In the first week of March, the three major A-share indexes closed green, but there are still a number of individual stocks that have strengthened against the trend. What are their characteristics and which votes have been distributed by large funds against the trend?
Influenced by the Fed’s remarks today, the three major indexes of US stocks fell overnight, and A-Shares were also brought down, with more than 3600 stocks falling.
According to China Central Television, on Thursday local time, US Federal Reserve Chairman Powell continued to attend the US congressional hearing. Powell’s statement that the Fed would “do anything to curb inflation” was regarded by the market as a hawkish signal, exceeding expectations.
On the first trading day of March, the three major A-share indexes fell together, but after excluding the secondary new shares, there are still a number of counter trend rising tickets that have won the favor of large funds.
northbound funds: increased holdings of more than 130 billion favorites Sungrow Power Supply Co.Ltd(300274)
First, let’s look at northbound capital. According to the data of China stock market news chocie, among the stocks rising against the trend in the first week of March, northbound capital increased its holdings of more than 330 stocks, with a total increase of more than 13 billion yuan.
Specifically, according to the estimation of the average transaction price and the number of holdings, among the rising stocks against the trend, the largest increase in the north capital is the inverter leading sunshine film, with an increase of more than 850 million yuan. This week, the stock rose 3.8% against the trend.
Zijin Mining Group Company Limited(601899) , which ranked second, bucked the trend and rose by 5.75% this week, and the increased capital holdings of northbound in the same period also exceeded 840 million yuan.
And Longi Green Energy Technology Co.Ltd(601012) , China Yangtze Power Co.Ltd(600900) , China State Construction Engineering Corporation Limited(601668) , Yunnan Aluminium Co.Ltd(000807) , Foshan Haitian Flavouring And Food Company Ltd(603288) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Ming Yang Smart Energy Group Limited(601615) , Poly Developments And Holdings Group Co.Ltd(600048)
China Petroleum & Chemical Corporation(600028) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) , Bank Of Ningbo Co.Ltd(002142) and other northern holdings increased by 750 million yuan to 200 million yuan.
From the perspective of industry distribution, among the rising stocks against the trend, the northward capital has not only distributed upstream resource stocks such as nonferrous metals, but also leading stocks in the fields of photovoltaic, chip, building materials, wind power and chemical industry.
leveraged funds: financing net purchase 87 billion billion
Secondly, look at leveraged funds. According to the data of China stock market news chocie, among the stocks rising against the trend in the first week of March, leveraged funds financed a net purchase of more than 480 stocks, with a net purchase amount of more than 8.7 billion yuan.
Specifically, among the rising stocks against the trend, the largest net purchase of leveraged capital financing is Western Mining Co.Ltd(601168) , with an amount of more than 270 million yuan. The stock rose 12% against the trend this week.
The second is the photovoltaic stock Risen Energy Co.Ltd(300118) , which rose 12.4% against the trend this week, and the net purchase amount of financing exceeded 236 million yuan.
And Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Elion Clean Energy Company Limited(600277) , Ming Yang Smart Energy Group Limited(601615) , Xinjiang Daqo New Energy Co.Ltd(688303) , Trina Solar Co.Ltd(688599) , Sichuan New Energy Power Company Limited(000155) , Tangshan Sanyou Chemical Industries Co.Ltd(600409) , Shanxi Coking Coal Energy Group Co.Ltd(000983)
The net purchase amount of Shanxi Meijin Energy Co.Ltd(000723) , China Meheco Group Co.Ltd(600056) , Muyuan Foods Co.Ltd(002714) and other financing is between 200 million yuan and 100 million yuan.
From the perspective of industry distribution, among the rising stocks against the trend, leveraged funds are not only distributed in photovoltaic and pharmaceutical stocks; At the same time, do not forget to allocate stocks in nonferrous metals, coal, pork and other industries.
main funds: buy 340 billion favorite Cosco Shipping Holdings Co.Ltd(601919)
Let’s look at the main funds. According to the data of China stock market news chocie, among the stocks rising against the trend in the first week of March, the main funds financed a total of more than 800 stocks, with a total net purchase amount of more than 34 billion yuan.
Specifically, Cosco Shipping Holdings Co.Ltd(601919) , with an amount of more than 1.1 billion yuan, was the largest net purchase of the main funds among the rising stocks against the trend. This week, the stock rose 12% against the trend.
The second is the leading photovoltaic company Longi Green Energy Technology Co.Ltd(601012) , whose share capital rose 4% against the trend this week, with a net purchase of more than 1.1 billion yuan.
\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\8 , Tangshan Sanyou Chemical Industries Co.Ltd(600409) , Jizhong Energy Resources Co.Ltd(000937) and other major net purchases range from 1 billion yuan to 300 million yuan.
From the perspective of industry distribution, among the rising stocks against the trend, the main funds prefer nonferrous metals, transportation, medicine, coal and other stocks; At the same time, do not forget to configure chemical, food, banking and other sectors.
organization Outlook: 3 month or phased repair
Institutions are generally optimistic about the market in March. Most institutions believe that the impact of external disturbance is limited, the bottom of A-Shares is gradually confirmed, and the market will usher in phased repair in March.
First, the overall valuation of A-Shares is relatively reasonable China Greatwall Securities Co.Ltd(002939) research report believes that the impact of external risk events stays at the emotional level and has no direct impact on fundamentals. Pessimism gradually released; The overall valuation of A-Shares fell back to a relatively reasonable level, and the steady growth policy began to work from various aspects and angles; In the medium and long term, it is currently in the window period of configuration.
Second, the market style has both steady growth and partial growth Everbright Securities Company Limited(601788) believes that in March, attention was paid to steady growth and consumption direction. The steady growth policy made efforts to hedge the economic downturn. In the upward range of fixed asset investment growth, the relevant sectors of steady growth performed prominently; The consumption sector benefited from narrowing of scissors in consumer inflation, and the high certainty of Baijiu and pharmaceuticals, subsidized appliances and mass consumer goods and the offline consumption industry were good.
Third, pay attention to the annual report, quarterly report and other data indicators China Industrial Securities Co.Ltd(601377) said that in the middle and late March, the prosperity indicators of popular tracks, such as the sales volume of new energy vehicles, etc. At present, the market has different expectations for the prosperity of popular tracks, and the relevant data will become an important signal for confirmation.
Western Securities Co.Ltd(002673) believes that the performance window period of the annual report is also an opportunity for the market to move from chaos to order, and the performance realization of the high growth sector is expected to become an important opportunity to promote the upward movement of the market center. The boom track leader with large adjustment range in the early stage and high performance fulfillment will usher in a round of restorative market.
