Data shows that multiple semiconductor ETFs saw a sharp surge in shares last week. Speculative funds and related institutions are rushing to accumulate positions in Aerospace Electric Devices.

Originally from: Caixin News

Today Hong Kong stocks are closed, and Northbound funds are paused during this period.
In terms of sector main funds, the basic chemical sector leads in net inflow.
Regarding ETF trading, several semiconductor-related ETFs saw a large increase in shares, with Guotai Semiconductor Equipment ETF (159516) increasing its shares by over 10 billion last week.
Additionally, Guotai Chip ETF (512760) increased its shares by 5.75B last week.
On the top traders list, Aerospace Electric hit the daily limit up, with three institutions buying in 206 million, while two retail funds (Guotai Haitong Securities Shanghai Zhongshan East Road, Guotai Haitong Securities Shanghai Jiangsu Road) combined bought 123 million.

1. Top 10 transactions of Shanghai and Shenzhen Stock Connect

HKEX was closed today (April 7 ) due to the Easter holiday, with South and Northbound trading suspended.

2. Main large orders in sector stocks

Looking at sector performance, chemicals, sports industry, and pork sectors led gains, while insurance, banking, and precious metals sectors declined.

From the main fund monitoring data, the basic chemical sector ranks first in net inflow of main funds.

In terms of fund outflows, the electric new industry sector shows the largest net outflow.

Regarding individual stocks, the top ten stocks by net main fund inflow are quite dispersed across sectors, with Nord股份 (Nord Shares) leading in net inflow.

The top ten stocks by net main fund outflow are also dispersed, with Goldwind Technology (Goldwind) leading in net outflow.

3. ETF trading

Among the top ten ETFs by trading volume, Huatai-PineBridge A500 ETF (563360) ranks first, followed by Southern A500 ETF (159352).

Among ETFs with the highest month-over-month growth in trading volume, Guotai Gold ETF (518800) increased by 146%, ranking first; GF Automotive ETF (520600) increased by 134%, ranking second.

In the top ten ETFs with share growth last week, Guotai Semiconductor Equipment ETF (159516) increased by 12.05B shares, ranking first; Guotai Chip ETF (512760) increased by 5.75B shares, second.

In the top ten ETFs with share reductions last week, Fuguo Internet ETF (159792) decreased by 11.359 billion shares, ranking first.

4. Futures positions

Among the four major futures main contracts, IH, IF, and IC contracts saw both long and short positions increase, with IC having a larger increase in short positions, while IM contract saw both long and short positions decrease.

5. Top traders list

6. Institutions

Today, active institutional participation was high. Aerospace Electric hit the daily limit up, with three institutions buying in 206 million.
The sports concept stocks were active again, with Jinling Sports (20CM) hitting the daily limit up, with three institutions buying in 75.83 million.
Optical fiber concept stock Tongding Interconnection was sold by three institutions for 141 million, while one institution bought in 17.97 million.

2. Retail funds

The activity of top retail funds decreased slightly. Aerospace Electric was bought by two retail funds (Guotai Haitong Securities Shanghai Zhongshan East Road, Guotai Haitong Securities Shanghai Jiangsu Road) for a total of 123 million.
Quantitative funds’ activity significantly declined, with sports stock Jinling Sports being bought by Kaiyuan Securities Xi’an Taihua Road branch for 70.44 million.

(Caixin News, Fei Zihao)