On March 25, the A-share market adjusted again, led by the heavy positions of institutions such as power equipment, medicine and biology, food and beverage, and the agriculture, forestry, animal husbandry and fishery sector rose against the market.
As of the close, the Shanghai Composite Index, Shenzhen Composite Index and gem index fell 1.17%, 1.89% and 2.52% respectively. The turnover of the two markets exceeded 910 billion yuan and continued to shrink, including 389.77 billion yuan in Shanghai and 528492 billion yuan in Shenzhen.
In terms of capital, the data show that the net outflow of funds from the North today is 3.117 billion yuan, including 776 million yuan from the Shanghai Stock connect and 2.341 billion yuan from the Shenzhen Stock connect. The net outflow of the main funds of the two cities was 35.457 billion yuan, and the net inflow of the main funds of agriculture, forestry, animal husbandry and fishery, media and banking ranked first.
financing customers buy China Minsheng Banking Corp.Ltd(600016)
China Minsheng Banking Corp.Ltd(600016) performance is eye-catching. According to statistics, China Minsheng Banking Corp.Ltd(600016) 3 on 24 and 25 consecutive trading days, the number of financing purchases reached more than 50% of the total trading volume of the day. For the first time in the company's history, this situation occurred for two consecutive days. The last time more than 50% occurred on December 14, 2016.
According to the data disclosed by the Shanghai Stock Exchange after hours, the number of China Minsheng Banking Corp.Ltd(600016) financing purchases on March 24 reached 54.64% of the total trading volume of the securities on that day, accounting for 50.66% on March 25. In these two days of trading, the amount of financing purchases from Dongxing Securities Corporation Limited(601198) is far ahead.
Source: website of Shanghai Stock Exchange
institutional heavy position sector led the decline
In terms of individual stocks, 1745 stocks rose in the two cities, of which 86 stocks rose against the market limit; The number of falling stocks was 2749, and 23 stocks fell by the limit. Calculating the number of stocks falling on the Beijing stock exchange, the number of A-share falling stocks exceeded 2800.
In terms of industry sector, among shenwanyi level industries, agriculture, forestry, animal husbandry and fishery, textile and clothing and media industries led the increase, rising by 1.08%, 0.98% and 0.51% respectively; Power equipment, medicine and biology, food and beverage industries led the decline, down 2.91%, 2.63% and 2.23% respectively. It can be seen that the largest declines are institutional heavy positions.
The wind Mao index fell 2.65%, the Wuxi Apptec Co.Ltd(603259) fell more than 6%, the Topchoice Medical Co.Inc(600763) fell more than 5%, the Luzhou Laojiao Co.Ltd(000568) fell nearly 5%, the Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Byd Company Limited(002594) fell more than 4%, and the Kweichow Moutai Co.Ltd(600519) fell 1.80%. The wind Ning composite index fell 3.31%, while many stocks in the sector fell more than 4%, and Contemporary Amperex Technology Co.Limited(300750) fell 2.32%.
As for the reasons for the decline in the market, Yuan Huaming, general manager of Huahui Chuangfu investment, said that overseas geographical conflicts and repeated outbreaks in China have greatly suppressed investor sentiment. The A-share market is generally in the bottom grinding stage. An important feature of this stage is that there will be a make-up decline of strong sectors and varieties.
two sectors are now in the limit tide
Agriculture, forestry, animal husbandry and fishery, textile and garment sectors rose against the market. In the agriculture, forestry, animal husbandry and fishery sector, Zhongnongfa Seed Industry Group Co.Ltd(600313) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Lifecome Biochemistry Co.Ltd(002868) , Hainan Jingliang Holdings Co.Ltd(000505) limit. In the textile and garment sector, Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) rose by more than 10%, and many stocks such as Shanghai Sanmao Enterprise (Group) Co.Ltd(600689) , Sichuan Langsha Holding Ltd(600137) , Zhejiang Sunrise Garment Group Co.Ltd(605138) , Shanghai Challenge Textile Co.Ltd(002486) , etc. rose by the limit.
For the agriculture, forestry, animal husbandry and fishery sector, Sealand Securities Co.Ltd(000750) said that the pig price is in the process of the second bottom of the w bottom, and the current downward space of the pig price is very limited. The valuation of the sector, especially the leader, is still at the bottom, with sufficient margin of safety; In terms of seed industry, the revision of Seed Law and the promotion of transgenic commercialization will promote the improvement of industry concentration and the expansion of market space, and continue to be optimistic about the growth of leading enterprises.
Cinda Securities said that the valuation of high-quality textile and garment companies with good fundamentals and continuous growth logic in the textile and garment sector is at a historically low level, providing buying opportunities for long-term allocated funds.
main capital net inflow
agriculture, forestry, animal husbandry and fishery, media, banking and other industries
In terms of capital, the data show that the net outflow of funds from the North today exceeded 3 billion yuan, the net outflow of main funds from the two cities was 35.457 billion yuan, 1695 stocks received the net inflow of main funds, and 2972 stocks suffered the net outflow of main funds.
Among shenwanyi industries, agriculture, forestry, animal husbandry and fishery, media and banking industries ranked first in terms of net capital inflows, with net inflows of 810 million yuan, 632 million yuan and 161 million yuan respectively. The net outflow of main funds from the pharmaceutical and biological, power equipment and food and beverage industries ranked first, with a net outflow of 7.573 billion yuan, 6.002 billion yuan and 3.010 billion yuan respectively. The total net outflow of main funds from the heavy positions of these three institutions today exceeded 16 billion yuan.
today's major capital flows in the industry
In terms of individual stocks, the net inflows of Tianqi Lithium Corporation(002466) , China National Medicines Corporation Ltd(600511) , Sanan Optoelectronics Co.Ltd(600703) main funds ranked first, with net inflows of 567 million yuan, 504 million yuan and 347 million yuan respectively Byd Company Limited(002594) , Andon Health Co.Ltd(002432) , Longi Green Energy Technology Co.Ltd(601012) main capital net outflow ranked first, with net outflow of 1.138 billion yuan, 965 million yuan and 888 million yuan respectively.
today's top ten shares of net capital inflow
today's top ten shares of net outflow of main funds
For the current market, Liu Cunxin, assistant fund manager of private placement network, believes that at present, the market still needs a certain time to shake the bottom, the discussion and implementation of specific policies will take a certain time, and the recovery of the company's fundamentals will also take time. We need to pay attention to the epidemic situation of the whole country and the implementation of subsequent policies of various departments. Overall, the short-term bottom is mainly shock, and the long-term is still optimistic about the upward opportunities of a shares.
