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.
v-shaped reversal net inflow of 25.2 billion
main force Tiexin second bottom reading
This week’s market is very extreme! After Tuesday’s sharp drop, the stock index hit a new low of one year and eight months on Wednesday, and then the “V” shape reversed dramatically, amazing , then jumped out of the air on Thursday and rebounded again on Friday. However, this week super large single main funds still maintained a net outflow, but the amount was significantly reduced from last week to only 19.163 billion yuan.
From the perspective of single day super large single main capital flow, the net outflow on Monday and Tuesday was close to 30 billion yuan, but when the index reversed on Wednesday, the net inflow was 25.2 billion yuan, setting a new high of single day net inflow in nearly half a year. It is obvious that the main capital has been determined and succeeded in the second bottom reading.
▲ over 20 major trading days
From the 21 trading weeks in the past six months, this week’s net outflow of super large single main funds is at a low position
▲ the main capital flow of super large orders in two cities in one week in recent half a year
covid-19 specific drug unit pulled up and inhaled
several soaring demon stocks were pulled and thrown
This week, the number of stocks with a net purchase of more than 100 million yuan in the two cities increased slightly to 133 compared with last week; The number of stocks that were actively sold for more than 100 million yuan decreased significantly to 475 compared with last week, which shows that the activity of main funds has increased, but the stocks purchased are still relatively concentrated.
In terms of net active buying, due to the epidemic, the main funds this week were particularly about biopharmaceutical stocks, Chongqing Zhifei Biological Products Co.Ltd(300122) , Walvax Biotechnology Co.Ltd(300142) , Shanghai Junshi Biosciences Co.Ltd(688180) and reached a phased high in the week, of which Walvax Biotechnology Co.Ltd(300142) increased by 31% in the week. However, the announcement of 57% year-on-year decrease in net profit last year was released on Friday, and the trend may change next week. In addition, the two heavyweights of the gem index China stock market news, Contemporary Amperex Technology Co.Limited(300750) were net active buyers of nearly 1.8 billion yuan, which strongly supported the rebound of the gem index. It is worth noting that Jinzhou Jixiang Molybdenum Co.Ltd(603399) and Kweichow Moutai Co.Ltd(600519) were bought by the main funds against the trend despite the decline this week.
▲ 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, pharmaceutical stocks occupied four seats, including China Meheco Group Co.Ltd(600056) which soared 59% during the week and Jinghua Pharmaceutical Group Co.Ltd(002349) , which rose 24% during the week. In addition, Linewell Software Co.Ltd(603636) Friday, a six board company, was briefly opened and sold nearly 1 billion yuan by net initiative.
▲ this week, the main funds of super large orders in the two cities sold the top 10 stocks on their own initiative
non bank financial industry supports the overall situation
pharmaceutical and biological industry net outflow of more than 20 billion yuan
Although it rebounded strongly this week, the performance of the industry is not ideal: only non bank financial industry has a net inflow of more than 3.7 billion yuan in 28 shenwanyi industries. We can see who is the mainstay of the market this week.
In terms of the distribution of net outflow industries, there were only two industries with a net outflow of more than 10 billion yuan compared with last week. Among them, pharmaceutical and biological industry again has a net outflow of more than 20 billion yuan. Combined with the above, it is obvious that the differentiation of individual stocks is very serious. In addition, chemical industry net outflow also reached 11.7 billion yuan.
▲ ranking of net inflow amount of major industries in Shenwan this week
two financial balances fell to a new low in nearly 10 months
financing customer focused inhalation chemical pharmaceutical shares
In the four trading days from March 11 to 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 fell rapidly, hitting a new low in nearly 10 months since May last year
▲ 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, financiers bought a number of pharmaceutical stocks, but mostly chemical pharmaceutical stocks. Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) was the first one to be sold by the main funds, and the net purchase by financing was 240 million yuan. However, the highest amount of net financing purchases was Boc International (China) Co.Ltd(601696) , which rebounded in large quantities this week and hit a five month high. There were many funds to copy the bottom.
▲ net purchase of top 10 stocks by financing this week
In terms of financing net sales of individual stocks, it is still concentrated in the industry leading white horse stocks, such as Kweichow Moutai Co.Ltd(600519) , China stock market news, China Vanke Co.Ltd(000002) , Byd Company Limited(002594) and so on. It seems that their rebound has not aroused the interest of financing customers. However, Ping An Insurance (Group) Company Of China Ltd(601318) although it was also net sold by financing of 330 million yuan, it rebounded strongly on Friday, and financiers may have a buying action.
▲ net sales of top 10 stocks by financing this week
