China-Singapore Jingwei client, April 30 (Thursday 30), the last trading day before the May Day, the three major A-share indexes opened higher and moved higher. Semiconductors led the outbreak of technology stocks, and the market's main lines of agricultural food, medicine and other anti-epidemic sectors have retreated. Market sentiment is gradually active, and emotions are picking up.
Screenshot source: Wind
As of the close, the Shanghai Index reported 2860.08 points, an increase of 1.33%, with a turnover of 277.441 billion yuan; the Shenzhen Component Index reported 10721.78 points, an increase of 1.97%, and a turnover of 401.657 billion yuan; the GEM Index reported 2069.43 points, an increase of 1.92%; the Shanghai 50 Index reported 2861.91 points, an increase of 0.6%.
On the disk, the industry sector is almost all over the board, with semiconductors, telecommunications operations, IT equipment, components, and communication equipment gaining the most growth, with only a few sectors such as daily-use chemicals, food and beverage, and healthcare falling.
The concept sector also rose most, with lithography machines, gallium nitride, chips, consumer electronics, information security and other sectors leading the gains, while the ST sector, glyphosate, pork and other sectors fell. The chip sector set a daily limit, and 16 stocks, such as Juchen, China Microelectronics, and China Science and Technology Chuangda, set daily limits.
In terms of individual stocks, 3159 individual stocks rose, among which 149 individual stocks such as Ningbo Huaxiang, Ninestar and Tenbon International rose more than 5%. 567 stocks fell, of which 40 stocks such as ST Changjiu, ST Qunxing, ST Tianbao fell more than 5%.
In terms of turnover rate, a total of 30 stocks have a turnover rate of over 20%, of which Ruixin Technology has the highest turnover rate of 65.41%.
In terms of capital flow, the top five inflows in the industry sector are computer applications, electronics manufacturing, semiconductors, optical optoelectronics, and chemicals. The top five outflows are computer applications, electronics manufacturing, semiconductors, real estate development, and banks. The top five stocks flowing into the top five are Wentai Technology, TCL Technology, Changdian Technology, BOE A, and Zhaoyi Innovation. The top five stocks outflowing are Wentai Technology, Hanlan, Changdian Technology, Yili, TCL Technology. 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 Shanghai Stock Exchange financing was 543.685 billion yuan, a decrease of 12.625 billion yuan from the previous trading day, and the margin balance was 15.376 billion yuan, an increase of 4.389 billion yuan from the previous trading day; the Shenzhen Stock Exchange financing balance was 484.858 billion yuan. This is an increase of 44.286 billion yuan from the previous trading day, and the margin balance was reported at 6.443 billion yuan, an increase of 3.616 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1050.362 billion yuan, an increase of 39.66 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.
Northeast Securities believes that the tourism, film and television and other leisure service industries are beginning to gradually fade away, and the “May Day” holiday is approaching, and consumption promotion policies are continuously introduced, and the operation of the sector is expected to accelerate. Under the influence of the epidemic, the industry concentration will be further improved. Leading companies have clear growth paths and obvious competitive advantages, and are expected to usher in a rebound in performance first.
Galaxy Securities said that the market rally driven by the repair of market sentiment was initially completed, and fundamental factors have become an important factor influencing the market. The current situation of overseas epidemic control is still uncertain, and the market has insufficient momentum to rise. The short-term market will wait for the accumulation of upward momentum, which requires a certainty signal to improve fundamentals, or the adjustment of market trends in time and space. In the medium and long term, we are optimistic about the investment opportunities when the A-share market is low. The current Chinese policy signal is clear and the economy is gradually returning to production. The impact of the epidemic on the economy is different from the economic crisis caused by the mismatch of traditional resources. The economy will be quickly repaired after the epidemic. (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.)