According to the dragon and tiger list released by the exchange after hours, institutional seats are deeply involved in the game of some technology stocks. There are institutional seats on both sides of the trading of a number of science and technology stocks, and the transaction amount is mostly over 100 million yuan.
For example, the stock price of Huachuang north, the leading semiconductor equipment maker, has fallen to a halt today. According to the longhubang after hours, there are four institutional seats on the buying side, totaling 340 million yuan; another institutional seat on the selling side, totaling 50.1266 million yuan.
Todays Dragon and tiger list of Huachuang in the North
Dongshan precision todays Dragon and tiger list
Since this month, the activity of institutional seats on the dragon and tiger list has increased significantly. No matter the number of times or the amount of money on the list, institutional seats are far more than some of the first-line hot money.
According to the data of Dongcai choice, since this month, longhubang has been listed 1043 times, more than 811 times in the whole January; the total turnover on the list is 42.92 billion yuan, which is 8 times of the total amount on the list of the old hot money China Galaxy Securities Shaoxing business department in the same period!
All seats on the dragon and tiger list recently ranked
In terms of specific flow direction, the recent operation of institutional seats is basically all around technology stocks. Since this month, the total turnover of 17 seats of stock institutions has exceeded 500 million yuan, the vast majority of which are science and technology products.
There are many disagreements on the operation of technology shares rising to the top position
In this round of bottoming rebound, technology stocks play a pivotal role. From February 4 to 25, the overall growth of Shenwan computer, communication and electronics industries exceeded 30%. However, with the share price of technology shares rising to a high level, there are differences in the operation of the positions of the longhubang institutions.
Data shows that since this month, 17 seats of stock institutions have traded more than 500 million yuan. The turnover of institutional seats of new bull group was 1.541 billion yuan, and that of China Satcom was 1.356 billion yuan, and that of Luoyang molybdenum industry, Inspur information and North Huachuang exceeded 1 billion yuan this month.
In terms of industry distribution, computer, electronic and other technology industries have become the focus of recent institutional seats. In addition, Luoyang molybdenum industry, Huayou cobalt industry and Hanrui cobalt industry are non-ferrous stocks, but they are related to the hot concept of new energy vehicles in the early stage.
Since 17 equity months, the total turnover of institutional seats on the list has exceeded 500 million yuan
For example, in the wave information of domestic software sector, the share price has increased by 40% since this month. In all the dragon and tiger lists during this share period, there are six institutional seats on the buying side, totaling 590 million yuan; another six institutional seats on the selling side, totaling 558 million yuan.
In the list of Hanrui cobalt, Jiuzhou pharmaceutical and Huahai pharmaceutical since this month, the sales of institutional seats are significantly greater than the purchase.
In addition to institutional seats, northbound funds are also the focus of attention in the list. Although the overall northbound capital has shown a net inflow trend since this month, for the hot stocks with large short-term growth in the long and tiger list, the northbound capital shows signs of withdrawing at every high level.
Among the above 17 stocks with the highest total turnover on the list of institutional seats this month, 12 stocks are listed on the list of Shanghai Stock connect / Shenzhen Stock connect at the same time, among which 8 stocks are listed on the list of Shanghai Stock connect / Shenzhen Stock connect with a net outflow of funds, mostly concentrated in high-ranking technology stocks.
Northbound funds are showing signs of high evacuation
For example, in todays northern Huachuang dragon and tiger list, there are net sales of 42.703 million yuan through Shenzhen stock channel. In todays Dongshan precision dragon and tiger list, there are net sales of 31.1558 million yuan through Shenzhen stock channel. Prior to that, shenkangjia a was sold by Shenzhen Stock connect net of RMB 54.6239 million on February 11, and Inspur information was sold by Shenzhen Stock connect net of RMB 123 million on February 12.
This is also confirmed by the Hong Kong Stock Exchanges record of northbound capital holdings. From February 3 to 25, the number of shares held by northbound capital in leading companies in science and technology fields such as BOE a, Hikvision, TCL technology, and Lixun precision declined, among which the number of shares held by Hikvision in northbound capital fell by 9.83% in the month.