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.
gentle market wears out patience
Friday with the rapid escape of the main funds of diving
this week, the market kept a narrow range of sideways volatility, the market was calm, and the Shanghai index tossed back and forth within about 70 points. Due to the mild market and lack of enthusiasm, the index is also turning downward. The net outflow of super large single main funds this week increased significantly to 40.844 billion yuan compared with last week.
From the perspective of the main capital flow of super large single day, there is a net outflow in five trading days of the week, and the net outflow in one day from Monday to Thursday is low, amounting to several billion yuan. However, the main funds obviously lost patience on Friday, with a net outflow of more than 18 billion yuan that day, setting a new high of one-day net outflow since the reboundP align = “center” ▲ 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’s net outflow of super large single main funds is at a low position p align = “center” ▲ major capital flows of super large orders in two cities in one week in recent half a year
main capital weak market speculation “demon”
some pork stock station upper air outlet
This week, the two cities were actively net buying more than 100 million yuan of stocks, which was basically the same as last week, at 136; The number of stocks that have been actively sold for more than 100 million yuan has increased significantly to 727 compared with last week, which shows that the mentality of the main funds is floating, and it is still safe to sell stocks that rebound and make profits.
In terms of net active buying, the focus of main funds this week is relatively scattered. The 12 times of big demon stocks in the early stage Andon Health Co.Ltd(002432) became the object of re excavation of main funds, and was actively bought by the net of 1.9 billion yuan, which is expected to hit the peak in late February. In addition, some gold stocks and pork stocks also received the main capital intervention respectively, Tech-Bank Food Co.Ltd(002124) and the volume reached a new high in nearly 10 monthsP align = “center” ▲ this week, the main funds of super large orders in the two cities actively bought the top 10 stocks
In terms of net active selling this week, it is the so-called “demon out of weak market”. The main funds were gradually shipped in the process of continuous limit rise of Guangdong No.2 Hydropower Engineering Company Ltd(002060) and Tianjin Tianbao Infrastructure Co.Ltd(000965) and were sold by net active selling of 1.6 billion yuan and 1.3 billion yuan respectively. In addition, some large financial stocks were also sold by centralized net initiative, such as Industrial Bank Co.Ltd(601166) , China stock market news, Ping An Insurance (Group) Company Of China Ltd(601318) , etc▲ = “align” active selling of 10 major stocks in this week
3 large industry small net inflow
pharmaceutical and biological industry has another net outflow of 10.7 billion yuan
In this week’s index sideways, a small amount of net inflow also occurred in a few industries: there were net inflows in 3 of the 28 shenwanyi industries, with a huge increase in the number of industries compared with last week, but the amount is very low: banking industry 430 million yuan, National defense and military industry 250 million yuan, textile and garment 170 million yuan .
In terms of the distribution of net outflow industries, the number of industries with a net outflow of more than 10 billion yuan increased slightly to three compared with last week. Among them, pharmaceutical and biological industry still has a net outflow of 10.7 billion yuan electrical equipment industry net outflow is close to 11.1 billion yuan; The highest net outflow amount is computer industry , reaching 14.6 billion yuanP align = “center” ▲ ranking of the net inflow amount of the main players in shenwanyi industry this week
the balance of two financial institutions rebounded slightly
financiers continue to take care of pharmaceutical stocks
In the four trading days from March 18 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 markets rebounded slightly and leveled off, still at a low level of nearly 10 months p align = “center” ▲ changes in the balance of margin trading and securities lending in the two markets in recent 20 trading days
From the operation of this week, financiers still focused on pharmaceutical stocks as in the previous week, with Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) being the first to be financed with a net purchase of 520 million yuan; Shanghai Pharmaceuticals Holding Co.Ltd(601607) which hit a new high in nearly seven years during the week was also net purchased by financing of 330 million yuan. In addition, big men like Poly Developments And Holdings Group Co.Ltd(600048) , China stock market news, Industrial Bank Co.Ltd(601166) , are also favoredP align = “center” ▲ net purchase of top 10 stocks by financing this week
In terms of financing net sales of individual stocks, it is still the industry leading white horse stocks with large market value, mostly insurance stocks and bank stocks Ping An Insurance (Group) Company Of China Ltd(601318) although rebounded in the week, it was still dominated by net sales of 630 million yuan by financing. Meanwhile, China Merchants Bank Co.Ltd(600036) and China Minsheng Banking Corp.Ltd(600016) also have higher net financing salesP align = “center” ▲ net sale of top 10 stocks by financing this week
