The balance of the two financings has been increased for three consecutive times, and the funds have been stepped up.
Our reporter Zhang Ying
After the A-share volume soared on the first day of June, the A-share market has steadily climbed, and the market's profit-making effect has once again appeared. The funds, mainly from northbound funds, are also stepping up.
According to the statistics of Flush Flush, a reporter from Securities Daily found that as of June 3, the balance of the two financial institutions in Shanghai and Shenzhen reached 10.95858 billion yuan, achieving three consecutive increases. Among them, the balance of financing reached 1.068909 billion yuan, and the cumulative increase over the three trading days was 16.996 billion yuan.
From the perspective of industry distribution, from June 1 to June 3, of the 28 first-tier industries, 25 industries received net purchases. Among them, the electronics industry is the most favored by financiers, with a net purchase amount of 3.237 billion yuan; followed by three industries, such as medical biology, computers and food and beverage, with a net purchase amount of more than 1 billion yuan, respectively It was 2.126 billion yuan, 2.105 billion yuan and 1.271 billion yuan. From this calculation, the total net purchases of financing in the above four industries reached 8.74 billion yuan, of which the electronics and computer industries belonging to the technology sector were net purchases of 5.34 billion yuan by financing customers.
In addition, the net purchases of financing in the media, agriculture, forestry, animal husbandry, fishery, communications, electrical equipment, non-banking finance, and non-ferrous metals industries are all above 700 million yuan. Only three industries, including banks, household appliances and textiles and apparel, were reduced by financing customers.
In terms of individual stocks, from June 1st to 3rd, a total of 1052 stocks were raised by financing customers, of which 38 individual stocks had net purchases of more than 100 million yuan. During the period, Guoxuan Hi-Tech was the top net purchaser of financing, reaching 477 million yuan. Followed by individual stocks such as Leading Zhizao, Wuliangye, Oufeiguang, ZTE, Inspur Information, Ziguang Guowei, etc. During the period, the net financing purchases also exceeded 300 million yuan.
Under normal circumstances, the entry of funds will bring a lot of leverage to the company's stock price. Statistics show that from June 1 to June 3, among the 38 stocks with a net purchase of more than 100 million yuan, 23 stocks realized a rise. Among them, Gree Real Estate, Nanda Optoelectronics and Tianqi Lithium and other three stocks all rose more than 20%, respectively 34.3%, 30.26% and 20.7%.
It is worth noting that the recent northbound capital has continuously poured into A shares. Judging from the top ten active stocks, since June, 22 stocks have been net bought by northbound funds. According to further statistics, the reporter found that, coincident with the capital going north, since June, GoerTek, Conch Cement, Hengrui Pharmaceutical, Lansi Technology, Muyuan, Sany Heavy Industry, Shanghai Airport, Tianqi Lithium, Xingye Eleven stocks, such as banks, Yili shares, and China International Travel, were bought by financiers at the same time, and became the target of mutual favor for the two funds.
For the market outlook, Jin Bailin Consulting analyst Qin Hong told the "Securities Daily" reporter, although there is some intraday pressure in the short-term A-share market, but the low-valued varieties represented by financial stocks are active and the net capital inflow from the north continues The resulting confidence support, the resilience of core asset stocks, and the emerging sub-sectors that continue to lead the rising varieties, these factors are still expected to resolve pressure and help stabilize the A-share shock. Therefore, short-term trends should not be too pessimistic.
The fundamental trend of A shares in the second half of the year is expected to be confirmed. Shen Wanhongyuan Securities believes that the fundamentals of the new economy have bottomed out, and the growth of technology is expected to regain its offensive attributes; the increase in the allocation of household savings rates and the release of demand for distribution can be expected to have a big rebound in the second half of the year, gradually turning to strategic optimism in the second half of the year. (Securities Daily)