【Market Data Snapshot】"Northbound Funds + Institutions + Retail Traders" Collectively Exit Guangxun Technology, Quantitative Funds and Top-Tier Retail Traders Join Forces to Accumulate Chemical Stocks with High Popularity

Shanghai and Shenzhen Stock Connect today totaled a transaction volume of 295.245 billion yuan, with Cambrian and CATL ranking first in trading volume among Shanghai and Shenzhen stocks respectively. In terms of sector main funds, the construction engineering sector saw the largest net inflow. Regarding ETF transactions, the Green Power ETF (Harvest, 159625) increased its trading volume by 195% month-over-month.

On the top gainers list, Guangxun Technology, a CPO concept stock, experienced significant selling from multiple funds, including three institutions selling 283 million yuan, Shenzhen Stock Connect selling 328 million yuan, and a leading retail fund (Guotai Haitong Securities Nanjing Taiping South Road) selling 363 million yuan. The chemical sector continued its strength, with Chuanjinnuo being bought by a top retail fund (Guotai Haitong Securities Wuhan Ziyang East Road) for 128 million yuan, and a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) buying 72 million yuan. Hongbaoli surged to the daily limit, with a top retail fund (Guotai Haitong Securities Wuhan Ziyang East Road) purchasing 227 million yuan and a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) buying 104 million yuan.

1. Top 10 transactions in Shanghai and Shenzhen Stock Connect

Today, Shanghai Stock Connect’s total transaction volume was 138.275 billion yuan, and Shenzhen Stock Connect’s was 156.97 billion yuan.

Among the top ten stocks by transaction volume in Shanghai Stock Connect, Cambrian ranked first; Zijin Mining and ByteDance Storage ranked second and third respectively.

Among the top ten stocks in Shenzhen Stock Connect, CATL ranked first; Sungrow Power Supply and Xinyi Sheng ranked second and third respectively.

2. Sector and individual stock main fund flows

From sector performance, wind power, chemicals, and batteries led gains, while small metals, computing power leasing, and electricity sectors declined.

According to main fund monitoring data, the construction engineering sector saw the largest net inflow.

On the other hand, the computer sector experienced the largest net outflow.

In individual stocks, the top ten by net inflow are from various sectors, with China Power Construction leading net inflow. The top ten stocks by net outflow are also from various sectors, with Huagong Technology leading net outflow.

3. ETF transactions

Among the top ten ETFs by trading volume, the A500 ETF (512050) ranked first, followed by the A500 ETF Huatai-PineBridge (563360).

In terms of month-over-month growth in trading volume, the Harvest Green Power ETF (159625) increased by 195%, ranking first; the Tourism ETF (159766) increased by 138%, ranking second.

4. Futures positions

In the four major futures main contracts, IH, IF, IC, and IM, both long and short positions decreased, with the IC contract’s short positions decreasing significantly.

5. Dragon and Tiger List

6. Institutions

Today, institutional activity on the Dragon and Tiger list was high. Guangxun Technology, a CPO concept stock, was sold by three institutions for 283 million yuan, and Shenzhen Stock Connect sold 328 million yuan.

2. Retail funds

Top retail funds showed reduced activity. Guangxun Technology hit the daily limit and was sold by a top retail fund (Guotai Haitong Securities Nanjing Taiping South Road) for 363 million yuan. The chemical sector continued its strength, with Chuanjinnuo being bought by a top retail fund (Guotai Haitong Securities Wuhan Ziyang East Road) for 128 million yuan, and Hongbaoli also hitting the daily limit, bought by the same fund for 227 million yuan.

Quantitative funds were highly active, with Chuanjinnuo being bought by a quantitative fund (Kaiyuan Securities Xi’an Taihua Road) for 72 million yuan, and Hongbaoli also bought by this fund for 104 million yuan.