①多只科创板指数ETF上周遭赎回份额大幅减少,其中科创50ETF(588000)上周份额减少48亿份。②多只市场人气股遭一线游资大幅买卖,其中中国长城获中信证券北京总部营业部买入1.49亿,同时遭两家一线游资席位合计卖出3.64亿。
沪深股通今日合计成交2571.98亿,其中赛力斯和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,银行板块主力资金净流入居首。ETF成交方面,红利低波ETF(512890)成交额环比增长141%。期指持仓方面,IF合约多头加仓数量明显大于空头。龙虎榜方面,长江通信获机构买入超4000万;国光电器获机构买入超3000万;和而泰遭机构卖出2.76亿;拓维信息遭机构卖出1.5亿;中信海直遭机构卖出超9000万;豆神教育获浙商证券杭州五星路营业部买入1.71亿,遭两家一线游资席位合计卖出1.69亿;金财互联遭一家量化席位卖出超7000万。
一、沪深股通前十大成交
今日沪股通总成交金额为1256.34亿,深股通总成交金额为1315.64亿。
从沪股通前十大成交个股来看,赛力斯位居首位;中信证券和贵州茅台分居二、三位。
从深股通前十大成交个股来看,东方财富位居首位;宁德时代和同花顺分居二、三位。
二、板块个股主力大单资金
从板块表现来看,石墨电极、银行、钢铁、房地产等板块涨幅居前,智谱AI、软件开发、游戏、鸿蒙概念等板块跌幅居前。
从主力板块资金监控数据来看,银行板块主力资金净流入居首。
板块资金流出方面,计算机板块主力资金净流出居首,流出金额超两百亿。
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中破净股较多,永泰能源净流入居首。
主力资金流出前十的个股所属板块较为杂乱,中国长城净流出居首。
三、ETF成交
从成交额前十的ETF来看,香港证券ETF(513090)成交额位居首位;沪深300ETF(510300)成交额位居第二位。
从成交额环比增长前十的ETF来看,红利低波ETF(512890)成交额环比增长141%位居首位;港股通科技30ETF(159636)成交额环比增长132%位居次席。
从上周份额增加前十的ETF来看,多只中证A500的基金产品位居前十行列,其中中证A500ETF摩根(560530)上周份额增长41亿份位居首位。
从上周份额减少前十的ETF来看,多只科创板指数ETF份额大幅减少,其中科创50ETF(588000)上周份额减少48亿份位居首位。
四、期指持仓
四大期指主力合约中,IH合约多空双方均大幅加仓,加仓数量基本相当;IF合约多头加仓数量明显大于空头;IC合约多头大幅加仓,空头微幅减仓;IM合约多空双方均减仓,多头减仓数量较多。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度一般,买入方面,卫星导航概念股长江通信获机构买入超4000万;消费电子概念股国光电器获机构买入超3000万。
卖出方面,摩尔线程概念股和而泰遭机构卖出2.76亿;鸿蒙概念股拓维信息遭机构卖出1.5亿;低空经济概念股中信海直遭机构卖出超9000万;中国长城遭机构卖出超9000万。
2、游资
一线游资活跃度有所下降,多股遭一线游资激烈博弈,其中中国长城获中信证券北京总部营业部买入1.49亿,遭两家一线游资席位合计卖出3.64亿;有研新材获方正证券重庆金开大道营业部买入1.37亿,遭三家一线游资席位合计卖出4.54亿;豆神教育获浙商证券杭州五星路营业部买入1.71亿,遭两家一线游资席位合计卖出1.69亿。
量化资金活跃度持续下降,金财互联遭一家量化席位卖出超7000万。
Multiple STAR sector index ETFs saw a significant decrease in redeemed shares last week, with the STAR 50 ETF (588000) seeing a reduction of 4.8 billion shares last week.
The total turnover of Shanghai-Hong Kong Stock Connect today was 257.198 billion, with Saicest and East Money Information taking the top spots in the turnover of Shanghai and Shenzhen-Hong Kong Stock Connect. In terms of sector main capital, the main capital of the banking sector saw the highest net inflow. In terms of ETF turnover, the turnover of the HuaTai-PB CSI Dividend Low Volatility ETF (512890) increased by 141% compared to the previous period. In terms of futures holdings, the long positions of IF contracts increased significantly more than the short positions. As for the Dragon and Tiger list, Wuhan Yangtze Communication Industry Group received institutional buy orders exceeding 40 million; Guoguang Electric received institutional buy orders exceeding 30 million; Shenzhen H&T Intelligent Control faced institutional sell orders of 0.276 billion; Talkweb Information System faced institutional sell orders of 0.15 billion; CITIC Offshore Helicopter faced institutional sell orders exceeding 90 million; Beans Education received buy orders of 0.171 billion from ZheShang Securities Hangzhou Wuxing Road Branch, while facing a total sell-off of 0.169 billion from two first-tier seat institutions; JC Finance & Tax Interconnect faced a sell-off of over 70 million from a quant seat institution.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
The total transaction amount of Shanghai-Hong Kong Stock Connect today was 125.634 billion, and the total transaction amount of Shenzhen-Hong Kong Stock Connect was 131.564 billion.
Looking at the top ten traded stocks on the Shanghai stock connect, Chongqing Sokon Industry Group Stock ranked first; China Securities Co., Ltd. and Kweichow Moutai took second and third places, respectively.
Looking at the top ten traded stocks in Shenzhen-Hong Kong Stock Connect, East Money Information ranked first; Contemporary Amperex Technology and HiThink RoyalFlush Information Network ranked second and third.
2. Sector individual stock block orders funding.
In terms of sector performance, graphite electrodes, banks, steel, real estate, and other sectors led the gains, while ZhuiPu AI, software development, gaming, and Hongmeng concept sectors led the declines.
From the main sector fund monitoring data, the main fund net inflow of banks sector ranks first.
In terms of sector fund outflows, the computer sector saw the largest net outflow of main funds, with an outflow amount exceeding 20 billion.
Looking at the main fund monitoring data of individual stocks, there are many stocks trading below their net asset values among the top ten stocks with net inflows of main funds, with wintime energy ranking first in net inflows.
The sectors of the top ten stocks with block orders outflows are rather mixed, with China Greatwall having the largest net outflow.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hong Kong Bond Investment Theme ETF (513090) ranks first in trading volume; 300ETF (510300) ranks second in trading volume.
Looking at the top ten ETFs with the highest month-on-month growth in trading volume, Huatai-PB CSI Dividend Low Volatility ETF (512890) ranks first with a month-on-month growth of 141%; E Fund CSI Hongkong Bond Investment Theme ETF (159636) ranks second with a month-on-month growth of 132%.
Looking at the top ten ETFs with the highest increase in shares last week, several ETF products tracking the CSI A500 Index are among the top ten, with Morgan Stanley CSI A500 ETF (560530) leading the way with an increase of 4.1 billion shares last week.
Looking at the top ten ETFs with reduced shares last week, many sci-tech innovation board index ETFs saw a significant decrease in shares, with the sci-tech 50 ETF (588,000) leading the pack with a reduction of 4.8 billion shares last week.
IV. Futures contract positions
In the four main futures index contracts, both long and short positions in the IH contract significantly increased their positions, with roughly equal amounts; the IF contract saw a significantly larger increase in long positions compared to short positions; the IC contract had a substantial increase in long positions and a slight decrease in short positions; the IM contract saw reductions in both long and short positions, with more reduction in long positions.
Five, Dragon and Tiger List
1. Institutions
Today's institutional activity on the leaderboard is average. On the buy side, institutions bought over 40 million shares of wuhan yangtze communication in the satellite navigation concept sector; institutions also bought over 30 million shares of guoguang electric in the consumer electronics concept sector.
On the sell side, institutions sold 0.276 billion shares of shenzhen h&t intelligent control in the moore thread concept sector; institutions sold 0.15 billion shares of talkweb information in the hongmeng concept sector; institutions sold over 90 million shares of citic offshore helicopter in the low altitude economy concept sector; institutions also sold over 90 million shares of china greatwall technology group.
2. Retail Investors
First-tier speculative funds' activity has somewhat decreased, with multiple stocks engaging in intense speculation by first-tier players. Among them, China Greatwall Technology Group was bought by the Beijing Headquarters Business Department of Citic Securities for 0.149 billion, while facing a total sell-off of 0.364 billion by two first-tier players. Grinm Advanced Materials was bought by the Chongqing Jinkai Avenue Business Department of Founder Securities for 0.137 billion, but encountered a total sell-off of 0.454 billion by three first-tier players. Dou Shen Education was bought by the Hangzhou Wuxing Road Business Department of Zheshang Securities for 0.171 billion, but faced a total sell-off of 0.169 billion by two first-tier players.
The activity of algorithmic funds continues to decline, with JC Finance & Tax Interconnect being sold off by a single algorithmic player for over 70 million.