China-Singapore Jingwei client April 30 (Thursday 30), the last trading day of A shares in April, the three major indexes opened higher. The Shanghai Composite Index opened 0.35% higher at 2,832.38 points; the Shenzhen Component Index opened 0.58% higher at 10,575.52 points; the GEM Index opened 0.70% higher at 2,204.68 points.
The rise and fall of A-share indexes. Source: Wind
On the disk, the transportation service sector led the way, with Spring Airlines, China Southern Airlines, Air China, China Eastern Airlines, etc. rising. Sectors such as insurance, semiconductors, and hotel and restaurant securities rose the most.
In terms of concept stocks, the lithography sector led the gains, with shares of Yongtai Technology, Rongda Photographics, and Guangxin Materials leading the gains. Concept stocks such as consumer electronics, smart TVs, Tesla and UHV were active.
In terms of individual stocks, 2,480 individual stocks rose, among which 44 individual stocks such as Air China, ST Fugang and Yinlun shares rose more than 5%. 866 stocks fell, including ST Kangmei, ST Qunxing, ST Zhongfu and other 28 stocks fell more than 5%.
Beijing Culture opened at a daily limit. On the news, it previously claimed to be the account of Lou Xiaoxi, former vice chairman of Beijing Culture, and reported Beijing Song Chairman Song Ge's "appropriation of funds, occupation of occupation, and performance fraud." Late at night on the 29th, Beijing Culture's official Weibo statement stated that Lou Xiaoxi, the company's former vice chairman, had fled overseas on suspicion of misappropriating funds. Lou Xiaoxi was formally filed by the Chaoyang Branch of the Beijing Public Security Bureau on January 19, and the case is currently under investigation.
In terms of capital flow, the top five inflows in the industry sector are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding, and the top five outflows are other transportation equipment, cultural media, internet media, marketing communications, Shipbuilding. The top five stocks that flowed into the top five were Jindan Technology, Besme, Compass, Juzi Technology, Taihe Technology, and the top five stocks outflowed were Jindan Technology, Besmey, Compass, Juzi Technology, Taihe Technology. The top five influential themes are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reform, and the top five out-of-the-box concepts are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned asset reform.
According to data from the China Foreign Exchange Trading Center, the central parity of RMB against the US dollar rose by 133 basis points to 7.0571.
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.
Everbright Securities believes that the current valuation of the A-share market is slightly undervalued. Although it is not significantly undervalued or overvalued, it is recommended that long-term investors and value investors can still adopt a strategy of buying back and building positions in batches. As the disclosure of the first quarterly report of listed companies is coming to an end, the impact of previous performance uncertainties on market risk appetite is expected to recede. Considering that the valuation of safe-haven assets such as essential consumer goods that investors have been clinging to has also increased significantly, the market is expected to "Cheap" or performance is expected to improve the plate to increase the configuration. Under the influence of counter-cyclical adjustment policies, the partial cyclic industries reflecting the gradual improvement of economic data are expected to become the main line of allocation in May. (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.)