The Sino-Singapore Jingwei client, Monday, July 20 (20th), after undergoing a major pullback last week, on the first trading day of this week, the three major A-share indexes rebounded significantly, collectively closed up, and the Shanghai index rose by more than 3%. Standing at 3300 points, the Shenzhen Component Index rose more than 2% and the GEM Index rose more than 1%. Almost all sectors of the industry sector are booming. Infrastructure, military, insurance, and brokerage stocks have advanced, while liquor and pharmaceutical stocks have performed poorly.

  Shanghai Stock Exchange time-sharing chart. Source: Wind

  As of the close, the Shanghai index rose 3.11% to 3134.15 points, with a turnover of 544 billion yuan; the Shenzhen Component Index rose 2.55% to 13448.85 points, with a turnover of 649 billion yuan; the ChiNext Index rose 1.31% to 2697.30 points, with a turnover of 204.6 billion yuan. yuan. The turnover of the two cities broke trillions for 13 consecutive trading days.

  On the disk, the ship sector led the gains, with CSSC Defence, CSSC Technology, China Heavy Industries' daily limit, and Tianhai Defence and Yaxing Anchor Chain surged more than 8%. The sectors of aviation, building materials, insurance, securities, nonferrous metals, papermaking, steel, coal and other sectors performed strongly.

  In addition, wine, medical care, tourism, hotel catering, food and beverage sectors rose last. The brewing sector saw the narrowest gains, ST Weilong daily limit, Yilit, Shuijingfang, Gujing Gongjiu, Jinshiyuan, etc. fell more than 3%, Wuliangye and Luzhou Laojiao fell more than 1%, and Guizhou Maotai fell slightly.

  In terms of concept stocks, the sectors of high-end equipment, support housing, national defense military, unmanned aerial vehicles, satellite navigation, special steel, rare earth permanent magnets and other sectors rose in the forefront. The national defense military industry sector set a daily limit, and nearly 40 stocks had daily limits. Concept stocks such as biological vaccines, immunotherapy, genetic concepts, vitamins, generic drugs, and smart medical care had narrower gains.

  In terms of individual stocks, 3532 individual stocks rose, among which 149 individual stocks such as Nanfang, Shengda Resources, Loncin and GM rose more than 5%. 318 stocks fell, of which 29 stocks such as Kanghua Bio, Meiya Optoelectronics, ST Long Investment fell more than 5%.

  In terms of turnover rate, a total of 24 stocks have a turnover rate of over 20%, of which Ganli Pharmaceutical has the highest turnover rate of 44.22%.

  As of the previous trading day, the balance of the Shanghai Stock Exchange’s financing was reported at 696.845 billion yuan, an increase of 140.535 billion yuan over the previous trading day, and the balance of margin trading was reported at 27.039 billion yuan, an increase of 16.05 billion yuan over the previous trading day; the financing balance of the Shenzhen Stock Exchange was reported at 637.994 billion yuan. This is an increase of 1974.23 billion yuan from the previous trading day, and the margin balance was reported at 14.243 billion yuan, an increase of 11.415 billion yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 13,761,121 million yuan, an increase of 365,426 million 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 outflow of northbound funds was 3.42 billion yuan, of which the net inflow of Shanghai Stock Connect was 3.539 billion yuan, the balance of funds on the day was 48.461 billion yuan, and the net outflow of Shenzhen Stock Connect was 6.959 billion yuan. The balance is 58.959 billion yuan; the net inflow of southbound funds is 5.267 billion yuan, of which the net inflow of Shanghai-Hong Kong Stock Connect is 2.936 billion yuan, the balance of funds on the day is 39.06 billion yuan, the net inflow of Shenzhen-Hong Kong Stock Connect is 2.331 billion yuan, and the balance of funds on the day is 39.669 billion yuan.

  For the current market, Aijian Securities believes that with the improvement of economic data, the expectation of liquidity will gradually weaken, and the current market sentiment is largely uncertain. At the same time, the power of performance is gradually increasing. As the disclosure of the mid-term report begins, performance will likely become the main driver of rising and falling stock prices. The rhythm of the market will gradually return to the previous turbulent trend, and the opportunity will also return to structural opportunities.

  Guoyuan Securities pointed out that in the short term, the negative impact of the epidemic situation and lifting of the ban on the market cannot be ignored. At the same time, in terms of market performance last week, market hotspots are accelerating, and individual stocks with more stable performance in the mid-term report are more resistant to decline. In terms of selection, short-term stocks can be favored by high-performance and low-value stocks. (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.)