今日沪股通总成交金额为1596.88亿，深股通总成交金额为1414.32亿。①Multiple high-priced stocks that experienced significant declines were heavily sold off by first-tier institutional investors, with Jiangsu Hoperun Software seeing total sell-offs of nearly 1 billion by four institutional investors. ②Infrastructure ETF (516950) saw a 236% increase in turnover.
The total trading volume of Shanghai and Shenzhen Stock Connect today was 301.12 billion, with Kweichow Moutai and Contemporary Amperex Technology ranking first in terms of individual stock turnover in the Shanghai and Shenzhen Stock Connect. In terms of major fund flows within sectors, banks led in net inflows of major funds. As for ETF trading, Yifangda GEM ETF (159915) led in turnover. Regarding futures positions, the main long positions in IH Futures contracts exceeded short positions. Looking at the Dragon and Tiger List, Hehe Information received institutional buy orders of 0.195 billion; Huafon Microfibre received institutional buy orders exceeding 0.215 billion; Kehua Technology faced institutional sell-offs of 0.172 billion; Shenzhen Fortune Trend Technology faced institutional sell-offs exceeding 70 million; Minmetals Capital and Dazhong Transportation both experienced significant sell-offs by two first-tier institutional investors; Nations Technologies and Cofco Capital Holdings both received buy orders from two first-tier institutional investors; and Softcom Power faced T trading from a quantitative institutional investor.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total trading volume of Shanghai Stock Connect was 159.688 billion, and the total trading volume of Shenzhen Stock Connect was 141.432 billion.
Looking at the top ten trading stocks in the Shanghai Stock Connect, Kweichow Moutai ranked first, with a turnover exceeding 5 billion; Ping An Insurance and Citic Securities ranked second and third respectively.Looking at the top ten trading stocks in the Shenzhen Stock Connect, Contemporary Amperex Technology ranked first, with a turnover exceeding 5 billion; Wuliangye Yibin and East Money Information ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
From the sector performance perspective, coal, wind power, companies beginning with middle letter, and banks and other sectors have the highest increase, while semiconductors, software, securities, and Hongmeng concept sectors have the highest decrease.
From the main sector fund monitoring data, the main fund net inflow of banks sector ranks first.In terms of sector capital outflows, the computer sector saw the largest net outflow of capital in major sectors.
From the individual stock main fund monitoring data, among the top ten individual stocks with net inflows of main funds, there are more stocks of banks and stocks beginning with middle letter, with Industrial and Commercial Bank of China ranking first in net inflows.Among the top ten individual stocks with outflows of main funds, there are more brokerage stocks, with Tianfeng Securities ranking first in net outflows.
III. ETF trading
Looking at the top ten ETFs in terms of turnover, the ChiNext ETF (159915) tops the list in turnover, while the ChinaAMC STAR50 ETF (58800) ranks second in turnover.
Among the top ten ETFs with the largest turnover growth on a month-on-month basis, the top two are both infrastructure ETFs, with the infrastructure ETF (516950) leading the way with a 236% month-on-month turnover growth.IV. Futures positions
In the four major main contract futures, both long and short sides have significantly increased their positions in IH, IF, and IM contracts. Among them, the long side has increased positions more in the IH contract, while the short side has increased positions more in the IF and IM contracts; both long and short sides have decreased their positions in the IC contract, with the decrease in long positions significantly greater than short positions.V. Dragon-Tiger List
1. Institutions
In terms of buying, recent ipos hehe information received institutional buy orders of 0.195 billion; huafon microfibre, a concept stock of CIPS, received institutional buy orders of over 0.215 billion; Ruantong Power, and Shenzhen Forms Syntron Information were both fiercely played by institutions.In terms of selling, semiconductor stock Kemai Technology faced institutional sell orders of 0.172 billion; Shenzhen Fortune Trend Technology faced institutional sell orders of over 70 million, Sealand faced institutional sell orders of over 80 million.
2. Institutional investors
High-priced stocks plummeted, with first-tier private equity funds showing significantly increased activity, with many individual stocks being sold by private equity funds exceeding tens of billions. Among them, Jiangsu Hoperun Software was sold by four first-tier private equity funds, with all four private equity funds selling amounts exceeding tens of billions, totaling nearly 1 billion in sell orders; Minmetals Capital, and Dazhong Transportation both faced large sell-offs by two first-tier private equity funds; Nations Technologies Inc. and Cofco Capital Holdings both received buy orders from two first-tier private equity funds.
There has been a slight increase in the activity of algo funds, as Jiangsu Hoperun Software was targeted by a block orders for day trading.