The three major A-share indexes closed up, the Shanghai index rose 0.17%, and the medical sector was active

　　China-Singapore Jingwei Client, September 23. On Wednesday (23rd), the three major A-share indexes opened slightly higher. After that, the main board index fluctuated sideways, and the index continued to rise.

Medical and semiconductor themes are active.

Screenshot source: Wind

　　As of the close, the Shanghai Composite Index rose 0.17% to close at 3279.71 points; the Shenzhen Component Index rose 0.67% to close at 13110.07 points; the ChiNext Index rose 1.74% to close at 2599.88 points.

The net outflow of Shanghai Stock Connect was 835 million, and the net outflow of Shenzhen Stock Connect was 1.919 billion.

　　On the disk, most of the industry sectors rose, with sectors such as healthcare, semiconductors, paper, pharmaceuticals, and mineral products leading the rise, and sectors such as shipping, securities, diversified finance, insurance, and hotels and restaurants led the decline.

　　The concept sector also rose more and fell less, with sectors such as biovaccine, polysilicon, lithography, sub-new stocks, and building energy efficiency leading the rise, while sectors such as seed industry, digital currency, ecological agriculture, scarce resources, and sand management were the top decliners.

　　In terms of individual stocks, 2,347 individual stocks rose, including Huafeng, Xinkaiyuan, Kailong and other stocks rose by more than 5%.

1418 stocks fell, among which many stocks such as Lambert Technology, ST Fugang, ST Shede, etc. fell more than 5%.

　　In terms of turnover rate, a total of 68 stocks have a turnover rate of more than 20%, of which Xinyu Guoke has the highest turnover rate, reaching 70.9%.

　　In terms of capital flow, the top five major flows of industry sectors are brokerages, power supply equipment, optical optoelectronics, real estate development, and biological products, and the top five outflows are brokerages, power supply equipment, real estate development, bank II, and optical optoelectronics.

The top five stocks with major inflows are Guoyuan Securities, Longji, Fosun Pharma, BOE A, and Huaan Securities. The top five stocks with outflows are Guoyuan Securities, Huaan Securities, BOE A, First Venture, TCL Technology .

The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shenzhen Stock Connect, Shanghai Stock Connect.

　　As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 731.247 billion yuan, an increase of 100 million yuan from the previous trading day, and the securities lending balance was at 54.687 billion yuan, an increase of 100 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 686.247 billion yuan. , An increase of 100 million yuan over the previous trading day, and the securities lending balance reported 28.88 billion yuan, an increase of 100 million yuan over the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1501.061 billion yuan, an increase of 0.0 billion yuan over 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 outflow of northbound capital is 953 million yuan, of which the net inflow of Shanghai Stock Connect is 25 million yuan, the balance of funds on the day is 51.975 billion yuan, and the net outflow of Shenzhen Stock Connect is 978 million yuan. The balance was 52.978 billion yuan; the net inflow of southbound funds was 2.161 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 691 million yuan, the fund balance on the day was 41.309 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.47 billion yuan, and the day’s fund balance was 40.53 billion yuan.

　　Yuekai Securities pointed out that the current market divergence is mainly due to internal and external disturbances: as far as internal factors are concerned, on the one hand, the current market hotspots are rotating rapidly and the lack of major leading sectors has suppressed the market’s rebound. On the other hand, the ChiNext, which led the market's sentiment in the early stage, continued to rest at a relatively high level. As the National Day holiday approached, funds became more cautious, the willingness to do more was weakened, and the market sentiment returned.

　　China Securities Investment said that the market callback since mid-August has ended, and the market will enter a process of phased recovery in shocks.

This process is supported in both economic fundamentals and liquidity, and the upward movement at this stage is sustainable.

At this stage, there is a marginal improvement in interest rates, but it does not constitute a condition similar to the continuous loose liquidity in the first half of 2020. Economic recovery is still the main line, so the financial cycle is still dominant.

(Zhongxin Jingwei APP)

(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.