Sino-Singapore Jingwei Client on March 30th. On Monday (30th), the three major indexes opened lower collectively in the early morning, and technology stocks continued their correction. Among them, the operating system and semiconductor subject matter made a deep correction, and the agricultural and artificial meat sectors rose against the market.
Screenshot source: Wind
As of the midday closing, the Shanghai Composite Index reported 2728.07 points, a decrease of 1.59%, and the turnover was 157.385 billion yuan; the Shenzhen Component Index reported 9825.64 points, a decrease of 2.81%, and the transaction volume was 246.167 billion yuan; the GEM Index reported 1843.51 points, a decrease of 3.17%; the Shanghai Stock Exchange 50 Index At 2667.18 points, a drop of 1.27%.
On the disk, the industry sector was almost green across the board. Telecom operations, communications equipment, software services, tourism, the Internet and other sectors led the decline, while a few sectors such as agriculture, forestry, animal husbandry, fisheries, and food and beverages rose.
The concept sector also fell for the most part, with telecommuting, domestic software, information security, operating systems, cloud computing and other sectors leading the declines. Seed, artificial meat, and ecological agriculture led the gains.
As for individual stocks, 495 stocks rose, of which 53 stocks including Xiwang Foods, Yapp shares, Huilong shares rose more than 5%. 3,254 stocks fell, of which 150 stocks including Baoding Technology, Central Shopping Mall, Tongxingda, etc. fell more than 5%.
In terms of turnover rate, a total of 12 stocks have a turnover rate of more than 20%, of which Xuelong Group has the highest turnover rate of 34.33%.
In terms of capital flow, the top five in the industry sector are medical equipment, plantation, chemicals, chemical pharmaceuticals, and computer applications, while the top five are computer applications, medical equipment, chemicals, electronics manufacturing, and chemical pharmaceuticals. The top five stocks flowing into the top five are Yuyue Medical, Zhongding, Aerospace Changfeng, Hejia, Beidahuang, and the top five stocks that are flowing out are Yuyue Medical, Aerospace Changfeng, Zhongding, and Jia Shares, Guoen shares. The top five influential themes are financing and securities lending, convertible bonds, MSCI concept, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five outflows are financing and securities lending, convertible bonds, and MSCI concepts. , Shenzhen Stock Connect and Shanghai Stock Connect.
As of the previous trading day, the financing balance of the Shanghai Stock Exchange was reported at 565.478 billion yuan, an increase of 9.168 billion yuan over the previous trading day, and the balance of margin trading was reported at 12.299 billion yuan, an increase of 1.313 billion yuan over the previous trading day. The financing balance of the Shenzhen Stock Exchange was 488.263 billion yuan. Compared with the previous trading day, it increased by 47.691 billion yuan, and the balance of margin trading was reported at 5.27 billion yuan, an increase of 2.443 billion yuan from the previous trading day. The balance of margin financing and securities lending of the two cities totaled 10.71 trillion yuan, an increase of 60.615 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 768 million yuan, of which the net outflow of Shanghai Stock Connect was 260 million yuan, the balance of funds on the day was 52.26 billion yuan, and the net outflow of Shenzhen Stock Connect was 508 million yuan. The balance was 52.508 billion yuan; the net inflow of southbound funds was 1.888 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect was 1.129 billion yuan, the balance of funds on the day was 40.871 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect was 759 million yuan, and the balance of funds on the day was 41.241 billion yuan.
Ping An Securities believes that the recession of the global economy in the second quarter is a highly probable event. Global trade activities have stalled due to the rapid spread of overseas epidemics, and it is necessary to be cautious of the external demand falling back on the negative impact on China's export industry chain. The A-share market is likely to remain range-bound. It is recommended to pay attention to the old and new infrastructure sectors supported by financial support, the domestic demand sector of the consumption stimulus policy, and the online industry chain sector brought about by the epidemic.
According to the analysis of Guangzheng Hang Seng, the prospect of the short-term A-share market is still uncertain, but the long-term investment value is good. At present, the domestic monetary policy space is still large, and there are sufficient policy reserves to deal with the uncertainty of the global economy. It is expected that the central bank will appropriately increase countercyclical adjustments and release more reserve policies, especially measures that can be effective in the short term. (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.)