The Sino-Singapore Jingwei client reported on June 1 that the Shanghai and Shenzhen markets continued to rise after opening higher, with the Shanghai index standing at 2,900 points; the Shenzhen Component Index and the Growth Enterprise Market Index rose more than 3%.
As of midday closing, the Shanghai Index reported 2908.48 points, an increase of 1.97%, with a turnover of 183.603 billion yuan; the Shenzhen Component Index reported 11073.88 points, an increase of 3.05%, and a turnover of 277.111 billion yuan; the GEM Index reported 2149.82 points, an increase of 3.03%.
Shanghai Stock Exchange early trading trend source: Wind
On the disk, the industry sector rose across the board, with the electronics manufacturing sector leading the gains. Ramblers, Jingyan Technology, Netac Intelligence and other stocks collectively set daily limits. Brokerage stocks rose across the board, BOC Securities had a daily limit, and Guojin Securities, Nanjing Securities, Hongta Securities, etc. were among the top gainers. Semiconductors, computers, media, communications equipment, optical optoelectronics and other sectors are among the top gainers; oil, gas, water, and aquaculture sectors are relatively narrower.
In terms of concept stocks, capital leaders, smart speakers, wireless headsets, Apple Concepts, augmented reality, etc. led the gains, while beer, etc. led the decline.
In terms of individual stocks, 3548 stocks rose, of which 149 stocks such as Fengyuzhu, Zhongqi and Huatian Technology rose more than 5%; 226 stocks fell, of which 11 stocks such as Changchun Gas, Mulinsen and Hongda Mining fell More than 5%. N Kaidi landed on the Shanghai Stock Exchange today, a 44% surge was suspended, and the offer price was 133.33 yuan; Guizhou Maotai's stock price rose to a record high of 1405.80 yuan in early trading.
In terms of turnover rate, a total of 11 stocks have a turnover rate of over 20%, of which Perry shares have the highest turnover rate of 63.38%.
In terms of capital flow, the top five inflows in the industry sector are securities firms, electronics manufacturing, computer applications, optical optoelectronics, and chemicals. The top five outflows are securities firms, computer applications, electronics manufacturing, marketing communications, and semiconductors. The top five inflowing stocks are Tianqi Lithium, Dongfang Fortune, Wuliangye, BOE A, and Luxeon Precision. The top five outflows are Perry, Tianqi Lithium, Dongfang Fortune, Shengshi Technology, Kangtai Biology. The top five influential conceptual themes are financing and securities lending, underlying securities lending, Shenzhen Stock Connect, MSCI concept, and Shanghai Stock Connect. 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 10.325 billion yuan, of which the net inflow of Shanghai Stock Connect was 3.281 billion yuan, the balance of funds on the day was 48.719 billion yuan, and the net inflow of Shenzhen Stock Connect was 7.044 billion yuan. The balance is 44.956 billion yuan; the net inflow of southbound funds is 1.374 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 407 million yuan, the balance of funds on the day is 41.593 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 967 million yuan, and the balance of funds on the day is 41.033 billion yuan.
Regarding the trend of the A-share market in June, Anxin Securities pointed out that although the market may fluctuate in the short term due to the influence of Sino-US relations and other factors, the core of the A-share market still has to grasp the general trend of "recovering cattle" in the next few months. In the short term, if there is a significant adjustment due to concerns about China and the United States, it is an opportunity that needs to be seized.
CICC believes that looking forward, China's resumption of production and production is expected to continue to deepen, and there may be a clear recovery in more areas, the overseas epidemic situation may continue to show a trend of peaking and falling, and China's external demand prospects may also have marginal improvement. At the same time, although the market valuation is structurally differentiated, the overall valuation is not high. The valuation of some domestic demand-related sectors is still low, and the market liquidity is relatively ample. Therefore, it is not appropriate to be overly pessimistic about the market prospects. In June, it is still recommended to continue to explore structural opportunities around the theme of deepening recovery, including new economic areas such as domestic demand consumer services, as well as new infrastructure and housing-related industrial chains. Household light industry, food and beverage, automobiles and parts, hotel tourism, leading real estate, building materials, new energy automobile industry chain, etc. (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.)