Sino-Singapore Jingwei client April 2nd, Thursday (2nd), the two cities closed strongly. After the three major stock indexes opened slightly lower, they fluctuated and rebounded, and accelerated to high in the afternoon. The Shenzhen Component Index recovered the 10,000-point mark, and the GEM index stood at the 1900-point mark. From the perspective of the disk, the industry sector is almost all red, and the oil sector is leading the rise.

As of the close, the Shanghai Composite Index was reported at 278.64 points, an increase of 1.69%, and the transaction volume was 233.112 billion yuan; the Shenzhen Component Index was reported at 10179.20 points, an increase of 2.28%, and the transaction volume was 364.617 billion yuan; the GEM Index was reported at 1916.95 points, an increase of 2.8%.

As for individual stocks, 3,323 stocks rose, of which 150 stocks such as Zhongke Shuguang, Potential Hengxin, Hongda Blast rose more than 5%. 419 stocks fell, of which 14 stocks such as Liqun, Aonong Bio, and New Dairy fell more than 5%.

In terms of turnover rate, a total of 36 stocks had a turnover rate of more than 20%, of which Huifa Foods had the highest turnover rate of 50.36%.

As of the previous trading day, the financing balance of the Shanghai Stock Exchange was reported at 559.306 billion yuan, an increase of 2.997 billion yuan over the previous trading day, and the balance of margin trading was reported at 12.595 billion yuan, an increase of 1.609 billion yuan over the previous trading day. The financing balance of the Shenzhen Stock Exchange was reported at 483.69 billion yuan. , An increase of 43.118 billion yuan over the previous trading day, and the balance of margin trading was reported at 5.548 billion yuan, an increase of 2.72 billion yuan over the previous trading day. The balance of margin financing and securities lending of the two cities totaled 106.139 billion yuan, an increase of 50.444 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 5.957 billion yuan, of which the net inflow of Shanghai Stock Connect was 2.969 billion yuan, the balance of funds on the day was 49.931 billion yuan, and the net inflow of Shenzhen Stock Connect was 2.988 billion yuan. The balance was 49.012 billion yuan; the net inflow of southbound funds was 100 million yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect was 100 million yuan, the balance of funds on the day was 42 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect was 10 million yuan, and the balance of funds on the day was 42 billion yuan.

Industry sector gains

On the disk, the industry sector is almost all red, with oil, telecommunications operations, semiconductors, communications equipment, components, software services, IT equipment and other sectors leading the gains; only the agriculture, forestry, animal husbandry and fishery, food and beverage sectors fell.

List of gainers in the oil sector

The oil sector led the rally strongly, with Taishan Petroleum, Shanghai Petrochemical and other six stocks trading on a daily basis.

Conceptual gains

The concept plate was almost full, and the photolithography machine, combustible ice, gallium nitride, oil and gas reform, data center, remote office, chip and other plates saw gains. The five sectors including seed industry, pork, artificial meat, aquatic products, and ecological agriculture fell. .

In terms of news, on April 1, National Petroleum and Natural Gas Pipeline Network Group Co., Ltd. and China National Offshore Oil Group Co., Ltd. signed an agreement on the transfer of management rights for oil and gas infrastructure projects. According to the agreement, CNOOC will transfer part of the project management rights to the State Pipe Network Group, and the State Pipe Network Group will accelerate the advance and construction of the transferred project. This is the first formal acceptance of oil and gas infrastructure assets from three barrels of oil since the establishment of the national pipeline network on December 9, 2019.

Looking ahead, Guoxin Securities believes that although the global market has experienced significant dives due to the impact of the epidemic, A-shares have performed very strongly, highlighting a strong allocation value. High-frequency data in recent days show that the capital of Northbound is gradually returning. From a medium and long-term perspective, I believe that foreign capital will continue to increase the allocation of A shares.

The Shanxi Securities Strategy Report pointed out that the A-share shock market continued, and there were more sudden negatives under the worsening of the epidemic, which increased the uncertainty of the market trend. Investors are advised to focus on allocation, with limited trading opportunities 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.)