当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 | 祥鑫科技 | 10.01% | -1011.37 | | --- | --- | --- | | 科净源 | 20.02% | -1023.01 | | 拓山重工 | 4.40% | -1099.08 | | 中化国际 | 10.10% | -1997.67 | | 方邦股份 | 20.00% | -2460.92 | | 恒宝股份 | 4.63% | -5590.73 | | 和泰机电 | -2.12% | -5658.30 | | 爱婴室 | 2.62% | -8813.31 | | 博云新材 | -6.15% | -2131.81 | | 上海电影 | -7.05% | -2581.69 | | 昭衍新药 | 9.94% | -2830.30 | 当天机构净卖出前三的股票分别是昭衍新药、上海电影、博云新材，净流出金额分别是2830万元、2582 万元、2132万元。 当天机构净买入前三的股票分别是景旺电子、德科立、北方长龙，净买入金额分别是2.5亿元、1.38亿 元、1.16亿元。 ...

| 买入金额最大的前5名 | | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 机构专用 | 1387次 44.12% | 2 | 7726.18 | 7.53% | | 2 | 机构专用 | 1387次 44.12% | ▲ | 2613.41 | 2.55% | | 3 | 国金证券股份有限公司深圳分公司 | 263次 41.44% | ▲ | 2406.46 | 2.35% | | 4 | 机构专用 | 1387次 44.12% | ▲ | 1505.10 | 1.47% | | 5 | 机构专用 | 1387次 44.12% | ▲ | 1272.84 | 1.24% | | | 卖出金额最大的前5名 | | | | | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | 1 | 机构专用 | 1387次 44.12% | 2 | 7726.18 | 7.53% | | 2 | 中国银河证券股份有限公司三亚迎宾路证券营业部 | 4次 ...

Group 1 - The stock of Shengjing Micro (603375) increased by 6.17% with a turnover rate of 28.04% and a trading volume of 666 million yuan, showing a fluctuation of 8.13% [2] - The stock was listed on the Shanghai Stock Exchange due to its high turnover rate, with a net selling amount of 85.26 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction amount of 168 million yuan, with a buying amount of 41.30 million yuan and a selling amount of 127 million yuan, resulting in a net selling of 85.26 million yuan [2] Group 2 - The largest buying brokerage was Guotai Junan Securities with a purchase amount of 9.81 million yuan, while the largest selling brokerage was Kaiyuan Securities with a selling amount of 43.65 million yuan [3][4] - The stock experienced a net inflow of 8.89 million yuan in main funds, with a significant inflow of 12.91 million yuan from large orders, while large orders saw a net outflow of 4.03 million yuan [2] - Over the past five days, the net inflow of main funds totaled 80.39 million yuan [2] Group 3 - As of July 21, the margin trading balance for the stock was 84.38 million yuan, with a financing balance of 84.32 million yuan and a securities lending balance of 0.058 million yuan [3] - The financing balance increased by 2.62% over the past five days, while the securities lending balance increased by 11.40% [3] - The company reported a first-quarter revenue of 88.01 million yuan, a year-on-year decrease of 0.73%, and a net profit of 4.17 million yuan, a year-on-year increase of 282.55% [3]

7月22日龙虎榜数据显示，恒宝股份当日买卖席位呈现显著分化。在买方阵营中，深股通专用席位以 20315万元位列榜首，该席位近三个月上榜后个股短期上涨概率达44.54%。国泰海通证券上海长宁区江 苏路营业部以6361.35万元位列第二，该营业部被市场视为顶级游资"章盟主"的常用席位。 从历史数据观察，恒宝股份近三个月累计上榜35次，市场关注度持续维持高位。多家活跃营业部的集体 现身，反映出资金对该股存在明显分歧。其中上海江苏路、北京金融街等传统游资席位与机构通道的博 弈，成为当日榜单最大看点。 风险提示：本文所载信息基于公开数据整理，不构成任何投资建议。证券市场价格波动受多重因素影 响，投资者应审慎决策注意投资风险。 值得关注的是，东方财富证券拉萨团结路第一营业部现身买方第五位，该席位以高频交易著称，近三个 月上榜次数达861次。北京金融街营业部则以5844.45万元买入量位居第三，该席位近三个月上榜个股短 期上涨概率接近五成。 卖方阵营呈现明显机构特征，深股通专用席位在卖出端同样占据首位，单日抛售35036.53万元。华泰证 券天津东丽开发区二纬路营业部以16732.04万元卖出额位列第二，该席位近三个月上榜 ...

Core Points - Tongyu New Materials experienced a 5.22% increase in stock price with a turnover rate of 45.42% and a trading volume of 7.81 billion yuan, indicating significant market activity [2] - Institutional investors net bought 6.57 million yuan worth of shares, while total net buying from brokerage seats reached 42.23 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange's watch list due to its high turnover rate [2] Trading Data - The top five brokerage seats accounted for a total trading volume of 204 million yuan, with a buying volume of 126 million yuan and a selling volume of 77.38 million yuan, resulting in a net buying of 48.81 million yuan [2] - Among the brokerage seats, four institutional specialized seats were involved, with a total buying amount of 54.42 million yuan and a selling amount of 47.84 million yuan, leading to a net buying of 6.57 million yuan [2] Fund Flow - The stock saw a net inflow of 65.66 million yuan from major funds, with a significant inflow of 61.17 million yuan from large orders and 4.50 million yuan from medium orders [2] - Over the past five days, the stock experienced a net outflow of 73.26 million yuan from major funds [2]

Core Insights - Celer Medical has seen a significant increase in trading activity, with a turnover rate exceeding 20% on July 18, leading to its appearance on the stock market's "龙虎榜" [1] - The stock has been actively traded, appearing on the list 14 times in the past month, indicating high market liquidity [2] Buying Activity - The top buyer was Guotai Junan Securities Headquarters, purchasing shares worth 49.083 million yuan, followed by CITIC Securities Shanghai Branch and JPMorgan Securities Shanghai Yincheng Road Branch among the top five buyers [1] - An institutional special seat participated with a purchase of 29.436 million yuan, with a historical 3-day post-purchase increase probability of 43.02% for stocks that appeared on the list [1] Selling Activity - The leading seller was also Guotai Junan Securities Headquarters, selling shares worth 38.4318 million yuan, followed closely by CITIC Securities Shanghai Branch and Hualin Securities Beijing Branch [1] - JPMorgan Securities Shanghai Yincheng Road Branch and CITIC Securities Shanghai Branch were also active in selling, with sales of 26.666 million yuan and 26.6436 million yuan respectively [1] Trading Characteristics - Some brokerage firms exhibited dual trading characteristics, appearing on both the buying and selling sides, including Guotai Junan Securities Headquarters and CITIC Securities Shanghai Branch [1] - JPMorgan Securities Shanghai Yincheng Road Branch had the highest probability of a 3-day post-trade increase at 47.19% among both buyers and sellers [1] Market Perception - CITIC Securities Shanghai Branch and CITIC Securities Shanghai Branch are viewed as important trading channels for active funds in the market [1] - The trading activity of JPMorgan Securities Shanghai Yincheng Road Branch is closely monitored due to its frequent participation in popular stock trades [1]

Group 1 - Lianhuan Pharmaceutical's trading volume exceeded 20%, leading to its appearance on the stock market's "Dragon and Tiger List" [1] - The top five buying seats included Guotai Junan Securities Headquarters with 42.78 million yuan, followed by招商证券 Shenzhen Hongling Road and UBS Shanghai Pudong with 16.72 million yuan and 16.38 million yuan respectively, totaling 105 million yuan in buying [1] - Guotai Junan Securities Headquarters and UBS Shanghai Pudong both appeared on the buying and selling lists, indicating a significant divergence in market sentiment [1] Group 2 - The largest seller was Guotai Junan Securities Shanghai Songjiang with 51.84 million yuan, while China International Capital Corporation Beijing Jianguomen Outer Street ranked third with 17.62 million yuan, totaling 131 million yuan in selling [1] - Historical data shows that in the last three months, the probability of stocks rising three days after being listed by招商证券 Shenzhen Hongling Road and中泰证券 Guangdong was 50%, while it was only 26.53% for China International Capital Corporation Beijing Jianguomen Outer Street [2] - The stock has been listed four times in the last three months, with significant price volatility during this period [2]

Macro Liquidity - The US dollar index rebounded last week, and the degree of "inversion" in the China-US interest rate spread deepened. The nominal and real yields of 10Y US Treasuries both increased, indicating a rise in inflation expectations [1][15] - Offshore dollar liquidity has marginally eased, while the domestic interbank funding situation remains overall balanced and slightly loose, with a slight narrowing of the yield spread between 10Y and 1Y [1][20] Market Trading Activity - Overall market trading activity has increased, with most industry trading heat above the 80th percentile. Major index volatility has also risen, although most industry volatilities remain below the 40th historical percentile [1][27] - The trading heat in sectors such as light industry, textiles, retail, computing, construction materials, and financial real estate is notably high [1][30] Institutional Research - High research activity is observed in sectors such as electronics, pharmaceuticals, home appliances, computing, retail, and non-ferrous metals, with real estate, home appliances, oil and petrochemicals, and telecommunications also seeing a rise in research activity [2] Analyst Forecasts - Analysts have raised net profit forecasts for the entire A-share market for 2025/2026. Sectors such as telecommunications, chemicals, non-ferrous metals, electric new energy, electronics, non-bank financials, construction, media, food and beverage, and home appliances have all seen upward adjustments in their profit forecasts [3][4] - The net profit forecasts for the CSI 500, ChiNext Index, and CSI 300 have been raised, while the forecast for the SSE 50 has been adjusted both up and down [3][4] - In terms of investment style, mid-cap/small-cap growth and mid-cap value sectors have seen upward adjustments in their profit forecasts for 2025/2026, while large-cap growth and large/mid/small-cap value sectors have seen downward adjustments [3][4] Northbound Trading Activity - Northbound trading activity has rebounded, with overall net purchases of A-shares. The average daily trading volume and proportion of northbound trading have both increased significantly [5][6] - Based on the top 10 active stocks, the trading volume ratio for northbound trading in sectors such as banking, telecommunications, electric utilities, computing, electric new energy, and non-ferrous metals has risen, while it has fallen in sectors like home appliances, automobiles, electronics, non-bank financials, pharmaceuticals, and agriculture [5][6] Margin Financing Activity - Margin financing activity has increased, with net purchases amounting to 22.546 billion yuan last week. The main net purchases were in non-ferrous metals, computing, non-bank financials, electric new energy, and electronics, while net sales were seen in food and beverage, transportation, oil and petrochemicals, and real estate [4][6] - The financing purchase ratio has increased in sectors such as coal, textiles, agriculture, military, and transportation [4][6] Fund Activity - Active equity funds have increased their positions, particularly in sectors like automobiles, TMT, home appliances, electric new energy, pharmaceuticals, and non-ferrous metals, while reducing positions in oil and petrochemicals, electric utilities, real estate, coal, and construction [6][9] - ETFs have seen overall net subscriptions, primarily driven by individual ETFs, with significant net purchases in sectors like electronics, military, banking, coal, steel, and machinery, while net sales were observed in non-bank financials, pharmaceuticals, electric new energy, telecommunications, media, and computing [6][9]

*ST紫天今日下跌17.76%，全天换手率30.96%，成交额1.83亿元，振幅15.27%。龙虎榜数据显示，机构 净卖出355.14万元，营业部席位合计净买入165.75万元。 深交所公开信息显示，当日该股因日收盘价跌幅达-17.76%上榜，机构专用席位净卖出355.14万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2930.48万元，其中，买入成交额为 1370.55万元，卖出成交额为1559.93万元，合计净卖出189.38万元。 资金流向方面，今日该股主力资金净流出420.86万元，其中，特大单净流出265.97万元，大单资金净流 出154.89万元。近5日主力资金净流入55.16万元。（数据宝） *ST紫天7月14日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 东方财富证券股份有限公司拉萨东环路第二证券营业 部 | 286.69 | 212.40 | | 买二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 286.16 | 255.44 | | | 部 | ...

Core Insights - On July 11, the Shanghai Composite Index rose by 0.01%, with institutional investors appearing on the trading lists of 37 stocks, net buying 26 and net selling 11 [1] - Institutional special seats net bought a total of 501 million yuan, marking the third consecutive day of net buying [1] Institutional Trading Summary - The stock with the highest net buying by institutional seats was Haooubo, which closed at the daily limit with a trading volume of 682 million yuan and a turnover rate of 7.26%. It was on the trading list due to a price increase of 20.00%, with two institutional seats among the top five trading departments, net buying 134.48 million yuan [2] - Guorui Technology also closed at the daily limit with a turnover rate of 22.49% and a trading volume of 887 million yuan, net buying 65.21 million yuan by institutional seats [2] - Zhongke Jincai saw a price increase of 4.84% with a turnover rate of 41.21% and a trading volume of 4.58 billion yuan, with institutional seats net buying 52.26 million yuan [2] Market Performance - The average increase of stocks with institutional net buying was 8.44%, outperforming the Shanghai Composite Index. Stocks like Benlang New Materials and Guoao Technology showed strong performance, closing at the daily limit [3] - Historical data indicates that stocks with institutional net buying have a 53.90% probability of rising the next day and a 51.30% chance of outperforming the Shanghai Composite Index [3] Earnings and Performance - Among the stocks with institutional net buying, only one stock released a half-year earnings forecast [4] - The stock with the highest net selling by institutions was Huaguang Huaneng, which saw a price drop of 10.00% and a net selling amount of 80.97 million yuan [4] - China Rare Earth, which had a price increase of 9.99%, saw net selling of 45.24 million yuan by institutional seats [4] Trading Data Overview - A total of 19 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with net buying amounts for China Rare Earth, Hengbao Co., and Shanghai Steel Union being 214 million yuan, 95.89 million yuan, and 84.62 million yuan respectively [7] - The stocks with significant net buying from the Stock Connect included China Rare Earth, Hengbao Co., and Shanghai Steel Union, while those with net selling included Kuaijingtong and Huayin Electric [7][8]