【Data Market Watch】Four top-tier retail funds focus on ShaoNeng Shares; quantitative funds and retail investors collectively rush to buy HanLan Shares

MaticHoleFiller · 2026-03-29T18:40:17+00:00

Today, the Shanghai and Shenzhen Stock Connects traded a total of 289.286 billion yuan, with major inflows into non-ferrous metals leading the way. Zijin Mining and CATL ranked first in trading volume for the Shanghai and Shenzhen Stock Connects, respectively. Green energy concept stocks performed strongly, with popular stock ShaoNeng Shares receiving substantial capital inflows. The overall market showed clear divergence, with significant capital outflows from the power equipment sector.

MaticHoleFiller

2026-03-29 18:40:17

Abstract generation in progress

Shanghai and Shenzhen Stock Connect recorded total trading volume of 289.29 billion yuan today. Among them, Zijin Mining and CATL topped the individual stock trading by value in the Shanghai Stock Connect and Shenzhen Stock Connect, respectively. In terms of sector main-fund flows, the non-ferrous metals sector led with net inflows from leading funds. In ETF trading, the Brazil ETF from E Fund (520870) saw a 190% month-over-month increase in trading value.

In the Dragon and Tiger list, the “green power” concept continued its strong performance. The popular stock Shaoneng Co., Ltd. achieved a 4-board streak in 5 days, getting a total buy of 276 million yuan from four first-tier boutique funds (Guotai Huarong Securities Wuhan Ziyang East Road, Guotai Huarong Securities Shanghai Haiyang West Road, Guotai Huarong Securities Shanghai Jiangsu Road, Guotai Huarong Securities Nanjing Taiping South Road). Hancable Co., Ltd. hit the daily limit up strongly today. One first-tier boutique fund (Guotai Huarong Securities Wuhan Ziyang East Road) bought 207 million yuan, while two quant funds (Cyrus Securities Xi’an Taihua Road, Citic Securities Shanghai Caoxi North Road) combined bought 158 million yuan.

I. Top 10 stocks by trading value via Shanghai and Shenzhen Stock Connect

Total trading value for Shanghai Stock Connect today was 134.283 billion yuan, while total trading value for Shenzhen Stock Connect was 155.003 billion yuan.

Looking at the top 10 stocks by trading value via Shanghai Stock Connect, Zijin Mining ranked first; Wuxi AppTec and 100% Storage ranked second and third, respectively.

Looking at the top 10 stocks by trading value via Shenzhen Stock Connect, CATL ranked first; Luxshare and MCSJ Xunchuang ranked second and third, respectively.

II. Sector large-order main-fund flows

Judging from sector performance, the defense/armaments, power, and industrial metals sectors led in gains, while the oil and gas sector led in declines.

Based on main-fund monitoring data for sectors, the non-ferrous metals sector ranked first in net inflows of main funds.

For sector fund outflows, the power equipment sector ranked first in net outflows of main funds.

According to main-fund monitoring data at the individual-stock level, the sectors of the top 10 stocks by net inflows of main funds are relatively spread out, with Zijin Mining leading in net inflows.

The sectors of the top 10 stocks by net outflows of main funds are relatively spread out, with Sungrow leading in net outflows.

III. ETF trading

Among the top 10 ETFs by trading value, the Energy & Chemical ETF from Jianshin (159981) ranked first, and the Gold ETF from Hua’an (518880) ranked second by trading value.

Among the top 10 ETFs by month-over-month growth in trading value, the Brazil ETF from E Fund (520870) ranked first with a 190% month-over-month increase; the A500 ETF from Fullgoal (563880) ranked second with a 126% month-over-month increase in trading value.

IV. Index futures positioning

Among the four major index futures contracts, the long and short sides for the IH, IF, IC, and IM contracts reduced positions; the short side reduced positions by a larger number for the IF and IC contracts.

V. Dragon and Tiger list

Institutions

Today, institutional activity in the Dragon and Tiger list was generally average. The high-visibility stock in the computation leasing theme, Meili Cloud, saw its surge cool off after hitting the board. It was sold by three institutions for 109 million yuan, while one institution bought 13.83 million yuan. Yunnan Germanium advanced with a 3-day 2-board streak, receiving buy orders totaling 76.20 million yuan from three institutions. In the PCB concept, Nan Ya New Material hit the 20CM daily limit up, receiving buy orders totaling 141 million yuan from four institutions, and at the same time receiving a sell order of 19.40 million yuan from one institution.

Prop trading firms

First-tier boutique funds had relatively high activity. The green power concept continued to show strength. The popular stock Shaoneng Co., Ltd. achieved a 4-board streak in 5 days, receiving a total buy of 276 million yuan from four first-tier boutique funds (Guotai Huarong Securities Wuhan Ziyang East Road, Guotai Huarong Securities Shanghai Haiyang West Road, Guotai Huarong Securities Shanghai Jiangsu Road, Guotai Huarong Securities Nanjing Taiping South Road). Hancable Co., Ltd. hit the daily limit up strongly today, with one first-tier boutique fund (Guotai Huarong Securities Wuhan Ziyang East Road) buying 207 million yuan.

Quant funds had generally average activity. Hancable Co., Ltd. received total buys of 158 million yuan from two quant funds (Cyrus Securities Xi’an Taihua Road, Citic Securities Shanghai Caoxi North Road).

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