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【数据看盘】机构连续两日买入保变电气 实力游资超亿元抢筹天齐锂业

[Data Analysis] Institutions have been buying Baoding Tianwei Baobian Electric for two consecutive days, while powerful speculative capital has invested over 100 million yuan in the rush to buy Tianqi Lithium Corporation.

cls.cn ·  Sep 11 06:22

① Baobian Electric, a state-owned enterprise reform concept stock, was bought by institutions over 60 million. Yesterday, the shares were also bought by institutions over 60 million. ② The lithium battery sector soared. A number of shares were purchased by institutions and investors. Among them, Tianqi Lithium was bought 0.106 billion by the Xi'an Suzque Street Sales Department of CITIC Securities.

The total turnover of Shanghai and Shenzhen Stock Connect today was 79.248 billion. Among them, Changjiang Electric Power and Ningde Times ranked first among the individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the sector's main capital, the power generation sector had the highest net inflow. In terms of ETF transactions, the turnover of the China Securities 1000 ETF Index (560010) increased 229% month-on-month. In terms of futures positions, the number of short positions reduced in IF contracts is greater than that of long positions. In terms of the Dragon Tiger List, Ganfeng Lithium was bought by institutions over 50 million; Haochen Medical was sold over 20 million by institutions; Nandu Power was sold 0.183 billion by Guosheng Securities Ningbo Sangtian Road Sales Department; and Kaisheng Technology was sold nearly 100 million yuan by Zhejiang Securities Hangzhou Wuxing Road Sales Department.

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

Today, the total turnover of Shanghai Stock Connect was 41.595 billion, and the total turnover of Shenzhen Stock Connect was 37.653 billion.

6i32j8Z7Ly.pngJudging from the top ten traded individual stocks on Shanghai Stock Connect, Changjiang Electric Power ranked first, and China Nuclear Power and CNPC also ranked in the top ten.

Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde Era ranked first, while Midea Group and BYD ranked second and third.

2. The main capital of individual stocks in the sector

Judging from sector performance, sectors such as lithium mines, batteries, photovoltaics, and virtual power plants registered the highest gains, while e-commerce, education, banking, and pharmaceutical business sectors registered the highest declines.

0yDC6O8hy1.pngJudging from the capital monitoring data of the main sector, the telecommunications sector has the highest net inflow of main capital.

In terms of capital outflows from the sector, the electronic sector has the highest net outflow of main capital.

32dV6qAB7i.pngJudging from monitoring data on the main capital of individual stocks, among the top ten individual stocks, there are many lithium battery concept stocks, with Tianqi Lithium leading the net inflow.

Among the top ten individual stocks, there were many high-ranking stocks and dividend stocks, with net outflows from mass transportation leading the way.

3. ETF Transactions

vn4ZJ5q1o9.pngLooking at the top ten ETFs by turnover, the Shanghai and Shenzhen 300 ETF (510300) ranked first in terms of turnover, while the China Securities 1000 ETF (512100) ranked fifth.
mvSG7AIm5k.pngLooking at the top ten ETFs with a month-on-month increase in turnover, many China Securities 1000 Index ETFs saw a sharp increase in turnover. Among them, the China Securities 1000 ETF Index (560010) ranked first with a 229% month-on-month increase in turnover.

4. Futures Index Positions

Bs302Ap6Pr.pngThe four major futures indicate that both long and short main contracts have drastically reduced their positions. The IH, IC, and IM contracts have reduced their long positions more, and the IF contract has reduced their short positions by a large number.

5. Dragon Tiger List

1. Agency

byJZ5V4532.pngThe institutional activity of the Dragon Tiger List is average. In terms of purchases, Baobian Electric, a state-owned enterprise reform concept stock, was bought by institutions for 2 consecutive days; Ganfeng Lithium, a lithium mine stock, was bought by institutions for more than 50 million.

In terms of sales, Hao Chen Medical was sold by institutions for over 20 million.

2. Tourist capital

y131I81w49.pngFirst-tier investor activity has increased. The lithium mining stock Tianqi Lithium was purchased by two first-tier investors. Among them, CITIC Securities's Xi'an Suzque Street Sales Department bought 0.106 billion; the solid-state battery concept company Nandu Power was sold 0.183 billion by Guosheng Securities Ningbo Sangtian Road Sales Department; and Kaisheng Technology, a folding screen concept stock, was sold nearly 100 million yuan by the Hangzhou Wuxing Road Sales Department of Zhejiang Securities.

Quantitative capital activity has increased, and Ganfeng Lithium received a quantitative seat purchase of more than 20 million.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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