Benefit from the international agricultural futures rose, A-share market of agricultural plate yesterday straight up.
Agriculture and Forestry index opened lower after yesterday morning quickly pull up and then all the way shocks higher, closed up 2.49 percent.
The agricultural sector, Hang Lung-ping Gaoke performance of the most eye-catching, opened less than one hour, it was stubbornly to the limit closure panel, in its lead, the overall strength of agricultural section, At the close, with the exception of three stocks turned green, almost Agriculture Unit Piaohong is all, the Great Northern Wilderness, JIN Jian metres and so limit; Shunxinnongye, Dunhuang Seed Industry, also located in or list the forefront of the trend evident in the strong market.
The re-launch the agricultural section, investors should be how to operate » Institutions is to see how the «
Performance: The Bulletin it is difficult to see a plate of agriculture this year by the strong recommendation of all people, but the listed company had announced a quarterly performance, its performance surprised people, as the leading enterprises of the Great Northern Wilderness (600,598 to close at 22.59 Million) performance only 0.09 yuan / share, well below market expectations.
And yesterday led the Lung-ping Gaoke (000,998 to close at 26.13 yuan) on the transfer of shares is profit, and Main is the loss of profits.
Shunxinnongye (000,860 to close at 18.05 yuan) by the Bulletin of this year, although the company realized a net profit of 90.2648 million yuan, but only on investment income of 28.26 million yuan.
In addition, set aside to benefit from international rice prices rose this speculation licensing, JIN Jian meters (600,127 to close at 11.8 yuan) performance is more “miserable”, the first quarter of this year earnings per share only 2% of money, only net profit 992,900 yuan last year, earnings per share is only 0.023 yuan, while the current price-earnings ratio as high as 1141 times the overall decline in the market valuation of the environment, the basic fundamentals can not support the current stock price, stock prices high Outrageous.
The main force: According to Shang Zhengsuo floating capital-market data show that agricultural sections of nearly 20 trading days, there are 11 bodies in Jiancang, and is basically retail Zengcang the most, but not Zengcang rate, which nearly 20 leading agricultural Trading day was also nine bodies Jiancang.
Fund has been favored by the Great Northern Wilderness, from the nearly 20 trading days of statistical data, the net outflow of institutional funds of about 60.5 million yuan, but the last five on the net outflow of funds reached about 36 million yuan, nearly 1, Net outflow of capital reached 13.98 million yuan, institutions reduction in the intensity gradually increased.
The Dunhuang Seed Industry in April 24 that day, institutions net sellers of the Liutong Pan accounted for 4.1%, or about 700 million shares, in accordance with the April 24 closing price of 17.84 yuan estimates, the same day a net outflow of funds amounted to 125 million yuan.
Judgement of the industry, the agricultural sector rose sharply, is likely to hold high the idle funds in a high, and the funds and other institutions have opted out.
Seats: institutions sold a large scale from the Stock Exchange also announced a public information available to prove. Yesterday limit the Fengle Seed Industry, JIN Jian five metres before the industry did not buy a seat, and Dunhuang Seed Industry sell seats for the first big institutions.
Stock Exchange issued a public information display, a number of institutions in the near future to the agricultural section of the stock were significantly underweight.
April 24 limit the Xinsaigufen (600,540 to close at 16.31 yuan) on that day Huanshou Shuai up 27.54 percent, the transaction volume of 504 million yuan. Information from the after-hours trading, ranked in the top five of the amount sold has four seats in the institutions dedicated seats, sold a total of 172 million yuan, while on April 25 that day, there are still three bodies jointly sell seats A 66.86 million yuan. Two days, discard the bodies of seats a total of nearly 240 million is huge.
April 18 was also increased holdings of agency Guannonggufen (600,251 to close at 65.49 yuan) on the 25th in the top five sold in a two institutions, sold a total of 65.02 million yuan.
There’s almost limit the Dunhuang Seed Industry (600,354 to close at 19.27 yuan), in its April 24 were also a number of institutions discard the 94.94 million yuan.
Hot money: gamble with the international prices of agricultural products rose all the way up, the domestic prices of agricultural products is also facing a huge increase pressure on the market even a grain of hoarding behavior. The hot money is taken this point, a large number of agricultural Jiancang plate, particularly with the rice industry-related stocks.
Xinsaigufen from the trend it is clear that the agencies and the hot money has entered the PK Bairen Zhan. As of yesterday, the stock of three consecutive trading days Huan Shoushuai are more than 20 percent, the total transaction volume of nearly 15 million.
The JIN Jian metres industry has become a favorite of hot money. The stock yesterday’s transaction volume of 1 billion mark at one stroke, reached 1.114 billion yuan, nearly three days of the total transaction volume of up to 2.379 billion yuan, and people staggering. Let the crazy stock funds also tend to crazy, yesterday’s closing price last week’s closing price of 38.39 percent rise, while in the same period rose only 10.39 percent Hu Zhi, the strength of hot money is evident.
Meanwhile, with the capacity to gradually enlarge the stock Huanshou Shuai also gradually increase, respectively, 12.71 percent, 16.85 percent, 23.35 percent, showing that the market between the different forces in the game and there was growing up.
Researcher: the bull market of agricultural products ≠ agriculture bull market shares in China Merchants Securities, said when interviewed by reporters, she also agree that long-term bull market of agricultural products to this view, but the bull market of agricultural products does not mean that agriculture must be bullish on stocks, most of the agricultural unit is the agricultural and sideline products Processing companies, prices of agricultural products is on the rise in the cost, it is bad.
She said that the agricultural market shares by creating internal and external factors, outside of the international prices of agricultural products continued bull market, is within the national attention and support.
At the same time she also mentioned that the agricultural class performance of the company’s annual report, a quarterly performance was below expectations, March shares of the agricultural market Shenfudiaozheng, the overall valuation is not low, there is another point of market share is too small agricultural, Vulnerable to financial manipulation, the risk of larger, for the agricultural section, she only to “neutral” rating, like JIN Jian meters, Lung-ping and the Transtech Services such shares have deviated from the fundamentals of the stock, recommended investors not to Quzhui high. Even the speculation, it should also control positions, the appropriate involvement.
