Data shows that "Northbound + Hot Money + Quantitative" are teaming up to aggressively scoop up Shangneng Electric, with institutional activity significantly decreasing.

Translated from: Financial Associated Press

Today, the Shanghai and Shenzhen Stock Connect had a total transaction volume of 339 billion yuan, with Zijin Mining and CATL ranking first in transaction amounts for the Shanghai and Shenzhen Stock Connect respectively. In terms of sector capital, the new energy sector saw the largest net capital inflow. In ETF transactions, the photovoltaic ETF (159857) experienced a 197% increase in transaction volume compared to the previous period.

On the Dragon and Tiger List, the energy storage concept stock, Sungrow Power, hit the 20% limit up, with two retail investors (Guotai Junan Securities Ziyang Dong Road, Guotai Junan Securities Sanya Yingbin Road) purchasing 234 million and 102 million respectively, and the Shenzhen Stock Connect buying 254 million, while a quantitative fund (Kyg Security Xi’an Taihua Road) bought 105 million.

1. Top Ten Transactions in Shanghai and Shenzhen Stock Connect

Today, the total transaction amount for the Shanghai Stock Connect was 152.841 billion yuan, and for the Shenzhen Stock Connect, it was 186.247 billion yuan.

From the top ten transaction stocks in the Shanghai Stock Connect, Zijin Mining ranked first; Yuanjie Technology and Zhaoyi Innovation ranked second and third respectively.

From the top ten transaction stocks in the Shenzhen Stock Connect, CATL ranked first; Xinyi Optical and Zhongji Xuchuang ranked second and third respectively.

2. Major Capital Flows in Sectors

From the sector performance perspective, photovoltaic, battery, and electric power sectors led in gains, while computing leasing, AI applications, and chemicals sectors saw the largest declines.

According to the monitoring data of major sector capital, the new energy sector had the largest net capital inflow.

In terms of capital outflows, the computer sector had the largest net capital outflow.

From the monitoring data of major stock capital, the stocks with the top ten net capital inflows were relatively diversified, with Zhongji Xuchuang seeing the largest net inflow.

The stocks with the top ten net capital outflows were also relatively diversified, with Dongfang Caifu seeing the largest net outflow.

3. ETF Transactions

From the top ten ETFs by transaction volume, the Gold ETF Hu’an (518880) ranked first, while the S&P Oil & Gas ETF Jiasheng (159518) was second.

From the top ten ETFs by percentage increase in transaction volume, the photovoltaic ETF (159857) saw a 197% increase, ranking first; the S&P Oil & Gas ETF Jiasheng (159518) saw a 160% increase, ranking second.

4. Futures Positions

Among the four major futures contracts, IH, IF, IC, and IM contracts saw both long and short positions increase, with the IM contract seeing a relatively large increase in short positions.

5. Dragon and Tiger List

6. Institutions

Today, the activity of institutions on the Dragon and Tiger List significantly decreased, with Meili Cloud receiving purchases of 172 million from four institutions. Jinlang Technology rose and then fell, receiving 115 million from three institutions while experiencing a sell-off of 61.44 million from one institution.

2. Retail Investors

First-tier retail investors were quite active; the energy storage concept stock, Sungrow Power, hit the 20% limit up, with two retail investors (Guotai Junan Securities Ziyang Dong Road, Guotai Junan Securities Sanya Yingbin Road) purchasing 234 million and 102 million respectively, while the Shenzhen Stock Connect bought 254 million.

Quantitative funds were also quite active, with Sungrow Power receiving purchases of 105 million from one quantitative fund (Kyg Securities Xi’an Taihua Road). Four quantitative funds fiercely competed for Yuanjie Technology, with two funds (Guotai Junan Securities Headquarters, JPMorgan Chase China Yincheng Middle Road) collectively purchasing 319 million, while two other funds (CITIC Securities Shanghai Branch, UBS Securities Shanghai Huayuan Shiqiao Road) collectively sold 314 million.

(Financial Associated Press, Fei Zihao)

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