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Investors believe that the market will continue its downward trend or remain volatile next week.

This week (March 16-20), the A-shares financing balance fluctuated at high levels, latest at 26,322.51 billion yuan (as of March 19). The net repayment of financing funds in A-shares amounted to 10.741 billion yuan.

By industry, non-ferrous metals led significantly, with a net repayment of 4.074 billion yuan; petroleum and petrochemicals, defense and military industries followed, with net repayments of 2.243 billion yuan and 2.078 billion yuan respectively; power equipment and utilities ranked fourth and fifth, with net repayments exceeding 1 billion yuan each.

Electronics and basic chemicals had the largest net buying of financing funds, at 3.981 billion yuan and 2.48 billion yuan respectively; steel and light manufacturing sectors also saw net buying amounts above 400 million yuan.

Significant net purchases of financing funds in these stocks

In terms of individual stocks, 80 stocks had net financing purchases exceeding 100 million yuan this week. Cambrian, Baofeng Energy, and Buwei Storage each had net purchases over 1 billion yuan, with Cambrian leading at 1.548 billion yuan.

Cambrian’s 2025 revenue is 6.497 billion yuan, a year-on-year increase of 453.21%; net profit attributable to parent company is 2.059 billion yuan, turning profitable from a loss. The growth is mainly driven by the sustained increase in computing power demand in the AI industry. The company continues to expand its market with excellent product competitiveness and actively promotes AI application scenarios.

Besides Cambrian, semiconductor chip stocks such as Buwei Storage, Demingli, and Lankei Technology also received net financing, with amounts of 1.052 billion yuan, 740 million yuan, and 334 million yuan respectively.

Baofeng Energy’s 2025 revenue is 48.038 billion yuan, up 45.64% year-on-year; net profit attributable to parent is 11.35 billion yuan, up 79.09%. The significant revenue growth is mainly due to the commissioning of the coal-based new materials project in Inner Mongolia, which significantly increased the sales of polyolefin products; meanwhile, the decline in prices of crude oil, coal, and other raw materials has improved overall industry profits, enhancing the company’s profitability.

Many tungsten stocks are repaid with financing funds

95 stocks had net financing repayments exceeding 100 million yuan. Tongkun, Dongshan Precision, and China Tungsten High-tech ranked top three, with net repayments of 1.234 billion yuan, 912 million yuan, and 706 million yuan respectively; China National Offshore Oil, Huagong Technology, and Ping An of China followed, with net repayments over 600 million yuan each.

Tongkun expects a net profit attributable to parent of 1.95 to 2.15 billion yuan in 2025, a year-on-year increase of 62.24% to 78.88%. The company is the world’s largest polyester filament producer. As of the first half of 2025, it has a combined PTA capacity of 10.2 million tons/year and polyester filament capacity of 13.5 million tons/year. According to Dongwu Securities, as the polyester chain continues to internalize competition, the company’s future profitability is expected to improve, and its growth prospects are optimistic.

Notably, tungsten industry stocks Zhongwu High-tech, Xiamen Tungsten, and Zhangyuan Tungsten entered the top twenty net repayment list this week, with amounts of 706 million yuan, 496 million yuan, and 330 million yuan respectively. Recently, prices of black tungsten concentrate have surged significantly, reaching 1.0196 million yuan/ton, up 31.1% since late February; ammonium paratungstate (APT) is priced at 1.515 million yuan/ton, up 29.61% since late February.

Jianghai Securities pointed out that in the short term, due to the lack of incremental supply, continued demand release, and low inventory levels, tungsten powder prices still have room for further upward movement; in the medium to long term, the supply-demand gap in tungsten ore may further widen, and high tungsten prices will become the new normal. The tungsten sector remains a promising investment opportunity.

Next week’s two major sectors are favored by investors

This week, the Shanghai Composite Index fell a total of 3.38%, breaking below 4,000 points, closing at 3,957.05 points.

On March 21, Data Treasure timely released the weekly survey “What is the likely trend of the market next week?”. As of the report, over 3,200 readers participated in the voting. Thank you for your support!

The survey results show that investors who participated this week had poor profit effects, with only 12% making profits. Those with losses within 10% accounted for 43%; losses between 10% and 20% accounted for 27%.

In terms of positions, about 45% of investors are fully invested or leveraged. Regarding position changes, 24% of investors increased their holdings; 19% decreased; 46% held steady, observing market changes.

This week, A-shares accelerated downward, and investors believe the market will continue to decline or remain volatile next week, with optimism waning. Data shows that 37% of investors think the market will “oscillate downward and break below 3,900 points,” the most mainstream view; 34% expect the market to “range-bound oscillation between 3,900 and 4,000 points”; 22% are optimistic, expecting the market to “continue rising and surpass 4,000 points.”

From sector perspective, technology and large financial sectors received increased attention, both rising 2 percentage points from previous data. From concept perspective, leading areas include power grid, computing power, storage chips, artificial intelligence, and commercial aerospace/satellite internet, at 18%, 14%, 13%, 11%, and 11% respectively.

(文章来源：数据宝)