Abstract: We analyzed A-share margin trading positions for stocks with market cap of at least USD 500m as of Jul 31st. The aggregated net margin trading position stood at USD 350,312m, down from USD 364,422m a week prior. The net margin trading position decreased by 3.9% last week, underperforming the CSI 300 index which fell 1.3%. Among individual stocks, the largest margin loan increases were in GIGADEVICE SEMICONDUCTOR (600018 CH, +USD 250m), HYGON INFORMATION TECHNOLOGY (688041 CH, +USD 194m), and VICTORY GIANT TECHNOLOGY (HUIZHOU) (300476 CH, +USD 193m), while the largest decreases were in CATL (300750 CH, -USD 275m), ZHONGJI INNOLIGHT (300308 CH, -USD 209m), ANHUI JIANGHUAI AUTOMOBILE (600418 CH, -USD 207m, -1.7x ADT), and BLUEPARK NEW ENERGY TECHNOLOGY (600733 CH, -USD 75m, -1.5x ADT).
Mindray, CHINA MINSHENG BANKING, BLUEPARK NEW ENERGY TECHNOLOGY, ANHUI JIANGHUAI AUTOMOBILE, GUOTAI HAITONG SECURITIES
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