The China-Singapore Jingwei client reported on June 2 that the A-shares opened higher, with the Shanghai Index reporting at 2916.32 points, an increase of 0.03%; the Shenzhen Component Index at 11133.62 points, an increase of 0.28%; the GEM Index at 2164.99 points, an increase of 0.31%.
Shanghai and Shenzhen stock market opening performance source: Wind
On the disk, sectors such as commercial property management, hotels, tourism comprehensive, air transportation, and metal products led the gains; garden engineering, gold, biological products, gas, and banking sectors led the decline.
Local stocks in Hainan are collectively active, with multiple stocks in Hyde, Dadonghai A, Huawen Group and other daily limit. On the news side, on the evening of the 1st, the Central Committee of the Communist Party of China and the State Council issued the "Overall Plan for the Construction of Hainan Free Trade Port", which proposed that by 2025, a free trade port policy system focusing on free trade facilities and free investment facilities should be initially established. The business environment has generally reached the first-class level in the country, the market main body has grown substantially, the industrial competitiveness has been significantly improved, the risk prevention and control is strong and effective, the laws and regulations adapted to the construction of free trade ports have been gradually improved, and the quality and benefits of economic development have been significantly improved.
In terms of individual stocks, 1820 stocks rose, among which 68 stocks such as Straits, Yaxiang Integrated and ST Tiancheng rose more than 5%. 1,213 stocks fell, among which 5 stocks such as Chengbang, Foran Energy, Fulin Precision and others 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 153 million yuan, of which the net inflow of Shanghai Stock Connect was 13 million yuan, the balance of funds on the day was 51.987 billion yuan, and the net inflow of Shenzhen Stock Connect was 140 million yuan. The balance is 51.86 billion yuan; the net inflow of southbound funds is 785 million yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 672 million yuan, the balance of funds on the day is 41.328 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 113 million yuan, and the balance of funds on the day is 41.887 billion yuan.
Yang Delong, chief economist of Qianhai Open Source Fund, pointed out that the market may usher in an opportunity to turn over in advance in June. The main driving factor is the big rebound in the global capital market. Benefiting from economic recovery expectations and the Fed’s unlimited quantitative easing policy, a series of easing measures have made US stocks rebound strongly. The A-share market rebounded in June after the A-share market took the lead in strengthening. An important driver. Secondly, from the perspective of funds, the government work report clearly stated that future interest rate cuts and quasi-rate reductions will be adopted to stimulate economic recovery. The possibility of market interest rate cuts and quasi-rate cuts is relatively high in June, which may become a new market rise power. The third is the improvement of the economy. On May 31, the National Bureau of Statistics announced the China Purchasing Managers Index PMI in May. Although the manufacturing PMI fell slightly by 0.2 percentage points from the previous month, it was still in the expansion range.
Gui Haoming, chief market expert of Shenwan Hongyuan Research Institute, believes that from the current point of view, the broader market still needs to cooperate with a variety of factors to continue to rise, especially whether technology stocks can continue to lead the rise. Gui Haoming reminded that next we can pay more attention to the performance of technology stocks. In general, the market should have certain rebound conditions, but it will not hit 3,000 points immediately. Although the attack is a big trend, it will not be particularly strong. Therefore, investors should avoid chasing highs when operating. (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.)