China-Singapore Jingwei Client, March 30th, A shares opened lower on Monday (30th). The Shanghai Composite Index opened lower at 2739.72 points, or a decrease of 1.17%; the Shenzhen Component Index reported at 9,953.04 points, or a decrease of 1.55%; the GEM Index was at 1,875.31 points, or a decrease of 1.5%; the Shanghai Stock Exchange 50 Index was 2667.12 points, or a decrease of 1.27%; the Shanghai and Shenzhen 300 Index was at 3,674.46 points, a decrease 1.42%.
Screenshot source: Wind
On the disk, the plantation, shipping, medical equipment, forestry, pharmaceutical and commercial sectors led the gains; the semiconductor, electronics manufacturing, communications equipment, optical and optoelectronics, and scenic spots sectors led the decline. In terms of concept stocks, GMO, agricultural planting, capital leader, ventilator, BDI index, etc. led the gains, while film and television media, 3D cameras, superconducting concepts, touch screen concepts, and MiniLED led the declines.
As for individual stocks, 308 stocks rose, of which 13 stocks such as Wanlima, Aerospace Changfeng, and Hejia rose more than 5%. 3,355 stocks fell, of which 54 stocks such as ST Zhongxin, Tohoku Pharmaceutical, and ST Ruidian fell more than 5%.
In terms of capital flow, the top five in the industry sector are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding. The top five stocks that flowed into the top five were Alte, Xianle Health, Zuojiang Technology, Jinji Co., Ltd., and Steel Research Nac, and the top five stocks that flowed out were Alte, Xianle Health, Zuojiang Technology, Jinji Co., Ltd. Steel Research Nanok. The top five themes that flowed in were O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned assets reform. The top five subjects that flowed out were O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned assets reform.
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 inflow of northbound funds was 125 million yuan, of which the net inflow of Shanghai Stock Connect was 71 million yuan, the balance of funds on the day was 51.929 billion yuan, and the net inflow of Shenzhen Stock Connect was 54 million yuan. The balance was 51.946 billion yuan; the net inflow of southbound funds was 2.006 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect was 1.904 billion yuan, the balance of funds on the day was 40.096 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect was 102 million yuan, and the balance of funds on the day was 41.898 billion yuan.
In terms of European and American stock markets, last week US stocks re-emerged a "roller coaster" trend. From Tuesday to Thursday, they closed up for three consecutive trading days, and on Friday they fell sharply. As of the close of the 27th local time, the Dow fell 915.39 points, or 4.06%, to 21636.78 points; the Nasdaq fell 295.16 points, or 3.79%, to 7502.38 points; the S & P 500 index fell 88.60 points, or 3.37%, to 2541.47 points. The European stock market also fell down. The average price index of 100 stocks in the Financial Times of London on the 27th closed down 5.25%. The CAC40 index of the French Paris stock market closed down 4.23%. The DAX of the German Frankfurt stock market closed down 3.68%.
In the Asia-Pacific stock market, the Nikkei 225 index opened 2.30 points lower today (30th) to 18884.07. South Korea's Seoul Composite Index opened down 2.8% to 1,670.34 points. The Hong Kong Hang Seng Index opened 1.97% lower at 23020.85 points, and the HSCEI fell 2%.
Anxin Securities believes that with the firm promotion of policies, the recovery trend of the Chinese economy, especially the domestic demand sector, will be more certain, and in this process, liquidity is expected to remain abundant, and the overall valuation of the A-share market is already at the bottom of history. Therefore, the strategy should be optimistic rather than pessimistic. In the medium term, A shares are currently in a transition period in a bull market.
Haitong Securities analysis said that in the past week, the liquidity risk in the European and American markets has eased, the G20 has begun to fight the epidemic, the global stock market has rebounded, domestic policies are expected to increase, and the dawn of A shares is slightly. However, the global anti-epidemic situation is still in a difficult time in the future, and the market may still be cloudy and sunny. Really entering a sunny trendy rise will need to wait for the turning point of overseas epidemics and the recovery of domestic fundamental data. (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.)