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【数据看盘】机构活跃度持续下降 两家量化席位联手抄底中国卫通

[Data Observation] The activity of institutions continues to decline as two algo positions join forces to buy china satellite communications at a low price.

cls.cn ·  Nov 14, 2024 18:12

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.
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