①券商股大涨,多只券商ETF成交额大增,其中券商ETF(512000)成交额环比增长586%。②盘中上演“天地板”的保变电气获一家机构买入超6000万,同时获广发证券北京建外大街营业部买入1.22亿。
沪深股通今日合计成交1653.15亿,其中贵州茅台和宁德时代分居沪股通和深股通成交额个股首位。板块主力资金方面,非银金融板块净流入居首。ETF成交方面,沪深300ETF(510300)成交额位居首位。期指持仓方面,IC期指主力合约空头加仓数量明显大于多头。龙虎榜方面,德方纳米获机构买入超4000万;德科立获机构买入超5000万;国华网安遭机构卖出超3000万;宝塔实业获中信证券北京呼家楼营业部买入超5000万;常山北明遭中信证券北京总部营业部卖出1.25亿;拓维信息获一家量化席位买入超3000万。。
一、沪深股通前十大成交
今日沪股通总成交金额为896.51亿,深股通总成交金额为756.64亿。
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50亿,创近期成交金额新高;前十大成交个股中有9只个股成交金额超10亿。
从深股通前十大成交个股来看,宁德时代位居首位,成交金额超30亿;五粮液和迈瑞医疗分居二、三位。
二、板块个股主力大单资金
从板块表现来看,多元金融、钢铁、证券、白酒等板块涨幅居前,无下跌板块。
从主力板块资金监控数据来看,非银金融板块主力资金净流入居首。
板块资金流出方面,房地产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金融和权重股较多,东方财富净流入居首。
主力资金流出前十的个股中华为概念股较多,保变电气净流出居首。
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,创业板ETF(159915)和上证50ETF(510050)分居二、三位。
从成交额环比增长前十的ETF来看,前两位均为券商ETF,其中券商ETF(512000)成交额环比增长586%位居首位。此外,三只中证1000ETF和三只沪深300ETF也位居前十行列。
四、期指持仓
四大期指主力合约多空双方均大幅加仓,IF、IC、IM合约空头均加仓较多,其中IC合约空头加仓数量明显大于多头;IH合约多头加仓数量略多。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,锂电池概念股德方纳米获机构买入超4000万;CPO概念股德科立获机构买入超5000万;跌停的保变电气获一家机构买入超6000万。
卖出方面,三只互联网金融股均遭机构卖出,其中国华网安遭机构卖出超3000万。
2、游资
一线游资活跃度一般,保变电气获广发证券北京建外大街营业部买入1.22亿;国企改革概念股宝塔实业获中信证券北京呼家楼营业部买入超5000万;常山北明遭中信证券北京总部营业部卖出1.25亿。
量化资金活跃度一般,拓维信息获一家量化席位买入超3000万。
1. Brokerage stocks surged, with the trading volume of many brokerage ETFs increasing significantly, among which the brokerage ETF (512000) saw a 586% increase in trading volume compared to the previous month. 2. During the session, Baoding Tianwei Baobian Electric saw one institution buying over 60 million, while also being bought by the Beijing Jianwai Street branch of GF Securities for 0.122 billion.
The total trading volume of the Shanghai-Hong Kong Stock Connect today was 165.315 billion, with Kweichow Moutai and Contemporary Amperex Technology leading the trading volumes in the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect. In terms of sector block funds, the non-bank financial sector saw the largest net inflow. For ETF trading, the trading volume of the 300ETF (510300) ranked first. Regarding positions of index futures, the IC index futures main contract short positions increased significantly more than long positions. In terms of the Dragon and Tiger List, Shenzhen Dynanonic saw institutions buying over 40 million; Deke Li received institutional buy-in of over 50 million; Shenzhen Guohua Network Security Technology faced institutional sell-off of over 30 million; Baota Industry received over 50 million in buying from Citic Securities Beijing Hujialou Branch; Shijiazhuang Changshan Beiming Technology faced a sell-off of 0.125 billion from the Citic Securities Beijing headquarters branch; Talkweb Information System received over 30 million in buying from a quantitative trading seat.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
The total trading amount of Shanghai-Hong Kong Stock Connect today was 89.651 billion, and the total trading amount of Shenzhen-Hong Kong Stock Connect was 75.664 billion.
Looking at the top ten traded stocks in the Shanghai-Hong Kong Stock Connect, Kweichow Moutai ranked first, with a trading amount exceeding 5 billion, setting a new high in recent trading amounts; among the top ten traded stocks, nine stocks had trading amounts exceeding 1 billion.
Looking at the top ten traded stocks in the Shenzhen-Hong Kong Stock Connect, Contemporary Amperex Technology ranked first, with a trading amount exceeding 3 billion; Wuliangye Yibin and Shenzhen Mindray Bio-Medical Electronics ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, diversified finance, steel, brokerage, baijiu, and other sectors have top gains, with no declining sectors.
Looking at the main sector fund monitoring data, the non-banking financial sector receives the highest net inflow of main funds.
Regarding sector fund outflows, the real estate sector leads in net outflows of main funds.
From individual stock main fund monitoring data, among the top ten stocks with net inflow of main funds, there are more financial and large cap stocks, with east money information having the highest net inflow.
Among the top ten stocks with net outflows of main funds, there are many Huawei concept stocks, and Baoding Tianwei Baobian Electric had the highest net outflow.
III. ETF trading
From the top ten ETFs by trading volume, 300etf(510300) ranks first in trading volume, with yifangda gem etf(159915) and chinaamc shanghai a50 exchange traded fund(510050) ranking second and third respectively.
From the top ten ETFs by month-on-month trading volume growth, the top two are both quanshangetf, with quanshangetf(512000) leading with a month-on-month trading volume growth of 586%. In addition, three china southern csi 1000 etf and three 300etf also rank among the top ten.
IV. Futures positions
The main long and short positions of the four major index futures contracts have increased significantly. The short positions of IF, IC, and IM contracts have increased significantly, with IC contract short positions significantly outnumbering long positions; IH contract long positions slightly outweigh short positions.
V. Dragon-Tiger List
1. Institutions
In terms of buying activities on the dragon tiger list, the institutional activity has increased. In terms of buying, the lithium battery concept stock Shenzhen Dynanonic received institutional buy orders exceeding 40 million; The CPO concept stock Decalli received institutional buy orders exceeding 50 million; The circuit breaker stock Baoding Tianwei Baobian Electric received buy orders from one institution exceeding 60 million.
In terms of selling activities, three internet finance stocks were all sold by institutions, with Shenzhen Guohua Network Security Technology being sold by institutions exceeding 30 million.
2. Institutional investors
The activity of first-tier private investors is average, with Baoding Tianwei Baobian Electric receiving a buy order of 0.122 billion from GF Securities Beijing Jianwai Street Branch; The state-owned enterprise reform concept stock Baota Industry received buy orders exceeding 50 million from Citic Securities Beijing Hujialou Branch; Shijiazhuang Changshan Beiming Technology was sold by the Citic Securities Beijing headquarters business department for 0.125 billion.
The activity of quantitative funds is average, with Talkweb Information System receiving buy orders exceeding 30 million from one quantitative position.