Block Trading "Ice And Fire": The Highest Discount Rate Exceeds 18% Premium To Raise The Target Of Synchronous Northbound Funds.

The two market trend is not surprising, but the chips in the bulk trading market are tight.

According to statistics, from June 1st to June 8th, 648 large volume transactions appeared in Shanghai and Shenzhen two cities, an increase of 23% over the previous statistics cycle.

This process, including 300247.SZ, 601828.SH and many other stocks, both in the previous closing price or the closing price of the day, there was a substantial premium transaction.

In the case of us, the bulk trading in June 8th was 109 million yuan, the transaction price was 11.34 yuan, and the closing prices in June 5th and 8 were 10.31 yuan and 10.43 yuan respectively, with the premium rate of 10.31% and 8.72%.

"Premium, and partial discount rate is not high, and the stocks will have a higher margin of safety." A private person in Southern China commented.

Another aspect of the premium is the discount sale of some high - end stocks. It was also in June 8th that the 10 successive bulk transactions in the recent rising 300233.SZ occurred at a price of 25.03 yuan, which was 13.57% higher than the closing price of 28.96 yuan.

High consumption and medical shares are on sale.

During the above statistics, the highest discount rate was Tianlong Group (300063.SZ). The three major transactions in June 8th were 5.28 yuan, and the discount rate was 18.27% compared with the closing price of 6.46 yuan on that day.

However, most of the above discount came from the reduction of existing shareholders. On the evening of 8, the Dragon Group announced that shareholders of Changzhou Changping and its concerted action, Jingjiang Yonghui, had reduced 12 million 200 thousand shares of the company's shares by means of block trading.

The reduction through bulk trading is very common, compared with Saturday's (002291.SZ) discount rate of more than 15% on the closing price of the day, and 300273.SZ, etc.

However, the recent bulk trading in Jincheng medicine is not listed here. The company's general manager Zhang Xuebo, Zhu Xiaogang, and more than 5% shareholders Haitong information management reduction plan has been completed in June 1st and November 2019.

Transaction data show that in June 8th, the total transaction volume of 10 major transactions in Jincheng medicine was 146 million yuan, and the sellers were all Beijing Zhongguancun East Road Sales Department of CITIC Securities, and the buyers were all institutional exclusive seats. Before that, Jincheng medicine has been rising for several consecutive days.

From the perspective of relative discount rate, it is more clear. The high discount rate stocks include many high consumption stocks.

600882.SH is a year consuming Bull Stock. It rose by 142.94% from the beginning of June 9th to the end of the year. Now it is in the stage of reduction. The company's reduction is concentrated bidding.

However, since the end of May, the bulk trading volume of the company has also started to increase significantly, and the price range has expanded from 2.95% to 7.58%.

Similar cases include Haitian flavor (603288.SZ), Sophia (002572.SZ), and some high level pharmaceutical stocks and technology stocks.

The industry with declining boom is also a relatively concentrated sector, such as aquaculture and new energy vehicles.

002299.SZ issued 8 major transactions in June 5th, with a transaction price of 24.17 yuan, a discount of 9.98% over the previous closing price, and a discount of 7.36% over the closing price of the day.

Again, there are many transactions in 603799.SH and 300014.SZ, and the discount rate ranges from 5.58% to 11.55% in early June.

It needs to be pointed out that although the recent large discount transactions in these stocks are not conducive to the latter part of the stock price rise, the reasons are more complicated, including shareholders, executives' reduction and other factors. For example, Jincheng medicine, after a 13.57% discount in June 8th, rose 9.56% again in June 9th.

The direction of premium raising is consistent with that of the north.

Those who sell at a low price will naturally have a high price.

However, the case of 002509.SZ is a bit extreme. In June 8th, the closing price of the company was 0.5 yuan, but the Foshan Lecong Business Department of Anxin securities took 800 thousand shares of the company at a price of 0.6 yuan and a premium of 20%.

Chestnuts in fire are only a few phenomena. Most of the stocks sold at the premium are still concentrated in some industries and low sectors.

In June 8th, 601828.SH traded a $109 million bulk transaction, which was priced at 11.34 yuan, which was 9.99% and 8.72% higher than the previous closing price and the closing price respectively.

In recent days, A, 000725.SZ, and 002384.SZ, which were sought after by the northern capital, appeared an institutional seat premium in June 1st.

Among them, BOE A is buying the target for the recent north capital. In May 30th, the number of shares held by Shenzhen Stock Exchange was 782 million shares, and its holdings increased to nearly 1 billion 324 million shares by June 8th.

Dongshan precision similar situation, the same period, the number of deep stock holdings increased from 26 million 660 thousand shares to 51 million 110 thousand shares. Driven by the northward capital, the stock prices of the two companies have also risen in recent days. BOE has been trading on A6 for 8 months.

The top ranking stocks were bought at a premium, including some low-end pharmaceutical stocks, growth stocks and cyclical stocks in the infrastructure sector.

The current share price is only 2.53 yuan, and its total market capitalization is only 2 billion yuan, while its stock price once exceeded 12 yuan in 2016.

Since May 18th, the company has seen three major transactions, all at a premium, compared with the closing price premium of 6.97% to 15.06%.

In addition, there are many companies in the field of infrastructure, including explosives, machinery and decoration.

Among them, Hongda blasting (002683.SZ), Xugong machinery (000425.SZ), construction industry group (002789.SZ) and 002452.SZ (long Gao group), June 8th, 9, bulk trading were all premium transactions, compared with the closing price premium rate of about 5%, slightly lower than the financial health.

On the whole, there are also premium trading cases in individual high positions, but the performance of the parties is relatively cautious, and the premium rate and turnover are very limited.

Take Watson Biology (300142.SZ) as an example, the company's share price has risen from around 30 yuan in early April to 47.38 yuan in June 9th.

In June 1st, a special institutional seat would take 70 thousand and 400 shares at a price of 43.21 yuan, but it was trading at a parity price on the same day, a small premium of 3.13% over the previous closing price.

?