• 2018/7/16

quarter of heavy positions


  Brokers in the second quarter of heavy positions 75 shares 80% of the stocks are doing well

  According to Wind data, as of now, among the companies that have disclosed the 2018 mid-year report in the Shanghai and Shenzhen Stock Exchanges, there are 75 companies with a list of the top ten tradable shareholders. Among them, the brokerage newly held 23 stocks in the second quarter, holding 16 stocks and reducing 23 stocks. In terms of market performance, most of the stocks in the second quarter have not performed well, but the performance of the mid-year report has generally been good. Eighty percent of the company's net profit in the first half of the year has achieved year-on-year growth. From the perspective of the industry, brokers prefer the pharmaceutical, bio, and chemical sectors in the second quarter.

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  New 23 shares in the second quarter

  Specifically, in terms of new shares, Zhengbang Technology was newly held by Huatai Securities and Orient Securities, with a total holding of 56.01 million shares. Yuheng pharmaceutical followed closely, and Guosheng Securities held a total of 49.26 million shares in the second quarter of this year. The number of shares of the four new stocks of Zhengtai Electric, Yidun Electronics, Dongpu and Yi'an Technology, which are newly entered by brokers, also exceeded 10 million shares. In addition, Jiuzhitang, Tianhong, Xinbeiyang, Industrial Fulian, Lijiang Tourism, Open Coal, Jiashitang, SuperMap Software and other 12 stocks have received more than 1 million shares.

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  In terms of holdings, Chaohua Technology won the largest increase in securities companies in the second quarter, with more than 10 million shares. The 8 stocks of Camel, Xinyan, Dongyang, Yaguang, Shengnong Development and Northern Navigation have also increased their shareholdings by more than 1 million shares.

  Judging from the stock market value of securities companies, the most favored by the brokers' self-operated funds is Hikvision. In the second quarter, the market value of CITIC Securities was 3.31 billion yuan. However, it is worth noting that Hikvision was also the largest in the second quarter. CITIC Securities reduced its holdings of 48.68 million shares in the second quarter. In addition, Dongyang Sunshine, Tongce Medical, Zhengtai Electric, Huawen Media, Lepu Medical and other stocks, brokerage stocks are holding more than 200 million yuan.

  In terms of market performance, only 11 of the above 75 stocks have risen in stock prices since the second quarter. Among them, Core Energy Technology and Shenxin convinced two stocks to increase substantially, the stock price has doubled, and the cumulative increase of new products has reached 93%. In addition, Tongze Medical, Baichuan Energy, Shengneng Development, and Zhongzhou Holdings all increased by more than 10%. Moen Electric, Huawen Media, pinggao Electric, Yongji shares and other stocks were among the top losers.

  Bacheng's net profit increased year-on-year

  It is worth noting that although many securities companies have a poor market performance in the first half of this year, the performance of the mid-year report is generally good. From the performance of the interim report, a total of 60 companies achieved a year-on-year increase in net profit in the first half of the year, accounting for 80%. Yueda Investment's second-quarter net profit increased more than 10 times year-on-year, ranking first. The net profit of 13 companies including Yaguang Technology, Zhongzhou Holdings, Shuobeide, Tianyuan Group, Beijing Junzheng, Shengnong Development, Skyworth Digital, Northern Navigation and Baichuan Energy also doubled year-on-year. In addition, 11 companies such as Jiuli Special Materials, Dongyang Sunshine and Jianyou Co., Ltd. also increased their net profit in the first half of the year by more than 50%, showing a high growth rate Adjuvant Capecitabine .

  From the perspective of industry distribution, brokers' holdings in the second quarter were mainly concentrated in the pharmaceutical, biological, and chemical industries, involving 12, 10, and 9 stocks.

  For the pharmaceutical bio-sector, Tianwei Securities analyst Zheng Wei said that the negative news in the early stage of the pharmaceutical sector needs to be slowly digested. The big callback is accompanied by the accumulation of investment opportunities, and the fundamentals with excellent fundamentals and growth will enter the reasonable range of prices in the callback. As the disclosure of the China Daily has entered an intensive period, the performance of the China Daily, which is excellent in performance and expected to exceed market expectations, deserves attention.

  For the future development of the electronics industry, Ouyang Yujian, an analyst at Chuan Cai Securities, said that the country has increased its support for the technology industry and the electronics industry has benefited. Recently, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Three-Year Action plan for Expanding and Upgrading Information Consumption (2018-2020)". The deployment of related work in the electronics industry includes improving the innovation level of consumer electronics supply, accelerating the development of new display products and deepening the development of intelligent networked vehicles. In terms of consumer electronics, the proportion of mid- to high-end products is expected to increase further; in terms of intelligent network-connected vehicles, car cameras and vehicle connectors are expected to usher in new growth in the development of automotive electronics.

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  The article was transferred from: http://www.xinhuanet.com/money/2018-08/21/c_1123300582.htm



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