Sou Hu Cai Jing·2025-09-02 11:58Core Insights - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 367.08 billion, with WuXi AppTec and Zhongji Xuchuang leading in individual stock trading volume [1][2] - The banking sector saw the highest net inflow of funds, indicating strong investor interest [5][6] - The Hong Kong Dividend ETF (513690) experienced a significant trading volume increase of 256% compared to the previous day [11] Trading Volume Summary - The total trading amount for the Shanghai Stock Connect was 167.40 billion, while the Shenzhen Stock Connect totaled 199.68 billion [2] - WuXi AppTec topped the Shanghai Stock Connect with a trading volume of 37.28 billion, followed by Kweichow Moutai at 30.04 billion [3] - Zhongji Xuchuang led the Shenzhen Stock Connect with a trading volume of 55.10 billion, followed by Xinyi Technology at 42.81 billion [4] Sector Performance - The banking sector had a net inflow of 31.48 billion, making it the top-performing sector [6] - Other sectors with notable performance included precious metals, robotics, and oil, while sectors like CPO, cross-border payments, PCB, and semiconductors faced declines [5] Individual Stock Activity - Major inflows were seen in stocks like Jilun Intelligent with a net inflow of 12.01 billion and Industrial and Commercial Bank with 10.00 billion [8] - Conversely, significant outflows were recorded for stocks such as Xinyi Technology with a net outflow of 33.83 billion and Zhongji Xuchuang with 16.89 billion [9] ETF Trading Activity - The top ETF by trading volume was the Hong Kong Innovative Drug ETF (513120) with 142.73 billion, followed by the Hong Kong Securities ETF (513090) at 125.89 billion [10] - The Hong Kong Dividend ETF (513690) saw a remarkable increase in trading volume, ranking first in percentage growth at 256% [11] Futures Positioning - All four major futures contracts saw an increase in long positions, with the IC contract showing a particularly significant increase compared to short positions [12] Institutional Activity - Institutional buying was notable in stocks like Liou Co. with 2.22 billion and Jilun Intelligent with over 900 million [14] - Conversely, stocks like Jingwang Electronics and Innovation Medical faced substantial selling from institutions, with outflows of 4.12 billion and 2.16 billion respectively [15]