PetroChina mega-move, institutions stationed in Ping an big funds to abandon small stocks Ben big stock

Always lead the market to take the lead rebound of the SME board last week seems to be insufficient power, but is silent for a long time the leading boss PetroChina (601857. SH) suddenly mad, set the biggest single-day gain since this year, attracted other blue-chip also have to do their best.　　For a moment, the rivers and lakes changed the pattern. The market has turned to blue-chip. Financial Weekly reporter to a number of funds interview, have come to this conclusion. The most favoured by the institutions is China's peace, and said that "has entered some." "China's oil riots in Wednesday, China's oil was a drop in the glasses, hit a single day this year, the biggest daily gain, to 6.07%." Early in the day, China's oil in a wave of intensive capital offensive, that is, a small increase of about 2%, the real play is in the afternoon, at 13:28 to 13:49,14:41 to 15:00 in the two periods, than earlier in the more intensive funds two times again shocks, China's oil directly from the last session of the closing price of 12.53 yuan to the closing price of 13.29 Yuan.　　On that day, although a a large green, but in the oil-driven, a number of indicators stocks have a different range of the rise, which even if the prev is still innovative high, up to 1.74%. Of course, there is a reason for the Chinese oil riots. Recently, the major news media have reported "PetroChina 2008 annual shareholder meeting of a financing plan", the plan this year to raise 100 billion yuan. It is noteworthy that the financing will mainly be based on debt financing, which is compared to China Ping An from the two-tier market financing of the largest financing gate difference. In fact, from the trend of China's oil in the Wednesday, investors clearly do not conflict with China's oil financing plan. In addition, the AH premium may also be one of the important reasons.　　PetroChina's H shares have risen from around HK $4 to the current 8 Hong Kong dollar, up more than 100% per cent, while China's shares in the same stage rose by only 40%. From the 5th increase, the larger increase for the energy sector, 4.1773%, the financial sector is 2.782%. 10th is still the energy and financial sector leading, respectively, 13.799%, 9.1897%. It can not be ignored that the energy sector and the financial sector are big blue chips together.　　In terms of circulation market capitalisation, the top 20 are basically financial and energy stocks. But this is obviously not the whole truth, from the recent two weeks since the performance of index stocks and subject stock, the competition for market initiative has been very fierce, "28 phenomenon" intensified.　　The so-called "28 phenomenon" means that in the adjustment city, only 20% of the time is rising, and 80% of the time is falling. Small-cap stocks April 28 rebounded from 2401.44 points, to the Friday closing 2645.26 points, the rise has reached 10.15%. The same stage of the Shanghai and Shenzhen 300 index rose also reached 10.97%, but the SME index in this round of adjustment, has significantly lagged behind the market index, from April 28 to 3900.38 points, to this Friday close 4228.8,Small and medium-sized board rebound margin of 8.42%, narrow to the index shares rose to 2.5 points. "I have a basic clearance. "Last Friday, a private placement in Guangzhou to reporters said." The reason for the Guangzhou private placement is that, despite the rebound in the time index, the market capitalisation of his hand-held shares has not changed much.　　This private placement mainly operates small and medium stock. In fact, many small and medium-sized plate star stocks in the recent trend has been significantly weaker than the market index. As new (002001). SZ), at the end of February to explore the price of about 34 yuan, after the trend has been 28 open, that is 20% of the time in the rise, and 80% of the time is falling.　　To this Friday close, and the stock price has dropped to 26.88 yuan. Although Li Dahuan, director of the British Securities Institute, said in an interview with a financial weekly reporter, "The logic of the peak is still not seen in this position." "But he still pointed out," is still a structural adjustment, the whole plate, or the main board, the biggest increase in the market, blue-chip relative has not yet how to rise, such as Huijin Three Musketeers are not how to rise, some index rose better, some index is worse, there is a process of adjustment. Some do not rise there is a chance to raise, some early gains will rest for a while.　　"Second-tier blue-chip stagnant small stock so, the second-tier blue-chip is not optimistic. Take the real estate sector as an example, such as Jinrongjie (000402).　　SZ), China Merchants Real Estate (000024.SZ) and other stocks, after the previous two weeks after the attack, although in a number of favorable factors support, the real estate industry is likely to warm up the background, in the last week's trend has become markedly weaker. Anhui Electric Power (000543) SZ), Emerging casting pipe (000778.SZ), such as the representative of the second-line blue chip performance is more obvious,　　Anhui Electric power price rose to 8.93 yuan on April 20, after the three-week trading day, the shares of Anhui Electric Power did not make much of a turnaround, in the state of constant turbulence, to the close in Friday, its share price still remain at 8 yuan. Anhui Energy Power is not a case in Foshan lighting (000541.SZ), ZTE (000063). SZ) and many other second-tier blue chips have similar duplication. ZTE from April 15 to May 15 in the nearly one months, its share price has been hovering around 36 yuan, although the period of some trading days increased significantly, but the decline of the trading day is much more than the rising trading day. Foshan Lighting on April 14 to touch up to 11.24 yuan, has not yet regained this price, in Friday its close to only 11.15 yuan.