Last week, the A-share market rebounded, the SSE index, SZSE index, GEM index rose a total of 1.76%, 2.89%, 3.20%.
Data showed that as of Dec. 2, the financing balance of Shanghai and Shenzhen was reported at 146.3829 billion yuan, and the financing balance of the two cities decreased by 721 million yuan last week.
Last week, the communications industry financing increased by more than 900 million yuan, mechanical equipment, food and beverage industry financing increased by more than 700 million yuan. Last week, the two cities financing the largest net buy amount of stocks for the Zhongtian Science and Technology, the largest net sell amount of stocks for. In addition, the "Chinese character" bull stock in the oil capital financing net buy amount of more than 400 million yuan.
Financing customers added positions in the communications industry more than 900 million yuan
Data show that as of December 2, Shanghai and Shenzhen two cities two financial balance of 1560.290 billion yuan, the two cities financing balance of 146.3829 billion yuan, the two cities financing balance of 96.462 billion yuan, the two cities last week, the financing balance of 721 million yuan reduction.
Specifically, the data show that the financing balance in Shanghai and Shenzhen decreased by 323 million yuan on November 28, increased by 1.87 billion yuan on November 29, decreased by 1.740 billion yuan on November 30, increased by 1.206 billion yuan on December 1, and decreased by 1.734 billion yuan on December 2, according to the data.
From the industry situation, last week, the Shenwan level of industry, there are 15 industry financing balance increased, communications, machinery and equipment, food and beverage industry financing balance increase in the forefront, respectively, an increase of 949 million yuan, 784 million yuan, 711 million yuan; non-banking financial, non-ferrous metals, electronics industry financing the amount of net selling in the forefront, respectively, a net seller of 1.241 billion yuan, 504 million yuan, 458 million yuan.
Positioned in the day of science and technology more than 500 million yuan
Net selling more than 500 million yuan
From the individual stocks, last week, the financing of the top 10 stocks were in the day of science and technology, China Unicom, Changan Automobile, Industrial and Commercial Bank of China, China Oil Capital, Kouzi cellar, China Merchants Shekou, China Software, Wanfu Biological, Shaanxi Coal, were net buyers 553 million yuan, 456 million yuan, 431 million yuan, 419 million yuan, 409 million yuan, 243 million yuan, 241 million yuan, 223 million yuan, 212 million yuan, 201 million yuan. From the market performance, these 10 stocks, in addition to Zhongtian Science and Technology, Industrial and Commercial Bank of China, China Merchants Shekou, Shaanxi Coal Industry last week, respectively, a cumulative decline of 1.45%, 1.85%, 3.43%, 6.85%, the other stocks are rising, of which the oil capital, Wanfu Biological are up more than 24%. It is worth noting that last week, financing customers added more than 400 million yuan of oil capital rose today.
Last week, financing customers reduced positions in the top 10 stocks were, Vanke A, Industrial Bank, Changchun High-tech, Dongfang Rainbow, Ningde Times, Tianqi lithium, United Medical, Zongsheng Pharmaceuticals, Xingsen Science and Technology, respectively, the net selling 571 million yuan, 333 million yuan, 269 million yuan, 228 million yuan, 212 million yuan, 210 million yuan, 210 million yuan, 208 million yuan , $187 million, and $183 million. From the market performance, these 10 stocks rose more and fell less, the largest increase in Changchun High-tech last week rose more than 7%, the largest decline in the zhongsheng pharmaceutical fell more than 14%.
In the case of Shanghai and Shenzhen financing balance decreased by more than 700 million yuan last week, December 5, A shares rebounded in volume, the SSE index stood on 3200 points, the number of rising stocks more than 3300 only.
For the current market, CITIC Securities said, the U.S. dollar interest rate hike rhythm inflection point is established, the domestic monetary policy focused on providing A-share valuation repair support. Currently in the policy-driven first half, it is recommended to improve the position, balanced configuration of the three main lines: First, focus on the new crown-related vaccines, special drugs, consumer medical devices, pharmaceutical circulation; Second, real estate "second arrow" accelerated landing to boost market expectations, focusing on high-quality real estate developers, real estate industry chain, building materials, home appliances And the valuation of the previous suppressed high-quality banks, benefiting from the long end of the interest rate upward insurance; third, the global liquidity inflection point is expected to appear, focusing on Hong Kong stocks and precious metals.