Sino-Singapore Jingwei Client, July 22nd. On Wednesday (22nd), the three major A-share stock indexes opened lower and went higher, and then dived slightly in late trading. On the disk, oil, food and beverage, pharmaceuticals, non-ferrous metals, securities companies and other industries saw the highest gains, and the seed industry, digital currency, gold concepts, and electronic payments were active.
As of the close, the Shanghai Index reported 3333.16 points, an increase of 0.37%, with a turnover of 540.577 billion yuan; the Shenzhen Component Index reported 13657.03 points, an increase of 0.89%, with a turnover of 651.27 billion yuan; the ChiNext Index reported 2769.03 points, an increase of 1.19%; the Shanghai Stock Exchange 50 Index reported 3291.36 points, an increase of 0.14%.
On the disk, the oil, food and beverage, and IT equipment sectors ranked among the top gainers, with individual stocks such as Beiken Energy, Potential Hengxin, Xiwang Food, Dongling International, and Dao Daoquan. Insurance, household products, and cardboard blocks led the decline in the two cities. The delisting silver pigeon fell by the limit, and the music shares, Shangpin Home Delivery, and gold cabinets fell more than 2%.
In terms of concept stocks, the seed industry, artificial meat, and oil and gas reform concept stocks led the gains. Stocks such as Wanxiang Denong rose by daily limit, and stocks such as Beidahuang, Denghai Seed Industry, and International Industrial rose more than 5%.
In terms of individual stocks, 1769 individual stocks rose, among which 142 stocks such as China National Ferrous Metals, Bochuang Technology, and Denghai Seeds rose more than 5%. 1950 stocks fell, of which 9 stocks including Aerospace Rainbow, China Diving, and Huijie fell more than 5%.
In terms of turnover rate, there are a total of 12 stocks with a turnover rate of over 20%, of which Xinqianglian has the highest turnover rate, reaching 64.09%.
In terms of capital flow, the top five industries that flowed into the top five were computer applications, brokerage firms, chemicals, electronics manufacturing, and chemical pharmaceuticals, and the top five that flowed out were computer applications, chemicals, brokerages, chemical pharmaceuticals, and special equipment. The top five stocks that are the main inflows are Yaguang Technology, Caitong Securities, Xishui, First Venture, and Gongda Electroacoustic. The top five stocks that flow out are China Freedom, Yaguang Technology, Caitong Securities, Wangfujing, First Venture. The top five conceptual themes for the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shenzhen Stock Connect, Shanghai Stock Connect.
The Shanghai Interbank Offered Rate (SHIBOR) reported 1.3360% overnight, down 24.8 basis points; 7-day SHIBOR reported 2.080%, down 9.3 basis points; 3-month SHIBOR reported 2.5010%, up 3.5 basis points.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 701.418 billion yuan, an increase of 361 million yuan from the previous trading day, and the securities lending balance was at 29.649 billion yuan, an increase of 507 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 643.512 billion yuan. , A decrease of 100 million yuan compared with the previous trading day, and the securities lending balance reported 15.86 billion yuan, an increase of 749 million yuan compared with the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,390.438 billion yuan, an increase of 1.616 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 capital is 6.392 billion yuan, of which the net outflow of Shanghai Stock Connect is 850 million yuan, the balance of funds on the day is 52.85 billion yuan, and the net inflow of Shenzhen Stock Connect is 7.242 billion yuan. The balance was 44.758 billion yuan; the net inflow of southbound funds was 5.683 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.242 billion yuan, the fund balance on the day was 39.758 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 3.441 billion yuan, and the fund balance on the day was 38.559 billion yuan.
For the current market, Great Wall Securities believes that in the short term, stock prices and valuations have risen too fast, and the sectors are rapidly rotating, and there is an inherent demand for digestion and adjustment in the market. The long-term logic of "healthy cows" has not changed. The domestic economy has maintained its pace of recovery. The inflection point of corporate profitability has already appeared, and the liquidity inflection point has not yet arrived. Supervision and reform will lead the market to a long-term healthy development.
It is worth noting that on July 22, the Shanghai Stock Exchange and China Securities Index Co., Ltd. revised the Shanghai Composite Index compilation plan. After the market closes on the 22nd, the Shanghai Stock Exchange will also release the historical quotations of the 50-component index on the SSE Sci-tech Innovation Board, and the real-time quotations will be officially released on July 23.
In this regard, Northeast Securities said that the index preparation adjustment is a step on the way to deepen the reform of the capital market. The long-term bull market has a solid foundation and the target of 3,800 points remains unchanged during the year. Northeast Securities pointed out that from the perspective of industry configuration, there is still room for valuation restoration of low-value blue chips such as short-term finance, real estate, and traditional cycles. Short-term index optimization or enhanced style switching is possible. Technology and consumption are expected to be the main lines of this bull market. . (Zhongxin Jingwei APP)