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

Industrial Metals有色金属

+1.07σ accelerating in加速流入

▼ Fastest outflow流出最快

Solar / Photovoltaics光伏

-2.24σ accelerating out加速流出

🏛 Do institutions agree?机构是否认同？

agree on一致 4 · diverge on背离 2

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

+1.50σ 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 2026-07-14

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%	+10.42σ	+0.321	accelerating in加速流入
寒武纪688256.SS			+0.5%	+10.40σ	+0.390	accelerating in加速流入
联讯仪器688808.SS	🏛 +2.4亿 1/0		+0.3%	+5.35σ	+0.353	accelerating in加速流入
电投能源002128.SZ			+11.1%	+3.89σ	+0.276	accelerating in加速流入
荣盛石化002493.SZ			+10.0%	+3.06σ	+0.427	accelerating in加速流入
京基智农000048.SZ			+9.3%	+2.80σ	+0.363	accelerating in加速流入
泰禾股份301665.SZ			+7.5%	+2.68σ	+0.152	accelerating in加速流入
拓荆科技688072.SS			+2.1%	+2.66σ	+0.531	accelerating in加速流入
华电国际600027.SS			+7.8%	+2.43σ	+0.493	accelerating in加速流入
云铝股份000807.SZ			+9.2%	+2.40σ	+0.085	accelerating in加速流入
扬杰科技300373.SZ			-11.8%	-3.19σ	-0.478	accelerating out加速流出
广钢气体688548.SS			-6.0%	-3.23σ	-0.415	accelerating out加速流出
中航沈飞600760.SS			-10.6%	-3.26σ	-0.513	accelerating out加速流出
海博思创688411.SS			-10.2%	-3.28σ	-0.766	accelerating out加速流出
巨化股份600160.SS			-7.1%	-3.33σ	-0.314	accelerating out加速流出
上港集团600018.SS			-10.1%	-3.34σ	-0.279	accelerating out加速流出
江波龙301308.SZ			-8.7%	-3.39σ	-0.363	accelerating out加速流出
特变电工600089.SS			-9.9%	-3.44σ	-0.252	accelerating out加速流出
蓝思科技300433.SZ			-12.7%	-3.83σ	-0.738	accelerating out加速流出
中国天楹000035.SZ			-7.7%	-4.75σ	-0.446	accelerating out加速流出
▸ Industrial Metals有色金属	Cyclicals & ResourcesCyclicals & Resources	131 inst机构	+2.7%	+1.07σ	+0.172	accelerating in加速流入
sector mean板块均值			+2.7%	+1.07σ
云铝股份000807.SZ			+9.2%	+2.40σ	+0.085	accelerating in加速流入
紫金矿业601899.SS			+5.1%	+2.11σ	+0.147	accelerating in加速流入
宏桥控股002379.SZ	🏛 +0.5亿 4/4		+7.8%	+2.08σ	+0.260	accelerating in加速流入
天山铝业002532.SZ			+5.1%	+1.90σ	-0.030	inflow cooling流入降温
西部矿业601168.SS			+5.5%	+1.59σ	-0.007	inflow cooling流入降温
江西铜业600362.SS			+4.0%	+0.97σ	+0.359	accelerating in加速流入
中国铝业601600.SS			+3.6%	+0.93σ	+0.113	accelerating in加速流入
中金岭南000060.SZ			-2.4%	-0.59σ	-0.291	accelerating out加速流出
▸ Gold Miners黄金	Cyclicals & ResourcesCyclicals & Resources	6	+3.2%	+0.99σ	-0.074	inflow cooling流入降温
sector mean板块均值			+3.2%	+0.99σ
紫金矿业601899.SS			+5.1%	+2.11σ	+0.147	accelerating in加速流入
赤峰黄金600988.SS			+7.5%	+1.57σ	-0.085	inflow cooling流入降温
山金国际000975.SZ			+4.8%	+1.08σ	-0.188	inflow cooling流入降温
中金黄金600489.SS			+3.1%	+0.92σ	+0.119	accelerating in加速流入
湖南黄金002155.SZ			-1.0%	-0.26σ	+0.055	balanced均衡
山东黄金600547.SS			-0.4%	-0.09σ	-0.258	balanced均衡
▸ Innovative Pharma & CXO创新药与CXO	Healthcare医疗	141 inst机构	+0.8%	+0.36σ	+0.106	balanced均衡
sector mean板块均值			+0.8%	+0.36σ
药明康德603259.SS			+6.3%	+2.08σ	+0.584	accelerating in加速流入
科伦药业002422.SZ			+5.6%	+1.87σ	+0.391	accelerating in加速流入
凯莱英002821.SZ	🏛 +9.6亿 7/6		+5.1%	+1.45σ	+0.442	accelerating in加速流入
艾力斯688578.SS			-4.5%	-1.27σ	-0.191	accelerating out加速流出
百利天恒688506.SS			-4.6%	-1.11σ	-0.387	accelerating out加速流出
百济神州688235.SS			-2.0%	-0.63σ	-0.266	accelerating out加速流出
康龙化成300759.SZ			+1.7%	+0.61σ	+0.164	accelerating in加速流入
泰格医药300347.SZ			+2.0%	+0.58σ	+0.141	accelerating in加速流入
▸ Coal煤炭	Cyclicals & ResourcesCyclicals & Resources	10	+0.2%	+0.15σ	-0.379	balanced均衡
sector mean板块均值			+0.2%	+0.15σ
兖矿能源600188.SS			+5.5%	+2.08σ	+0.075	accelerating in加速流入
山西焦煤000983.SZ			-6.6%	-1.44σ	-0.358	accelerating out加速流出
潞安环能601699.SS			+3.8%	+1.34σ	+0.006	accelerating in加速流入
淮北矿业600985.SS			+3.1%	+1.21σ	+0.040	accelerating in加速流入
苏能股份600925.SS			-3.4%	-0.99σ	-0.077	accelerating out加速流出
陕西煤业601225.SS			-3.9%	-0.91σ	-0.914	accelerating out加速流出
中国神华601088.SS			+2.6%	+0.77σ	-0.100	inflow cooling流入降温
晋控煤业601001.SS			-1.3%	-0.69σ	-0.377	accelerating out加速流出
▸ Insurers保险	Financials & ValueFinancials & Value	5	-0.1%	-0.04σ	-0.132	balanced均衡
sector mean板块均值			-0.1%	-0.04σ
中国人寿601628.SS			+8.1%	+2.16σ	+0.308	accelerating in加速流入
中国平安601318.SS			-6.9%	-2.12σ	-0.373	accelerating out加速流出
中国太保601601.SS			-3.3%	-1.51σ	-0.447	accelerating out加速流出
中国人保601319.SS			+1.5%	+0.45σ	+0.099	balanced均衡
新华保险601336.SS			+0.0%	+0.00σ	-0.307	balanced均衡
▸ AI Compute & OpticsAI算力与光模块	Technology & AITechnology & AI	172 inst机构	-0.2%	-0.07σ	+0.147	balanced均衡
sector mean板块均值			-0.2%	-0.07σ
寒武纪688256.SS			+0.5%	+10.40σ	+0.390	accelerating in加速流入
盛科通信688702.SS			-3.5%	-1.28σ	-0.245	accelerating out加速流出
光库科技300620.SZ			-5.0%	-0.97σ	+0.074	outflow easing流出趋缓
润泽科技300442.SZ			-3.3%	-0.68σ	+0.255	outflow easing流出趋缓
新易盛300502.SZ			+2.9%	+0.66σ	+0.267	accelerating in加速流入
英维克002837.SZ			-2.4%	-0.60σ	-0.149	accelerating out加速流出
沐曦股份688802.SS			+2.7%	+0.57σ	+0.078	accelerating in加速流入
天孚通信300394.SZ			+2.9%	+0.56σ	+0.398	accelerating in加速流入
▸ SOE Blue Chips (中特估)中特估·央企	Financials & ValueFinancials & Value	16	-0.4%	-0.18σ	+0.047	balanced均衡
sector mean板块均值			-0.4%	-0.18σ
中国建筑601668.SS			-5.8%	-2.68σ	-0.051	accelerating out加速流出
长江电力600900.SS			-3.5%	-1.07σ	-0.388	accelerating out加速流出
中国中冶601618.SS			-2.2%	-1.02σ	+0.067	outflow easing流出趋缓
中国石油601857.SS			+3.0%	+0.97σ	-0.062	inflow cooling流入降温
中国交建601800.SS			-2.5%	-0.82σ	+0.208	outflow easing流出趋缓
中国中铁601390.SS			-2.3%	-0.62σ	+0.050	outflow easing流出趋缓
中远海控601919.SS			+1.7%	+0.54σ	-0.138	inflow cooling流入降温
中国铁建601186.SS			+2.2%	+0.42σ	+0.311	balanced均衡
▸ Medical Devices & TCM医疗器械与中药	Healthcare医疗	141 inst机构	-0.5%	-0.33σ	+0.259	balanced均衡
sector mean板块均值			-0.5%	-0.33σ
联影医疗688271.SS			-7.0%	-2.40σ	-0.180	accelerating out加速流出
惠泰医疗688617.SS			+6.3%	+2.08σ	+0.450	accelerating in加速流入
东阿阿胶000423.SZ			-3.4%	-1.93σ	-0.090	accelerating out加速流出
同仁堂600085.SS			+4.6%	+1.50σ	+0.642	accelerating in加速流入
云南白药000538.SZ			-4.4%	-1.41σ	-0.044	accelerating out加速流出
片仔癀600436.SS	🏛 -0.9亿 0/1		+3.7%	+1.08σ	+0.439	accelerating in加速流入
奕瑞科技688301.SS			-5.2%	-0.94σ	-0.008	accelerating out加速流出
爱美客300896.SZ			-2.1%	-0.82σ	-0.057	accelerating out加速流出
▸ Semiconductors半导体	Technology & AITechnology & AI	222 inst机构	-0.6%	-0.35σ	+0.275	balanced均衡
sector mean板块均值			-0.6%	-0.35σ
寒武纪688256.SS			+0.5%	+10.40σ	+0.390	accelerating in加速流入
拓荆科技688072.SS			+2.1%	+2.66σ	+0.531	accelerating in加速流入
士兰微600460.SS			-4.8%	-1.76σ	-0.120	accelerating out加速流出
晶合集成688249.SS			-4.9%	-1.53σ	-0.281	accelerating out加速流出
通富微电002156.SZ			+5.3%	+1.42σ	+0.539	accelerating in加速流入
安集科技688019.SS			-3.2%	-1.19σ	-0.088	accelerating out加速流出
复旦微电688385.SS			-3.3%	-1.01σ	+0.177	outflow easing流出趋缓
沪硅产业688126.SS			-2.2%	-0.88σ	+0.063	outflow easing流出趋缓
▸ Autos & NEV Makers汽车整车	New Energy & AutosNew Energy & Autos	16	-0.9%	-0.45σ	-0.150	balanced均衡
sector mean板块均值			-0.9%	-0.45σ
上汽集团600104.SS			-6.7%	-2.80σ	-0.680	accelerating out加速流出
广汽集团601238.SS			-4.0%	-1.69σ	+0.005	outflow easing流出趋缓
银轮股份002126.SZ			+6.3%	+1.61σ	+0.436	accelerating in加速流入
宇通客车600066.SS			+3.3%	+1.51σ	+0.495	accelerating in加速流入
赛力斯601127.SS			-2.5%	-1.08σ	+0.043	outflow easing流出趋缓
长安汽车000625.SZ			-2.7%	-0.71σ	-0.062	accelerating out加速流出
长城汽车601633.SS			-2.0%	-0.65σ	-0.131	accelerating out加速流出
拓普集团601689.SS			-2.7%	-0.61σ	-0.229	accelerating out加速流出
▸ Home Appliances家电	Consumer & BrandsConsumer & Brands	8	-0.8%	-0.62σ	+0.110	outflow easing流出趋缓
sector mean板块均值			-0.8%	-0.62σ
美的集团000333.SZ			-6.0%	-2.21σ	-0.112	accelerating out加速流出
科沃斯603486.SS			-4.0%	-1.53σ	-0.274	accelerating out加速流出
苏泊尔002032.SZ			-3.4%	-1.23σ	-0.368	accelerating out加速流出
海尔智家600690.SS			+2.5%	+0.69σ	-0.110	inflow cooling流入降温
格力电器000651.SZ			+2.3%	+0.62σ	+0.038	accelerating in加速流入
四川长虹600839.SS			+2.9%	+0.42σ	+0.668	balanced均衡
海信视像600060.SS			-0.2%	-0.09σ	-0.331	balanced均衡
海信家电000921.SZ			-0.1%	-0.07σ	+0.179	balanced均衡
▸ Robotics & Automation机器人与自动化	Advanced ManufacturingAdvanced Manufacturing	112 inst机构	-1.9%	-0.68σ	-0.168	accelerating out加速流出
sector mean板块均值			-1.9%	-0.68σ
麦格米特002851.SZ	🏛 +2.1亿 3/1		+5.7%	+1.49σ	+0.204	accelerating in加速流入
绿的谐波688017.SS			-4.5%	-1.47σ	-0.232	accelerating out加速流出
奥比中光688322.SS			-4.9%	-1.45σ	-0.203	accelerating out加速流出
埃斯顿002747.SZ			-5.1%	-0.88σ	-0.146	accelerating out加速流出
三花智控002050.SZ			-3.3%	-0.65σ	-0.025	accelerating out加速流出
拓普集团601689.SS			-2.7%	-0.61σ	-0.229	accelerating out加速流出
汇川技术300124.SZ			-1.9%	-0.60σ	-0.171	accelerating out加速流出
双环传动002472.SZ			+1.8%	+0.42σ	+0.059	balanced均衡
▸ Baijiu / Liquor白酒	Consumer & BrandsConsumer & Brands	71 inst机构	-1.5%	-0.76σ	+0.025	outflow easing流出趋缓
sector mean板块均值			-1.5%	-0.76σ
洋河股份002304.SZ			-3.3%	-1.44σ	-0.084	accelerating out加速流出
泸州老窖000568.SZ			-2.8%	-0.99σ	-0.085	accelerating out加速流出
山西汾酒600809.SS			-1.9%	-0.72σ	-0.124	accelerating out加速流出
五粮液000858.SZ			-2.6%	-0.70σ	+0.217	outflow easing流出趋缓
古井贡酒000596.SZ	🏛 +0.3亿 2/4		+0.2%	+0.15σ	+0.147	balanced均衡
今世缘603369.SS			+0.2%	+0.11σ	-0.241	balanced均衡
贵州茅台600519.SS			-0.2%	-0.07σ	+0.072	balanced均衡
▸ Software & AI Apps软件与AI应用	Technology & AITechnology & AI	15	-1.9%	-0.80σ	+0.244	outflow easing流出趋缓
sector mean板块均值			-1.9%	-0.80σ
中科创达300496.SZ			-7.4%	-1.72σ	-0.570	accelerating out加速流出
用友网络600588.SS			-5.6%	-1.62σ	-0.195	accelerating out加速流出
润和软件300339.SZ			-5.4%	-1.45σ	+0.360	outflow easing流出趋缓
同花顺300033.SZ			-2.9%	-1.02σ	-0.235	accelerating out加速流出
昆仑万维300418.SZ			-2.8%	-0.68σ	-0.345	accelerating out加速流出
深信服300454.SZ			-2.6%	-0.59σ	+0.211	outflow easing流出趋缓
恒生电子600570.SS			-2.1%	-0.58σ	+0.307	outflow easing流出趋缓
达梦数据688692.SS			+1.6%	+0.47σ	+0.277	balanced均衡
▸ Consumer Electronics消费电子	Technology & AITechnology & AI	151 inst机构	-2.5%	-0.99σ	+0.118	outflow easing流出趋缓
sector mean板块均值			-2.5%	-0.99σ
蓝思科技300433.SZ			-12.7%	-3.83σ	-0.738	accelerating out加速流出
鹏鼎控股002938.SZ			+7.4%	+1.82σ	+0.944	accelerating in加速流入
京东方Ａ000725.SZ			-6.5%	-1.74σ	+0.034	outflow easing流出趋缓
领益智造002600.SZ			-13.1%	-1.73σ	-0.196	accelerating out加速流出
顺络电子002138.SZ			-4.5%	-1.32σ	+0.362	outflow easing流出趋缓
传音控股688036.SS			-4.9%	-1.32σ	-0.310	accelerating out加速流出
安克创新300866.SZ			-1.7%	-0.81σ	-0.680	accelerating out加速流出
东山精密002384.SZ	🏛 -0.8亿 4/7		+4.4%	+0.76σ	+0.185	accelerating in加速流入
▸ Banks银行	Financials & ValueFinancials & Value	18	-1.6%	-1.04σ	-0.412	accelerating out加速流出
sector mean板块均值			-1.6%	-1.04σ
交通银行601328.SS			-6.9%	-2.30σ	-0.920	accelerating out加速流出
平安银行000001.SZ			-6.1%	-1.92σ	-0.293	accelerating out加速流出
中国银行601988.SS			-7.2%	-1.84σ	-0.896	accelerating out加速流出
江苏银行600919.SS			-6.8%	-1.83σ	-0.719	accelerating out加速流出
光大银行601818.SS			-4.8%	-1.77σ	-0.270	accelerating out加速流出
中信银行601998.SS			+6.2%	+1.64σ	+0.121	accelerating in加速流入
招商银行600036.SS			-6.6%	-1.59σ	-0.407	accelerating out加速流出
北京银行601169.SS			-2.8%	-0.94σ	-0.198	accelerating out加速流出
▸ Food & Beverage食品饮料	Consumer & BrandsConsumer & Brands	10	-1.5%	-1.11σ	-0.182	accelerating out加速流出
sector mean板块均值			-1.5%	-1.11σ
燕京啤酒000729.SZ			-5.6%	-1.96σ	-0.327	accelerating out加速流出
双汇发展000895.SZ			+4.5%	+1.71σ	-0.103	inflow cooling流入降温
金龙鱼300999.SZ			-4.0%	-1.53σ	-0.282	accelerating out加速流出
伊利股份600887.SS			-2.4%	-0.88σ	-0.246	accelerating out加速流出
东鹏饮料605499.SS			-3.2%	-0.85σ	-0.206	accelerating out加速流出
海大集团002311.SZ			-2.2%	-0.81σ	-0.020	accelerating out加速流出
青岛啤酒600600.SS			-1.8%	-0.79σ	-0.209	accelerating out加速流出
养元饮品603156.SS			-0.6%	-0.22σ	+0.394	balanced均衡
▸ Rare Earth & Magnets稀土永磁	Cyclicals & ResourcesCyclicals & Resources	9	-3.4%	-1.15σ	+0.023	outflow easing流出趋缓
sector mean板块均值			-3.4%	-1.15σ
横店东磁002056.SZ			-9.1%	-2.25σ	-0.493	accelerating out加速流出
北方稀土600111.SS			-8.5%	-2.02σ	-0.169	accelerating out加速流出
中稀有色600259.SS			-5.5%	-1.51σ	-0.526	accelerating out加速流出
金力永磁300748.SZ			-5.6%	-1.45σ	-0.343	accelerating out加速流出
盛和资源600392.SS			+3.0%	+0.79σ	+0.531	accelerating in加速流入
章源钨业002378.SZ			-3.1%	-0.69σ	+0.181	outflow easing流出趋缓
中国稀土000831.SZ			-1.8%	-0.45σ	-0.142	balanced均衡
厦门钨业600549.SS			-0.4%	-0.10σ	+0.711	balanced均衡
▸ Brokers & Securities券商	Financials & ValueFinancials & Value	15	-3.5%	-1.18σ	-0.079	accelerating out加速流出
sector mean板块均值			-3.5%	-1.18σ
东方财富300059.SZ			-8.0%	-1.77σ	-0.048	accelerating out加速流出
东方证券600958.SS			-9.4%	-1.73σ	-0.115	accelerating out加速流出
国信证券002736.SZ			-3.7%	-1.53σ	-0.448	accelerating out加速流出
中金公司601995.SS			-5.4%	-1.41σ	+0.090	outflow easing流出趋缓
光大证券601788.SS			-7.0%	-1.41σ	-0.386	accelerating out加速流出
国泰海通601211.SS			-6.8%	-1.38σ	-0.325	accelerating out加速流出
中信建投601066.SS			-3.8%	-1.36σ	+0.029	outflow easing流出趋缓
华泰证券601688.SS			-2.6%	-0.91σ	-0.204	accelerating out加速流出
▸ Defense & Aerospace军工航天	Advanced ManufacturingAdvanced Manufacturing	132 inst机构	-4.1%	-1.66σ	-0.241	accelerating out加速流出
sector mean板块均值			-4.1%	-1.66σ
中航沈飞600760.SS			-10.6%	-3.26σ	-0.513	accelerating out加速流出
中航光电002179.SZ			-6.7%	-2.32σ	-0.324	accelerating out加速流出
中航西飞000768.SZ			-10.9%	-2.26σ	-0.347	accelerating out加速流出
中航成飞302132.SZ			-6.7%	-2.23σ	-0.309	accelerating out加速流出
高德红外002414.SZ			+15.8%	+1.96σ	+0.347	accelerating in加速流入
航天电器002025.SZ			-7.3%	-1.90σ	-0.582	accelerating out加速流出
中无人机688297.SS			-7.7%	-1.86σ	-0.194	accelerating out加速流出
航发动力600893.SS			-2.7%	-1.54σ	-0.669	accelerating out加速流出
▸ Battery & Lithium锂电池	New Energy & AutosNew Energy & Autos	16	-4.4%	-1.84σ	-0.320	accelerating out加速流出
sector mean板块均值			-4.4%	-1.84σ
欣旺达300207.SZ			-6.1%	-2.54σ	-0.227	accelerating out加速流出
新宙邦300037.SZ			-6.0%	-2.45σ	-0.131	accelerating out加速流出
恩捷股份002812.SZ			-8.6%	-2.37σ	-0.642	accelerating out加速流出
璞泰来603659.SS			-7.8%	-1.96σ	-0.359	accelerating out加速流出
赣锋锂业002460.SZ			-7.5%	-1.94σ	-0.329	accelerating out加速流出
天赐材料002709.SZ			-5.7%	-1.57σ	+0.091	outflow easing流出趋缓
湖南裕能301358.SZ			-6.0%	-1.53σ	-0.300	accelerating out加速流出
天齐锂业002466.SZ			-5.7%	-1.33σ	-0.200	accelerating out加速流出
▸ Solar / Photovoltaics光伏	New Energy & AutosNew Energy & Autos	15	-5.1%	-2.24σ	-0.009	accelerating out加速流出
sector mean板块均值			-5.1%	-2.24σ
阳光电源300274.SZ			-12.1%	-2.81σ	-0.522	accelerating out加速流出
晶科能源688223.SS			-6.8%	-2.71σ	+0.054	outflow easing流出趋缓
阿特斯688472.SS			-4.9%	-2.36σ	-0.290	accelerating out加速流出
通威股份600438.SS			-7.1%	-1.99σ	+0.095	outflow easing流出趋缓
迈为股份300751.SZ			-7.8%	-1.99σ	-0.244	accelerating out加速流出
固德威688390.SS			-6.0%	-1.88σ	-0.169	accelerating out加速流出
天合光能688599.SS			-7.2%	-1.71σ	+0.049	outflow easing流出趋缓
大全能源688303.SS			-6.9%	-1.53σ	-0.061	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%	1.2	HK$7.9B
英矽智能3696.HK	accumulating加仓	+25.8%	16.7	HK$4.2B
山东墨龙0568.HK	accumulating加仓	+24.5%	62.1	HK$0.9B
昭衍新药6127.HK	accumulating加仓	+20.4%	62.1	HK$1.8B
中国宏桥1378.HK	accumulating加仓	+16.8%	10.4	HK$22.6B
达势股份1405.HK	accumulating加仓	+15.1%	10.4	HK$0.5B
建滔积层板1888.HK	distributing减仓	-40.9%	15.2	HK$20.1B
建滔集团0148.HK	distributing减仓	-32.0%	25.9	HK$14.9B
华虹宏力1347.HK	distributing减仓	-26.4%	21.7	HK$52.4B
威胜控股3393.HK	distributing减仓	-22.8%	3.8	HK$0.7B
德昌电机控股0179.HK	distributing减仓	-21.2%	11.5	HK$1.9B
喜相逢集团2473.HK	distributing减仓	-19.7%	55.5	HK$0.6B

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 2026-07-17

+1.56σ

+1.50σ

+1.91σ

~1m net近1月净额 +73.1 ¥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 2026-07-20 11:07 UTC