Abstract: We analyzed A-share margin trading positions as of May 22nd, covering stocks with market cap of at least USD 500m. The aggregated net margin trading position was USD 389,895m, up from USD 387,426m a week prior, a 0.6% increase, while the CSI 300 index fell 0.3% over the same period. On the week, 1,981 stocks saw margin loan positions increase while 1,030 saw decreases. Among top gainers, Jiangsu Xinquan Automotive Trim (603179 CH) and Lens Technology (300433 CH) led by weekly net margin position change as a multiple of ADT, rising by +1.18x and +0.54x ADT respectively, with Zhongji Innolight (300308 CH) posting the largest absolute weekly increase at +USD 673m. On the sell side, BOE (000725 CH) saw the third-largest weekly decline at -USD 150m, while Huagong Tech (000988 CH) led net outflows at -USD 245m, a 14.1% drop in net margin position.
LENS TECHNOLOGY, BOE, YUANJIE SEMI, ZHONGJI INNOLIGHT, JIANGSU XINQUAN AUTOMOTIVE TRIM
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