The big bull of 7 even board falls to stop! The index has not reached a new high, and these funds have withdrawn

category:Finance
 The big bull of 7 even board falls to stop! The index has not reached a new high, and these funds have withdrawn


Early performance of major A-share indexes

Centralized withdrawal of hot money

One word down limit of 7-board bull stocks

As of the midday closing, Jinpu titanium industry was firmly nailed down to the limit by 656400 large orders, and the corresponding amount of sealed orders was as high as 272 million yuan. In the early two hours, Jinpu titanium only traded 133 million yuan, less than one tenth of yesterdays turnover.

Daily trend of Jinpu titanium industry

Jinpu titanium owners engaged in the production and sales of titanium dioxide. The company announced in the evening of October 9 that since now, the sales price of anatase and rutile titanium dioxide will be increased by 800 yuan / ton for domestic customers and 150 dollars / ton for international customers.

In November, the market Pro cyclical plate made full force, titanium dioxide as a representative variety of chemicals price rise theme, ushered in all kinds of fund pursuit. From November 11 to 19, the stock price of Jinpu titanium industry was up and down for 7 consecutive trading days, with a range of up to 94.38%.

For example, yesterdays Jinpu titanium industry dragon tiger list, active hot money seat CAITONG securities Hangzhou Shangtang Road business department high to buy one, the purchase amount of 24.1659 million yuan. Shanghai Mudanjiang Road Business Department of first-line hot money investment promotion securities appeared and sold 5, buying 9.8647 million yuan and selling 12.3127 million yuan at the same time. In addition, the second business department of Tuanjie road of Dongfang Fortune Securities and the second business department of Lhasa East Ring Road of Dongfang Fortune Securities also appeared on the list.

Jinpu titanium industry on November 23

A number of short-term hot stocks fell sharply in the morning

Daily trend of smart agriculture

In addition, highland barley wine stock price hit the limit in the early morning, falling 7.41% by midday. The stock previously harvest 7 days 6 board, in this round of wine stock market performance is very outstanding.

In addition, renamed concept stock quanyangquan (formerly referred to as Jilin Forest Industry) stock price hit the limit in the early trading, the stock previously harvested 5 days 3 board. Kuaijishan and Guyue Longshan both fell more than 6% in the early trading, and both of these two rice wine stocks showed a strong trend of continuous trading.

Frequent reduction of shares by shareholders

In addition to hot money chasing up and down, the high-level reduction of relevant shareholders is also one of the reasons for suppressing the trend of hot stocks.

For example, for highland barley wine, which fell by 7% in the early trading, the company said in the notice on reply to the attention letter of Shenzhen Stock Exchange disclosed yesterday that the companys controlling shareholder Qinghai Huashi Technology Investment Management Co., Ltd. reduced 720000 shares during the stock change period, accounting for 0.16% of the companys total share capital.

From highland barley wine notice on reply to Shenzhen Stock Exchanges attention letter

Also in the evening of yesterday, Yanjing Beer, Yanghe shares, Jinshan office and other popular shares all disclosed the relevant shareholders plan or progress announcement of the reduction.

Institutions: focus on three deterministic main lines of cross year market

In recent years, the market style continues to switch, and the performance between plates is greatly differentiated. In the view of institutions, although the short-term market has been repeatedly disturbed by factors such as the epidemic, investors need to pay more attention to the general trend throughout the cross-year market.

The strategy team of Huaxi Securities believes that, in the global negative interest rate environment, a shares are still the assets pursued by global funds, and the trend of active net inflow of foreign capital remains unchanged. With the positive development of vaccine research and development and other factors superimposed, it is judged that the rising trend of a shares will continue. It is suggested that investors actively layout the market at the end of the year based on three clues: one is the boom of the electric vehicle industry chain under Tesla mapping and local policy support; the other is the electronic industry chain which remains high in the medium term driven by the trend of electronic terminal products and the demand for technology upgrading; thirdly, vaccine R & D promotes the offline economic recovery, and promotes export industry chain and week Replenishment of the inventory of the period. The industry configuration focuses on automobile, electricity, nonferrous, chemical, steel, coal, electronics, etc.; the theme opportunities focus on new energy, consumption upgrading, military industry, state-owned enterprise reform, etc. Source: Yangbin, responsible editor of Shanghai Securities Journal_ NF4368

The strategy team of West China Securities believes that overall, under the global negative interest rate environment, A-share is still the asset pursued by global funds, and the trend of net inflow of active foreign capital remains unchanged. With the positive progress of vaccine research and development and other factors superimposed, it is judged that the upward trend of a shares will continue. It is suggested that investors actively arrange the year-end market according to three clues:

First, Teslas mapping and local policy support will increase the prosperity of the electric vehicle industry chain;

Second, driven by the trend of electronic terminal products and the demand for technological upgrading, the electronic industry chain will remain high in the medium term;

Third, the promotion of vaccine research and development will bring about the recovery of offline economy, and promote the export industrial chain and periodic products inventory replenishment.

Focus on the reform of state-owned enterprises, iron and steel industry, coal industry, new energy industry, new energy industry, new energy industry, upgrading, etc.