Financing customer market layout concerns 中北大学就业网

Customer financing market layout concern – reporter Zhang Yi as the Spring Festival holiday and overseas market uncertainty, the two financial investors in the year of the last few days to evacuate. Wind data show that the two financial balance rose slightly to 900 billion yuan in February 2nd, after a brief pause, the three consecutive trading days fell to 871 billion 700 million yuan. Taking into account the volatility of overseas markets during the holidays, the short-term withdrawal of the two financial investors is wise. The industry believes that, A shares yesterday opened to stabilize, may attract some two financial investors re admission. Two financial balance continued to decline, Wind data show that in February 5th the CSI two financial balance closed at 871 billion 745 million yuan, 18 billion 640 million yuan lower than the previous trading day. This is the third consecutive trading day before the fall, February 3rd and 4th one-day decline of 5 billion 363 million yuan and 4 billion 392 million yuan, the two financial balance of the overall shrinkage of nearly 30 billion yuan. Since December 31, 2015, the two financial balances have generally maintained a downward trend. In the 26 trading days, only a slight rebound of 505 million yuan in February 2nd, and the rest of the daily trading showed a decline trend. Two financial balance from the top 1 trillion and 200 billion yuan reduced by more than 340 billion yuan. During this period, all sectors encountered net repayment of different levels of financing. Wind data show that, from December 25, 2015 to February 5th this year, 28 cases in the industry, the number of shares of less leisure services industry net repayment of 612 million yuan, other industries net repayment of more than 3 billion 800 million yuan. Among them, building materials, light industry, textile and garment manufacturing, agriculture and steel industry net repayments were not more than 500 million yuan; the non bank financial, computer and pharmaceutical industry, net repayments were as high as 39 billion 800 million yuan, 22 billion 700 million yuan and 21 billion 900 million yuan. From the underlying stock, during the period, only 17 of the two financial stocks accumulated to obtain a net purchase of financing. Among them, the group net purchase amount of financing for 3 billion 823 million yuan; the highest, Wanda information, Cathay Pacific and Jiangsu Feile audio net purchases in second, third and four, respectively, 688 million yuan, 264 million yuan and 245 million yuan. The rest of the underlying stock, CITIC Securities, China Ping An and China heavy industry suffered the highest net repayment amount, reached 5 billion 300 million yuan, 3 billion 645 million yuan and 3 billion 332 million yuan; Societe Generale Bank, the Eastern wealth and Haitong Securities Net repayment of more than 2 billion yuan. In terms of ETF, the above two period of the highest financial balance of the underlying ETF have suffered a larger net repayment, Huatai Rui Rui CSI 300ETF net repayment of 4 billion 957 million yuan, Huaxia SSE 50ETF and Castrol Shanghai and Shenzhen 300ETF net repayment reached 1 billion 183 million yuan and 1 billion 107 million yuan respectively. Part of the stock to get net financing buy, although there are long holidays factor constraints, but two stocks in the stock, there are still some stocks before the election to buy a net financing, it can be seen that the financing of the target shares of the confidence of the festival stronger. In February 5th, there were 32 in the two cities of Shanghai and Shenzhen

融资客逆市布局受关注    □本报记者 张怡    由于春节长假和海外市场的不确定性,两融投资者纷纷在羊年最后几日撤离。Wind数据显示,两融余额在2月2日小幅攀升至9000亿元上方短暂停留后,连续三个交易日下降,跌至8717亿元。考虑到节假日期间海外市场的大幅波动,两融投资者的短线撤离不失为明智之举。业内人士认为,昨日A股低开走稳,或许吸引了部分两融投资者重新入场。    两融余额持续下降    Wind数据显示,2月5日沪深两融余额收于8717.45亿元,比上个交易日下降186.40亿元。这是节前连续第三个交易日环比回落,2月3日和4日的单日下降额度分别为53.63亿元和43.92亿元,两融余额总体缩水近300亿元。    自2015年12月31日以来,两融余额大体维系直线下降态势。26个交易日中,仅有2月2日环比小幅回升5.05亿元,其余交易日均呈现环比回落态势。两融余额从1.2万亿元上方减少了逾3400亿元。    在此期间,所有行业均遭遇了不同程度融资净偿还。Wind数据显示,自2015年12月25日至今年2月5日,28个申万一级行业中,标的股数目较少的休闲服务行业净偿还额为6.12亿元,其他行业净偿还额均超过38亿元。其中,建筑材料、轻工制造、纺织服装、农林牧渔和钢铁行业的净偿还额均未超过5亿元;非银金融、计算机和医药生物行业的净偿还额分别高达398亿元、227亿元和219亿元。    从标的股来看,上述期间仅有17只两融标的股累计获得融资净买入。其中,金地集团融资净买入额最高,为38.23亿元;万达信息、江苏国泰和飞乐音响净买入额位居第二、三和四位,分别为6.88亿元、2.64亿元和2.45亿元。其余标的股中,中信证券、中国平安和中国重工遭遇的净偿还额度最高,分别达到53亿元、36.45亿元和33.32亿元;兴业银行、东方财富和海通证券的净偿还额均超过20亿元。    在ETF方面,上述期间两融余额最高的标的ETF均遭遇了较大幅度净偿还,华泰柏瑞沪深300ETF净偿还额为49.57亿元,华夏上证50ETF和嘉实沪深300ETF的净偿还额也分别达11.83亿元和11.07亿元。    部分股票获融资净买入    尽管有长假因素制约,但两融标的股中,节前仍有部分个股获得融资净买入,可见融资客对这些标的持股过节的信心较强。    2月5日,沪深两市有32只股票获得融资客的逆市布局。其中,同仁堂、海通证券、三峡水利和云南锗业的融资净买入额位居前四位,分别为6934万元、5566万元、3022万元和2529万元。昨日同仁堂低开迅速走高,最终上涨3.13%;三峡水利强势涨停;云南锗业大涨8.22%。此外,鱼跃医疗、爱尔眼科、东阿阿胶等8只股票获得超过千万元的融资净买入。 进入【新浪财经股吧】讨论相关的主题文章: