Sino-Singapore Jingwei client July 2 A shares opened lower on the 2nd, the Shanghai stock index continued to rise in early trading and rose more than 1%; the GEM index fell after a high, and closed down in midday. The net inflow of capital going north exceeded 9 billion yuan.
Shanghai Stock Exchange early trading trend source: Wind
As of midday closing, the Shanghai index reported 3061.10 points, an increase of 1.16%, and the turnover was 255.755 billion yuan; the Shenzhen Component Index reported 12217.53 points, an increase of 0.86%, and the turnover was 342.447 billion yuan; the GEM index reported 2418.89 points, a decrease of 0.03%.
On the disk, the major industry sectors were close to rising across the board, and the stocks of brokerages were collectively popular. Zhejiang Securities, Shanxi Securities, and Guojin Securities had daily limits; the beverage manufacturing sector was active, and the gold seed liquor, Yanghe shares, and Mogao shares had daily limits. Luzhou Laojiao University It rose more than 8%, and Guizhou Maotai rose nearly 3%; real estate stocks continued to strengthen, and the World Bank, Gree Real Estate, and Greenland Holdings daily limit. Insurance, coal, logistics, petroleum, semiconductors and other sectors rose the most.
In terms of concept stocks, yesterday's daily limit, capital leader, REITs, iQiyi concept, EDA design software and other gains were among the top gainers; pesticides and veterinary drugs, 3D cameras, Toutiao concept, chicken farming, and shared bicycles were among the top decliners.
In terms of individual stocks, 2581 stocks rose, of which 149 stocks such as Huatong shares, open-air coal industry, and light media rose more than 5%. 1110 stocks fell, of which 13 stocks including Lier Chemical, Tianmao Retreat and ST Cody fell more than 5%.
Near midday, LeTV once opened the daily limit during the retreat, with a turnover of more than 90 million yuan. This stock has been in a continuous trading limit for 17 consecutive trading days. On the news, Jia Yueting published an open letter earlier today saying that the personal bankruptcy reorganization procedure applied for in the United States was finally completed and the reorganization plan took effect; he has never forgotten LeTV stockholders and has reserved no more than 10% of the creditor trust, Contingent compensation for LeTV shareholders.
In terms of turnover rate, a total of 7 stocks have a turnover rate of over 20%, of which Perry shares have the highest turnover rate of 45.08%.
In terms of capital flow, the top five inflows in the industry sector are securities firms, real estate development, computer applications, semiconductors, and beverage manufacturing. The top five outflows are securities firms, real estate development, beverage manufacturing, computer applications, and Internet media. The top five inflowing stocks are Zhongke Shuguang, Caesar Culture, Changdian Technology, Leo shares, and Zheshang Securities, and the top five outflowing stocks are Caesar Culture, Gree Real Estate, Ziguang Guowei, Zheshang Securities, Dawn of Zhongke.
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 the medium and long term, we will continue to grasp the main lines of economic recovery and macro-policy, focusing on optional consumer themes and the concepts of technology and new infrastructure such as 5G, data centers and charging piles.
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. It is recommended to respect the trend. In addition to the group with the strongest capital direction, 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.)