【Data Analysis】Quantitative Funds and First-Tier Retail Traders Join Forces to Contest Shares in Hankang Cable, Multiple Capital Players Engage in Fierce Competition Over Hongjing Technology

Shanghai and Shenzhen Stock Connect today had a total transaction volume of 296.178 billion yuan, with Cambrian and CATL ranking first in trading volume among Shanghai and Shenzhen stocks, respectively. Regarding sector main funds, the basic chemical sector experienced net inflows for two consecutive days, ranking first. In ETF trading, Hang Seng Dividend Low Volatility ETF E Fund (159545) saw a 221% increase in transaction volume compared to the previous day.

On the龙虎榜 (Top Traders List), Hanlian Co., Ltd. hit the daily limit up, bought by a top-tier capital (Guotai Haitong Securities Wuhan Ziyang East Road) for 254 million yuan, while two quantitative funds (Orient Securities Wuxi Liangqing Road, Kaiyuan Securities Xi’an Taihua Road) combined bought 230 million yuan. The popular computing power leasing stock Hongjing Technology broke out of four days of two limit-ups, reaching a new high, bought by a top-tier capital (招商证券深圳深南大道) for 253 million yuan, and a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) bought 105 million yuan, while three institutions sold 144 million yuan.

1. Top 10 Transactions in Shanghai and Shenzhen Stock Connect

Today, Shanghai Stock Connect’s total transaction volume was 136.61 billion yuan, Shenzhen Stock Connect’s was 159.567 billion yuan.

Among the top ten traded stocks in Shanghai Stock Connect, Cambrian ranked first; Zijin Mining and Industrial Fulian ranked second and third.

Among the top ten traded stocks in Shenzhen Stock Connect, CATL ranked first; Sunshine Power and Tianfu Communication ranked second and third.

2. Sector Main Funds and Large Orders

From sector performance, coal, electricity, and chemical sectors led in gains, while the military sector declined.

From main sector fund monitoring data, the basic chemical sector experienced the highest net inflow of funds.

In terms of fund outflows, the electronics sector saw the largest net outflow.

From individual stock main fund monitoring data, the top ten stocks by net inflow are from various sectors, with Sanan Optoelectronics leading in net inflow.

The top ten stocks by net outflow are also from various sectors, with Huagong Technology leading in net outflow.

3. ETF Trading

Among the top ten ETFs by trading volume, A500 ETF Fund (512050) ranked first, followed by CSI A500 ETF (159338).

Among the top ten ETFs with the highest growth in trading volume compared to the previous day, Hang Seng Dividend Low Volatility ETF E Fund (159545) increased by 221%, ranking first; Power ETF Invesco (159158) increased by 185%, ranking second.

4. Futures Positions

Among the four major futures contracts, IF, IC, and IM contracts saw reductions in both long and short positions, with IC and IM contracts experiencing larger reductions in short positions.

5. Top Traders List

1. Institutions

Today, institutional activity on the Top Traders List was moderate. Hongjing Technology was sold by three institutions for 144 million yuan, while one institution bought 66 million yuan. The wind power concept saw intraday movement with Dajin Heavy Industry hitting the daily limit up, bought by one institution for 37 million yuan, while four institutions sold 143 million yuan.

2. Retail Capital

Top-tier retail capital activity increased. Hanlian Co., Ltd. hit the daily limit up, bought by a top-tier retail capital (Guotai Haitong Securities Wuhan Ziyang East Road) for 254 million yuan. Hongjing Technology, a popular computing power leasing stock, broke out of four days of two limit-ups, reaching a new high, bought by a top-tier retail capital (招商证券深圳深南大道) for 253 million yuan.

Quantitative funds showed high activity, with Hanlian Co., Ltd. bought by two quantitative funds (Orient Securities Wuxi Liangqing Road, Kaiyuan Securities Xi’an Taihua Road) totaling 230 million yuan. Hongjing Technology was bought by one quantitative fund (Kaiyuan Securities Xi’an Taihua Road) for 105 million yuan.

(Financial Associated Press, Fei Zihao)