Wang Bin
Although the market is relatively dull in the near future, there was another opportunity of huge profits in the warrant market yesterday. suffer Yuntianhua (600096. SH) Positive shares led the impact. Yunhua CWB1 (580012. SH) closed at the limit yesterday, up 14.70% throughout the day.
Only 3 of the 16 varieties traded in the warrant market yesterday closed green, of which ZTE ZXC1 (031006. SZ) closed down 4.77% against the background of a sharp decline in equity shares. In addition, Guoan GAC1 (031005. SZ) also fell by 1.5%.
On the whole, the warrant market saw an arithmetic average increase of 1.482% yesterday, with a total turnover of 20.01 billion yuan and an arithmetic average turnover rate of 110.97%. The varieties with the highest turnover rate are Kangmei CWB1 (580023. SH), its turnover rate reached 277.28% yesterday. At present, there are no varieties with negative premium rate in the two cities. Ejiao EJC1 (031007. SZ) has become the lowest variety with 5.96% premium rate.
Compared with the previous trading day, the activity of the warrant market has improved. On Monday, the arithmetic average increase of the warrant market was 1.11%, the total turnover was 15.994 billion yuan, and the arithmetic average turnover rate was 109.63%.
Changjiang Securities According to the warrant weekly report, due to the expected increase and hot spots in the current market, the substitution effect of warrant funds by the A-share market is very strong, resulting in very small fluctuations in the warrant market. At present, although the trend of A-share market is not obvious, the policy side is warm frequently, so the market is expected to rise more strongly, leading to the A-share market is still the first choice for funds inside and outside the market. However, this situation will change in the short term. The cumulative increase of positive shares and the property of capital pursuing safety margin will bring some trading opportunities for short-term warrants. Investors should patiently wait for the cumulative increase effect of warrants on positive shares. This week will be the most important time window.
Wind information statistics show that since December, the arithmetic average cumulative increase of the corresponding positive shares of 17 warrant varieties has reached 8.26%. Only the positive shares of Sinopec CWB1 (580019. SH) and Guodian CWB1 (580022. SH) have fallen, and the rest have all risen. Since December, the corresponding warrants, except ZTE ZXC1 and Kangmei CWB1, have all declined, with an arithmetic average cumulative decline of 2.22%. Among them, ZTE's ZXC1 principal stock, which led the decline yesterday, has increased by 25.96% since December, and the principal stock of seven warrants has increased by more than 10%.
