1. Dragon and Tiger List Capital Trends
2. Energy Sector
Today, the energy sector has exploded, with Shenhuo Shares (000933), Bomaike (603727), Shanghai Energy (600508) and other collective daily limits . Judging from the after-hours dragon and tiger list, Shenhuo Co., Ltd.'s dragon and tiger list is quite luxurious, with five buyers and five institutions totaling 208 million yuan; the seller's capital is relatively small. Everbright Chengdu Chunxi Road sold 21.6 million yuan, and one institutional seat sold 14.96 million yuan.
Shanghai Energy's after-hours dragon and tiger list shows that Minmetals Securities Hangzhou Zhongshan North Road bought a net of 36.21 million yuan, Huatai Securities Guangzhou Yuncheng West Road bought 28.98 million yuan; the seller CITIC Securities South China sold 34.7 million yuan.
Capital Securities pointed out that abnormal climate has led to unstable energy supply, and coal’s status as energy ballast has become prominent. The recent continuous high temperature weather has swept across the world, with the highest temperatures exceeding 40°C in many areas of my country for many consecutive days. In addition, Sichuan Province, which has the richest hydropower resources, suffered from the highest temperature and the lowest rainfall during the same period in history. The water level dropped significantly, resulting in a serious shortage of hydropower supply. Abnormal global climate has led to imbalances in the energy supply structure.
As a relatively stable energy source with low price and high quality, coal plays an unshakable role as the "ballast stone" in the energy supply structure. We are optimistic about the steady and sustained growth of total coal consumption in the next 3-5 years, the further improvement of industry valuations, and the substantial growth of coal company performance.
3. Northeast Securities
The recent weight market has been obvious. Northeast Securities' opened high in the morning and the second board naturally attracted a lot of attention. Looking at the after-hours dragon and tiger list, Guotai Junan Shanghai sub bought 57.97 million yuan, the first board excavation bought 30.29 million yuan, and Brother Zhao bought 23.75 million yuan. Northeast Securities Changchun Satellite Road was the main seller, with net sales of 50.82 million yuan.
Brokerage firm is the direction that is most likely to mobilize emotions among the weights. When the market is good, it can help it go higher. When the market is bad, it will become a capital pump, and the polarization is obvious. With the foreshadowing of the past few days, Northeast Securities opened higher in the morning today, which naturally aroused the imagination of many people. Judging from the dragon and tiger list, the cost prices of buyers and sellers are basically near the daily limit, and the long-short game is fierce.
Fortunately, the sentiment of Hong Kong stocks improved in the afternoon, which led to the overall recovery of A shares , and Northeast Securities took advantage of the trend to close. If sentiment continues to ferment tomorrow, the securities sector is expected to drive the index higher again, repeating the market trend from May to July.
This article comes from Flush Finance
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