China-Singapore Jingwei client, April 29 (Wednesday), the three major A-share indexes opened lower and then rose, approaching midday shocks and falling, running weakly throughout the day. The banking and transportation facilities sector is strong, and the hotel and catering sector is moving up.

Screenshot source: Wind

  As of the close, the Shanghai index reported 2822.44 points, an increase of 0.44%, and the volume of transactions was 222.72 billion yuan; the Shenzhen Component Index reported 10514.17 points, an increase of 0.12%, and the volume of transactions was 310.082 billion yuan; the GEM index reported 2030.48 points, a decrease of 0.01%; the Shanghai 50 Index reported 2844.81 points, an increase of 0.7%.

  On the disk, the industry sector was almost mixed, with the hospitality, banking, insurance, transportation facilities, and building materials sectors leading the way, with food and beverage, agriculture, forestry, animal husbandry, fishing, daily-use chemicals, diversified finance, and brewing sectors leading the decline.

  The concept sector fell more and less, and the seed industry, artificial meat, biological vaccine, pork, ecological agriculture and other sectors fell in the forefront, and the housing, glyphosate, horse racing concept, East Asia Free Trade, consumer electronics and other sectors led the rise.

  In terms of individual stocks, 1,732 stocks rose. Among them, 144 stocks such as Aikedi, Huace Film and Television, and Shengxunda rose more than 5%. 1904 stocks fell, of which 141 stocks such as Yasheng Group, ST Antong and Fuxiang Pharmaceuticals fell more than 5%.

  In terms of turnover rate, a total of 27 stocks have a turnover rate of more than 20%, of which Zhongyuan Home Furnishing has the highest turnover rate of 75.94%.

  In terms of capital flow, the top five inflows in the industry sector are banks, real estate development, food processing, chemicals, and optoelectronics. The top five outflows are food processing, banking, beverage manufacturing, computer applications, and real estate development. The top five inflows are Yili, China Merchants Bank, Crystal Optoelectronics, China Ping An, and Dakang Agriculture. The top five outflows are Yili, Hanlan, Huiding Technology, Supply and Marketing Daji, Dakang agriculture. The top five influential conceptual themes are financing and margin trading, underlying securities conversion, MSCI concept, Shenzhen Stock Connect and Shanghai Stock Connect, and the top five outbound conceptual themes are financing and margin financing, target securities and MSCI concepts , Shenzhen Stock Connect, Shanghai Stock Connect.

  As of the previous trading day, the balance of the Shanghai Stock Exchange ’s financing was reported at 546.179 billion yuan, a decrease of 9.59 billion yuan from the previous trading day, and the margin balance at 153.93 billion yuan, an increase of 4.407 billion yuan from the previous trading day; This is an increase of 45.353 billion yuan from the previous trading day, and the margin balance was reported at 6.449 billion yuan, an increase of 3.621 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,054.8486 billion yuan, an increase of 43.791 billion yuan from 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 inflow of northbound funds was 2.604 billion yuan, of which the net inflow of Shanghai Stock Connect was 736 million yuan, the balance of funds on the day was 51.264 billion yuan, and the net inflow of Shenzhen Stock Connect was 1.868 billion yuan. The balance is 50.132 billion yuan; the net inflow of southbound funds is 1.978 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 706 million yuan, the balance of funds on the day is 41.294 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 1.272 billion yuan, and the balance of funds on the day is 40.728 billion yuan.

  Jufeng Investment Gu believes that the current three major factors of sentiment, policy and valuation affect market trends. The medium and long-term lines are improving, and the short-term direction is still unclear, but the impact of overseas markets is getting smaller and smaller. Current performance disclosure is nearing its end, and valuation has become a short-term risk point. As the May 1st holiday is approaching, the market will shrink and the long and short saws will prevail.

  CITIC Construction Investment said that before the holiday effect, the downturn may continue to maintain a narrow range of shocks, after the holiday, it may choose the direction according to the latest news. At present, there is no obvious logical pressure on the market in May. The market may be Mainly to rebound repair. However, market opportunities are still likely to be reflected in the rotation and structural opportunities between the sectors. Investors are advised to use performance as the main line, carefully look for industries and leading stocks with low bottom valuation and good performance growth, properly absorb low potential, and wait for market rotation opportunities. (Sino-Singapore Jingwei app)

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