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活跃游资再现身 成多只牛股“推手”

2017-09-15 08:26:41   新华网

业内久负盛名的中信证券上海淮海中路营业部席位,在9月14日大举出击。

交易所盘后披露的龙虎榜显示,中信证券上海淮海中路营业部当日现身4只个股买入榜单,全部高居买一位置,且买入金额均在5000万元以上。这4只个股分别是贝瑞基因、中粮生化、西藏矿业、建科院。

今年以来,中信证券上海淮海中路交易十分活跃,年初至今在龙虎榜单上的交易金额累计达到185.53亿元,高居所有营业部首位,远超排名第二的华泰证券深圳益田路荣超商务中心。8月以来,中信证券上海淮海中路在科大讯飞、安阳钢铁、中科信息等市场热门个股中频频上榜,相关个股市场表现十分抢眼。

9月14日,贝瑞基因同时披露了当日及三日榜单。三日榜单显示,中信证券上海淮海中路高居买一位置,累计买入金额1.09亿元,累计卖出金额仅为48.59万元。当日榜单显示,中信证券上海淮海中路买入6310.47万元。据此,该席位近期逐步加仓贝瑞基因的迹象十分明显。

贝瑞基因近3个交易日已收获两个涨停,累计涨幅27.37%。继行业龙头华大基因遭遇停牌核查之后,贝瑞基因开始扛起基因工程板块的领涨大旗。在贝瑞基因的强势引领下,基因工程板块9月14日逆势上扬,艾德生物、中源协和股价同样收获涨停。

中粮生化9月14日榜单显示,中信证券上海淮海中路同样高居当日买一位置,买入金额7229.88万元。个股走势方面,中粮生化14日股价大幅高开后持续高位震荡,临近尾盘大单封死涨停。

中粮生化的股价上涨或许得益于消息层面。据报道,国家发改委、国家能源局、财政部等十五部门近日联合印发了《关于扩大生物燃料乙醇生产和推广使用车用乙醇汽油的实施方案》。作为国内燃料乙醇行业的龙头企业,中粮生化今年上半年燃料乙醇类业务贡献营业收入20.52亿元,占到公司总收入的70%(据该公司2017年半年报)。

西藏矿业9月14日榜单显示,中信证券上海淮海中路同样高居买一,买入金额7792.87万元。与上述两只个股不同,西藏矿业当日股价并未收获涨停,而是全天呈现低位震荡走势,收盘下跌3.59%。

锂电池板块近期表现火热。作为锂电池板块一员,西藏矿业近期股价持续攀升,9月以来累计涨幅达34.42%。中信证券上海淮海中路选择在西藏矿业股价短暂回调之际低吸进场,或许暗示其对锂电池板块的关注度不减。

建科院9月14日披露了三日榜单,中信证券上海淮海中路高居买一,累计买入金额5130.84万元,卖出金额56.66万元。建科院9月13日公布的榜单显示,中信证券上海淮海中路单日买入5110.46万元。由此推断,该席位在建科院的交易中进行了高位锁仓。

值得关注的是,中信证券上海淮海中路曾在中科信息上也有过高位锁仓的操作手法。同属次新股板块的中科信息在上市开板后,继续完成了“14天11板”的惊人走势。中信证券上海淮海中路在8月23日现身中科信息买入榜单,买入金额2368.38万元,时隔3个交易日后,该席位在9月4日才现身中科信息卖出榜单,卖出金额3230.61万元。

总体来看,中信证券上海淮海中路9月14日上榜的个股,涉及基因工程、燃料乙醇、锂电池、次新股等多个行业题材,回顾近期市场脉络,上述题材也组成了当前A股最为热门的市场主线。

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