[Data Market Watch] Top-tier speculative funds flock to Snowman Group; intense battle between quant funds and speculative capital for Shengyang Shares

Stock Connect between Shanghai and Shenzhen today totaled 229.18B yuan in trading value. Among them, WuXi AppTec and CATL topped the list for individual stocks in Shanghai Stock Connect and Shenzhen Stock Connect by trading value, respectively. In terms of main-force funds by sector, the electronic sector had the largest net inflow of leading funds. As for ETF trading, the Nasdaq 100 ETF Cathay (513100) saw its trading value increase by 146% month-over-month.

On the 龙虎榜 (Dragon-Tiger List): the controllable nuclear fusion concept stock Xuereng Group hit the daily limit in the late session and received a combined purchase of 183 million yuan from three frontline brokerage proprietary trading firms (Cathay Haitong Securities Chengdu North Yihuan Road, Cathay Haitong Securities Nanjing Taiping South Road, and Cathay Haitong Securities Shanghai Jiangsu Road). Sunyang Co., Ltd. saw a retreat after a surge toward the limit today. One quant fund (Caitong Securities Xi’an Taihua Road) bought 104 million yuan; one proprietary trading firm (Cathay Haitong Securities Shanghai Haiyang West Road) bought 55 million yuan. At the same time, two proprietary trading firms (Cathay Haitong Securities Wuhan Ziyang East Road and Cathay Haitong Securities Chengdu North Yihuan Road) combined sold 259 million yuan.

I. Top 10 stock trading on Shanghai and Shenzhen Stock Connect

For Shanghai Stock Connect, today’s total trading amount was 109.79B yuan; for Shenzhen Stock Connect, today’s total trading amount was 119.39B yuan.

Looking at the top 10 traded stocks under Shanghai Stock Connect, WuXi AppTec ranked first; Zijin Mining and Industrial 富联 ranked second and third, respectively.

Looking at the top 10 traded stocks under Shenzhen Stock Connect, CATL ranked first; Sungrow Power and 中际旭创 ranked second and third, respectively.

II. Main single-order fund flows by sector

Judging from sector performance, sectors such as pharmaceuticals and AI-related hardware led the gains, while sectors such as infrastructure construction, power, and coal led the declines.

According to monitoring data for leading sector funds, the electronic sector had the largest net inflow of leading funds.

In terms of sector fund outflows, the 電新 industry had the largest net outflow of leading funds.

From monitoring data on leading funds at the individual-stock level, the sectors of the top 10 stocks by net inflow of leading funds are relatively dispersed, with Yongding Co., Ltd. leading in net inflow.

The sectors of the top 10 stocks by net outflow of leading funds are relatively dispersed as well, with Sungrow Power leading in net outflow.

III. ETF trading

Among the top 10 ETFs by trading value, the Hong Kong-listed innovative drug ETF 广发 (513120) ranked first by trading value, and the gold ETF 华安 (518880) ranked second.

Among the top 10 ETFs by month-over-month growth in trading value, the Nasdaq 100 ETF Cathay (513100) led with a 146% increase month-over-month, and the Nasdaq Technology ETF Invesco (159509) ranked second with a 143% increase month-over-month.

IV. Futures open interest

Among the four major index futures contracts, in IH, IF, IC, and IM contracts, both long and short sides reduced positions. For the IF contract, the number of short-side position reductions was larger, while for the IM contract, the number of long-side position reductions was larger.

V. Dragon-Tiger Board

1. Institutions

Today, institutional activity on the Dragon-Tiger List was relatively high. Commercial aerospace popularity stock 神剑股份 received purchases totaling 181 million yuan from five institutions. The pharmaceutical sector saw a strong surge: KeAiLing received 108 million yuan in purchases from three institutions, while also being sold 51.5 million yuan by two institutions.

2. Proprietary trading firms

Frontline proprietary trading firms had relatively high activity. The controllable nuclear fusion concept stock Xuereng Group hit the daily limit again in the late session and received a combined buy of 183 million yuan from three frontline proprietary trading firms (Cathay Haitong Securities Chengdu North Yihuan Road, Cathay Haitong Securities Nanjing Taiping South Road, and Cathay Haitong Securities Shanghai Jiangsu Road). Sunyang Co., Ltd. received 55 million yuan in a purchase from one proprietary trading firm (Cathay Haitong Securities Shanghai Haiyang West Road), and meanwhile two proprietary trading firms (Cathay Haitong Securities Wuhan Ziyang East Road and Cathay Haitong Securities Chengdu North Yihuan Road) combined sold 259 million yuan.

Quant funds had relatively high activity as well. Sunyang Co., Ltd. surged toward the limit but pulled back today; one quant (Caitong Securities Xi’an Taihua Road) bought 104 million yuan.

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