①IF期指主力合约多头加仓超1700手,加仓数量明显大于空头。②信创加鸿蒙概念股拓维信息获三家一线游资席位买入,合计买入金额超1.2亿。
沪深股通今日合计成交1139.21亿,其中贵州茅台和美的集团分居沪股通和深股通成交额个股首位。板块主力资金方面,计算机板块净流入居首。ETF成交方面,沪深300ETF华夏(510330)成交额环比增长671%。期指持仓方面,IC期指主力合约空头减仓数量大于多头。龙虎榜方面,中国重工遭机构卖出1.36亿;银之杰遭机构卖出1.7亿;科伦药业遭机构卖出1.03亿;鹏欣资源获一家一线游资席位买入超5000万;两只信创概念股拓维信息、常山北明均获一家量化席位买入。
一、沪深股通前十大成交
今日沪股通总成交金额为624.8亿,深股通总成交金额为514.41亿。
从沪股通前十大成交个股来看,贵州茅台位居首位,成交金额超20亿,前五位的个股成交金额均超10亿。
从深股通前十大成交个股来看,美的集团位居首位,前四位的个股成交金额均超10亿。
二、板块个股主力大单资金
从板块表现来看,智慧政务、贵金属、房地产、软件开发等板块涨幅居前,创新药、光伏设备、电池、生物制品等板块跌幅居前。
从主力板块资金监控数据来看,计算机板块主力资金净流入居首。
板块资金流出方面,电新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中信创概念股较多,拓维信息净流入居首。
主力资金流出前十的个股所属板块较为杂乱,隆基绿能净流出居首。
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,前四中有三只都是沪深300ETF。
从成交额环比增长前十的ETF来看,前三均为沪深300ETF,其中沪深300ETF华夏(510330)成交额环比增长671%位居首位。
四、期指持仓
四大期指主力合约中,IH、IC、IM合约多空双方均减仓,IH、IM合约多头减仓数量较多,IC合约空头减仓数量较多;IF合约多空双方均加仓,多头加仓数量明显大于空头。
五、龙虎榜
1、机构
龙虎榜机构活跃度明显下降,上榜个股均为净卖出。其中重组概念股中国重工遭机构卖出1.36亿;两连板的信创加并购重组概念股银之杰遭机构卖出1.7亿;创新药概念股科伦药业遭机构卖出1.03亿。
2、游资
一线游资持续活跃,信创概念股拓维信息获三家一线游资席位买入,其中中信证券西安朱雀大街营业部买入近5000万;黄金概念股鹏欣资源获一家一线游资席位买入超5000万。
量化资金活跃度一般,两只信创概念股拓维信息、常山北明均获一家量化席位买入。
①If the main contract of futures index has increased its long positions by more than 1700 lots, the increase in quantity is significantly greater than that of short positions. ②Xinchuang added Hongmeng concept stocks, Talkweb Information, was bought by three first-tier institutional investors, with a total purchase amount exceeding 0.12 billion.
The total trading volume of Shanghai and Shenzhen Stock Connect today is 113.921 billion, with Kweichow Moutai and Midea Group leading the trading volume of Shanghai Stock Connect and Shenzhen Stock Connect respectively. As for the main funds in the sector, the computer sector has the highest net inflow. In terms of ETF trading, Huaxia 300 ETF (510330) has a month-on-month increase of 671%. As for the futures positions, the short positions of IC futures main contracts have decreased more than the long positions. As for the Dragon-Tiger List, CITIC Securities sold 0.136 billion shares of China Shipbuilding Industry; Shenzhen Infogem Technologies sold 0.17 billion shares; Sichuan Kelun Pharmaceutical sold 0.103 billion shares; Pengxin International Mining was bought by a first-tier institutional investor with a purchase amount exceeding 50 million; Two Xinchuang concept stocks, Talkweb Information and Shijiazhuang Changshan Beiming Technology, were bought by a quantitative institutional investor.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
The total trading volume of Shanghai Stock Connect today is 62.48 billion, and the total trading volume of Shenzhen Stock Connect is 51.441 billion.
Looking at the top ten traded stocks in Shanghai Stock Connect, Kweichow Moutai ranks first with a trading volume exceeding 2 billion, and the trading volume of the top five stocks exceeds 1 billion.
Looking at the top ten traded stocks in Shenzhen Stock Connect, Midea Group ranks first, and the trading volume of the top four stocks exceeds 1 billion.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, sectors with the highest increase include smart government, precious metals, real estate, and software development, while sectors with the highest decrease include innovative drugs, photovoltaic equipment, batteries, and biological products.
From the main sector capital monitoring data, the computer sector has the highest net inflow of main funds.
In terms of sector fund outflows, the electric vehicles and new energy sector had the highest net outflow of main sector funds.
From the individual stock main fund monitoring data, there are many CITIC innovation concept stocks among the top ten individual stocks with net inflows of main funds, and Talkweb Information System has the highest net inflow.
The sectors of the top ten stocks with the highest outflow of main funds are relatively mixed, with Longi Green Energy Technology ranking first in net outflow.
III. ETF trading
Looking at the top ten ETFs by trading volume, the trading volume of Huaxia 300ETF (510300) ranks first. Three out of the top four are Huaxia 300ETF.
Looking at the top ten ETFs by month-on-month growth in trading volume, the top three are all Huaxia 300ETF, with Huaxia 300ETF (510330) leading the way with a 671% month-on-month growth in trading volume.
IV. Futures positions
Among the four main contracts of stock index futures, both long and short positions of IH, IC, and IM contracts reduced their positions. The long positions of IH and IM contracts reduced by a larger number, while the short positions of IC contracts reduced by a larger number. Both long and short positions of IF contracts increased, with the number of long positions increasing significantly more than the number of short positions.
V. Dragon-Tiger List
1. Institutions
The institutional activity on the dragon and tiger list has significantly decreased, and the listed stocks are all net sell-offs. Among them, the restructuring concept stock China Shipbuilding Industry was sold by institutions for 0.136 billion; the dual-listed concept stock Shenzhen Infogem Technologies, which has been merged and acquired, was sold by institutions for 0.17 billion; the innovative pharmaceutical concept stock Sichuan Kelun Pharmaceutical was sold by institutions for 0.103 billion.
2. Institutional investors
First-tier speculative funds remain active, with three first-tier speculative funds buying Talkweb Information system, a concept stock of innovation and creation, and Citic Securities Xi'an Zhuque Street Business Department buying nearly 50 million; gold concept stock Pengxin International Mining received a buy order from a first-tier speculative fund of over 50 million.
The activity of quantitative funds is average, and two innovation and creation concept stocks, Talkweb Information system and Shijiazhuang Changshan Beiming Technology, both received a buy order from a quantitative seat.