Shanghai index lost 3200 points, some organizations take advantage of the opportunity to add warehouse three lightning protection guidelines

category:Finance
 Shanghai index lost 3200 points, some organizations take advantage of the opportunity to add warehouse three lightning protection guidelines


1. Guard against the pressure of some individual stocks reduction;

2. Far away from the performance of the Chinese newspaper, the face of the stock;

3. Watch out for foreign capital high position cash out stocks.

Shanghai index lost 3200 points

On Friday, the three major A-share indexes continued to weaken, with the Shanghai Composite Index closing at 3196.77, down 3.86%. The Shenzhen composite index closed at 12935.7, down 5.31%. Gem closed at 2627.84, down 6.14%. Kechuang 50 closed at 1389.31, down 7.02%, as risk aversion increased.

(photo source: Wande stock APP)

On the surface, stocks generally fell, more than 90% of the stocks fell, 83 stocks fell. Electronics, medicine and other early strong plate is the disaster area.

(photo source: Wande stock APP)

Kechuang board companies concentrated on reducing holdings, led by the decline of Kechuang board

The science and technology innovation board just ushered in the lifting of the ban of 180 billion yuan this week. On the evening of July 23, 9 science and Technology Innovation Board companies successively issued shareholder reduction announcements.

Affected by this, Kechuang 50 index fell more than 7% on the same day, among which 28 stocks fell more than 10%.

On the evening of July 24, a shares ushered in the second batch of reduction.

On Friday, aerospace Hongtu (46.080, -3.97, -7.93%) announced that it had three shareholders to reduce their shares, with a total of no more than 5.43% of the companys total share capital.

Multi share intraday flash crash

There was also a very unusual signal in Fridays Trading: Taihua new material (9.700, - 1.07, - 9.94%), Manulife (46.790, - 5.20, - 10.00%), daodaoquan (21.500, - 2.39, - 10.00%) and other listed companies stocks played a flash crash, and the stock prices immediately touched the limit.

Taihua new materials

(photo source: Wande stock APP)

(photo source: Wande stock APP)

The whole road

(photo source: Wande stock APP)

The capital outflow of Beishang is more than 10 billion yuan

On Friday, the net outflow of funds from Beishang was 16.357 billion yuan, the second largest one-day net outflow in history. On July 14 this year, Beishang capital had a net outflow of 17.384 billion yuan.

In the short 11 trading days since July 10, the accumulated net outflow of Beishang capital was 48.26 billion yuan.

(photo source: Wande stock APP)

Wind statistics show that according to the industry distribution of the amount of changes in Beishang capital holdings in the first four days of this week, a small number of sectors were net buyers, among which the net purchases of industries, information technology and optional consumption sectors exceeded 1 billion yuan, while daily consumption and financial sectors sold in large amounts.

(Beishang capitals Shareholding on July 18 compared with that on July 23, the changed market value = the number of changes x the closing price on July 23)

Trading volume for 17 consecutive days over trillion

On Friday, A-share volume fell, with the total turnover of Wande Quanquan a reaching 1.31 trillion yuan, compared with 1.22 trillion yuan on the previous trading day, which was more than 1 trillion yuan for 17 consecutive days.

Some organizations take advantage of this opportunity to add and build warehouses

When the market plummeted, some institutions began to increase their positions, and many science and technology innovation funds were sold out in one day. As of 3:00 p.m. on Friday, the new fund of the science and technology innovation board had sold at least 10 billion yuan, the China fund daily said!

Not only that, but Zhao Lisong, chairman of shangdegu investment, said that they began to increase their positions today, because A-shares did go more radical some time ago. Now, from a high position, the adjustment is almost complete. He believes that the trend of the future market should be relatively stable, will not rise and fall sharply, and the rising speed will not be too fast, but the overall trend still has room for continuous upward.

Li Kejie, general manager of Hongquan private equity fund, said that although there were external factors in Fridays adjustment, the main reason was that the reduction of shares related to the science and technology innovation board had a greater impact on the market. They buy back the previously high and low positions.

Institutional emergency unwinding: still optimistic about a shares for a long time

Founder Securities (8.360, - 0.48, - 5.43%) analysis that the market fell due to two reasons. First, the peripheral markets fell significantly overnight, and the rising unemployment rate exacerbated the markets worries about the economy, with the NASDAQ index falling by more than 2%; secondly, the first batch of reduction after the lifting of the ban on the scientific and technological innovation board. After the closing of Thursday, nine companies on the scientific and technological innovation board successively issued the announcement of reducing their holdings, and the Kechuang 50 index fell sharply on Friday.

Tianfeng securities (7.010, - 0.25, - 3.44%) said the index market is expected to come to an end after experiencing short-term large fluctuations, and is expected to return to structural market.

Shanxi securities (7.990, - 0.56, - 6.55%) pointed out that the overall market is in a volatile pattern, and investors should not change hands frequently. Judging from the current market sentiment, it is not yet ready to start a new round of upward market conditions. In the future, various sectors may be dominated by shocks, so it is suggested to maintain a cautious attitude towards them in the short term. In the medium term, the market volatility trend will remain for a period of time, and it is recommended to pay attention to the undervalued high-quality target with fundamental support. In the long run, with the support of macroeconomic fundamentals, the overall upward trend remains unchanged.

Yang Delong, chief economist of Qianhai open source fund, believes that the steady recovery of economic recovery is the basis for the strength of the stock market. Judging from the recent performance of the market, plate rotation is relatively obvious, liquor and medicine sectors with large early growth have been adjusted, and dairy industry plate in valuation depression has performed better. Cyclical enterprise plate showed good performance. For example, due to the stimulation of international tension, the military industry rebounded strongly, and the performance of most military industry stocks was poor, and the sustainability of the rise was questionable. However, the military industry is often driven by events. In the case of tense international situation, military industry stocks tend to perform brilliantly. Therefore, investment in military industry should be operated in a band, which is totally different from the investment in white horse stocks of consumer stocks.

In conclusion, the current trend of A-share market has been formed, and the short-term correction will not have a great impact on the long-term trend of A-share market. It is suggested that investors should actively arrange high-quality stocks, adhere to value investment and be good shareholders of the company.

The Shanghai Composite Index has undergone major changes, and the stock market has since set off for slow bull

In fact, the institutions believe that the Shanghai Composite Index has been completely transformed, and Chinas stock market has started its slow bull since then.

On July 22, after watching the Shanghai Composite Index for nearly 30 years, changed! The newly revised Shanghai composite index mainly involves three aspects: eliminating risk warning stocks, extending the time for new shares to be included in the index and Listing Securities on the science and technology innovation board.

It is a common practice of international mainstream index to improve index compilation scheme. The revision of the Shanghai Composite Index (3196.7684, - 128.34, - 3.86%) fully draws on the experience of international index compilation and revision. Based on the actual development of domestic market, it eliminates risk warning stocks, extends the time for new shares to be included in the index, and is included in the securities listed on the science and technology innovation board, which is conducive to more objective and true reflection of the overall performance of Listed Companies in Shanghai stock market.

The financial engineering team of Everbright Securities (23.460, - 2.61, - 10.01%) said that while eliminating bad currency, the amendment introduced a more perfect temporary adjustment mechanism for component stocks and incorporated it into the stock of science and technology innovation board, which could better reflect the stock price characteristics of listed companies on the Shanghai Stock Exchange. At the same time, at present, there are not many products tracking the Shanghai Composite Index, and the scale is limited. According to the data calculation, the impact of the passive capital on the constituent stocks is small. Therefore, the adjustment of the index compilation scheme will not bring impact or adverse impact on the market, but will promote the stable development of the market.

Detour 3 shares

1. Guard against the pressure of some individual stocks

With the combination of two major factors, namely, market recovery and intensive lifting, it has become the intensive release period of the holding reduction plan since July. Wind data shows that in the 17 trading days since July, the listed companies have issued 508 share reduction plans involving 296 shares, with an average of 30 plans issued every day.

In terms of the overall scale, the maximum amount of shares to be reduced under the above plans is 5.95 billion shares. If estimated by the current market value, the maximum reduction market value is 102.933 billion yuan. Among them, seven reduction plans have been completed, involving five listed companies such as adier, Dechuang environmental protection, Fuda alloy, Lijun and chuanjinnuo.

In terms of the proportion of the share reduction cap in the total share capital, 48 companies have reduced their shareholding ratio to 5%, including Jiyou shares, water shares and Western superconductor

2. The performance of China Daily News has changed

According to wind information data, as of July 23, there were 1579 listed companies that had issued the interim report performance forecast for 2020, among which 31 companies had changed their performance. Looking from the direction of change, the performance expectations of 11 companies have been lowered, among which Lianchuang shares and manor ranch are expected to suffer the first loss in the first half of this year, and the performance of another 9 companies is expected to decrease after correction.

3. Foreign high position cash out stocks

From the top ten active stocks of Shanghai Stock connect and Shenzhen Stock connect, under the condition of cautious outflow of funds from Beishang stock exchange, a total of 46 stocks appeared on the list of top 10 active stocks in July, and 19 active stocks were in a net selling state during the period, with a total net sales of 22.2 billion yuan. Among them, Wuliangye (9.07 billion yuan), China Central (4.765 billion yuan), Guizhou Maotai (1.664 billion yuan), Ningde era (1.647 billion yuan) and other stocks, the total net sales of northbound funds were all above 1 billion yuan.

Source: Wind Information Editor: Guo Chenqi_ NBJ9931