Capital Flow Velocity — China & Hong Kong

🌊 Capital Flow Velocity资金流速

Where China’s big money is rotating — sectors ranked by how fast large-order money moves, drilled to the names driving each, with one question per name: does the institution agree?中国大资金在向哪里轮动——按主力资金流速排序板块，下钻至驱动个股，每只个股追问：机构是否认同？

▲ Fastest inflow流入最快

Gold Miners黄金

+0.73σ inflow cooling流入降温

▼ Fastest outflow流出最快

Battery & Lithium锂电池

-3.24σ accelerating out加速流出

🏛 Do institutions agree?机构是否认同？

agree on一致 3 · diverge on背离 1

board names where flow meets a Dragon-Tiger institutional seat榜上资金与龙虎榜机构席位相遇的个股

🛰 Southbound南向资金

+1.60σ accelerating in加速流入

mainland money into HK · 1-week rate内地资金流入港股 · 1周速率

Display-only context — flow is never scored into an allocation signal. How each number is built lives behind the ? and in the footer.仅供参考背景——资金流向从不计入配置信号。各项指标的构建方法见 ? 提示与页脚。

inflow流入 outflow流出 · ±3σ fills the half-track· ±3σ 填满半轨 confluence共振 flow + institutions agree资金与机构一致 divergence背离 they disagree二者相左 ↗ click a name to open it in the Terminal点击个股在终端中打开

🧭 Flow Map资金流向图

? sector → member names → institutional confluence · weekly · as of板块 → 成分个股 → 机构共振 · 周度 · 截至 2026-07-13

A-Share 沪深A股沪深

Sector板块	Category类别	Members成分	4wk net4周净占比	Velocity流速	Accel加速度	State状态
▸ 🏆 All A-share names全市场A股	universe全域	1554				top inflow & outflow领涨与领跌
源杰科技688498.SS			+0.6%	+10.34σ	+0.503	accelerating in加速流入
寒武纪688256.SS			+0.6%	+10.29σ	+0.304	accelerating in加速流入
联讯仪器688808.SS			+0.2%	+4.22σ	+0.146	accelerating in加速流入
沪农商行601825.SS			+8.3%	+3.68σ	+0.458	accelerating in加速流入
京基智农000048.SZ	🏛 -0.7亿 3/3		+11.1%	+3.35σ	+0.622	accelerating in加速流入
电投能源002128.SZ			+9.0%	+3.11σ	+0.256	accelerating in加速流入
成都银行601838.SS			+8.2%	+2.86σ	+0.284	accelerating in加速流入
泰禾股份301665.SZ			+8.1%	+2.86σ	+0.145	accelerating in加速流入
新疆天业600075.SS			+10.7%	+2.85σ	+0.712	accelerating in加速流入
华电国际600027.SS			+8.0%	+2.45σ	+0.276	accelerating in加速流入
佰维存储688525.SS			-11.7%	-3.60σ	-0.364	accelerating out加速流出
江波龙301308.SZ			-10.1%	-3.63σ	-0.327	accelerating out加速流出
中科电气300035.SZ			-8.0%	-3.64σ	-0.210	accelerating out加速流出
蓝思科技300433.SZ			-13.2%	-3.74σ	-0.772	accelerating out加速流出
新宙邦300037.SZ			-9.4%	-3.87σ	-0.513	accelerating out加速流出
铜冠铜箔301217.SZ			-9.6%	-3.99σ	-0.406	accelerating out加速流出
东材科技601208.SS			-12.1%	-4.25σ	-0.303	accelerating out加速流出
巨化股份600160.SS			-8.6%	-4.25σ	-0.426	accelerating out加速流出
中国天楹000035.SZ			-9.4%	-4.72σ	-0.412	accelerating out加速流出
科力远600478.SS			-7.3%	-4.95σ	-0.642	accelerating out加速流出
▸ Gold Miners黄金	Cyclicals & ResourcesCyclicals & Resources	6	+2.6%	+0.73σ	-0.249	inflow cooling流入降温
sector mean板块均值			+2.6%	+0.73σ
赤峰黄金600988.SS			+7.2%	+1.41σ	-0.219	inflow cooling流入降温
山金国际000975.SZ			+6.5%	+1.40σ	-0.222	inflow cooling流入降温
紫金矿业601899.SS			+2.7%	+1.06σ	+0.025	accelerating in加速流入
中金黄金600489.SS			+2.1%	+0.55σ	-0.115	inflow cooling流入降温
湖南黄金002155.SZ			-1.8%	-0.48σ	-0.153	balanced均衡
山东黄金600547.SS			-1.3%	-0.28σ	-0.482	balanced均衡
▸ Software & AI Apps软件与AI应用	Technology & AITechnology & AI	15	+1.1%	+0.43σ	+0.317	balanced均衡
sector mean板块均值			+1.1%	+0.43σ
中科创达300496.SZ			-8.5%	-2.00σ	-0.602	accelerating out加速流出
同花顺300033.SZ			-4.4%	-1.47σ	-0.519	accelerating out加速流出
三六零601360.SS			+4.3%	+1.19σ	+0.885	accelerating in加速流入
金山办公688111.SS			+3.5%	+0.89σ	+0.213	accelerating in加速流入
软通动力301236.SZ			+3.5%	+0.87σ	+0.447	accelerating in加速流入
深信服300454.SZ			+3.4%	+0.80σ	+0.417	accelerating in加速流入
用友网络600588.SS			-2.6%	-0.71σ	+0.039	outflow easing流出趋缓
宝信软件600845.SS			+3.3%	+0.52σ	-0.111	inflow cooling流入降温
▸ AI Compute & OpticsAI算力与光模块	Technology & AITechnology & AI	171 inst机构	+0.5%	+0.18σ	+0.466	balanced均衡
sector mean板块均值			+0.5%	+0.18σ
寒武纪688256.SS			+0.6%	+10.29σ	+0.304	accelerating in加速流入
浪潮信息000977.SZ			+9.3%	+1.40σ	+0.301	accelerating in加速流入
海光信息688041.SS			+2.9%	+0.82σ	+0.375	accelerating in加速流入
盛科通信688702.SS			-1.8%	-0.69σ	+0.027	outflow easing流出趋缓
英维克002837.SZ			-2.5%	-0.65σ	+0.020	outflow easing流出趋缓
中际旭创300308.SZ			-1.8%	-0.64σ	+0.335	outflow easing流出趋缓
沐曦股份688802.SS			+3.0%	+0.64σ	+0.322	accelerating in加速流入
胜宏科技300476.SZ			-2.7%	-0.64σ	+0.251	outflow easing流出趋缓
▸ Coal煤炭	Cyclicals & ResourcesCyclicals & Resources	10	-0.1%	-0.04σ	-0.464	balanced均衡
sector mean板块均值			-0.1%	-0.04σ
苏能股份600925.SS			-5.1%	-1.57σ	-0.176	accelerating out加速流出
潞安环能601699.SS			+4.2%	+1.42σ	+0.007	accelerating in加速流入
兖矿能源600188.SS			+4.9%	+1.37σ	-0.109	inflow cooling流入降温
山西焦煤000983.SZ			-6.2%	-1.35σ	-0.715	accelerating out加速流出
中煤能源601898.SS			+2.0%	+0.82σ	-0.217	inflow cooling流入降温
中国神华601088.SS			+2.3%	+0.64σ	-0.221	inflow cooling流入降温
晋控煤业601001.SS			-1.0%	-0.47σ	-0.193	balanced均衡
陕西煤业601225.SS			-1.3%	-0.32σ	-0.817	balanced均衡
▸ Semiconductors半导体	Technology & AITechnology & AI	223 inst机构	-0.3%	-0.16σ	+0.536	balanced均衡
sector mean板块均值			-0.3%	-0.16σ
寒武纪688256.SS			+0.6%	+10.29σ	+0.304	accelerating in加速流入
晶合集成688249.SS			-6.2%	-1.94σ	-0.583	accelerating out加速流出
拓荆科技688072.SS	🏛 +23.2亿 4/4		+1.2%	+1.76σ	+0.252	accelerating in加速流入
士兰微600460.SS			-4.6%	-1.68σ	+0.396	outflow easing流出趋缓
沪硅产业688126.SS			-3.6%	-1.43σ	+0.254	outflow easing流出趋缓
兆易创新603986.SS			-5.4%	-1.36σ	+0.493	outflow easing流出趋缓
紫光国微002049.SZ			+5.1%	+1.35σ	+0.572	accelerating in加速流入
华海清科688120.SS			+3.5%	+1.00σ	+0.596	accelerating in加速流入
▸ SOE Blue Chips (中特估)中特估·央企	Financials & ValueFinancials & Value	16	-0.4%	-0.19σ	-0.128	balanced均衡
sector mean板块均值			-0.4%	-0.19σ
中国中冶601618.SS			-3.6%	-1.83σ	-0.234	accelerating out加速流出
中国建筑601668.SS			-4.0%	-1.80σ	+0.033	outflow easing流出趋缓
中国联通600050.SS			+7.9%	+1.68σ	+0.433	accelerating in加速流入
中国中铁601390.SS			-4.3%	-1.22σ	-0.160	accelerating out加速流出
中国交建601800.SS			-2.8%	-0.96σ	+0.135	outflow easing流出趋缓
中国海油600938.SS			+3.4%	+0.86σ	+0.010	accelerating in加速流入
中国电建601669.SS			-4.3%	-0.80σ	-0.253	accelerating out加速流出
中国化学601117.SS			-2.1%	-0.73σ	-0.163	accelerating out加速流出
▸ Banks银行	Financials & ValueFinancials & Value	18	-0.3%	-0.22σ	-0.211	balanced均衡
sector mean板块均值			-0.3%	-0.22σ
交通银行601328.SS			-7.3%	-2.42σ	-0.812	accelerating out加速流出
平安银行000001.SZ			-6.0%	-1.90σ	-0.520	accelerating out加速流出
浦发银行600000.SS			+3.2%	+1.41σ	-0.140	inflow cooling流入降温
中信银行601998.SS			+5.0%	+1.33σ	+0.532	accelerating in加速流入
民生银行600016.SS			+3.4%	+1.23σ	+0.483	accelerating in加速流入
中国银行601988.SS			-4.3%	-1.19σ	-0.642	accelerating out加速流出
江苏银行600919.SS			-3.1%	-1.16σ	-0.484	accelerating out加速流出
农业银行601288.SS			+5.7%	+1.15σ	+0.403	accelerating in加速流入
▸ Home Appliances家电	Consumer & BrandsConsumer & Brands	8	-0.5%	-0.43σ	-0.119	balanced均衡
sector mean板块均值			-0.5%	-0.43σ
美的集团000333.SZ			-8.1%	-2.78σ	-0.317	accelerating out加速流出
四川长虹600839.SS			+9.9%	+1.48σ	+0.715	accelerating in加速流入
科沃斯603486.SS			-3.1%	-1.19σ	-0.331	accelerating out加速流出
苏泊尔002032.SZ			-3.0%	-0.97σ	-0.191	accelerating out加速流出
海信家电000921.SZ			-0.9%	-0.58σ	+0.006	outflow easing流出趋缓
海尔智家600690.SS			+1.0%	+0.27σ	-0.357	balanced均衡
格力电器000651.SZ			-0.3%	-0.08σ	-0.153	balanced均衡
海信视像600060.SS			+0.2%	+0.08σ	-0.314	balanced均衡
▸ Industrial Metals有色金属	Cyclicals & ResourcesCyclicals & Resources	131 inst机构	-1.1%	-0.52σ	-0.219	accelerating out加速流出
sector mean板块均值			-1.1%	-0.52σ
中金岭南000060.SZ			-8.9%	-2.53σ	-0.593	accelerating out加速流出
云铝股份000807.SZ			+8.8%	+2.28σ	+0.222	accelerating in加速流入
锡业股份000960.SZ			-5.0%	-2.11σ	-0.337	accelerating out加速流出
云南铜业000878.SZ			-7.7%	-1.76σ	-0.398	accelerating out加速流出
铜陵有色000630.SZ			-6.5%	-1.68σ	-0.150	accelerating out加速流出
宏桥控股002379.SZ	🏛 +0.4亿 7/8		+6.5%	+1.50σ	+0.084	accelerating in加速流入
天山铝业002532.SZ			+4.5%	+1.42σ	-0.143	inflow cooling流入降温
洛阳钼业603993.SS			-4.6%	-1.19σ	-0.322	accelerating out加速流出
▸ Insurers保险	Financials & ValueFinancials & Value	5	-1.4%	-0.54σ	-0.423	accelerating out加速流出
sector mean板块均值			-1.4%	-0.54σ
中国平安601318.SS			-7.4%	-2.24σ	-0.587	accelerating out加速流出
中国人寿601628.SS			+5.2%	+1.47σ	-0.145	inflow cooling流入降温
中国太保601601.SS			-2.6%	-1.20σ	-0.593	accelerating out加速流出
新华保险601336.SS			-4.0%	-1.14σ	-0.500	accelerating out加速流出
中国人保601319.SS			+1.8%	+0.49σ	-0.042	balanced均衡
▸ Innovative Pharma & CXO创新药与CXO	Healthcare医疗	141 inst机构	-1.5%	-0.70σ	-0.380	accelerating out加速流出
sector mean板块均值			-1.5%	-0.70σ
百利天恒688506.SS			-6.8%	-1.64σ	-0.638	accelerating out加速流出
百济神州688235.SS			-5.0%	-1.60σ	-0.714	accelerating out加速流出
康龙化成300759.SZ			-3.7%	-1.54σ	-0.231	accelerating out加速流出
艾力斯688578.SS			-5.0%	-1.42σ	-0.541	accelerating out加速流出
泰格医药300347.SZ			-2.5%	-0.79σ	-0.096	accelerating out加速流出
科伦药业002422.SZ			+2.1%	+0.70σ	+0.168	accelerating in加速流入
药明康德603259.SS			+1.5%	+0.58σ	+0.170	accelerating in加速流入
君实生物688180.SS			-1.0%	-0.39σ	-0.323	balanced均衡
▸ Autos & NEV Makers汽车整车	New Energy & AutosNew Energy & Autos	16	-1.9%	-0.93σ	-0.478	accelerating out加速流出
sector mean板块均值			-1.9%	-0.93σ
上汽集团600104.SS			-6.9%	-2.87σ	-0.778	accelerating out加速流出
长城汽车601633.SS			-6.4%	-2.16σ	-0.401	accelerating out加速流出
广汽集团601238.SS			-4.1%	-1.59σ	+0.040	outflow easing流出趋缓
星宇股份601799.SS			-4.1%	-1.35σ	-0.970	accelerating out加速流出
一汽解放000800.SZ			-3.9%	-0.97σ	-0.313	accelerating out加速流出
赛力斯601127.SS			-2.3%	-0.89σ	-0.090	accelerating out加速流出
潍柴动力000338.SZ			-3.2%	-0.85σ	-0.290	accelerating out加速流出
银轮股份002126.SZ			+3.5%	+0.81σ	+0.040	accelerating in加速流入
▸ Medical Devices & TCM医疗器械与中药	Healthcare医疗	14	-1.7%	-1.05σ	-0.279	accelerating out加速流出
sector mean板块均值			-1.7%	-1.05σ
东阿阿胶000423.SZ			-4.9%	-2.51σ	-0.320	accelerating out加速流出
联影医疗688271.SS			-6.9%	-2.35σ	-0.358	accelerating out加速流出
迈瑞医疗300760.SZ			-3.0%	-1.38σ	-0.212	accelerating out加速流出
云南白药000538.SZ			-3.7%	-1.23σ	-0.284	accelerating out加速流出
同仁堂600085.SS			+3.7%	+1.17σ	+0.297	accelerating in加速流入
惠泰医疗688617.SS			+3.4%	+1.12σ	+0.077	accelerating in加速流入
爱尔眼科300015.SZ			-4.7%	-0.90σ	-0.172	accelerating out加速流出
爱美客300896.SZ			-2.2%	-0.89σ	-0.315	accelerating out加速流出
▸ Defense & Aerospace军工航天	Advanced ManufacturingAdvanced Manufacturing	132 inst机构	-2.5%	-1.22σ	-0.287	accelerating out加速流出
sector mean板块均值			-2.5%	-1.22σ
中航沈飞600760.SS			-10.2%	-3.25σ	-0.648	accelerating out加速流出
中航光电002179.SZ			-8.3%	-2.82σ	-0.438	accelerating out加速流出
中航西飞000768.SZ			-10.3%	-2.19σ	-0.487	accelerating out加速流出
高德红外002414.SZ			+14.9%	+1.86σ	+0.569	accelerating in加速流入
航天电器002025.SZ			-6.6%	-1.75σ	-0.517	accelerating out加速流出
航发动力600893.SS			-3.0%	-1.65σ	-0.620	accelerating out加速流出
中航成飞302132.SZ			-3.6%	-1.41σ	-0.060	accelerating out加速流出
振华科技000733.SZ			+9.2%	+1.36σ	+0.321	accelerating in加速流入
▸ Robotics & Automation机器人与自动化	Advanced ManufacturingAdvanced Manufacturing	112 inst机构	-3.8%	-1.37σ	-0.407	accelerating out加速流出
sector mean板块均值			-3.8%	-1.37σ
绿的谐波688017.SS			-6.2%	-1.96σ	-0.402	accelerating out加速流出
奥比中光688322.SS			-5.8%	-1.70σ	-0.410	accelerating out加速流出
国机精工002046.SZ	🏛 -0.4亿 2/4		-5.2%	-1.54σ	-0.516	accelerating out加速流出
埃斯顿002747.SZ			-8.3%	-1.44σ	-0.379	accelerating out加速流出
汇川技术300124.SZ			-3.6%	-1.10σ	-0.568	accelerating out加速流出
三花智控002050.SZ			-4.9%	-0.97σ	-0.264	accelerating out加速流出
拓普集团601689.SS			-3.6%	-0.75σ	-0.322	accelerating out加速流出
恒立液压601100.SS			-2.0%	-0.63σ	-0.185	accelerating out加速流出
▸ Baijiu / Liquor白酒	Consumer & BrandsConsumer & Brands	7	-2.8%	-1.42σ	-0.355	accelerating out加速流出
sector mean板块均值			-2.8%	-1.42σ
古井贡酒000596.SZ			-2.7%	-2.35σ	-0.489	accelerating out加速流出
泸州老窖000568.SZ			-4.7%	-1.64σ	-0.334	accelerating out加速流出
山西汾酒600809.SS			-4.0%	-1.47σ	-0.566	accelerating out加速流出
洋河股份002304.SZ			-3.3%	-1.43σ	-0.181	accelerating out加速流出
五粮液000858.SZ			-4.0%	-1.00σ	-0.071	accelerating out加速流出
今世缘603369.SS			-1.7%	-0.90σ	-0.531	accelerating out加速流出
贵州茅台600519.SS			+0.6%	+0.18σ	-0.045	balanced均衡
▸ Consumer Electronics消费电子	Technology & AITechnology & AI	151 inst机构	-3.7%	-1.47σ	+0.088	outflow easing流出趋缓
sector mean板块均值			-3.7%	-1.47σ
蓝思科技300433.SZ			-13.2%	-3.74σ	-0.772	accelerating out加速流出
京东方Ａ000725.SZ			-7.6%	-2.05σ	-0.031	accelerating out加速流出
领益智造002600.SZ			-12.9%	-1.71σ	-0.220	accelerating out加速流出
传音控股688036.SS			-4.7%	-1.33σ	-0.157	accelerating out加速流出
鹏鼎控股002938.SZ			+4.6%	+1.25σ	+0.645	accelerating in加速流入
顺络电子002138.SZ			-4.3%	-1.25σ	+0.350	outflow easing流出趋缓
水晶光电002273.SZ			-7.2%	-0.87σ	-0.274	accelerating out加速流出
立讯精密002475.SZ			-3.8%	-0.82σ	+0.020	outflow easing流出趋缓
▸ Food & Beverage食品饮料	Consumer & BrandsConsumer & Brands	10	-2.2%	-1.61σ	-0.503	accelerating out加速流出
sector mean板块均值			-2.2%	-1.61σ
燕京啤酒000729.SZ			-7.0%	-2.41σ	-0.556	accelerating out加速流出
青岛啤酒600600.SS			-2.8%	-1.29σ	-0.345	accelerating out加速流出
海天味业603288.SS			-3.6%	-1.28σ	-0.485	accelerating out加速流出
金龙鱼300999.SZ			-3.1%	-1.18σ	-0.221	accelerating out加速流出
东鹏饮料605499.SS			-3.4%	-0.92σ	-0.460	accelerating out加速流出
双汇发展000895.SZ			+2.3%	+0.86σ	-0.299	inflow cooling流入降温
养元饮品603156.SS			-1.8%	-0.67σ	+0.457	outflow easing流出趋缓
安琪酵母600298.SS			-1.6%	-0.55σ	-0.327	accelerating out加速流出
▸ Brokers & Securities券商	Financials & ValueFinancials & Value	15	-5.2%	-1.66σ	-0.467	accelerating out加速流出
sector mean板块均值			-5.2%	-1.66σ
东方证券600958.SS			-13.5%	-2.36σ	-0.509	accelerating out加速流出
国泰海通601211.SS			-11.0%	-2.22σ	-0.902	accelerating out加速流出
华泰证券601688.SS			-6.0%	-2.03σ	-0.491	accelerating out加速流出
中金公司601995.SS			-6.5%	-1.59σ	-0.185	accelerating out加速流出
招商证券600999.SS			-5.0%	-1.46σ	-0.517	accelerating out加速流出
长江证券000783.SZ			-5.5%	-1.33σ	-0.210	accelerating out加速流出
广发证券000776.SZ			-4.2%	-1.26σ	-0.535	accelerating out加速流出
中信证券600030.SS			-5.6%	-1.23σ	-0.314	accelerating out加速流出
▸ Rare Earth & Magnets稀土永磁	Cyclicals & ResourcesCyclicals & Resources	9	-7.0%	-2.67σ	-0.390	accelerating out加速流出
sector mean板块均值			-7.0%	-2.67σ
北方稀土600111.SS			-12.1%	-3.05σ	-0.387	accelerating out加速流出
横店东磁002056.SZ			-11.9%	-2.59σ	-0.602	accelerating out加速流出
金力永磁300748.SZ			-8.8%	-2.34σ	-0.654	accelerating out加速流出
中稀有色600259.SS			-8.1%	-2.24σ	-0.772	accelerating out加速流出
中国稀土000831.SZ			-6.8%	-1.88σ	-0.468	accelerating out加速流出
章源钨业002378.SZ			-7.0%	-1.57σ	-0.116	accelerating out加速流出
厦门钨业600549.SS			-3.8%	-1.12σ	+0.436	outflow easing流出趋缓
中钨高新000657.SZ			-3.5%	-0.98σ	+0.190	outflow easing流出趋缓
▸ Solar / Photovoltaics光伏	New Energy & AutosNew Energy & Autos	15	-7.1%	-3.19σ	-0.017	accelerating out加速流出
sector mean板块均值			-7.1%	-3.19σ
阳光电源300274.SZ			-14.7%	-3.42σ	-0.392	accelerating out加速流出
阿特斯688472.SS			-6.8%	-3.28σ	-0.382	accelerating out加速流出
大全能源688303.SS			-13.3%	-3.04σ	-0.239	accelerating out加速流出
晶科能源688223.SS			-7.0%	-2.79σ	-0.177	accelerating out加速流出
固德威688390.SS			-8.2%	-2.48σ	-0.169	accelerating out加速流出
天合光能688599.SS			-10.6%	-2.44σ	-0.173	accelerating out加速流出
通威股份600438.SS			-7.5%	-2.05σ	-0.006	accelerating out加速流出
德业股份605117.SS			-6.0%	-1.89σ	-0.127	accelerating out加速流出
▸ Battery & Lithium锂电池	New Energy & AutosNew Energy & Autos	16	-7.3%	-3.24σ	-0.594	accelerating out加速流出
sector mean板块均值			-7.3%	-3.24σ
新宙邦300037.SZ			-9.4%	-3.87σ	-0.513	accelerating out加速流出
赣锋锂业002460.SZ			-12.2%	-3.31σ	-0.559	accelerating out加速流出
天齐锂业002466.SZ			-12.3%	-2.95σ	-0.422	accelerating out加速流出
华友钴业603799.SS			-12.2%	-2.79σ	-0.667	accelerating out加速流出
天赐材料002709.SZ			-9.6%	-2.68σ	-0.213	accelerating out加速流出
亿纬锂能300014.SZ			-8.0%	-2.57σ	-0.036	accelerating out加速流出
欣旺达300207.SZ			-6.4%	-2.56σ	-0.416	accelerating out加速流出
恩捷股份002812.SZ			-9.7%	-2.53σ	-0.604	accelerating out加速流出

Per-sector big-money flow = equal-weight member main-money net-rate, ranked by 4-week velocity. Expand a sector for its biggest-moving member names.板块主力资金＝等权成分股主力净占比，按4周流速排序。展开板块查看流向最强的成分股。

HK Southbound 南向港股南向

🇭🇰 Mainland southbound per-name内地南向个股

Name名称	Flow流向	5d hold Δ5日持仓Δ	Own %持股%	Hold持仓
网易9999.HK	accumulating加仓	+60.0%	1.1	HK$7.0B
英矽智能3696.HK	accumulating加仓	+49.3%	15.6	HK$4.4B
昭衍新药6127.HK	accumulating加仓	+40.8%	60.2	HK$1.9B
山东墨龙0568.HK	accumulating加仓	+30.8%	62.9	HK$0.9B
百奥赛图-B2315.HK	accumulating加仓	+22.8%	35.6	HK$2.2B
中国宏桥1378.HK	accumulating加仓	+21.0%	10.1	HK$22.7B
建滔积层板1888.HK	distributing减仓	-37.3%	15.0	HK$23.2B
建滔集团0148.HK	distributing减仓	-28.8%	25.6	HK$16.4B
华虹宏力1347.HK	distributing减仓	-22.6%	21.8	HK$59.7B
威胜控股3393.HK	distributing减仓	-15.9%	3.9	HK$0.7B
东岳集团0189.HK	distributing减仓	-13.5%	33.0	HK$7.6B
长飞光纤光缆6869.HK	distributing减仓	-12.6%	46.5	HK$28.8B

Southbound holdings are mainland money via Connect — a flow confirmer, not a standalone signal. Per HK name: how much of it the mainland Connect crowd holds (% of free float) and whether it is ADDING (5-/10-day change in holding value). HK's dominant marginal buyer — a flow confirmer for sizing, not a standalone alpha.南向持仓为内地经互联互通的资金——资金确认项，非独立信号。

🛰️ Stock-Connect Channels沪深港通通道

cross-border context · mainland ↔ HK aggregate flow · daily 1w / 1m / 3m velocity跨境背景 · 内地 ↔ 香港整体资金 · 日度 1周 / 1月 / 3月流速

Southbound — mainland money into HK南向 · 内地资金入港

accelerating in加速流入 as of截至 2026-07-16

+1.36σ

+1.60σ

+1.95σ

~1m net近1月净额 +78.0 ¥B十亿 up-days (20)上涨日(20) 12/20

Northbound — foreign money into A-shares北向 · 外资入A股

frozen已停更 as of截至 2024-08-16

20d-cum net, through the freeze20日累计净额，至停更

Sources数据来源: Stock-Connect channels — Eastmoney RPT_MUTUAL_DEAL_HISTORY (southbound live; northbound aggregate net discontinued 2024-08-16). A-share name/sector flow — Tushare moneyflow_dc 主力 weekly grid. Institutional seats — Eastmoney 龙虎榜机构专用. HK southbound — Eastmoney RPT_MUTUAL_STOCK_HOLDRANKS.沪深港通——东方财富 RPT_MUTUAL_DEAL_HISTORY（南向实时；北向整体净额于2024-08-16停更）。A股个股/板块资金——Tushare moneyflow_dc 主力周度网格。机构席位——东方财富龙虎榜机构专用。南向——东方财富 RPT_MUTUAL_STOCK_HOLDRANKS。
Method方法: Velocity = slope_z of cumulative net-flow (drift ÷ its own volatility); acceleration = the trailing slope of that velocity. A sector’s velocity is the equal-weight mean of its members’, so members fan out as deviations around the sector bar. Confluence is a render-time agree/diverge class joining 主力 velocity sign to the institutional-seat direction on the same ticker — nothing numeric is manufactured. Causal, point-in-time, descriptive context — not investment advice.流速＝累计净流向的 slope_z（漂移 ÷ 自身波动）；加速度＝该流速的滚动斜率。板块流速＝成分股等权均值，故成分股以围绕板块条的偏离呈现。共振为渲染期一致/背离类别，将主力流速方向与同一代码的机构席位方向相连——不制造任何分值。因果、时点对齐、描述性背景，非投资建议。 · Built构建于 2026-07-17 09:51 UTC