Sou Hu Cai Jing·2025-09-17 10:34Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 287.726 billion, with significant activity in the electric and new energy sectors, indicating a strong interest from institutional and retail investors in these areas [1]. Trading Volume - The total trading amount for the Shanghai Stock Connect was 131.299 billion, while the Shenzhen Stock Connect totaled 156.427 billion [2]. Top Traded Stocks - In the Shanghai Stock Connect, the top traded stock was Industrial Fulian with a transaction amount of 3.510 billion. In the Shenzhen Stock Connect, CATL led with 5.380 billion [3][4]. Sector Performance - The electric and new energy sector saw the highest net inflow of funds at 2.788 billion, while the non-bank financial sector experienced the largest outflow at -5.244 billion [4][5]. ETF Trading - The Hong Kong Internet ETF (513040) saw a remarkable increase in trading volume, with a 413% rise compared to the previous trading day, indicating heightened investor interest in internet-related stocks [8][9]. Futures Positioning - In the futures market, all four major index contracts (IH, IF, IC, IM) saw both long and short positions decrease, with the IM contract experiencing a significant reduction in short positions by nearly 2000 contracts [10]. Institutional Activity - Institutional trading showed a mixed trend, with notable purchases in stocks like Haon Electric and Weilan Lithium, while significant sell-offs were observed in Tianji Shares and Zhongxin Securities [12][13]. Retail Investor Activity - Retail investors were active in low-priced stocks and solid-state battery sectors, with significant purchases in Weilan Lithium and sales in Shanghai Construction [14][15].