The Sino-Singapore Jingwei client on July 9th, the three major A-share stock indexes continued to go hand in hand. The Shanghai and Shenzhen Component Indexes rose for 8 consecutive trading days, and the GEM Index rose for 6 consecutive trading days. The three major stock indexes fluctuated higher after opening near the flat line, and the Shenzhen stock index performed better than the Shanghai index. Among them, the GEM index reached a new high since 2016. The turnover of the two cities exceeded 1.5 trillion for four consecutive trading days. From a disk perspective, the growth of communications equipment, shipping, medical care and other sectors is ahead. The Science and Technology Board Guodun Quantum rose more than 1000% in the first day of listing, setting a record for the first day of the Science and Technology Board.
As of the close, the Shanghai Index reported 3450.59 points, an increase of 1.39%, and the turnover was 7514.07 billion yuan; the Shenzhen Component Index reported 13754.74 points, an increase of 2.6%, and the turnover was 974.78 billion yuan; the GEM Index reported 2757.65 points, an increase of 3.98%.
In terms of individual stocks, 3408 stocks rose, among which 149 stocks such as Feikai Materials, Feitian Integrity, and Gaomeng New Materials rose more than 5%. 389 stocks fell, of which 1 stock such as the delisting Meidu fell more than 5%.
In terms of turnover rate, a total of 67 stocks have a turnover rate of over 20%, of which Zhongtai Securities has the highest turnover rate of 46.86%.
As of the previous trading day, the balance of Shanghai Stock Exchange financing was 657.756 billion yuan, an increase of 101.446 billion yuan from the previous trading day, and the margin balance was 28.108 billion yuan, an increase of 17.122 billion yuan from the previous trading day. The financing balance of Shenzhen Stock Exchange was 602.943 billion yuan. , An increase of 162.371 billion yuan compared with the previous trading day, the margin balance was reported to 12.535 billion yuan, an increase of 9.707 billion yuan compared to the previous trading day. The balance of margin financing and securities lending in the two cities totaled 130.341 billion yuan, an increase of 290.646 billion yuan from the previous trading day.
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 10.528 billion yuan, of which the net inflow of Shanghai Stock Connect was 4.519 billion yuan, the balance of funds on the day was 47.481 billion yuan, and the net inflow of Shenzhen Stock Connect was 6.009 billion yuan. The balance is 45.91 billion yuan; the net inflow of southbound funds is 7.21 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 3.513 billion yuan, the balance of funds on the day is 38.487 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 3.697 billion yuan, and the balance of funds on the day is 38.303 billion yuan.
Industry sector gains list
On the disk, the industry sector was popular across the board, with sectors such as communications equipment, shipping, healthcare, commercial chains, coal, nonferrous metals, and the Internet leading the way.
Concept board gains list
The concept sector rose across the board, with gold concepts, lithography machines, vitamins, seed industry, new retail, biological vaccines, sub-new stocks, artificial meat and other sectors gaining higher gains.
In terms of news, the China Securities Regulatory Commission exposed 258 illegal platforms for off-site funding on the 7th and 8th. For off-site funding activities, the CSRC will continue to increase monitoring efforts, actively investigate and deal with it, promptly expose it, and strictly punish in accordance with the law; if the crime is suspected, it will be transferred to the public security organ for investigation and prosecution, and criminal responsibility will be investigated according to law. In this regard, Li Zhan, chief economist of Zhongshan Securities, believes that for the stock market, a healthier and legally compliant market platform is more conducive to the development of the stock market. The announcement of the investigation platform at this point is a suppression of violations. Severe punishment for harming the interests of investors and encouragement for the healthy development of the market.
Looking ahead, Tianfeng Securities pointed out that market sentiment is still high, but the market is generally concerned about the sustainability of this market. At present, the valuation of the low valuation sector led by Big Finance has been fixed. After the valuation gap has converged, it is still optimistic about the imagination and the valuation flexibility. In the bull market, technology stocks with higher stock price flexibility become the core of the next rotation. direction.
Huatai Securities reminded that July 22 was the peak period for the lift of the science and technology board during the year, of which the share of market capitalization of venture capital institutions lifted the ban accounted for 79%. The scale of lifting some bans accounted for a large proportion of their market value in circulation, and may face greater liquidity pressure in the short term. (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.)