Financing customers increased their positions against the market, and the financing balance of 35 shares increased by more than 20% this week.
Hang Seng technology index once fell nearly 9%
On the morning of March 11, the Hang Seng technology index opened low and went low. It once fell 8.93% and closed down 7.55%, the biggest decline since the beginning of the year. Many Internet leading stocks fell, Jingdong group fell 15.67%, Ctrip group fell 12.37%, beep dropped 11.77%, and Kwai and US groups fell more than 10%.
Since the beginning of the year, the constituent stocks of Hang Seng technology index have generally retreated, with blibli falling by 54.43%, and meituan, JD health, Alibaba health and Jinshan software all fell by more than 30%. Shangtang listed at the beginning of the year performed well, with a cumulative increase of 19.09%.
When it continued to decline, some institutions were optimistic about the bottom of the valuation of technology stocks. Cinda Securities believes that Hong Kong stocks have always been sensitive to geopolitical risks, and funds have temporarily withdrawn from the Hong Kong stock market due to risk aversion. Combined with historical conditions, it can be expected that after the end of the conflict, the global market, including Hong Kong stocks, will probably recover and repair the decline caused by geopolitical conflict.
early main funds favor these stocks
Affected by the external stock markets, A-Shares fluctuated downward in the morning. The Shanghai Composite Index closed down 2.16% and the Shenzhen composite index fell 2.46%. More than 4000 shares in the two cities fell, with weak market sentiment. In terms of the sector, biological breeding, covid-19 detection and pig industry are relatively resistant to decline, and the concept index ranks first. The correction range of photovoltaic, large infrastructure and power stocks is large, the nickel concept cools down rapidly, and many stocks in the sector hit the intraday limit.
According to the statistics of securities times · databao, a total of 42 shares were the main force in the morning, with a net inflow of more than 100 million yuan Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) net inflow was the highest. The stock rose by the limit in early trading and received a net inflow of 1.22 billion yuan. After the concept of “counting from the east to the west” was launched, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) rose strongly, walked out of the seventh board at the end of February, and the latest price has increased by 145.98% compared with the beginning of the year.
In addition, Jiugui Liquor Co.Ltd(000799) , China Meheco Group Co.Ltd(600056) , Silvery Dragon Prestressed Materials Co.Ltd Tianjin(603969) net inflow ranks first, with 839 million yuan, 398 million yuan and 395 million yuan respectively.
In terms of the industry, one quarter of the stocks purchased by the main funds in the morning were in the pharmaceutical and biological industry, of which China Meheco Group Co.Ltd(600056) , Changchun High And New Technology Industries (Group) Inc(000661) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Shanghai Labway Clinical Laboratory Co.Ltd(301060) net purchases were more than 300 million yuan. In 2021, the performance of pharmaceutical stocks broke out collectively, and the performance of several stocks in the sector increased by more than 100%. In early trading, Andon Health Co.Ltd(002432) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) obtained a net purchase of more than 100 million yuan of main funds.
financing balance rises rapidly, and the list of individual stocks is released
This week, the A-share market fluctuated downward, and the financing balance decreased day by day. Some stocks were still financed, and customers added positions against the market, and the financing balance increased rapidly. According to the statistics of data treasure, excluding the secondary new shares listed since this year, the financing balance of 35 shares increased by more than 20% this week, with Zhejiang Taifu Pump Co.Ltd(300992) , Zhejiang Weiming Environment Protection Co.Ltd(603568) , China Meheco Group Co.Ltd(600056) , Zhejiang Cayi Vacuum Container Co.Ltd(301004) all ranking first, with an increase of more than 60%.
In terms of the market, the capital stock of financing customers increased by an average of 0.38% in the week, significantly outperforming the market, of which China Meheco Group Co.Ltd(600056) , Anhui Golden Seed Winery Co.Ltd(600199) , Jiangsu Sunshine Co.Ltd(600220) increased by more than 30% in the week.
China Meheco Group Co.Ltd(600056) recently achieved 8 days and 6 boards. This week, the net purchase of financing customers was 280 million yuan, and the financing balance increased by 66.88%. The company announcement shows that in March 9th, it signed an agreement with Pfizer Inc that will be responsible for the commercial operation of Pfizer Inc COVID-19 virus treatment drugs in the Chinese mainland in 2022.
According to the statistics of data treasure, among the stocks with rapidly rising financing balance, the net financing purchase of equity in 9 weeks was more than 100 million yuan Elion Clean Energy Company Limited(600277) net purchase was the highest, with 386 million yuan, followed by China Meheco Group Co.Ltd(600056) , Shandong Sun Paper Co.Ltd(002078) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) and Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) net purchases of 280 million yuan, 221 million yuan and 212 million yuan respectively.
Elion Clean Energy Company Limited(600277) recently, it was suggested in the announcement of abnormal fluctuation of stock trading that up to now, the “Wuwei 500000 kW photovoltaic sand control” and “Mengxi Kubuqi 2 million KW photovoltaic sand control” projects invested by the company have started construction and have not generated operating income.
In terms of performance, the profit of some financing customer added shares increased rapidly in 2021, 22 shares have announced performance forecast or performance express, of which 13 shares have increased in advance. In terms of the median expected increase in net profit, No. 9 company – WD, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Beijing Shougang Co.Ltd(000959) is expected to rank first, with an increase of more than 200%.
According to the No. 9 company WD performance express, the company realized a net profit attributable to the parent company of 415 million yuan in 2021, with a year-on-year increase of 464.68%. In 2021, the company’s product market performed well, among which the intelligent electric scooter and other main products achieved a year-on-year steady growth; At the same time, intelligent electric bicycles, intelligent electric motorcycles and all terrain vehicles have achieved good results in the market and expanded new profit growth points.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
