China-Singapore Jingwei client July 9th Shanghai Stock Exchange basically opened, and Shenzhen Component Index and ChiNext Index opened slightly lower. Brokerage stocks pulled back, most stocks opened lower; military stocks continued to be active, and the concept stocks of duty-free shops continued to ferment.
A-share indexes opened up and down. Source: Wind
On the disk, sectors such as forestry, shipbuilding, aviation equipment, and retail led the gains; tourism, securities firms, audio-visual equipment, diversified finance, and marketing and communications sectors were among the top decliners.
In terms of individual stocks, 1642 stocks rose, of which 69 stocks such as Seiko Steel, ST Zhongke Chuang, ST Changjiu rose more than 5%. 1,643 stocks fell, of which 6 stocks such as Dongfeng shares, delisting Meidu, Airdell fell more than 5%.
Data from the China Foreign Exchange Trading Center shows that the central parity of the RMB against the US dollar increased by 122 basis points to 7.0085.
As of the previous trading day, the balance of Shanghai Stock Exchange financing was 657.756 billion yuan, an increase of 101.446 billion yuan from the previous trading day, and the margin balance was 28.108 billion yuan, an increase of 17.122 billion yuan from the previous trading day. The financing balance of Shenzhen Stock Exchange was 602.943 billion yuan. , An increase of 162.371 billion yuan compared with the previous trading day, the margin balance was reported to 12.535 billion yuan, an increase of 9.707 billion yuan compared to the previous trading day. The balance of margin financing and securities lending in the two cities totaled 130.341 billion yuan, an increase of 290.646 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 440 million yuan, of which the net inflow of Shanghai Stock Connect was 253 million yuan, the balance of funds on the day was 51.747 billion yuan, and the net inflow of Shenzhen Stock Connect was 187 million yuan. The balance is 51.813 billion yuan; the net inflow of southbound funds is 6.501 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 6.387 billion yuan, the balance of funds on the day is 35.613 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 114 million yuan, and the balance of funds on the day is 41.886 billion yuan.
BOC Securities pointed out that the promotion of capital market reform policies such as the GEM registration system in the second half of the year will bring about a rise in the market's mid-to-long-term risk appetite, and the emerging industrial policies under the background of structural transformation are also expected to usher in overweight. At the same time, we still need to be alert to the staged disturbances to the market caused by overseas risk events such as emerging market debt.
Chuancai Securities believes that although the current financial sector still has high investment attractiveness and favorable policies, it is not appropriate to chase up and down. Especially, individual brokers have more than doubled the short-term increase and need to guard against risks. In the market outlook, Chuancai Securities stated that it can continue to look for sectors with low market performance and certain performance, as well as technology stocks with better growth. (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.)