①光伏概念股德业股份遭四家机构合计卖出4.38亿;PCB概念股世运电路遭三家机构合计卖出5.23亿。②跨境支付概念股长亮科技获四家一线游资席位买入,合计买入金额超3亿。
沪深股通今日合计成交2207.21亿,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,房地产板块主力资金净流入居首。ETF成交方面,香港证券ETF(513090)成交额位居首位。期指持仓方面,IM期指主力合约空头减仓数量大于多头。龙虎榜方面,金地集团获机构买入2.84亿;经纬辉开获机构买入1.31亿;常山北明获机构买入1.6亿,获中信建投杭州庆春路营业部买入1.34亿;深圳华强遭机构卖出超7000万,获三家一线游资席位买入,合计买入金额超2.5亿;德业股份获两家量化席位买入。
一、沪深股通前十大成交
今日沪股通总成交金额为1092.6亿,深股通总成交金额为1114.61亿。
从沪股通前十大成交个股来看,贵州茅台位居首位;招商银行和中信证券分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和比亚迪分居二、三位。
二、板块个股主力大单资金
从板块表现来看,四川、贵金属、房地产、脑机接口等板块涨幅居前,铜高速连接、电商、光伏、CPO等板块跌幅居前。
从主力板块资金监控数据来看,房地产板块主力资金净流入居首。
板块资金流出方面,电子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所属板块较为杂乱,四川长虹净流入居首。
主力资金流出前十的个股所属板块较为杂乱,润和软件净流出居首。
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,成交超百亿;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,前两位均为地产ETF,其中地产ETF(159707)成交额环比增长94%位居首位;三只黄金ETF也位居前十行列,其中黄金ETF(518880)成交额环比增长64%位居第四位。
四、期指持仓
四大期指主力合约中,IH、IF、IC合约多空双方均加仓,IH、IF合约空头加仓数量较多,IC合约多头加仓数量略多;IM合约多空双方都均减仓,空头减仓数量较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度有所提升,买入方面,金地集团获机构买入2.84亿;折叠屏概念股经纬辉开获机构买入1.31亿;鸿蒙概念股常山北明获机构买入1.6亿。
卖出方面,光伏概念股德业股份遭机构卖出4.38亿;PCB概念股世运电路遭机构卖出5.23亿;华为海思概念股深圳华强遭机构卖出超7000万。
2、游资
一线游资活跃度有所提升,跨境支付概念股长亮科技获四家一线游资席位买入,合计买入金额超3亿;遭机构卖出的深圳华强获三家一线游资席位买入,合计买入金额超2.5亿;常山北明获中信建投杭州庆春路营业部买入1.34亿。
量化资金活跃度较高,德业股份获两家量化席位买入。
①PV concept stock DEYE Corporation was sold by a total of four institutions for 0.438 billion; PCB concept stock Olympic Circuit Technology was sold by a total of three institutions for 0.523 billion. ②Cross-border payment concept stock Shenzhen Sunline Tech was bought by four first-tier venture capital seats, with a total purchase amount exceeding 0.3 billion.
Shanghai and Shenzhen Stock Connect had a total turnover of 220.721 billion today, with Kweichow Moutai and Contemporary Amperex Technology leading in turnover for Shanghai and Shenzhen Stock Connect respectively. In terms of sector main funds, the real estate sector led in net inflow of main funds. In terms of ETF turnover, E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranked first in turnover. As for futures positions, the IM futures main contract saw a decrease in short positions greater than long. In terms of the Dragon and Tiger List, Gemdale Corporation was bought by institutions for 0.284 billion; tianjin jingwei huikai optoelectronic was bought by institutions for 0.131 billion; shijiazhuang changshan beiming technology was bought by institutions for 0.16 billion, and was bought by Hangzhou Qingchun Road Business Department of China Securities Co.,Ltd. for 0.134 billion; Shenzhen Huaqiang Industry was sold by institutions for over 70 million, bought by three first-tier venture capital seats, with a total purchase amount exceeding 0.25 billion; DEYE Corporation was bought by two quantitative seats.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
The total turnover of Shanghai Stock Connect today was 109.26 billion, while the total turnover of Shenzhen Stock Connect was 111.461 billion.
Looking at the top ten traded stocks in Shanghai Stock Connect, Kweichow Moutai ranked first; CM Bank and CITIC Securities ranked second and third respectively.
Looking at the top ten traded stocks in Shenzhen Stock Connect, Contemporary Amperex Technology ranked first; East Money Information and BYD Company Limited ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, sichuan, precious metals, real estate, brain-computer interface and other sectors have the highest increase, while copper high-speed connection, e-commerce, pv, CPO and other sectors have the largest decrease.
From the main sector capital monitoring data, real estate sector has the highest net inflow of main funds.
In terms of main capital outflows by sector, the electronics sector saw a net outflow of main capital.
From the main stock capital monitoring data, the sectors of the top ten stocks with the highest net inflow of main funds are relatively mixed, with sichuan changhong leading in net inflow.
The sectors of the top ten stocks with the highest net outflow of main funds are relatively mixed, with jiangsu hoperun software leading in net outflow.
III. ETF trading
Looking at the top ten ETFs in terms of turnover, E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in turnover, with a turnover exceeding one hundred billion; China Securities Co.,Ltd. 300ETF (510300) ranks second in turnover.
Looking at the top ten ETFs in terms of month-on-month turnover growth, the top two are both real estate ETFs, with Real Estate ETF (159707) leading the way with a 94% month-on-month turnover growth; three gold ETFs also make it to the top ten, with Gold ETF (518880) ranking fourth in terms of a 64% month-on-month turnover growth.
IV. Futures positions
Among the four main futures contracts, IH, IF, and IC contracts saw both long and short positions increasing. IH and IF contracts had more short positions added, while IC contracts had slightly more long positions added; IM contracts saw both long and short positions decreasing, with more short positions reduced.
V. Dragon-Tiger List
1. Institutions
In terms of buying, gemdale corporation received institutional buy orders of 0.284 billion; tianjin jingwei huikai optoelectronic, a folding screen concept stock, received institutional buy orders of 0.131 billion; shijiazhuang changshan beiming technology, a harmony os concept stock, received institutional buy orders of 0.16 billion.
In terms of selling, jiangsu hoperun software, a pv concept stock, encountered institutional sell orders of 0.438 billion; olympic circuit technology, a pcb concept stock, encountered institutional sell orders of 0.523 billion; shenzhen huaqiang industry, a huawei hisilicon concept stock, encountered institutional sell orders exceeding 70 million.
2. Institutional investors
The activity of first-tier speculative funds has increased, with shenzhen sunline tech, a cross-border payment concept stock, receiving buy orders from four first-tier speculative investors, totaling over 0.3 billion; shenzhen huaqiang industry, which was sold by institutions, received buy orders from three first-tier speculative investors, totaling over 0.25 billion; shijiazhuang changshan beiming technology received buy orders of 0.134 billion from china securities co.,ltd. hangzhou qingchun road business department.
The activity of algo funds is relatively high, with jiangsu hoperun software receiving buy orders from two algo positions.