China and Singapore Jingwei Client on March 9th. On Monday (9th), the three major A-share stock indexes fell unilaterally, with more than 80 stocks falling in the two markets. The electronics and computer sectors retreated in depth, and the concept of masks was stubborn. The turnover of the two cities exceeded one trillion yuan.

As of the close, the Shanghai Composite Index was reported at 2943.29 points, a decrease of 3.01%, and the transaction volume was 438.144 billion yuan; the Shenzhen Component Index was reported at 11108.55 points, a decrease of 4.09%, and the transaction volume was 648.077 billion yuan; the GEM Index was reported at 2093.06 points, a decrease of 4.55%; the SSE 50 Index reported 2868.83 points, a decrease of 3.24%.

Screenshot source: Wind

On the disk, the industry sector is almost green across the board, with semiconductors, aviation, IT equipment, software services and other sectors leading the decline, with only a few sectors such as transportation services and medical care rising.

The semiconductor sector fell more than 6%. China Microelectronics, Qianzhao Optoelectronics, Fuman Electronics, and Weir stocks fell, and the core source of the science and technology board fell slightly by 13%. Taiji Industry, Sanan Optoelectronics and other stocks fell more than 9%.

The concept plate also fell more or less. The lithography machine, wireless headset, Baidu concept, domestic software and other sectors led the decline. Mask protection, anti-flu, UHV, and biological vaccines rose.

The mask protection sector rose against the market, with 24 stocks such as Jilin Chemical Fiber, Xinxiang Chemical Fiber, and Huafang shares up to their daily limit.

As for individual stocks, 523 stocks rose, of which 131 stocks including Xiamen Xiangyu, Yongyue Technology, and ST Liuhua rose more than 5%. 3,234 stocks fell. Its 150 stocks including China Xuan Hi-Tech, Tianqi Lithium, and Huiding Technology fell by more than 5%.

In terms of turnover rate, a total of 57 stocks had a turnover rate of more than 20%, of which Ogilvy Medical had the highest turnover rate of 53.02%.

As of the previous trading day, the Shanghai Stock Exchange's financing balance was reported at 590.46 billion yuan, an increase of 34.151 billion yuan over the previous trading day, and the margin trading margin was reported at 11.698 billion yuan, an increase of 711 million yuan over the previous trading day. The Shenzhen Stock Exchange's financing balance was reported at 520.358 billion yuan. , An increase of 79.786 billion yuan over the previous trading day, and the balance of margin trading was reported at 4.538 billion yuan, an increase of 1.71 billion yuan over the previous trading day. The balance of margin financing and securities lending of the two cities totaled 1.127054 trillion yuan, an increase of 116.358 billion yuan over the previous trading day.

Looking at the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net outflow of northbound funds was 12.198 billion yuan, of which the net outflow of Shanghai Stock Connect was 8.903 billion yuan, the balance of funds on the day was 60.303 billion yuan, and the net outflow of Shenzhen Stock Connect was 3.495 billion yuan. The balance was 55.495 billion yuan; the net inflow of southbound funds was 7.775 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect was 5.327 billion yuan, the balance of funds on the day was 36.673 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect was 2.448 billion yuan, and the balance of funds on the day was 39.552 billion yuan.

Everbright Securities believes that the global market volatility caused by overseas epidemics needs attention, but it is not a decisive factor for A shares and does not need to be overly pessimistic. The fluctuations in overseas markets are only a short-term disturbance to the operation of A-shares. The core is still to pay attention to domestic policy economic cycles.

Zhang Yidong, chief strategy analyst of Industrial Securities, believes that in the short term, A shares and Hong Kong stocks are still facing adjustment pressure from the “cold spring”, but in the medium term, Chinese assets have a safe haven effect, and A shares and Hong Kong stocks are expected to emerge from the independent market. He said that fundamentally, China's stimulus policy has more space and execution power. On the financial side, the Chinese stock market is actively attracting long-term funds, and it is expected to achieve a virtuous cycle of two-way expansion of investment and financing in the medium term, which is beneficial to Changniu. (Zhongxin Jingwei APP)

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