汽车股较多,贵州茅台净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额位居首位,上证50ETF(510050)成交额位居次席。
从成交额环比增长前十的ETF来看,多只沪深300ETF明显放量,其中沪深300ETF华夏(510330)成交额环比增长540%位居首位;煤炭ETF(515220)成交额环比增长100.3%位居第七位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH、IF、IC合约多头加仓数量较多;IM合约空头加仓数量明显大于多头。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,低空经济概念股中信海直获机构买入超2000万。
卖出方面,两只汽车股江铃汽车和中通客车均遭机构卖出,其中江铃汽车遭机构卖出超5000万。
2、游资
一线游资活跃度有所提升,中信海直获一家一线游资席位买入超6000万;锦江在线获两家一线游资席位买入;上海贝岭获中信证券西安朱雀大街营业部买入超8000万同时卖出超3000万。
量化资金活跃度下降,中信海直获两家量化席位买入。
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.
Among 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.
Judging 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.
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 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
Judging 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.
Looking 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
The 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
The 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
First-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.