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10月9日北向资金ETF成交额55.41亿元
(文章来源:证券时报网) 沪股通ETF买入及卖出成交额(亿元) 35.88 深股通ETF买入及卖出成交额(亿元) 19.53 北向资金ETF买入及卖出成交额(亿元) 55.41 今日(10月9日)北向资金ETF买入及卖出成交额为55.41亿元,较前一日增加9.86亿元,占北向资金今 日成交额的1.54%。 具体来看,今日沪股通ETF买入及卖出成交额35.88亿元,深股通ETF买入及卖出成交额19.53亿元。 (数据宝) 北向资金ETF买入及卖出成交额 ...
今日北向资金ETF买入及卖出成交额为45.55亿元
(文章来源:证券时报网) 北向资金ETF买入及卖出成交额 今日(9月30日)北向资金ETF买入及卖出成交额为45.55亿元,较前一日减少24.20亿元,占北向资金今 日成交额的1.65%。 沪股通ETF买入及卖出成交额(亿元) 31.78 深股通ETF买入及卖出成交额(亿元) 13.77 北向资金ETF买入及卖出成交额(亿元) 45.55 具体来看,今日沪股通ETF买入及卖出成交额31.78亿元,深股通ETF买入及卖出成交额13.77亿元。 (数据宝) ...
今日北向资金ETF买入及卖出成交额为69.75亿元
(原标题:今日北向资金ETF买入及卖出成交额为69.75亿元) 今日(9月29日)北向资金ETF买入及卖出成交额为69.75亿元,较前一日增加24.08亿元,占北向资金今 日成交额的2.37%。 具体来看,今日沪股通ETF买入及卖出成交额45.31亿元,深股通ETF买入及卖出成交额24.44亿元。 (数据宝) 北向资金ETF买入及卖出成交额 | 沪股通ETF买入及卖出成交额(亿元) | 45.31 | | --- | --- | | 深股通ETF买入及卖出成交额(亿元) | 24.44 | | 北向资金ETF买入及卖出成交额(亿元) | 69.75 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 ...
9月26日北向资金ETF成交额45.67亿元
今日(9月26日)北向资金ETF买入及卖出成交额为45.67亿元,较前一日减少2.65亿元,占北向资金今 日成交额的1.64%。 北向资金ETF买入及卖出成交额 (文章来源:证券时报网) 沪股通ETF买入及卖出成交额(亿元) 28.55 深股通ETF买入及卖出成交额(亿元) 17.12 北向资金ETF买入及卖出成交额(亿元) 45.67 具体来看,今日沪股通ETF买入及卖出成交额28.55亿元,深股通ETF买入及卖出成交额17.12亿元。 (数据宝) ...
9月25日北向资金ETF成交额48.31亿元
今日(9月25日)北向资金ETF买入及卖出成交额为48.31亿元,较前一日减少1.67亿元,占北向资金今 日成交额的1.62%。 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 沪股通ETF买入及卖出成交额(亿元) 31.39 深股通ETF买入及卖出成交额(亿元) 16.92 北向资金ETF买入及卖出成交额(亿元) 48.31 具体来看,今日沪股通ETF买入及卖出成交额31.39亿元,深股通ETF买入及卖出成交额16.92亿元。 (数据宝) 北向资金ETF买入及卖出成交额 ...
牛市杠杆资金偏好显现,资金流动趋势分析
Sou Hu Cai Jing· 2025-09-22 09:14
Market Overview - The market is transitioning to a phase of moderate upward movement, with the Federal Reserve implementing a 25 basis point interest rate cut and indicating the possibility of further cuts within the year [1] - Positive dialogues between China and the US regarding tariffs and TikTok have boosted market sentiment [1] - New issuance of equity funds has rebounded, and net inflows in margin financing continue, indicating high market activity [1] Fund Supply Analysis - New issuance of equity public funds has increased to 428.54 million shares, up 2.24% from the previous period [2] - The recent week's issuance scale reached 185.26 million shares, marking a high of 93.30% over the past three years [2] - Northbound capital's trading activity has slightly decreased, with its transaction volume accounting for 14.39% of total A-share trading, down 0.15 percentage points from the previous period [2] Margin Financing - The market's margin financing balance remains high at 23,270.98 million, with a margin short balance of 166.06 million, representing 2.49% of the total A-share market value [3] - The net inflow of margin financing has decreased to 883.82 million, down 54.75% from the previous period [3] - Net subscription for stock ETFs has also narrowed, with a net subscription of 59.36 million, significantly down from 122.32 million [3] Capital Demand - Equity financing has slightly decreased to 103.84 million, down 12% from the previous period [3] - The expected IPO scale for the next two weeks is 83.95 million, continuing to attract market attention [3] - The net reduction in industrial capital has decreased to 189.31 million, down from 200.72 million, with significant reductions in midstream manufacturing and downstream consumption sectors [3] Lock-up Release - The market value of lock-up releases has decreased to 1,224.14 million, down 24.49% from the previous period [4] - The upcoming two weeks are expected to see a release of 1,310.32 million, with the beauty and personal care sector facing the most significant release pressure [4] Southbound Capital - Southbound capital has shown a trend of continuous net inflows, with a net inflow of 859.13 million, an increase of 132.55% from the previous period [4] - This trend reflects optimism towards Hong Kong stocks and is closely related to communications between Chinese and US leaders and the anticipated Fed rate cuts [4]
负债行为跟踪:谁是边际定价资金?
ZHONGTAI SECURITIES· 2025-09-21 12:09
1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - This week, the trend of strong stocks and weak bonds continued, with increased differentiation in the stock market. The trading volume of the stock market increased overall, with the ChiNext and STAR 50 leading the gains, while micro - cap stocks continued to decline with reduced volume. The technology sector remained the main theme, and the leading sectors were either previously strong or previously stagnant, possibly due to the phased game of existing funds. New marginal pricing forces have joined the market, and the preference of existing funds has changed [5]. - Leveraged funds continue to contribute incremental strength, with their industry distribution becoming more "even" and popular stocks experiencing "de - crowding". Quant funds are no longer the marginal pricing force driving the rise of micro - cap stocks. Domestic funds are shifting from popular to unpopular sectors, while foreign funds are showing an obvious inflow trend. Bank wealth management is accelerating the market through "fixed - income +" products. The investment preferences of insurance and foreign funds are changing [5][6][8]. 3. Summary According to the Table of Contents Asset Price Performance 3.1.1. Major Asset Classes - Global stock markets in most countries rose to varying degrees this week, with the US NASDAQ leading the gains. Commodity prices were differentiated, with precious metals rising and non - ferrous metals and crude oil falling. The US dollar index remained basically unchanged, while the exchange rates of the RMB, Hong Kong dollar, and New Taiwan dollar continued to strengthen. Bonds were relatively weak, with the yields of Chinese, US, and Japanese government bonds rising to varying degrees. Chinese assets performed strongly, with the Hang Seng Index rising 0.6% this week, and the RMB and Hong Kong dollar exchange rates strengthening since the end of July and early August respectively [14]. 3.1.2. A - share Market - The ChiNext (2.3%) led the gains among broad - based indices, followed by the STAR 50 (1.8%) and the Shenzhen Component Index (1.1%). The micro - cap stocks led the decline. The trading volume of micro - cap stocks decreased, and their trading volume has dropped by 31% from the August high. Medium - cap stocks continued to outperform large - cap and small - cap stocks, as indicated by the decline in the CSI 300/CSI 1000 ratio and the continuous increase in the CSI 500/CSI 1000 ratio [16][20][25]. - The top five sectors in terms of gains were automobiles (3.6%), electronics (3.4%), power equipment (3.3%), household appliances (2.3%), and machinery (2.2%). Except for electronics and power equipment, the leading sectors were previously stagnant [28]. Capital Behavior Tracking 3.2.1. Index Trends and Capital Preferences - Recently, the ChiNext, STAR 50, and CSI 300 have continued to reach new highs, while previously it was micro - cap stocks and dividend (bank) stocks. The change in index trends indicates that the investment preferences and dominant capital have changed [35]. 3.2.2. Leveraged Funds - The proportion of margin trading volume in A - share trading volume continued to rise this week, reaching a new high since 2023. Leveraged funds are flowing into industries that were previously net - sold or had low net - buying volumes in margin trading, and where the proportion of margin trading balances to market capitalization is low, such as transportation, food and beverage, banks, household appliances, and petroleum and petrochemicals. Popular stocks have shown "de - crowding", with the proportion of leveraged funds in popular stocks dropping from a high of 5.75% at the end of August to 1.86%. The net margin buying of the ChiNext and STAR 50 has significantly decreased, while that of the CSI 1000 and SSE 50 has increased significantly [37][41][44]. 3.2.3. Quant Funds - Since late August, the excess return of quant index - enhanced funds has significantly decreased, turning from positive to negative, which is almost simultaneous with the peak and decline of micro - cap stocks. The basis of CSI 500 and CSI 1000 stock index futures has widened, indicating an increase in the hedging and risk - aversion needs of quant funds [50][51][56]. 3.2.4. Main Funds - The main funds of the CSI 300 have had continuous net outflows for five days. In the past week, main funds have almost withdrawn from all industries, with significant outflows from sectors such as computers, electronics, power equipment, non - bank finance, and non - ferrous metals, and inflows into sectors such as real estate, textile and apparel, and steel on the last two trading days [59][64]. 3.2.5. North - bound Funds - The total trading volume of north - bound funds increased significantly on Thursday and Friday this week, accounting for a new high of 13.9% of A - share trading volume on Friday. After the increase in north - bound trading volume on Thursday, the SSE 50 Connect rebounded, and the average increase of heavy - position stocks of north - bound funds on Friday was higher than the weekly median [66][70]. 3.2.6. Wealth Management Fund Transfer - From January to August this year, the new non - bank deposits reached approximately 6.4 trillion yuan, with about 3 trillion yuan added in July and August. The proportion of non - bank deposits in M2 has increased, in contrast to the decline in the proportion of storage - type institutions [75]. 3.2.7. Hong Kong Stock Market - Since August, the net buying and trading volume of south - bound funds flowing into the Hong Kong stock market have increased. In the past two weeks, the total trading volume of south - bound funds and their proportion in the Hong Kong stock market turnover have rebounded. The net buying volume of south - bound funds has decreased slightly compared to last week but remains at a relatively high level. South - bound funds mainly flow into sectors such as commerce and retail, non - bank finance, and pharmaceutical biology. In the past week, the communication sector has changed from net outflows to net inflows [84][85].
今日北向资金ETF买入及卖出成交额为53.06亿元
(文章来源:证券时报网) 沪股通ETF买入及卖出成交额(亿元) 33.91 深股通ETF买入及卖出成交额(亿元) 19.15 北向资金ETF买入及卖出成交额(亿元) 53.06 具体来看,今日沪股通ETF买入及卖出成交额33.91亿元,深股通ETF买入及卖出成交额19.15亿元。 (数据宝) 北向资金ETF买入及卖出成交额 今日(9月19日)北向资金ETF买入及卖出成交额为53.06亿元,较前一日减少24.65亿元,占北向资金今 日成交额的1.63%。 ...
今日北向资金ETF买入及卖出成交额为45.39亿元
注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 沪股通ETF买入及卖出成交额(亿元) 28.28 深股通ETF买入及卖出成交额(亿元) 17.10 北向资金ETF买入及卖出成交额(亿元) 45.39 今日(9月17日)北向资金ETF买入及卖出成交额为45.39亿元,较前一日增加2.19亿元,占北向资金今 日成交额的1.58%。 具体来看,今日沪股通ETF买入及卖出成交额28.28亿元,深股通ETF买入及卖出成交额17.10亿元。 (数据宝) 北向资金ETF买入及卖出成交额 ...
今日北向资金ETF买入及卖出成交额为43.19亿元
北向资金ETF买入及卖出成交额 | 沪股通ETF买入及卖出成交额(亿元) | 28.26 | | --- | --- | | 深股通ETF买入及卖出成交额(亿元) | 14.94 | | 北向资金ETF买入及卖出成交额(亿元) | 43.19 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (原标题:今日北向资金ETF买入及卖出成交额为43.19亿元) 今日(9月16日)北向资金ETF买入及卖出成交额为43.19亿元,较前一日增加7.27亿元,占北向资金今 日成交额的1.50%。 具体来看,今日沪股通ETF买入及卖出成交额28.26亿元,深股通ETF买入及卖出成交额14.94亿元。 (数据宝) ...