The Sino-Singapore Jingwei client started trading early on July 1. The A-shares opened higher and the Shanghai index continued to climb, returning to 3000 points after 4 months. The GEM index performed weakly and closed down in midday.
As of midday closing, the Shanghai Index reported 3011.77 points, an increase of 0.91%, and the turnover was 207.684 billion yuan; the Shenzhen Component Index reported 12114.21 points, an increase of 1.02%, and the turnover was 299.437 billion yuan; the GEM index reported 2429.54 points, a decrease of 0.36%.
Shanghai Stock Exchange early trading trend source: Wind
On the plate, liquor stocks collectively reveled. Guizhou Moutai shares stood at 1,500 yuan, Wuliangye stood at 180 yuan, and Luzhou Laojiao stood at 100 yuan, all hitting record highs; multiple shares such as Sake Wine, Jiugui and Shanxi Fenjiu also refreshed. A record high.
Real estate stocks rose sharply, Xinhualian, Greenland Holdings, China Communications Real Estate, Shenzhengye A, Sunshine City and other stocks daily limit; brokerage stocks rose, Zheshang Securities impacted daily limit; farming industry, tourist attractions, retail, media, white goods and other sectors rose Top.
In terms of concept stocks, the concepts of duty-free shops, housing leasing, and capital leaders led the gains; Hangzhou Asian Games, Special Steel Concepts, unmanned banks, blood products, in vitro diagnostics, and others led the decline.
In terms of individual stocks, 1984 individual stocks rose, including Bailian, Shanxi Fenjiu, Broadcom Integration and other 149 stocks rose more than 5%; 1,645 stocks fell, of which Tianmao retired, Limin shares, Yangzi New Materials and other 23 stocks fell More than 5%.
In terms of turnover rate, a total of 13 stocks have a turnover rate of over 20%, of which Zhengchuan shares have the highest turnover rate of 45.04%.
In terms of capital flow, the top five inflows in the industry sector are real estate development, beverage manufacturing, computer applications, brokers, and semiconductors, and the top five outflows are computer applications, real estate development, Internet media, beverage manufacturing, and brokers. The top five stocks that flowed into the top five were Provincial Guangzhou Group, Luzhou Laojiao, China Zhongfang, Vanke A, and Cross-border Connect. The top five stocks that flowed out were Outega, Cross-border Connect, China CDF, and XD Wangfu. Well, Provincial Broadcasting Group.
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 capital was 277 million yuan, of which the net outflow of Shanghai Stock Connect was 676 million yuan, the balance of funds on the day was 52.676 billion yuan, and the net inflow of Shenzhen Stock Connect was 953 million yuan. The balance is 51.047 billion yuan; the net inflow of southbound funds is 6.279 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 2.164 billion yuan, the balance of funds on the day is 39.836 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 4.115 billion yuan, and the balance of funds on the day is 37.885 billion yuan.
Soochow Securities said that the rebound trend of the growth-oriented style led by the GEM is still expected to maintain a strong trend in the short term. Under the current market environment of wide liquidity, low valuation and low interest rates, stock assets still have large Attractive, and short-term stock selection should consider the mid-term performance, only the performance exceeds expectations, short-term may have excess returns. Shanxi Securities pointed out that the A-share trading volume has recently risen, and the future market rotation may continue, which can maintain a relatively optimistic attitude towards the overall A-share market.
In terms of configuration, Zhongtai Securities believes that technology and consumption are still the main directions. Compared with index research or total research, bottom-up research on industries and individual stocks is more effective in the current extremely differentiated market. The strategy investment strategy is relatively simple, and it is recommended to respect the trend. In addition to the direction of the strongest joint force of the above funds, the allocation ratio of blue chip stocks, especially industry leading stocks, can be appropriately increased. (China-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.)