Original title: A shares suddenly dived in late trading, what happened? The brokerage leader has 6 days and 5 boards, and this indicator is triggered! Smart funds are buying 10 stagflation white horse stocks, social security funds get together with chemical leaders
Will stagflation heavyweights rise?
On June 15, the three major sectors of insurance, securities and banking rose collectively. The insurance index rose 7.52%, the largest single-day increase this year. Insurance giant China Life has a rare daily limit, and China Ping An, PICC, and China Pacific Insurance all rose by more than 5%.
Everbright Securities 6 days 5 daily limit
Securities sector enters a technical bull market
Known as the "bull market flag bearer" "The securities sector once set off a daily limit tide. The hot stock Everbright Securities closed the board again, recording 5 daily limit in 6 days, and the cumulative increase in June expanded to 72.55%.
Securities Times Data Treasure According to statistics, in just two days, the cumulative increase of the securities index has reached 8.82%; since the low point of the stage on April 27, the cumulative increase has reached 20.16%. In terms of rebound magnitude alone, the securities sector has entered a technical bull market.
Driven by the big financial sector, the broad market index counterattacked across the board, and the Shanghai Composite Index broke through 3350 points intraday, hitting a new high since the rebound on April 27, and the ChiNext Index rebounded. Once exceeded 20%. As of the close, the broader market index fell collectively, the Shanghai Composite Index narrowed to 0.5%, and the ChiNext Index fell to 1.05%.
Late stage, CITIC The daily limit of Jiantou, Pacific, Industrial Securities, Huaxin, Guojin Securities, Caida Securities and other stocks was opened; Huachuang Yangan was directly smashed from the daily limit to 5.02% within five minutes in the late trading.
Data treasure statistics show that the net inflow of major funds in the securities sector today reached 7.493 billion yuan; 500 million yuan.
It is worth mentioning the performance of foreign capital. The net inflow of Beishang funds was 13.359 billion yuan today, and the cumulative net inflow this month exceeded 45 billion yuan, hitting a new monthly high during the year.
Zhongyuan Securities analyzed that the number of new cases in the whole country and in Shanghai has been effectively controlled, and the process of resumption of production and work has been accelerated in various places. In the future, the overall stock index is expected to continue to fluctuate upwards. At the same time, it is still necessary to pay close attention to changes in policies, funds and external factors. It is recommended that investors continue to pay attention to the investment opportunities of low-valued blue-chip stocks.
Guohai Securities believes that this time A-shares have been impacted by the new crown epidemic and the situation in Russia and Ukraine, and the adjustment of valuation has been relatively sufficient. The subsequent economic stabilization and domestic liquidity Affordable and superimposed policies are active, valuations will usher in repairs, and the market will usher in good investment opportunities.
A-share turnover hits record high since rebound
According to statistics from Databao, the turnover of A-shares today is approaching 1.3 trillion yuan, breaking through trillions for four consecutive days. The single-day turnover is a new high since this round of rebound and the third highest level this year. The turnover of three heavyweight stocks exceeds 10 billion yuan, namely Oriental Fortune, Ningde Times, and BYD.
The transaction volume of Oriental Fortune, the leading Internet brokerage company, reached 20.263 billion yuan, setting a historical record. The stock was one of the big bull stocks during the 2014-2015 bull market.
A number of leading stocks in the industry have risen sharply since they bottomed out today. OLED Gemini TCL Technology and BOE A once traded at their daily limit, while Ziguang, Jianlang Hardware, Midea Group, Wanhua Chemical, and Changdian Technology all rose sharply at the bottom.
April 27 was the low point of the year for major indices such as the Shanghai Composite Index, the ChiNext Index, and the CSI 300 Index, and it was also the periodical bottom for most stocks during the year. . A total of nearly 3,000 shares hit the low point of the year on April 27, accounting for more than 60%.
Data treasure statistics show that since April 27, the average value of A-share stocks with a market value of over 30 billion has increased by 23.66%. Aixu, Lianhong Xinke, Quartz Shares, Changan Automobile and other 4 stocks rebounded doubled. The rebound of the new energy giant CATL reached 23.52%. The market value of the stock once fell to around 820 billion, and now it has returned to the trillion-dollar scale.
Northbound Funding Some of the stagnant white horse stocks that were bottom-hunting
Some heavyweight stocks fell behind in this round of rebound. According to statistics from Databao, among the stocks with a market value of more than 30 billion A-shares, 38 stocks have rebounded from the low point of the year on April 27 and have underperformed the Shanghai Composite Index; among them, there are many high-quality white horse stocks, including Gree Electric Appliances, Midea Group, COSCO Group Haikong, Haitong Securities, Shanghai Pharmaceuticals, etc.
From the perspective of valuation level, the rolling price-earnings ratio of 11 stocks is lower than that of the Shanghai Composite Index, such as COSCO SHIPPING Holdings, Shanghai Bank, Shanghai Rural Commercial Bank, Tianshan Aluminum, China Lu Hengsheng et al.
Judging from the increase in positions of Beishang funds, more than half of the above 38 heavyweight stocks with stagnant growth have received Beishang funds to increase their positions since April 27. .
According to the rough calculation of the average transaction price in the range, 10 stocks have been increased by northbound funds exceeding 100 million yuan, including Midea Group, Pengding Holdings, Hualu Hengsheng, Jingchen shares, COSCO SHIPPING Holdings, etc. Midea Group ranked first with an increase in the amount of 1.821 billion yuan. The latest closing price of the stock has retraced 30.55% from the year's high.
During this period, financiers added more than 100 million yuan in 4 stocks, including Inspur Information, Gree Electric, Hualu Hengsheng, and Shanghai Pharmaceuticals; among them, Hualu Heng Sheng is a stock in which Beishang capital and financiers have simultaneously added more than 100 million yuan. The company is one of the domestic chemical leaders. At the end of the first quarter of this year, 3 social security fund portfolios appeared among the top ten tradable shareholders, as well as Gao Yi Assets, Macau Monetary Authority and many other well-known institutions.
Responsible Editor : He Yu