Sino-Singapore Jingwei client, May 12th, early trading on the 12th, the Shanghai and Shenzhen markets maintained a volatile operation, and the decline near midday has expanded.
As of midday closing, the Shanghai Composite Index reported 2877.71 points, a decrease of 0.59%, and the trading volume was 138.062 billion yuan; the Shenzhen Component Index reported 10908.08 points, a decrease of 0.56%, and the trading volume was 210.425 billion yuan; the GEM Index reported 2099.35 points, a decrease of 0.17%; the Shanghai 50 Index At 2860.75 points, a decrease of 0.39%.
Shanghai Stock Exchange early trading trend source: Wind
On the disk, the computer sector led the decline, with Guangyun Technology, Lexus Software, and Shenzhou Yuetai leading the decline. Most sectors such as communications equipment, semiconductors, new materials, electronics manufacturing, automobiles, and non-ferrous metals have fallen.
The food sector led the rise against the market, Anji Foods set a daily limit, and Huangshanghuang, Huifa Foods, and Aipu shares followed the rise. The medical device sector is active, and multiple stocks such as Mike Biological, Nine Strong Biological, and Wantai Biological collective limit.
In terms of concept stocks, food and beverage, virus detection, cosmetics, beer, gene sequencing and other gains were among the top gainers; unmanned banks, Facebook concepts, digital currencies, lithography machines, and superconducting concepts were among the top decliners.
In terms of individual stocks, 706 individual stocks rose, among which 74 individual stocks such as Tianhai Defense, ST Zhongan, Yingfeng Environment rose more than 5%. 3016 stocks fell, of which 56 stocks such as Jincai Internet, Zhongwei Electronics, ST Rock and others fell more than 5%.
In terms of turnover rate, a total of 23 stocks have a turnover rate of over 20%, of which Huashengchang has the highest turnover rate of 42.82%.
In terms of capital flow, the top five inflows in the industry sector are special equipment, chemicals, computer applications, auto parts, and food processing. The top five outflows are communications equipment, computer applications, optical optoelectronics, special equipment, and chemicals. The top five inflowing stocks are Leo, Ziguang Guowei, Rongda Photographic, Gree Electric, Xugong Machinery, and the top five outflows are Gaohong, Zhongtian Technology, Weiming Pharmaceutical, BOE A, New agricultural development. The top five influential conceptual themes are financing and margin trading, underlying securities conversion, Shenzhen Stock Connect, MSCI concept, and Shanghai Stock Connect, and the top five outbound conceptual themes are financing and margin trading, target securities and Shenzhen stock Connect, MSCI Concept, Shanghai Stock Connect.
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 1.433 billion yuan, of which the net inflow of Shanghai Stock Connect was 694 million yuan, the balance of funds on the day was 51.306 billion yuan, and the net inflow of Shenzhen Stock Connect was 739 million yuan. The balance is 51.261 billion yuan; the net inflow of southbound funds is 2.155 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 913 million yuan, the balance of funds on the day is 41.078 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 1.242 billion yuan, and the balance of funds on the day is 40.758 billion yuan.
Regarding the market outlook, GF Strategy believes that the A-share market is "gradually entering a better position." A-shares have shifted from a "performance write-down + easing overweight" to a "profit repair + maintaining easing" combination. Historical experience shows that this is the most friendly combination in the equity market, and even if the external environment changes are disturbed, it will not constitute a major impact.
In terms of configuration, Centaline Securities believes that policy hedging will remain the dominant logic of A shares for some time to come. With the abolition of foreign investment quotas, it is conducive to consumer blue chips and technology leaders to consolidate their current advantages. In the short term, they continue to be optimistic about the main line of consumption + technology. At the same time, the short-term pricing basis of assets such as gold, which has performed strongly this year, is still relatively strong, so the relevant sectors have certain toughness. Short-term recommendations focus on precious metals, new energy vehicles, 5G, food and beverage, medicine, digital currency concepts and other sectors; long-term recommendations continue to focus on finance, infrastructure, precious metals and high-quality growth stocks. (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.)