Fund, QFII and insurance three major confrontation between the secret

Duokong mutual funds now, QFII has been read, but to insurance funds as the main force of other bodies (T prefix seats) show unilateral see attitude toward the operation of air

Red July, the Shanghai index hovering at 3,000 points, the performance of the three main differences, the Fund's wavering volatile, high parabolic Dixi and QFII bought the firm in sharp contrast to, and the insurance funds all the way to go short, has become The scale of the stock market fell one end of a heavy weight of the weight.

August 1, A shares open lower after weak finishing, but at 13:45 as a doping implantation, rapid Elevated index, closed at Huzhi rose 26.1 points, or 0.92 percent, up 86.58 points, or Shen Chengzhi 0.91 percent, the amplitude of the two cities have reached or nearly 4 percent. Although the end of July stumble down the A-shares end in August of the first trading day has been terminated.

Market speculation, the Government rescue funds have been quietly enter the market before the Olympic Games for the "Ignition", but the rumors could not be confirmed.

In fact, the August 1st of July market is the epitome of the whole market. "Red May", "red in June," one after another, "Shi Yue", in July on the Topix index rose to 1.45 percent of the realization of the "Red July", the rise of such hesitation, the people for the stock market " Smooth, "Nie Leyi the cold sweat.

Fund wavering uncertain

Despite the shrinking size of assets serious, but the stock funds into the market once again the protagonist, as at June 30, the stock of the Fund's net assets fell to 1.1276 trillion yuan. Shanghai and Shenzhen over the same period the circulation market value of only 5.9 trillion, less than 6 trillion, the Fund once again become a major market force.

Throughout July, the fund industry in what »

July 1-July 30, the market's main institutions fund performance by the great differences remain. Compass Topview, Shanghai A-shares, fund companies for trading seats in the same month to buy the stock reached 109.189 billion yuan of funds, and sell the funds of up to 119.341 billion yuan, funds sold a net amount of 10.152 billion yuan.

From the sale of the fund industry segment, the performance of bank shares to the good. Statistics show that from July 3 to July 30, funds bought a net 6.4 billion bank shares, followed by 3.7 billion yuan petrochemical, civil engineering (18.7 billion), securities insurance (1.868 billion yuan), and other sections also depend on the relative Ago.

Fund industry to see empty plates and a coking coal, sold a net 6.5 billion yuan; iron and steel smelting, sold a net 3.498 billion yuan; real estate development, sold a net 1.733 billion yuan; precious metals, sold a net 1.7 billion.

Stocks from the fund for the operation, the China Petrochemical, the Minsheng Bank, China Life Insurance, Industrial and Commercial Bank (market share it), petrochemical, financial stocks showing a large net buying, while the Pingmei days, Baosteel, the Golden Group ( Market share it), Conch Cement (market share it) was the massive sell-off.

Phases, the Fund's operating practices emerged to sell to buy features.

Throughout July, A shares of a M-shaped formation of the movement: from July 1 to July 9, is the wave of rally; Immediately after the adjustment from July 10 has been extended to July 17; immediately Also rebound to start July 28; Suoliang then is finishing.

In July 1 to July 9 rally in the Shanghai A-share fund sold a total of 48.793 billion yuan, 38.81 billion yuan to buy, sell up to 9.9 billion yuan net.

But in July 10 to July 17 the decline in the market, the fund has sold less power. During buy 26 billion yuan, sold 28.8 billion yuan, only sold a net 2.8 billion yuan.

July 18 to July 28's, A rebound in the shares of this wave, Hu Zhi or as high as 8.13 percent, the Fund reproduce active, 36.266 billion yuan of funds bought, sold 32.75 billion yuan, funds bought a net capacity 3.5 billion.

In the July 29, two on the 30th trading day, the Fund Kongfangliliang again prevail, funds sold 8.99 billion yuan, higher than the funds to buy 890 million yuan.

We can see that the Fund's operations more cautious, no clear direction, lack of long-term holdings of courage.

QFII firm do more

QFII is to do one more major. At present, the market was widespread concern the two QFII seats, which are in the seats A23751, Shanghai 000 seats A20941. It has been revealed that a 12 QFII stationed in the seats A23751, there are seven million QFII stationed in Shanghai seats A20941.

July, the two seats in both the top financial transactions listed. From July 1 to July 30, A23751 seats sold in the capital of 60.2 billion yuan, of buying funds can reach 7.635 billion yuan, bought a net reached 1.615 billion yuan.

Shanghai A20941 000 seats which funds to buy 4.72 billion yuan, 3.17 billion yuan of funds sold, the funds bought a net 1.55 billion yuan.

July, A23751 seats in the operation of a total of 943 times out of 235 stocks, of which 107 to a net buying, selling a net 128. The seats in July to buy the top 10 stocks, four banking stocks, that the operation in July, in the seat plate A23751 still optimistic about banks, including Bank of Communications (market share it) bought a net amount of As many as the 1.2 billion yuan. And bought a net from the front seat of the Bank of Communications, Conch Cement, China's railway construction, such as stocks, are part of the AH stock price inversion.

Shanghai to observe the 000 seats A20941 in the operation in July, statistics show that the operation of the seats in July, 516, 186 out of the stock, of which 104 to a net buying, selling a net 82. The focus of seats in July Chongcang the first few banks are also stock shares, respectively, Shanghai Pudong Development Bank, China Merchants Bank, Industrial and Commercial Bank and Bank of Communications. Comparison of the seats in the operation A23751 found that the two seats in July jointly selected by four banking stocks, only some differences in the order.

It is noteworthy that these two seats are in a period of time since the performance of bank shares to the good. Of the seats in the A23751, the bank segment is the focus of seats in the second quarter of the plate intervention, including China Construction Bank (market share it) for three consecutive months in terms of the net to buy the first 10 seats, but the Industrial and Commercial Bank will take after the first disposable, In April a net buy position of the first, and in June was ranked the first volume of net selling. And the 000 seats A20941 Shanghai, in April and May, the involvement of key seats in the banking segment, to June, the seat of funds into China's major iron and construction of these two railways in China "Iron Tiger . "

Bao-sold 12 billion yuan

Duokong mutual funds now, QFII has been read, but to insurance funds as the main force of other bodies (T prefix seats) air show to see the operation of unilateral attitude.

First half of this year, T-prefix seats sold a net capital of 33.9 billion yuan in July, T-prefix is even more seats, selling a net capital of up to nearly 12 billion yuan.

It is worth noting that a few seats in the sale of T-prefix disparity between the amount of difference, to demonstrate their views more strongly investors.

T35448 seats sold funds amounted to 2.56 billion yuan, only bought 200 million yuan; T33092 seats sold 1.9 billion yuan of funds, but only buy 20 million shares; still T32774, sold 927 million yuan to buy To 1.21 million yuan.

T35448 in July conducted a total of 125 operations, sold the most stock is a lot of CITIC Securities, sold 844 million yuan, followed by the Zijin Mining (market shares Bar) sold 296 million yuan. T33092 seats on the Shanghai Pudong Development Bank conducted a large number of underweight, sold nearly 400 million yuan of funds; seats is not optimistic about the Ordos, the stock sold 138 million yuan. T32774 seats shown in the energy, petrochemical, the N., China Shenhua sold 58.8 million yuan, Sinopec sold 49.33 million yuan.

In the other seats of concern is self-employed broker. Self-employed broker the transaction data shows that the differences between various brokerage firms. July, CITIC Securities, Orient Securities see more and more, the Orient Securities A52920 self-seat net 570 million yuan to buy shares, while CITIC Securities self-seat A21592 net 2.178 billion yuan to buy shares. But in the same period Haitong Securities (market share it) A21414 net sales of the seats sold 600 million shares, Ping An Securities A21558 sold a net 460 million yuan.