In January of continuous correction, the financing balance of the two cities continued to decrease. According to wind data, as of January 28, the financing balance of the two cities was reported to be 1620.285 billion yuan. In January, the financing balance of the two cities decreased by 91.766 billion yuan, and the monthly reduction amount reached a new high since February 2016, ranking the fifth in the historical monthly reduction amount
top ten monthly decrease amount of financing balance
In January, the financing reduction of electronics, non-ferrous metals and power equipment industries exceeded 7 billion yuan. The stock with the largest net purchase amount of financing in the two cities is Jingke energy, and the stock with the largest net sale amount is Kweichow Moutai Co.Ltd(600519)
the positions of the three industries were reduced by more than 7 billion yuan
According to the data, as of January 28, the balance of financing in the two cities was reported as 1713.21 billion yuan, the balance of financing in the two cities was reported as 1620.285 billion yuan, the balance of securities lending in the two cities was reported as 92.925 billion yuan, and the balance of financing in the two cities decreased by 91.766 billion yuan in January.
Specifically, the financing balance of the two cities in January increased only on January 4, January 6, January 10, January 12 and January 17, and decreased on other trading days. It decreased for nine consecutive trading days from January 18 to January 28. Among them, the financing balance of the two cities decreased significantly by 28.12 billion yuan on January 28, the last trading day before the Spring Festival
changes in financing balance in January
From the perspective of industry situation, wind data shows that in January, only the financing balance of comprehensive and social service industries increased, with an increase of 131 million yuan and 14 million yuan respectively. The financing balance of other industries decreased. The electronic, non-ferrous metal and power equipment industries ranked first in terms of net financing sales, with net sales of 7.552 billion yuan, 7.547 billion yuan and 7.337 billion yuan respectively, The total net sales of these three industries were 22.436 billion yuan. In addition, the financing balance of basic chemical and non bank financial industries decreased by more than 6 billion yuan
changes in industry financing balance in January
net sales Kweichow Moutai Co.Ltd(600519) exceeding 1.4 billion yuan
In terms of individual stocks, wind data showed that the top 10 stocks in January were Jingke energy, Contemporary Amperex Technology Co.Limited(300750) , China stock market news, Shenzhen Jinjia Group Co.Ltd(002191) , Jiangsu Cnano Technology Co.Ltd(688116) , Phichem Corporation(300398) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Zhejiang Jianfeng Group Co.Ltd(600668) , Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Hangzhou First Applied Material Co.Ltd(603806) , with net purchases of 1.305 billion yuan, 896 million yuan, 458 million yuan, 435 million yuan, 434 million yuan, 329 million yuan, 308 million yuan, 266 million yuan 249 million yuan, 235 million yuan. In terms of market performance, among the 10 stocks, except Contemporary Amperex Technology Co.Limited(300750) and Shenzhen Jinjia Group Co.Ltd(002191) which rose 0.78% and 12.69% respectively in January, all other stocks fell in January, China stock market news fell more than 15% in January, and the financiers bought in January were covered
top ten shares with net financing purchase amount in January
Source: wind
From the perspective of Jingke energy with the largest net purchase amount of financing customers in January, Jingke Energy listed on January 26 was bought by financing customers on the first trading day of listing, while it encountered net sales on January 27 and January 28
details of changes in financing balance of Jingke energy in January
In January, the top 10 stocks for financing customers to reduce their positions were Kweichow Moutai Co.Ltd(600519) , Industrial Bank Co.Ltd(601166) , Zhejiang Yongtai Technology Co .Ltd(002326) , Sany Heavy Industry Co.Ltd(600031) , China Merchants Bank Co.Ltd(600036) , Wuliangye Yibin Co.Ltd(000858) , China Vanke Co.Ltd(000002) , Beijing Dabeinong Technology Group Co.Ltd(002385) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Cosco Shipping Holdings Co.Ltd(601919) , with net sales of 1.415 billion yuan, 1.247 billion yuan, 1.226 billion yuan, 1.028 billion yuan, 956 million yuan, 868 million yuan, 823 million yuan, 818 million yuan, 813 million yuan and 780 million yuan respectively. In terms of the cumulative performance of other stocks, except for {60100001} and {60100001} 5} which rose by 35.42% in October and {60100001} 5} and {36000001} 5} respectively, the other stocks fell by {36000001} 15% in October
From the perspective of Kweichow Moutai Co.Ltd(600519) with the largest net sales amount of financing customers in January, Kweichow Moutai Co.Ltd(600519) encountered net sales on most trading days in January, of which the average net sales on January 20 and January 21 exceeded 470 million yuan
Kweichow Moutai Co.Ltd(600519) details of changes in financing balance in January
When the financing balance of the two cities decreased by more than 91 billion yuan in January, on the first trading day of February, the three indexes rose, with more than 3400 rising stocks and more than 100 rising stocks in the two cities.
For the February market, Huaxi Securities Co.Ltd(002926) said that during the Spring Festival, overseas stock markets were in danger, most of the world’s major stock indexes rose, while China’s steady growth continued to increase, and the market sentiment after the festival is expected to be repaired. In addition, the recent opening of self purchase by public offering institutions and the liberalization of purchase restrictions by popular funds will help the inflow of incremental funds into A-Shares after the festival. A shares are expected to meet the “oversold rebound” in February.
