Abstract: We analyzed A-share margin trading positions for stocks with market cap of at least USD 500m as of August 7th. The aggregated net margin trading position stood at USD 352,973m, up 0.8% from USD 350,312m a week prior, while the CSI 300 index rose 2.3% over the same period. On balance, 883 stocks saw margin loan positions increase while 2,093 saw decreases. Among the top gainers by weekly net margin inflow, Cambricon (688256 CH) led with a USD 263m increase, followed by Ping An Insurance (601318 CH) at USD 178m, BYD (002594 CH) at USD 162m, Yangtze Power (600900 CH) at USD 137m, and Mindray (300760 CH) at USD 67m. On the outflow side, Victory Giant Technology Huizhou (300476 CH) saw the largest weekly decrease at USD 532m, followed by Eoptolink Technology (300502 CH) at USD 392m and Gigadevice Semiconductor (603986 CH) at USD 312m. Wuliangye (000858 CH) also featured among the top weekly inflow names, with its net margin position rising USD 53m to USD 865m, representing 5.4x ADT.
BYD, Yangtze Power, Mindray, Wuliangye, VICTORY GIANT TECHNOLOGY (HUIZHOU)
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