摩尔投研精选·2026-01-13 10:38Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on the top traded stocks, sector performances, and significant capital flows, indicating potential investment opportunities and trends in the market [1][2][5]. Group 1: Trading Volume and Top Stocks - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 420.936 billion, with Zijin Mining and CATL leading in trading volume for Shanghai and Shenzhen respectively [1]. - The top ten stocks by trading volume in the Shanghai market included Zijin Mining (34.77 billion), Cambricon (29.53 billion), and Zhaoyi Innovation (27.56 billion) [2]. - In the Shenzhen market, CATL topped the list with 40.73 billion, followed by Zhongji Xuchuang (39.30 billion) and Xinyi Technology (31.45 billion) [4]. Group 2: Sector Performance - The pharmaceutical sector saw the highest net inflow of capital, amounting to 45.57 billion, with a net inflow rate of 1.99% [6]. - Other sectors with significant net inflows included energy (11.21 billion, 2.88%) and chemical pharmaceuticals (7.89 billion, 1.30%) [6]. - Conversely, the electronics sector experienced the largest net outflow, totaling -367.84 billion, with a net outflow rate of -7.30% [7][8]. Group 3: ETF Trading - The top traded ETF was the Hong Kong Securities ETF (513090) with a trading volume of 11.9688 billion, while the Kexin 100 ETF (588220) saw a remarkable increase of 211% in trading volume compared to the previous trading day [13][14]. - Other notable ETFs included the Hong Kong Innovative Drug ETF (88.588 billion, 59.63% increase) and the A500 ETF (88.012 billion, 10.21% increase) [13]. Group 4: Institutional and Retail Trading - Institutional trading was active, with significant purchases in AI application stocks, such as Zhongwen Online (4.21 billion) and Yidian Tianxia (1.98 billion) [16]. - In contrast, the aerospace electronics sector faced heavy selling, with one institution selling 11.1 billion, while two institutions bought 7.59 billion [17]. - Retail trading saw high activity in stocks like Haige Communication, which received substantial buying from two major retail investors [20].