Sino-Singapore Jingwei Client, July 24th, on the 24th, the three major stock indexes opened lower and military industry stocks were strong.
The Shanghai Index opened lower by 3,110.64 points, a decrease of 0.44%, and the turnover was 4.456 billion yuan; the Shenzhen Component Index reported 13,547.81 points, a decrease of 0.83%; the ChiNext Index reported 2769.97 points, a decrease of 1.06%; the Shanghai Stock Exchange 50 Index was 3265.52 points, a decrease of 0.57%; Shanghai and Shenzhen The 300 reported 4679.03 points, a decrease of 0.71%.
On the disk, sectors such as aviation equipment, aerospace equipment, oil exploration, agricultural synthesis, and shipbuilding led the gains; glass manufacturing, electronics manufacturing, biological products, planting, semiconductors and other sectors led the decline. In terms of concept stocks, the capital leader, two barrels of oil reform, combustible ice, oil reform concept, and shale gas led the rise. 3D cameras, smart speakers, wireless headphones, machine vision, and wireless charging led the decline.
In terms of individual stocks, 847 stocks rose, of which 42 stocks such as Hanyu Pharmaceutical, Weihai Guangtai, and Akeli rose more than 5%. 2638 stocks fell, of which 13 stocks such as Delisting Metropolis, ST Coconut Island, and Haili Biology, fell more than 5%.
In terms of capital flow, the top five industries that flow into the top five are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding. The top five stocks that are the main inflows are Kesi, Jianke Machinery, Jin Modern, Jindan Technology, and Ruixin Technology. The top five stocks that flow out are Kesi, Jianke Machinery, Jin Hyundai, and Jindan Technology. , Ruixin Technology. The top five conceptual themes of the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that are outflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 708.064 billion yuan, an increase of 4.038 billion yuan from the previous trading day, and the securities lending balance was at 30.603 billion yuan, an increase of 18 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 650.039 billion yuan. , An increase of 3.669 billion yuan from the previous trading day, and the securities lending balance was reported at 17.639 billion yuan, an increase of 962 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1406.345 billion yuan, an increase of 8.687 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 is 19 million yuan, of which the net outflow of Shanghai Stock Connect is 45 million yuan, the balance of funds on the day is 52.045 billion yuan, and the net inflow of Shenzhen Stock Connect is 64 million yuan. The balance was 51.936 billion yuan; the southbound net inflow of funds was 2.514 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.357 billion yuan, the day’s fund balance was 39.643 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 157 million yuan, and the day’s fund balance was 41.84 billion yuan.
CITIC Securities believes that the rapid implementation of new infrastructure represented by 5G is expected to drive the vigorous development of China's digital industry and industrial digitization, and drive China's digital economy to lead the world. With reference to 4G, the biggest investment opportunity for judging 5G is still on the application side.
Tianfeng Securities believes that due to the impact of the epidemic in the first half of the year, asset quality is under pressure, and the financial system is under pressure to make profits. It is expected that the interim performance of listed banks may be under significant pressure. The low valuation resonated with the economic rebound, supporting a reasonable restoration of the valuation of the banking sector. (Zhongxin Jingwei APP)
(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.)