China-Singapore Jingwei client April 14 (Tuesday) The three major A-share indexes opened higher collectively, and then fluctuated and rose throughout the day, showing a weak Shanghai strong pattern. Brokerage companies and non-ferrous metals rose in the afternoon, Tesla and RCS concepts were active, and technology stocks rebounded significantly.
Screenshot source: Wind
As of the close, the Shanghai Composite Index reported 2827.28 points, an increase of 1.59%, with a turnover of 223.606 billion yuan; the Shenzhen Component Index reported 10475.71 points, a rise of 2.47%, and a turnover of 365.722 billion yuan; the GEM Index reported 1985.43 points, an increase of 3.24%; 2,785.72 points, an increase of 1.7%.
On the disk, almost all sectors of the industry rose, and telecom operations, the Internet, semiconductors, components, electrical equipment and other sectors rose the most.
The concept sector also rose most, with the RCS concept, wireless headsets, remote office, Tesla and other sectors leading the gains, only the sandstorm governance sector fell. The Tesla sector set a daily limit, and 10 aluminum stocks, such as Changlu, Amadeon and Ganfeng Lithium, had daily limits.
On the news, on April 14th, State Grid started a new round of charging pile construction, planning to arrange for a 2.7 billion yuan investment in charging pile construction and 78,000 new charging piles. The projects are distributed in Beijing, Tianjin, Hebei, Shanghai, Jiangsu, etc. 24 provinces and cities, according to estimates, can drive the consumption of new energy vehicles to exceed 20 billion yuan.
In terms of individual stocks, 3327 stocks rose, among which 150 stocks such as Qujiang Culture and Tourism, Huace Film and Television, Guoci Materials rose more than 5%. 401 stocks fell, of which 12 stocks such as Dongfang Zirconium, Panlong Pharmaceutical, Huayi Jiaxin and others fell more than 5%.
In terms of turnover rate, a total of 29 stocks have a turnover rate of over 20%, of which Alter has the highest turnover rate of 56.12%.
In terms of capital flow, the top five inflows in the industry sector are securities firms, computer applications, chemical pharmaceuticals, internet media, and chemical products, and the top five outflows are securities firms, computer applications, chemical pharmaceuticals, internet media, and chemical products. The top five influx stocks are CITIC Securities, China Taiyue, Yiling Pharmaceutical, Ningde Times, CITIC Construction Investment, and the top five stocks outflow are CITIC Securities, China Taiyue, CITIC Construction Investment, Ningde Times, Century Huatong. The top five influential conceptual themes are financing and margin trading, underlying securities conversion, MSCI concept, Shenzhen Stock Connect and Shanghai Stock Connect, and the top five outbound conceptual themes are financing and margin financing, target securities and MSCI concepts , Shenzhen Stock Connect, Shanghai Stock Connect.
As of the previous trading day, the balance of Shanghai Stock Exchange ’s financing was reported to be 551.403 billion yuan, a decrease of 4.906 billion yuan from the previous trading day. The margin balance was reported to 13.891 billion yuan, an increase of 2.904 billion yuan from the previous trading day. The financing balance of Shenzhen Stock Exchange was reported to 486.015 billion yuan. This is an increase of 45.443 billion yuan from the previous trading day, and the margin balance is reported at 6.107 billion yuan, an increase of 3.279 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,057.415 billion yuan, an increase of 46.719 billion yuan from the previous trading day.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound funds was 16.512 billion yuan, of which the net inflow of Shanghai Stock Connect was 5.845 billion yuan, the balance of funds on the day was 46.155 billion yuan, and the net inflow of Shenzhen Stock Connect was 10.667 billion yuan. The balance is 41.333 billion yuan; the net inflow of southbound funds is 1.688 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 704 million yuan, the balance of funds on the day is 41.296 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 984 million yuan, and the balance of funds on the day is 41.016 billion yuan.
Jufeng Investment Gu believes that the current market looks at sentiment in the short-term, policy at the medium-term, and valuation at the long-term; both the medium- and long-term are positive.
CITIC Construction Investment believes that with the gradual disclosure of the results of the first quarterly report, uncertainty is gradually eliminated and the market bottomed out. Starting from April, monetary easing, policy support, the economy gradually returned to normal, and the market is expected to gradually recover. Mid and late April may be the best time window to increase positions throughout the year. But mid-to-late April is still an observation window for overseas epidemics. Therefore, the technology sector still needs to wait, and domestic demand will dominate the market. (Sino-Singapore Jingwei app)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)