GuShiio.com ① Enlight Media, which hit a record high, was sold by two institutions for 308 million yuan, and the stock was also sold by institutions for more than 70 million yuan yesterday.
② The activity of hot money increased significantly against the trend, and multiple stocks received more than 100 million yuan in transactions. Among them, Giant Wheel Intelligence received a total purchase of 378 million yuan from four first-line hot money seats, and Lotus Holdings received a purchase of 278 million yuan from the Chongqing Jinkai Avenue Business Department of Founder Securities.
The total turnover of Shanghai and Shenzhen Stock Connect today was 189.965 billion yuan, of which Weil and BYD ranked first in the turnover of individual stocks in Shanghai Stock Connect and Shenzhen Stock Connect. In terms of the main funds of the sector, the net inflow of main funds from the industrial metals sector ranks first. In terms of ETF transactions, the turnover of the S & P Oil and Gas ETF(513350) increased by 1731% month-on-month. In terms of futures index positions, the number of short positions in IF and IM contracts is greater than that in long positions. In terms of the Dragon and Tiger List, Jinqiao Information received 102 million yuan in institutional purchases; Youke received 251 million yuan in institutional purchases, and Capital Online received more than 50 million yuan in institutional purchases; Junda shares were sold by institutions for 143 million yuan; Leo shares were sold by institutions for nearly 100 million yuan; Lianchuang Electronics was sold by institutions for more than 60 million yuan; Tuowei Information was sold by Guotai Junan Shanghai Haiyang West Road Sales Department; Zhejiang Dongfang was sold by a quantitative seat for 134 million yuan.
1. The top ten transactions of the Shanghai and Shenzhen Stock Connect
The total transaction volume of Shanghai Stock Connect today was 84.544 billion yuan, and the total transaction volume of Shenzhen Stock Connect was 105.421 billion yuan.
Judging from the top ten traded stocks of Shanghai Stock Connect, Weil shares ranked first; Kweichow Moutai and Cambrian ranked second or third.
Judging from the top ten traded stocks of Shenzhen Stock Connect, BYD ranks first; Ningde Times and Inspur Information rank second or third.
2. The main single funds of individual stocks in the sector
In terms of sector performance, copper high-speed connections, cultural media, gold, IP economy and other sectors were among the top gainers, while medical informatization, semiconductors, liquor, and complete vehicles were among the top losers.
Judging from the fund monitoring data of the main sector, the net inflow of main funds from the industrial metals sector ranks first.
In terms of sector capital outflows, the net outflow of main funds from the computer sector ranks first.
Judging from the monitoring data of the main funds of individual stocks, the sectors of the top ten stocks with net inflows of main funds are relatively messy, with Giant Ship Intelligence ranking first in net inflows.
The top ten stocks with the main capital outflow belong to relatively messy sectors, with Cyrus ranking first in net outflow.
3. ETF transactions
Judging from the top ten ETFs with turnover, the top two are all HSI related ETFs, of which the Hang Seng Technology Index ETF(513180) ranks first in turnover.
Judging from the top 10 ETFs with month-on-month growth in turnover, the turnover of many cross-border ETFs has increased significantly, with its China Standard Oil and Gas ETF(513350) ranking first with a month-on-month growth of 1731%.
4. Futures index positions
Among the four major futures contracts, long positions in IH and IC contracts add positions and short positions in IH and IC contracts reduce positions; both long and short positions in IF and IM contracts reduce positions, and the number of short positions is large.
5. Dragon and Tiger List
1. Institutions
Today, institutional activity in the Dragon and Tiger List is average. In terms of buying, Jinqiao Information received 102 million institutional purchases;DeepSeek concept stock received 251 million institutional purchases, and Capital Online received more than 50 million institutional purchases.
In terms of selling, Junda shares, the photovoltaic concept stock, were sold by institutions for 143 million yuan; Enlight Media was sold by institutions for 308 million yuan; Leo shares, the AI agent concept stock, were sold by institutions for nearly 100 million yuan; BYD’s smart driving concept stock, Lianchuang Electronics, was sold by institutions for more than 60 million yuan.
2. Hot money
Front-line hot money activity is relatively high. Enlight Media was sold by CITIC Securities’s Beijing Jianwai Street Sales Department for 456 million yuan, which also sold 352 million yuan in the stock yesterday; the robot concept stock Juluan Intelligent received a total of 378 million yuan from four front-line hot money seats;DeepSeek concept stock Lotus Holdings was purchased by Founder Securities Chongqing Jinkai Avenue Sales Department for 278 million yuan; Tuowei Information was sold by Guotai Junan Shanghai Haiyang West Road Sales Department for 271 million yuan.
Quantitative capital activity was average. DeepSeek concept stock Zhejiang Oriental was sold by a quantitative company for 134 million yuan.
