摩尔投研精选·2025-11-03 10:52Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on the top traded stocks, sector performances, and ETF transactions, indicating significant capital flows and market trends. Group 1: Stock Market Trading - The total trading volume of the Shanghai and Shenzhen Stock Connect today reached 267.742 billion, with Industrial Fulian and Zhongji Xuchuang leading in trading volume for the Shanghai and Shenzhen markets respectively [1] - The top ten stocks traded on the Shanghai Stock Connect included Industrial Fulian with a transaction amount of 3.085 billion, followed by Hanwha Technology and WuXi AppTec [4] - On the Shenzhen Stock Connect, Zhongji Xuchuang topped the list with a transaction amount of 4.101 billion, followed by Sunshine Power and CATL [5] Group 2: Sector Performance - The electric grid equipment sector saw the highest net inflow of capital, amounting to 3.413 billion, with a net inflow rate of 5.10% [7] - Conversely, the non-ferrous metals sector experienced the largest net outflow of capital, totaling -8.011 billion, with a net outflow rate of -5.71% [8][9] Group 3: ETF Transactions - The Nasdaq Biotechnology ETF (513290) recorded a remarkable trading volume increase of 417% compared to the previous trading day [15] - The top ten ETFs by trading volume included the Hong Kong Innovative Drug ETF (513120) with a transaction amount of 12.0664 billion, followed by the Hong Kong Securities ETF (513090) with 10.7453 billion [14] Group 4: Institutional and Retail Trading - Institutional trading activity showed a decrease, with notable purchases in Aerospace Intelligent Equipment, which saw a 19.98% increase and an institutional buy of 52.67 million [18][19] - Retail trading activity also decreased, with significant purchases in Aerospace Intelligent Equipment and Tai Chi Industry, which collectively attracted over 230 million from various retail trading desks [21]