今日沪股通总成交金额为1426.67亿，深股通总成交金额为1569.92亿。①The trading volume of multiple US stock-related index ETFs increased significantly, with the trading volume of gfnz100 (513100) increasing by 273% month-on-month. ②Major financial stocks like Shenzhen Ysstech Info-Tech saw consecutive buying activities at the China Merchants Securities Fuzhou Liuyi Zhong Road branch for two days in a row, with each purchase exceeding one billion yuan.
The total turnover of the Shanghai and Shenzhen stock connects today amounted to 299.659 billion, with Chongqing Sokon Industry Group Stock and Contemporary Amperex Technology taking the lead in turnover in the Shanghai and Shenzhen stock connects, respectively. In terms of sector funding, the cultural media sector received the most net inflow of block orders. Regarding ETF trading, the e fund csi hongkong bond investment theme ETF (513090) took the top spot in terms of turnover. As for the futures contracts, the main contract for the IM futures index saw an increase in long positions and a decrease in short positions. In the list of top buyers of the day, China Greatwall Technology Group attracted institutional buy orders of 0.118 billion; Huachangda Intelligent Equipment Group faced institutional selling pressure of over 60 million; Wuxi Taiji Industry faced institutional selling pressure of over 50 million; First Capital encountered institutional selling pressure of over 40 million and also faced selling from an algo position of 0.14 billion; Tongfu Microelectronics received buy orders from China Securities Co., Ltd. Peking Chaowai Street branch of 0.427 billion, while facing selling pressure from the collective actions of two frontline private equity players of 0.351 billion; Shuangliang Eco-Energy Systems saw selling pressure from Citic Securities Xi'an Zhuque Street branch of 0.173 billion; Ningbo Xusheng Group attracted buy orders from three algo positions.
1. The top ten turnover of Shanghai and Shenzhen Stock Connect.
Today, the total turnover of the Shanghai stock connect was 142.667 billion, while the total turnover of the Shenzhen stock connect was 156.992 billion.
Looking at the top ten traded stocks on the Shanghai stock connect, Chongqing Sokon Industry Group Stock ranked first; China Securities Co., Ltd. and Kweichow Moutai took second and third places, respectively.Looking at the top ten traded stocks on the Shenzhen stock connect, Contemporary Amperex Technology ranked first; East Money Information and Luxshare Precision Industry took second and third places, respectively.
2. Sector individual stock block orders funding.
In terms of sector performance, the agriculture, gaming, low-altitude economy, and real estate sectors saw the highest increase, while the diversified finance, AI mobile phones, banking, and coal sectors experienced the highest declines.
According to the main sector fund monitoring data, the cultural media sector has the largest 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 individual stock main capital monitoring data, the sectors of the top ten stocks with net inflows of main capital are relatively chaotic, with BAIC Bluepark New Energy Technology ranking first in net inflow.The top ten net outflow stocks came from a mix of sectors, with Chongqing Sokon Industry Group being the top net outflow stock.
III. ETF trading
Looking at the top ten ETFs by trading volume, E Fund CSI Hongkong Bond Investment Theme ETF (513090) ranks first in trading volume; Yifangda GEM ETF (159915) ranks second in trading volume.
Looking at the top ten ETFs with MoM growth in trading volume, the trading volume of several US-related index ETFs increased significantly, with GFNZ100 (513100) ETF's trading volume growing by 273% ranking first.IV. Futures contract positions
In the four main index futures contracts, IH, IF, and IC contracts both reduced their long and short positions, with a significant decrease in short positions; IM contracts slightly increased long positions and reduced short positions.Five, Dragon and Tiger List
1. Institutions
In today's list of institutional trading activity, the buying side saw robot concept stock Suzhou Suncen Science & Technology Co.,Ltd. receive institutional buying exceeding 50 million; while technology and innovation concept stock China Great Wall Technology Group Co., Ltd. received institutional buying of 0.118 billion.On the selling side, robot concept stock Huachangda Intelligent Equipment Group Co.,Ltd. faced institutional selling of over 60 million; chip concept stock Wuxi Taiji Industry Co.,Ltd. faced institutional selling of over 50 million; and First Capital faced institutional selling of over 40 million.
2. Retail Investors
The activity of first-tier private equity investors has slightly decreased, with internet finance concept stock Shenzhen Ysstech Info-tech Co., Ltd. receiving buying from two first-tier private equity investors for amounts exceeding hundreds of millions. Among them, China Merchants Securities Fuzhou 61 Middle Road branch has been buying this stock for 2 consecutive days. Tongfu Microelectronics faced intense trading by first-tier private equity investors, with China Securities Co., Ltd. Beijing Chaowai Street branch buying 0.427 billion while facing a total selling of 0.351 billion from two first-tier private equity investor positions. PV concept stock Shuangliang Eco-Energy Systems Co.,Ltd. faced selling of 0.173 billion from Citic Securities Xi'an Zhuque Street branch.
Quantitative capital has been highly active, with Tesla concept stock Ningbo Xusheng Group receiving buying from three quantitative positions; while First Capital faced selling of 0.14 billion from one quantitative institutional position.