Affected by the news of Trumps improvement, the peripheral stock markets recovered. As of the press release, the Nikkei index rose 1.29%, and the Korea composite index rose 1.33%.
Hong Kong stocks rose sharply in the opening day, with the Hang Seng Index up 2.47%, the Hang Seng state-owned enterprise index up 1.68%, and the Hang Seng technology index up 2.37%. Alibaba, Tencent holdings and Xiaomi group all rose more than 3%. However, after the opening of trading, Hong Kongs technology stocks saw a wave of diving. As of press release, the Hang Seng Index rose 1.58%, still leading the Asian stock market.
It is worth mentioning that SMIC announced last night that the company was subject to export restrictions from the United States. According to the announcement, after several days of inquiry and discussion with suppliers, the company learned that the Bureau of industry and security of the U.S. Department of Commerce has sent letters to some suppliers in accordance with the U.S. export control regulations. Some of the U.S. equipment, accessories and raw materials exported to SMIC international will be further restricted by the U.S. export control regulations, and only after applying for an export license in advance can the company Continue to supply SMIC. SMIC said that in response to the export restrictions, the company and the U.S. industry and security administration have launched preliminary exchanges, and the company will continue to actively communicate with relevant U.S. government departments.
After the downturn rebound downturn in the first half of the year, A-share saw a sharp rise in the third quarter, especially in the first half of July, when the volume rose sharply, and the daily transaction frequency exceeded one trillion yuan. The Shanghai index broke through the five major barriers of 3000, 3100, 3200, 3300 and 3400 points in a short time, reaching a new high of more than two years. Although the correction began in mid July, some of the previous leading hot plates fell back, and the overall trading volume of a shares also shrank significantly, the Shanghai index remained firmly stable at above 3200 points, and the markets bullish voice was much stronger than that in the first half of the year.
Thanks to the efforts made in the first half of July, a shares became the worlds top performing market. In the whole three quarters, the main indexes of A-share market rose collectively. The Shanghai stock index and Shenzhen stock index rose by more than 7%, and the gem index rose by 5.6%, both of which ranked the top in the world. This also attracted global capital to invest in A-shares. The total turnover of A-share northward capital increased significantly, with the turnover in the third quarter increasing by 68.02% and 104.54% respectively compared with the first and second quarters.
On the whole, in the third quarter, northbound capital showed a net outflow, with a total net outflow of 24.41 billion yuan. In the specific market, there was an obvious strength in Shenzhen and a weakness in Shanghai. Among them, the net outflow of Shanghai Stock connect was 30.9 billion yuan, while that of Shenzhen Stock exchange was 6.491 billion yuan. The differentiation of northbound funds in the Shanghai and Shenzhen stock markets is mainly due to the continuous sell-off of traditional foreign capital positions such as food and beverage. These plates are mainly located in the Shanghai stock market, while the science and technology sector has been increased against the trend.
Beishang capital obtained huge returns through the operation of low buying in the second quarter and high selling in the third quarter. According to the statistics of securities times and data treasure, the floating profit of Beishang capital increased to 228.955 billion yuan in the third quarter, and the accumulated floating profit at the end of the second quarter was 575.331 billion yuan, an increase of 39.8%.
Beishang fund sold the big rise of heavy position stocks
In the third quarter, a total of 79 stocks were listed on the active trading list. In terms of their industries, the electronic industry was the most concentrated, with 13 stocks on the list. The largest transaction amount was Maotai, Guizhou, with an accumulated turnover of 148.32 billion yuan in this quarter; Wuliangye was followed by a total transaction amount of 115.674 billion yuan; China Ping An, China immune system, and Lixun precision were also higher in transaction amount.
From the adjustment of active stocks, we can find that in the third quarter, Beishang capital mainly sold off the consumer stocks represented by liquor stocks, and bought stocks of new energy, consumer electronics and other science and technology sectors, which coincided with the overall pattern of Beishang capital that is strong in depth but weak in Shanghai.
The overall performance of a shares in September was poor, with the Shanghai index falling by 5.23%. The capital outflow from Beishang was 32.8 billion yuan in the month. However, there were still many stocks favored by Beishang capital, and they were increased by the counter trend while selling a shares sharply.
According to the statistics of databao, there were 588 additional positions of Beishang capital in September. In terms of the proportion of increased shares in circulating shares, 59 stocks increased their positions by more than 1%. Dishu fashion is the largest individual stock with 13.6392 million shares newly held, accounting for 4.24% of the total outstanding shares; followed by DIL laser and Jingao technology, the proportion of increased shares accounted for 3.47% and 3.21% respectively; other top positions were Bafang shares, Xintian green energy, Jiayou international, etc.
From the perspective of market performance, in September, the top 20 stocks of Beishang capital were up and down by half, with 5 stocks with an increase of more than 10%. The growth rate of Jingao technology was 58.69%, which was significantly ahead of that of Jingu, Yicheng Xinneng and kovos.
Jingao technology is a leading enterprise engaged in the R & D, production and sales of silicon wafers, solar cells and solar cell modules in China. Among them, solar cell module is the core product of the company, and the conversion efficiency and module output power of the companys single crystal and polycrystalline solar cells maintain a leading level in the global photovoltaic product manufacturing field. With the hot concept of photovoltaic, the market capital inflows substantially, and the stock price has also been greatly increased.
Beishang capital bought 14 shares for six consecutive months
From the perspective of market performance, only 18 stocks of Beishang capital increased in September, among which BYD increased the most by 36.75%. Other big gainers were fulette and Tiehan ecology. Shanghai Hanxun, Meiya optoelectronics and Hengyi Petrochemical Co., Ltd.
To lengthen the time, 14 shares were added by northbound capital for six consecutive months. In terms of the change of shareholding ratio, Hongfa shares have the largest increase, accounting for 5.99% of the circulating shares compared with six months ago. Other companies with more positions include weipaige, Chinese media, BYD and Zheshang Bank. Source: Securities Times editor in charge: Yang Qian_ NF4425
To lengthen the time, 14 shares were added by northbound capital for six consecutive months. In terms of the change of shareholding ratio, Hongfa shares have the largest increase, accounting for 5.99% of the circulating shares compared with six months ago. Other companies with more positions include weipaige, Chinese media, BYD and Zheshang Bank.