China-Singapore Jingwei client, June 1st, today (1st) is the first trading day of A-shares in June, the three major indexes opened up collectively, the Shanghai Index reported 2871.96 points, up 0.69%; Shenzhen Component Index reported 10837.49 points, up 0.85%; the GEM index reported 2105.24 points, up 0.89%.
Shanghai and Shenzhen stock market opening performance source: Wind
On the disk, brokerage stocks led the rise in both markets, and individual stocks rose across the board; medical equipment, home appliances, media, computers, semiconductors and other sectors rose the top. A small number of sectors such as petroleum, new materials, textile manufacturing, and papermaking are green.
In terms of concept stocks, concept stocks such as bicycle sharing, fentanyl, webcast, HIT battery, and consumer finance were active; concept stocks such as rare earth permanent magnet, genetically modified, and characteristic towns were lower.
In terms of individual stocks, 2,546 individual stocks rose, among which 42 individual stocks such as Leading Zhizao, Zhonglu and Youyou Foods rose more than 5%. 686 stocks fell, of which 19 stocks such as Jintian Copper, Boyun New Materials, Tianhai Defense fell more than 5%.
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 Baiao Intelligent, Juzi Technology, Zhongke Haixun, Huachen Equipment, and Jiuquan. The top five stocks that flowed out were Baiao Intelligent, Juzi Technology, Zhongke Haixun, Zhongke Haixun, China. Chen equipment, long-term shares. The top five influential themes are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reforms, and the top five outflowing concepts are O2O concepts, cotton, UHV, wind power, and Shenzhen state-owned asset reforms.
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 237 million yuan, of which the net inflow of Shanghai Stock Connect was 102 million yuan, the balance of funds on the day was 51.898 billion yuan, and the net inflow of Shenzhen Stock Connect was 135 million yuan. The balance is 51.865 billion yuan; the net inflow of southbound funds is 696 million yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 608 million yuan, the balance of funds on the day is 41.392 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 88 million yuan, and the balance of funds on the day is 41.912 billion yuan.
Looking back on May, A shares collectively became popular on the last trading day of the month (May 29). The Shanghai index closed up 0.22% and the GEM index closed up 1.54%. Overall, the Shanghai Composite Index fell 0.27% in May, and once stood at 2,900 points during the period; the Shenzhen Component Index rose 0.23%, and the GEM Index rose 0.83%.
Looking forward to June, CITIC Securities believes that under the influence of overseas disturbances and fundamental repairs, the A-share market is expected to be in an overall balanced state with limited index fluctuations.
CITIC Securities said that in terms of rhythm, the market environment in the first half of June was relatively good. First of all, overseas disturbances are in a period of frequent occurrence in June, but the actual impact is limited. At the same time, the overseas epidemic is still spreading, the pressure on emerging markets is greater, and the US epidemic may be repeated. Secondly, driven by policies, the fundamental fill-up expectations are strengthened, and the domestic economy quickly returned to normal levels in June; if the RRR cuts and interest rates are lowered and the tension at the end of the month is eased, the market's concerns about macro liquidity will also be repaired. Moreover, if the resonance of various types of funds weakens, the market structure will be rebalanced; external disturbances affect the pace of foreign capital inflows, but the inflow trend remains unchanged; the willingness to reduce positions in public offerings is limited, and parallel positions will be adjusted more frequently.
Guangdong Development Securities said that the recent market volatility has intensified, and the Shanghai index is facing some resistance in the 2900-point area. In June of the past years, the market is relatively flat, with defensive attributes prominent, and the short-term market may enter a shock consolidation phase. However, as far as the overall environment in June is concerned, the downward adjustment of the index is controllable, and the actual impact of external disturbances is limited. The index is expected to consolidate, with a higher probability of restraining and then rising.
Guosheng Securities pointed out that the short-term market will still be dominated by shocks. First of all, in the face of the complex internal and external situation, easing remains the key tone of the medium and long-term policy, and subsequent structural fiscal policies such as further fiscal easing and monetary easing as well as new infrastructure will continue to be released. Secondly, regarding external risks, both psychologically and technically have made worse plans and better preparations. In the short term, it may still restrict the wind preference of some sectors, but it will not pose a systemic risk to the market. Therefore, there is no major risk in the index, and it is not recommended to systematically reduce positions. Subsequent recommendations are to continue to maintain a long-term thinking, select the structure during the shock period, and lay out the future. (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.)