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the a-share market was volatile last week. under this circumstance, wind data showed that as of august 30, the a-share market's financing balance was 1,381.437 billion yuan, a decrease of 3.749 billion yuan last week. the short-selling balance was 11.395 billion yuan, a new low in more than four years, and there were only two stocks with a short-selling balance of more than 100 million yuan. last week, the financing balance of the banking industry increased by more than 1.5 billion yuan. the stock with the largest net purchase amount of financing was lingyi intelligent manufacturing, and the stock with the largest net sale amount was seres.

margin traders increase their holdings in the banking sector by more than 1.5 billion yuan

wind data showed that as of august 30, the balance of margin trading in a-shares was 1,392.831 billion yuan, a new low in more than four years.

specifically, in the five trading days last week, the financing balance decreased by 207 million yuan on august 26, decreased by 3.616 billion yuan on august 27, decreased by 1.626 billion yuan on august 28, increased by 735 million yuan on august 29, and increased by 965 million yuan on august 30.

from the industry perspective, last week, the financing balances of 11 of the 31 first-level industries of shenwan securities increased. the increase in financing balances in banks, construction and decoration, and electronics ranked first, at 1.567 billion yuan, 539 million yuan, and 424 million yuan, respectively.

among the 20 industries that saw a decrease in financing balances, the food and beverage, automobile, and power equipment industries saw the largest decreases in financing balances, at 997 million yuan, 858 million yuan, and 744 million yuan, respectively.

changes in industry financing balance last week

source: wind

increased holdings in lingyi intelligent manufacturing by nearly 200 million yuan

from the perspective of individual stocks, the top 10 stocks in which margin customers increased their holdings last week were lingyi intelligent manufacturing, china penghui energy, agricultural bank of china, cicc gold, china railway construction, bank of communications, huaneng water resources, weichai power, daqin railway, and changxin technology, with net purchases of 188 million yuan, 150 million yuan, 138 million yuan, 136 million yuan, 130 million yuan, 128 million yuan, 127 million yuan, 125 million yuan, 121 million yuan, and 115 million yuan, respectively.

judging from the market performance, these 10 stocks fell more than they rose. changxin technology, which had the largest increase, rose by more than 23%, and cicc gold, which had the largest decrease, fell by more than 12%. the counter-trend layout actions of margin traders were more obvious.

top 10 stocks by net financing purchase amount last week

source: wind

the top 10 stocks that margin traders reduced their holdings last week were seres, kweichow moutai, sungrow power supply, gree electric appliances, north huachuang, eastmoney, ping an of china, china yangtze power, citic securities, and jac motors, with net sales of 465 million yuan, 377 million yuan, 300 million yuan, 221 million yuan, 204 million yuan, 203 million yuan, 193 million yuan, 184 million yuan, 154 million yuan, and 152 million yuan, respectively.

judging from the market performance, these 10 stocks rose more than fell last week. sungrow power supply, which had the largest increase, rose by more than 13%, while seres, which had the largest decrease, fell by nearly 5%. many stocks encountered margin trading customers reducing their positions when they rebounded.

top 10 stocks with the highest net margin trading volume last week

source: wind

the scale of securities lending is only 11.395 billion yuan

wind data shows that as of august 30, the margin balance in the a-share market was 11.395 billion yuan, a new low in more than four years; the margin balance was 2.698 billion shares, and the margin balance decreased by 871 million yuan last week. since the beginning of this year, the margin balance in the a-share market has dropped from 71.597 billion yuan to 11.395 billion yuan, a drop of more than 80%.

changes in margin lending balance last week

source: wind

wind data shows that as of august 30, the stocks with the highest margin lending balances in the a-share market were kweichow moutai, nanjing bank, and baic blue valley, with margin lending balances of 217 million yuan, 156 million yuan, and 76 million yuan, respectively. only two stocks had margin lending balances exceeding 100 million yuan.

top 10 stocks by short selling balance

source: wind

the stocks with the highest net short selling amount last week were kweichow moutai, pianzihuang and ping an of china, with net short selling amounts of 10.9912 million yuan, 7.6364 million yuan and 6.0749 million yuan, respectively.

top 10 stocks with the largest net short selling amount last week

source: wind

in the morning of september 2, the a-share market fluctuated and adjusted, and dividend sectors such as coal and banks rose against the trend. for the a-share market, citic securities said that after several months of correction, the overall market environment improved marginally in september. the main reasons include: first, in september, the federal reserve is expected to start a rate cut cycle, and liquidity expectations will improve. second, china's policy to expand domestic demand is expected to increase, and coupled with the "golden september and silver october" peak season, economic expectations are expected to stabilize. third, after the end of the semi-annual report season, market risk appetite is expected to improve marginally. the whole process is expected to be a gradual improvement, and the market expectation volatility level may have a certain degree of repetitiveness. investors need to gradually turn to offense while maintaining patience.