China-Singapore Jingwei client, June 4 (Thursday 4), the three major A-share indexes opened higher and fluctuated downward. The Shanghai index fell to the lowest point near 2910 points, failed to turn red, closed down 0.14%, Shenzhen Component Index , GEM refers to a small increase. The concept of land-sharing economy continues to be popular, the big consumer sector is finished in the afternoon, and the themes of semiconductors, Hainan free trade, digital currency and other topics are sluggish.
Shanghai Stock Exchange's time-sharing chart. Source: Wind
As of the close, the Shanghai stock index fell 0.14% to 2919.25 points, with a transaction value of 254.3 billion yuan; the Shenzhen Component Index rose 0.28% to 11139.26 points, with a transaction value of 396.3 billion yuan; the GEM index rose 0.39% to 2151.38 points, with a transaction value of 130.8 billion yuan yuan.
On the plate, the brewing sector led the rise, Yanjing Beer, Zhujiang Beer daily limit, Jiugui liquor, Tsingtao beer, etc. have followed the rise, Guizhou Moutai, Wuliangye, Yanghe shares, Gujing Gongjiu and other gains narrowed. The hotel catering, food and beverage, agriculture, forestry, animal husbandry and fisheries sectors are picking up. Culture, education and leisure, automobiles, advertising packaging, public transportation, and medical care are active.
The insurance sector saw the largest decline, with the majority of stocks in the sector drifting green. The diversified financial, semiconductor, telecommunications operations, communications, IT equipment, building materials, banking, and aviation sectors were sluggish.
In terms of concept stocks, the land-sharing economy is still hot. All stocks in the sector have risen. More than a dozen stocks such as Dima, Maoye Commercial, and Baida Group have reached daily limits. Aquatic products, new retail, tire pressure monitoring, immunotherapy, sports concepts, biological vaccines, cross-border e-commerce and other sectors rose the top.
The concept of the lithography machine is obviously callback. More declines and more declines. Askai fell to the limit. Jianghua Micro, Anji Technology, and Optronics fell sharply. The overall performance of digital currencies, UHV, horse racing concepts, information security, chips, polysilicon, quantum communications, Hainan Free Trade, etc. has been poor.
In terms of individual stocks, 1,954 stocks rose, of which 148 stocks such as Laobai Dry Wine, Shunxin Agriculture, Bafang shares rose more than 5%. 1,698 stocks fell, of which 49 stocks such as Jinlitai, Boyun New Materials, Infineon Medical and others fell more than 5%.
In terms of turnover rate, a total of 47 stocks have a turnover rate of more than 20%, of which Yuxin shares have the highest turnover rate of 47.22%.
As of the previous trading day, the balance of Shanghai Stock Exchange financing was 560.354 billion yuan, an increase of 4.045 billion yuan from the previous trading day, and the margin balance was 19.691 billion yuan, an increase of 8.705 billion yuan from the previous trading day; the Shenzhen Stock Exchange financing balance was 508.555 billion yuan. , An increase of 67.983 billion yuan compared to the previous trading day, and the margin balance was 7.257 billion yuan, an increase of 4.43 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 109.5858 billion yuan, an increase of 85.162 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 4.10 billion yuan, of which the net inflow of Shanghai Stock Connect was 1.084 billion yuan, the balance of funds on the day was 50.916 billion yuan, and the net inflow of Shenzhen Stock Connect was 3.016 billion yuan. The balance is 48.984 billion yuan; the net inflow of southbound funds is 1.70 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 314 million yuan, the balance of funds on the day is 41.686 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 1.386 billion yuan, and the balance of funds on the day is 40.614 billion yuan.
Regarding the current market style, Open Source Securities mentioned that from the perspective of institutional research since mid-May, the research activity of the organization in certain sectors such as food, beverage and pharmaceutical biology has declined, and the research has been active on construction materials, light industry, computers and communications. The degree continues to increase. Open Source Securities believes that institutions are more inclined to focus on the investigation of the “non-strong” sector in the early stage, and their preference for the “strong” sector has declined. The marginal signals that appear in the fundamentals will be captured by the major market participants sooner, which will promote the style to a certain extent. Switching speed.
Shanxi Securities pointed out that from the perspective of domestic macroeconomic fundamentals, the economy is recovering well. In the short and medium term, equity assets still recommend investors to avoid industries and companies that have high export dependence and extended supply chains. In the short term, the market will continue to oscillate upward, while the mid- to long-term upward trend will remain unchanged. From a fundamental point of view, the impact of the epidemic has passed, policy support has continued, and the focus of the society's work has shifted from the previous epidemic prevention to economic recovery. Policy uncertainty has disappeared and fundamentals have continued to improve, all of which have supported A-shares.
(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.)