Today, A-shares plummeted by $2 trillion today, the Shanghai Composite Index plummeted by more than 80 points, and the GEM Index fell by nearly 5%, all the biggest declines in more than half a year.
The two markets traded 979.3 billion yuan, a sharp increase of more than 100 billion yuan over the previous transaction. On the market, energy stocks are actively bucking the market. Whether it is the oil sector for old energy or the nuclear power, biomass energy, and combustible ice sectors of new energy, they are flourishing against the market; while the weighted stocks represented by liquor stocks have collectively pulled back, the liquor sector index has plummeted by more than 6%, and the 100 yuan stock sector as a whole has also plummeted by more than 5%.
The net sales of Beishang's capital were 8.589 billion yuan, the largest single-day net sales in the past six months. Among them, Shanghai Stock Connect had net sales of 4.695 billion yuan and Shenzhen Stock Connect net sales of 3,884 billion yuan.Oriental Yuhong,Tongwei Co., Ltd,Peace in ChinaBy the end of the day, it has received more than 100 million yuan in net purchases from capital from North China,Kweichow MoutaiIt received a substantial net sale of 1.1 billion yuan,Makihara Co., Ltd.,Midea Group,Hengrui Pharmaceuticalsetc. were also sold more than 100 million yuan in net sales.
The boom in auto stocks is highly sought after
Although the overall market fell sharply today, starting from the post-market dragon and tiger list data, the main capital frequently bought overfalling stocks. Many individual stocks that fell to a standstill showed northward capital or institutional capital buck the market to the bottom, while high-performing stocks with high annual reports also continued to be bought higher by the main capital.
The automobile industry has entered a boom cycle since last year, and production and sales have continued to grow. Recently, the China Automobile Association released the latest statistics. From January to February 2021, the cumulative sales volume of the Chinese automobile industry is estimated to have reached 3.955 million vehicles, a sharp increase of 76.8% over the previous year. Among them, in February, the sales volume of China's automobile industry was estimated at 1,452 million vehicles, an increase of 3.7 times over the previous year, and the growth rate accelerated markedly.
Meanwhile, the production and sales volume announced on the automobile market also confirmed the statistics of the China Automobile Association. A few days ago,Jiangling MotorsThe production and sales volume for February was announced. Of these, production reached 23,384 units, up 284.86% year on year, and sales volume reached 17,588 units, up 260.71% year on year. Driven by high growth, Jiangling Motors has been rising 6 times in a row recently, and today it is even more aggressive against the market.
According to data from the post-market Dragon Tiger ranking, the exclusive seats for Shenzhen Stock Connect are buying two and selling two at the same time, buying 29.57 million yuan, selling 22.82 million yuan, net buying 6.75 million yuan; buying one and buying five are institutional seats, buying 57.22 million yuan and 13.71 million yuan respectively; buying three Huaxin Securities in Shanghai bought 18.06 million yuan, with a total net purchase of 110 million yuan for the top five seats. Sales 1 and 3 were also exclusive institutional seats, selling 75.82 million yuan and 14.35 million yuan respectively, with a total net sales of 91.57 million yuan for the first five seats.
Affected by the sharp decline in US NEV stocks, A-share NEV leadersBYDThere have also been continuous adjustments. Today, the report ended with a decline of more than 100 yuan, or nearly 40%, since the high point. Meanwhile, according to the February production and sales data released by BYD over the weekend, the entire line sold 20,695 vehicles, a sharp increase of 280.6% over the previous year, and 10,123 new energy vehicles sold, a sharp increase of 269.6% over the previous year.
Today's Dragon and Tiger list shows that capital going north and institutional capital are not afraid of a sharp drop; they are all actively looking to the bottom of BYD. The exclusive seats for Shenzhen Stock Connect were bought 1 and 2 at the same time, with a net purchase of 517 million yuan and 480 million yuan respectively, with a net purchase of 37.04 million yuan; the purchase of the two institutional special seats was 167 million yuan, with a total net purchase of 361 million yuan for the top five seats. Sales positions are mainly based on the turnover of the sales department, of which one is the sellerCITIC SecuritiesThe Hangzhou Yan'an Road Sales Department sold 525 million yuan, with a total net sales of 847 million yuan for the top five seats. additionDynamics in the cloudIndividual stocks in the automobile industry chain also received adverse market increases from major capital today.
The main capital bucked the market and bottomed out military stocks
Military stocks led the two markets in a collective downturn today.Air launch control,Air China Shen Fei,Aeronautical power,Aerospace appliancesWait for more than 10 shares to stop falling. However, the Dragon Tiger list also shows that many military stocks that have fallen to a standstill are showing signs that their main capital is bottoming out.
Aerospace Electric is a listed company under the China Aerospace Science and Industry Corporation. Its products are widely used in various fields such as aviation, aerospace, weapons, and nuclear energy. In recent years, it has successively undertaken major national projects such as manned space flight, lunar exploration, Beidou, and large aircraft, as well as the development and production of supporting products for major special projects.
Aerospace Electric's stock price once more than doubled in the second half of last year, but since entering this year, the stock price has been adjusted continuously, and today it has stopped falling with the market. According to the Dragon Tiger list, the main capital has piled up to the bottom. Buying a Shenzhen Stock Connect exclusive seat had a net purchase of 7.8 million yuan. Buying 2, Buying 3, and Buying 5 are all exclusive institutional seats, buying 25.36 million yuan, 1.04 million yuan, and 4.54 million yuan respectively. Also,ESTONMilitary concept stocks that have waited to a standstill have also shown that the main capital is actively looking to the bottom.
Recently, the draft defense budget submitted at the two sessions shows that China's defense budget reached 1.35 trillion yuan, an increase of 6.8% over the previous year, and the growth rate was 0.2 percentage points higher than last year. Minsheng Securities said that in order to achieve our military's multiple phased goals and consolidate the military strength advantages of our military and neighboring countries, China's military spending will maintain a steady growth trend in the future. It is recommended to pay attention to China Airlines Shen Fei, the core OEMs that have benefited from the fact that the main combat equipment has entered the mass production stage,Zhongzhi Co., Ltd., aviation power; Aerospace Electric, an upstream military electronic component manufacturer that has maintained steady growth,Hongyuan Electronics,HTC Electronics,Zhenhua Technology,AVIC Optoelectronics,TORCH ELECTRONICS; The core target of national defense informatizationRuichuang Microchip,RAYCOW DEFENSE; Manufacturers in the materials sector that have achieved rapid growth in performanceChina Aviation Hi-Tech,Guangwei Composites.