What does smart money do every week? Through the data of super large single main capital, industry flow and two financing, we may get a glimpse of one or two.
quick kill to create panic
main funds take the opportunity to copy the bottom
last week, it was still said that 3500 points became the heavy pressure zone of the Shanghai index, and the main mentality collapsed. A rapid correction was launched this week. The Shanghai index once hit a new low of 1 year and 8 months, and it recovered its 5-day moving average by drawing back on Friday. However, this week super large single main capital net outflow only slightly increased compared with last week, with a net outflow of 67.724 billion yuan.
From the perspective of the main capital flow of large single day, although the net outflow exceeded 30 billion yuan on Monday and Tuesday, the net outflow shrank to 17.4 billion yuan when the decline was the largest on Wednesday, and the net inflow was 16.3 billion yuan in the process of rapid rebound on Thursday, setting a new high of single day net inflow in nearly three months. This shows that after the main funds quickly smashed the market and created panic, they successfully achieved low bottom reading.
▲ major capital flows of super large orders in the two markets in recent 20 trading days
From the 21 trading weeks in the past six months, this week, the net outflow of main funds of super large orders is in a high position
▲ the main capital flow of super large orders in two cities in one week in recent half a year
main force concentrated on attacking a few core track stocks
big finance was “destroyed” again
This week, the two cities were actively net buying more than 100 million yuan of stocks, which was significantly reduced to only 88 compared with last week; The number of stocks that were actively sold for more than 100 million yuan increased slightly to 766 compared with last week, which shows that the main funds significantly adjusted their positions and sold most stocks, focusing on the purchase of a few key stocks.
In terms of net active buying, the main funds regained core track stocks this week, and Contemporary Amperex Technology Co.Limited(300750) which rebounded to touch the annual line was dominated by net active buying of 1.6 billion yuan. In addition to \ ‘s net active purchase amount is also above 1 billion yuan. With the changes in the international situation and the fluctuations in the commodity market, individual resource stocks may have upward opportunities.
▲ this week, the main funds of super large orders in the two cities net actively bought the top 10 stocks
In terms of net active selling this week, the decline of leading white horse stocks in various industries has not decreased, and large financial stocks have once again become the selling concentration area Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) , China stock market news, Citic Securities Company Limited(600030) , Industrial Bank Co.Ltd(601166) were listed one after another. It is worth noting that demon stocks Black Peony (Group) Co.Ltd(600510) surged by more than 29% this week, reaching a new high of nearly seven years, but were actively sold for nearly 2.2 billion yuan.
▲ this week, the main funds of super large orders in the two cities sold the top 10 stocks on their own initiative
leisure service industry net inflow is better than none
nonferrous metals industry led the net outflow
Although the performance of this week’s industry is slightly better than that of last week, it is only better than nothing: only leisure service industry has a net inflow of less than 3 million yuan in 28 shenwanyi industries.
In terms of the distribution of net outflow industries, there are still five industries with a net outflow of more than 10 billion yuan as last week, and the specific industries have not changed significantly The thenet outflow of computer industry is about 10 billion yuan.
▲ ranking of net inflow amount of major industries in Shenwan this week
two financial balances hit a new low in nearly two months
financiers eat into several industry leaders
In the four trading days from March 4 to this Thursday (the two financing data on Friday will be announced by the exchange on the first trading day of the next trading week), the balance of margin trading and securities lending in the two cities fluctuated and fell, reaching a new low in nearly two months
▲ changes in the balance of margin trading and securities lending in the two cities in the past 20 trading days
From the operation of financiers this week, the focus of financiers is relatively scattered, but it is obviously contrary to the main funds. The industry leading stocks of China Vanke Co.Ltd(000002) , China Tourism Group Duty Free Corporation Limited(601888) , Citic Securities Company Limited(600030) , China Merchants Bank Co.Ltd(600036) which have been continuously callback were net purchased by centralized financing.
▲ net purchase of top 10 stocks by financing this week
In terms of net selling of individual stocks by financing, the actions of financing customers still appear to be scattered. This week, they suffered bad and fell sharply, setting a new low of one and a half years. Zhejiang Huayou Cobalt Co.Ltd(603799) was the first to be sold by financing net of 560 million. Similarly, Shandong Shida Shenghua Chemical Group Company Limite(603026) which hit a new low of one year and nine months this week was also net sold by financing of 465 million yuan.
▲ net sales of top 10 stocks by financing this week
