①本周以来龙虎榜机构活跃度持续下降,买入个股数量和金额均持续减少。②跌停的中国卫通获两家量化资金席位买入,合计买入金额超1.2亿。
沪深股通今日合计成交2346.04亿,其中赛力斯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,家用电器板块主力资金净流入居首。ETF成交方面,中证500ETF华夏(512500)成交额环比增长122%。期指持仓方面,IC合约多头加仓数量明显大于空头。龙虎榜方面,天地在线获机构买入超6000万;深振业A遭机构卖出超6000万;和而泰遭机构卖出超8000万;东华软件遭机构卖出超6000万;拓维信息获两家一线游资席位买入,合计买入超4亿;渤海租赁获国泰君安三亚迎宾大道营业部买入3.56亿;金桥信息获一家量化席位买入超7000万,遭一家量化席位大幅做T。
一、沪深股通前十大成交
今日沪股通总成交金额为1118.59亿,深股通总成交金额为1227.45亿。
从沪股通前十大成交个股来看,赛力斯位居首位;贵州茅台和中信证券分居二、三位。
从深股通前十大成交个股来看,宁德时代位居首位;东方财富和北方华创分居二、三位。
二、板块个股主力大单资金
从板块表现来看,ST、保险等少数板块上涨,光刻机、军工电子、CPO、半导体等板块跌幅居前。
从主力板块资金监控数据来看,家用电器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,流出金额超两百亿。
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,拓维信息净流入居首。
主力资金流出前十的个股所属板块较为杂乱,东方财富净流出居首。
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;科创50ETF(588000)成交额位居第二位。
从成交额环比增长前十的ETF来看,A50ETF基金(159592)成交额环比增长244%位居首位;多只中证500ETF成交额大增,其中中证500ETF华夏(512500)成交额环比增长122%位居第二位。
四、期指持仓
四大期指主力合约多空双方均加仓,IH合约空头加仓数量较多;IF、IC、IM合约多头加仓数量较多,其中IC合约多头加仓数量明显大于空头。
五、龙虎榜
1、机构
今日龙虎榜机构活跃度持续下降,买入方面,抖音概念股天地在线获机构买入超6000万;三维化学获机构买入超2000万。
卖出方面,深振业A遭机构卖出超6000万;摩尔线程概念股和而泰遭机构卖出超8000万;鸿蒙概念股东华软件遭机构卖出超6000万。
2、游资
一线游资活跃度有所下降,鸿蒙概念股拓维信息获两家一线游资席位买入,合计买入超4亿;渤海租赁获国泰君安三亚迎宾大道营业部买入3.56亿;中国卫通遭银河证券大连黄河路营业部卖出1.31亿。
量化资金活跃度有所下降,金桥信息获一家量化席位买入超7000万,遭一家量化席位大幅做T;中国卫通获两家量化席位合计买入超1.2亿。
① Since this week, the activity of Dragon Tiger List institutions has continued to decline, and the number and amount of individual shares purchased have continued to decrease. ② China SATCOM, which had declined to a standstill, was bought by two quantitative capital seats, with a total purchase amount exceeding 0.12 billion.
The total turnover of Shanghai and Shenzhen Stock Connect today was 234.604 billion. Among them, Cyrus and Ningde Times ranked first among individual stocks in terms of turnover between Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the main capital of the sector, the household appliances sector had the highest net inflow of main capital. In terms of ETF transactions, the turnover of the China Securities 500 ETF Huaxia (512500) increased 122% month-on-month. In terms of futures positions, the number of IC contract long positions added is clearly greater than short positions. In terms of the Dragon Tiger List, Tiandi Online was bought over 60 million by institutions; Shenzhen Zhenye A sold over 60 million; Hetai sold over 80 million; Donghua Software sold over 60 million; Topway Information was bought by two first-tier tourist seats, totaling more than 0.4 billion; Bohai Leasing was bought by Cathay Pacific Junan Sanya Yingbin Avenue Sales Department; Jinqiao Information was bought by more than 70 million quantified seats and a large number of quantified seats by a company Do T.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
Today, the total turnover of Shanghai Stock Connect was 111.859 billion, and the total transaction amount of Shenzhen Stock Connect was 122.745 billion.
Judging from the top ten traded individual stocks on Shanghai Stock Connect, Cyrus ranked first; Kweichow Moutai and CITIC Securities ranked second and third.
Judging from the top ten traded individual stocks on Shenzhen Stock Connect, the Ningde era ranked first; Dongfang Wealth and North Huachuang ranked second and third respectively.
II. Major order capital for individual stocks in the sector
Judging from sector performance, a few sectors such as ST and insurance rose, while sectors such as lithography machines, military electronics, CPO, and semiconductors registered the highest declines.
Judging from the capital monitoring data of the main sector, the household appliances sector has the highest net inflow of main capital.
In terms of capital outflows from the sector, the electronic sector has the largest net outflow of the main capital, with outflows exceeding 200 billion dollars.
Judging from the monitoring data of the main capital of individual stocks, the net inflow of main capital into the top ten individual stock sectors is quite chaotic, with Topway Information leading the net inflow.
The main capital outflows to the top ten individual stock sectors are quite chaotic, with Oriental Wealth leading the net outflow.
3. ETF Transactions
Looking at the top ten ETFs by turnover, the Hong Kong Stock Exchange ETF (513090) ranked first in terms of turnover; the Sci-Tech Innovation 50 ETF (588000) ranked second in terms of turnover.
Looking at the top ten ETFs with a month-on-month increase in turnover, the A50 ETF Fund (159592) ranked first with a 244% month-on-month increase in turnover; many CSIC 500 ETFs saw a sharp increase in turnover. Among them, the China Securities 500 ETF Huaxia (512500) ranked second with a 122% month-on-month increase in turnover.
4. Futures Index Positions
The four major futures indicate that both the long and short sides of the main contract have increased their positions, and the number of short positions added to the IH contract is higher; the number of long positions added to the IF, IC, and IM contracts is higher, and the number of long positions added to the IC contract is clearly greater than the number of short positions.
5. Dragon Tiger List
1. Institutions
Today, institutional activity on the Dragon Tiger List continues to decline. In terms of purchases, the Douyin concept stock Tiandi Online received more than 60 million institutional purchases; 3D Chemical received more than 20 million institutional purchases.
In terms of sales, Shenzhen Zhenye A was sold by institutions for more than 60 million; Moore Thread concept stocks and Ertai were sold by institutions for over 80 million; and Huasoft, the shareholder of Hongmeng Concept, was sold by institutions for more than 60 million.
2. Travel capital
First-tier tourism activity has declined. Hongmeng concept stock Tuowei Information was purchased by two first-tier tourism companies, with a total purchase of over 0.4 billion; Bohai Leasing was bought 0.356 billion by Cathay Pacific Junan Sanya Yingbin Avenue Sales Department; and China Weitong was sold 0.131 billion by the Dalian Huanghe Road Sales Department of Galaxy Securities.
Quantitative capital activity has declined. Jinqiao Information received more than 70 million quantitative seats bought by a single company, which was drastically reduced by a quantitative seat; China SATCOM received a total purchase of more than 0.12 billion in quantitative seats from two companies.