①IH、IF期指主力合约空头均减仓近3000手,减仓数量明显大于多头。②消费电子概念股欧菲光获机构买入超5000万,同时获中信建投北京朝外大街营业部买入2.57亿。
沪深股通今日合计成交2038.72亿,其中贵州茅台和东方财富分居沪股通和深股通成交额个股首位。板块主力资金方面,光学光电子板块主力资金净流入居首。ETF成交方面,中证A50指数ETF(159593)成交额环比增长170%。期指持仓方面,IC、IM期指主力合约多头加仓数量大于空头。龙虎榜方面,金地集团获机构买入1.86亿;经纬辉开获机构买入1.21亿,获一家量化席位买入超4000万;新城控股遭机构卖出超4000万;青龙管业遭机构卖出超8000万;长亮科技遭游资激烈博弈;常山北明遭中信建投杭州庆春路营业部卖出1.55亿。
一、沪深股通前十大成交
今日沪股通总成交金额为999.53亿,深股通总成交金额为1039.18亿。
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,东方财富位居首位;宁德时代和五粮液分居二、三位。
二、板块个股主力大单资金
从板块表现来看,铜高速连接、数据安全、消费电子、软件开发等板块涨幅居前,房地产、白酒、化肥、脑机接口等板块跌幅居前。
从主力板块资金监控数据来看,光学光电子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所属板块较为杂乱,软通动力净流入居首。
主力资金流出前十的个股所属板块较为杂乱,常山北明净流出居首。
三、ETF成交
从成交额前十的ETF来看,沪深300ETF(510300)成交额成交额位居首位,成交超百亿;香港证券ETF(513090)成交额位居第二位。
从成交额环比增长前十的ETF来看,多只A50指数ETF位居前十行列,其中中证A50指数ETF(159593)成交额环比增长170%位居首位。
四、期指持仓
四大期指主力合约中,IH、IF合约多空双方均减仓,且空头减仓数量均明显大于多头;IC、IM合约多空双方均加仓,多头加仓数量均较多。
五、龙虎榜
1、机构
龙虎榜机构活跃度一般,买入方面,金地集团获机构买入1.86亿,折叠屏概念股经纬辉开获机构买入1.21亿,两只个股均连续两日获机构买入;消费电子概念股欧菲光获机构买入超5000万。
卖出方面,地产股新城控股遭机构卖出超4000万;水利股青龙管业遭机构卖出超8000万。
2、游资
一线游资活跃度较高,跨境支付概念股长亮科技遭游资激烈博弈,获四家一线游资席位买入两家一线游资席位卖出;深圳华强获两家一线游资席位买入一家一线游资席位卖出;欧菲光获中信建投北京朝外大街营业部买入2.57亿;常山北明遭中信建投杭州庆春路营业部卖出1.55亿。
量化资金活跃度一般,经纬辉开获一家量化席位买入超4000万。
①The main short positions of IH and IF stock index futures reduced positions by nearly 3000 lots, with a significant decrease in the number of short positions compared to long positions. ②In the consumer electronics sector, OFILM Group received institutional buy orders exceeding 50 million, and also received 0.257 billion in buy orders from the China Securities Co., Ltd. Beijing Chaowai Street Branch.
The total turnover of Shanghai-Shenzhen Stock Connect today was 203.872 billion, with Kweichow Moutai and East Money Information leading the turnover in Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect respectively. In terms of sector main capital flow, the optics optoelectronics sector topped the list in terms of net inflow of main capital. In terms of ETF trading, the turnover of the CSI 300 Index ETF (159593) increased by 170% month-on-month. In terms of futures positions, the long positions of the IC and IM main contracts exceeded the short positions. In terms of the Dragon and Tiger List, Gemdale Corporation received institutional buy orders of 0.186 billion; Tianjin Jingwei Huikai Optoelectronic received institutional buy orders of 0.121 billion, with a quantitative trading seat buying more than 40 million; Seazen Holdings faced institutional sell orders exceeding 40 million; Ningxia Qinglong Pipes Industry Group faced institutional sell orders exceeding 80 million; Shenzhen Sunline Tech faced intense speculation from individual investors; Shijiazhuang Changshan Beiming Technology faced sell orders of 0.155 billion from the China Securities Co., Ltd. Hangzhou Qingchun Road Branch.
I. Top ten trading volumes of the Shanghai-Hong Kong Stock Connect
Today, the total turnover of Shanghai-Hong Kong Stock Connect was 99.953 billion, and the total turnover of Shenzhen-Hong Kong Stock Connect was 103.918 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 trading stocks in the Shenzhen-Hong Kong Stock Connect, East Money Information ranked first; Contemporary Amperex Technology and Wuliangye Yibin ranked second and third respectively.
II. Bulk orders of individual stocks in different sectors
In terms of sector performance, sectors such as copper high-speed connection, data security, consumer electronics, and software development are among the top gainers, while real estate, baijiu, fertilizers, and brain-computer interface are among the top decliners.
From the monitoring data of the main sector funds, the optical optoelectronics sector has the highest net inflow of main funds.
Regarding sector fund outflows, the real estate sector leads in net outflows of main funds.
From the monitoring data of main funds for individual stocks, the sectors of the top ten stocks with the highest net inflow of main funds are quite mixed, with software development technologies ranking first in net inflows.
The sectors of the top ten stocks with main fund outflows are quite diversified, with shijiazhuang changshan beiming technology ranking first in net outflows.
III. ETF trading
Looking at the top ten ETFs in terms of trading volume, the turnover of the Shanghai and Shenzhen 300 ETF (510300) ranks first, with a turnover exceeding one hundred billion; the turnover of the Hong Kong Securities ETF (513090) ranks second.
Looking at the top ten ETFs in terms of month-on-month growth in turnover, multiple A50 index ETFs are among the top ten, with the China Securities A50 Index ETF (159593) leading the way with a 170% month-on-month growth in turnover.
IV. Futures positions
In the four main contracts of futures, both long and short positions reduced their positions in the IH and IF contracts, with the number of short positions reduced significantly more than long positions; while both long and short positions increased their positions in the IC and IM contracts, with more long positions added.
V. Dragon-Tiger List
1. Institutions
In terms of institutions' activity on the Dragon and Tiger List, in the buying aspect, Gemdale Corporation received institutional buy orders of 0.186 billion. Tianjin Jingwei Huikai, a folding screen concept stock, received institutional buy orders of 0.121 billion, both stocks have received institutional buy orders for two consecutive days. Consumer electronics concept stock OFILM Group Co., Ltd received institutional buy orders exceeding 50 million.
In terms of selling, real estate stock Seazen Holdings encountered institutional sell orders exceeding 40 million; water conservancy stock Ningxia Qinglong Pipes Industry Group encountered institutional sell orders exceeding 80 million.
2. Institutional investors
First-tier hot money shows higher activity levels. Shenzhen Sunline Tech faced intense speculation from hot money in the cross-border payment concept stock sector, with buy orders from four first-tier hot money seats and sell orders from two first-tier hot money seats; Shenzhen Huaqiang Industry received buy orders from two first-tier hot money seats and sell orders from one first-tier hot money seat; OFILM Group Co., Ltd received 0.257 billion buy orders from China Securities Co., Ltd. Peking Chaowai Street Business Department; Shijiazhuang Changshan Beiming Technology encountered 0.155 billion sell orders from China Securities Co., Ltd. Hangzhou Qingchun Road Business Department.
The quant fund activity is average, tianjin jingwei huikai optoelectronic obtained a quantitative seat buying over 40 million.