[Data Analysis] 'Mysterious' seats sell over 0.5 billion, Hua Da Jiutian's popular stocks are quantified by algo capital for day trading.
①Chip concept stocks HuaDa Jiutian was sold 0.515 billion by Galaxy Securities Shenzhen Shen Nan Avenue Branch, which was less listed previously. ②Ofilm Group Co., Ltd, China Greatwall Technology Group, cig shanghai, and other popular market stocks were traded by algo funds.
[Data Analysis] Short positions in IH and IF stock index futures increased significantly, with institutions selling more than 0.6 billion and dumping hithink royalflush information network.
① The short positions of the main contracts for IH and IF index futures have added more than 9,000 contracts, significantly more than the long positions. In addition, the long positions of IC and IM contracts have both significantly reduced. ② hithink royalflush information network was sold by two institutions totaling 0.64 billion, while the stock was fiercely battled by first-tier private equity funds.
Bull Market Express: Brokerage stocks are dancing again, with citic sec and east money information both hitting historic highs.
On November 7th, the market opened lower and went higher, with the Chinext Price Index leading the gains. The Shanghai Composite Index rose by 2.57%, the Shenzhen Component Index rose by 2.44%, and the Chinext Price Index rose by 3.75%. Brokerage sector surged, with citic sec and East Money Information stock prices hitting historical highs, driving the strength of diversified finance stocks. The market presents a situation of "switching between high and low", with active domestic consumer trends, sectors such as baijiu, food processing, agriculture, and the winter sports industry saw significant increases.
Star Charge's parent company has restarted its A-share IPO and has become a unicorn in the digital energy sector. Both Hillhouse Capital and IDG have invested.
①Wanbang Energy had its first A-share listing counseling filing in October 2020; ② Wanbang Energy once considered a Hong Kong IPO, but it was unsuccessful; ③ Competitor company Teld has also entered the listing counseling stage in the same industry.
Sungrow Power Supply: The growth rate of performance continues to slow in the first three quarters. Plans to issue GDR for fundraising to expand production capacity|Interpretations
①The dual leading sungrow power supply in energy storage and power inverter no longer maintains high growth momentum, with revenue growth but profit declining in Q3 this year; ②The company plans to issue GDR to raise 47.8 billion yuan and indicates that the existing production capacity is far from enough to meet the future broad market demand, urgently needing to prepare for production capacity construction.
Brokerage performance in the third quarter is impressive, with 17 companies showing year-on-year positive growth, looking forward to further boost in the fourth quarter.
The arithmetic average of the quarter-on-quarter increase in net profit attributable to the mother of 18 listed brokerages or listed entities in the third quarter was 85%; asset management and proprietary trading are the "mainstays", with average net income growth of 9.32% and 33.84% respectively year-on-year. On October 30th, according to Caixin, the veil of performance of the top three quarters of brokerage firms is being lifted. On October 29th, 9 brokerage firms disclosed their third quarter reports. There are already 18 listed brokerage firms or listed entities that have disclosed their third quarter reports. The arithmetic average of the year-on-year growth rate of net profit attributable to the mother in the first three quarters of the 18 brokerages is 46.17%, with 11 showing positive growth and 7 showing negative growth. The brokerage performance mainly reversed in the third quarter.