[Data Market Watch] Three top-tier trading funds team up to acquire New Energy Taishan, nearly 500 million yuan in funds bought into Zhongchao Holdings

Shanghai and Shenzhen Stock Connect today totaled a transaction volume of 204.16B yuan, with Zijin Mining and CATL ranking first in trading volume among Shanghai and Shenzhen Stock Connect individual stocks, respectively. Regarding sector main funds, the oil and petrochemical sector saw the largest net inflow of funds. In ETF trading, the Southern (512200) real estate ETF’s transaction volume increased by 271% month-on-month.

In the龙虎榜 (Top Traders List), the fiber optic concept stocks performed countertrend, with New Energy Taishan hitting 6 limit-ups in 8 days. Three trading firms (Guotai Haitong Securities Sanya Yingbin Road, Guotai Haitong Securities Chengdu North First Ring Road, Guotai Haitong Securities Nanjing Taiping South Road) bought in 236 million, 107 million, and 83 million yuan respectively. Among popular stocks in commercial aerospace, China Space Holdings pulled back after hitting the limit-up, with one trading firm (Guotai Haitong Securities Wuhan Ziyang East Road) buying in 207 million yuan. Two quantitative funds (CITIC Securities Shanghai Caoxi North Road, Kaiyuan Securities Xi’an Taihua Road) bought a total of 289 million yuan.

I. Top 10 transactions in Shanghai and Shenzhen Stock Connect

Today, the total transaction volume of Shanghai Stock Connect was 96.51B yuan, and Shenzhen Stock Connect was 107.65B yuan.

Among the top 10 stocks by transaction volume in Shanghai Stock Connect, Zijin Mining ranked first; HengRui Medicine and Industrial Fulian ranked second and third.

Among the top 10 stocks by transaction volume in Shenzhen Stock Connect, CATL ranked first; Sunshine Power and Tianfu Communication ranked second and third.

II. Main funds in sector stocks

From sector performance, oil and gas, pharmaceuticals, and aquaculture sectors led gains, while precious metals and computing power leasing sectors declined.

According to main fund monitoring data, the oil and petrochemical sector saw the largest net inflow of funds.

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

From individual stock fund monitoring data, the top ten stocks by net inflow of main funds are from various sectors, with China Space Holdings leading net inflow.

The top ten stocks by net outflow of main funds are also from various sectors, with Sunshine Power leading net outflow.

III. ETF trading

Among the top ten ETFs by trading volume, the Hu’an Gold ETF (518880) ranked first, followed by the GF Hong Kong Innovation Drug ETF (513120).

Among the top ten ETFs with the highest month-on-month growth in trading volume, the Southern (512200) real estate ETF increased by 271%, ranking first; the Southern Gold ETF (159834) increased by 195%, ranking second.

IV. Futures position holdings

In the four major futures main contracts, both long and short sides increased positions in the IF, IC, and IM contracts, with the long positions in IC and IM contracts increasing more significantly.

V.龙虎榜 (Top Traders List)

1. Institutions

Today, institutional activity on the龙虎榜 was moderate, with Tongda Shares bought by four institutions totaling 139 million yuan. Tibet Mining, a lithium mineral concept stock, was bought by three institutions totaling 80.98 million yuan. Oil and gas stocks performed actively today, but Tongyuan Petroleum was sold by four institutions for 142 million yuan.

2. Hot money (trading firms)

First-tier trading firms showed increased activity. The fiber optic concept stocks performed countertrend, with New Energy Taishan hitting 6 limit-ups in 8 days, bought by three trading firms (Guotai Haitong Securities Sanya Yingbin Road, Guotai Haitong Securities Chengdu North First Ring Road, Guotai Haitong Securities Nanjing Taiping South Road) with 236 million, 107 million, and 83 million yuan respectively. Among popular commercial aerospace stocks, China Space Holdings pulled back after hitting the limit-up, bought by one trading firm (Guotai Haitong Securities Wuhan Ziyang East Road) with 207 million yuan.

Quantitative funds were highly active, with China Space Holdings bought by two quantitative funds (CITIC Securities Shanghai Caoxi North Road, Kaiyuan Securities Xi’an Taihua Road) totaling 289 million yuan.