Sino-Singapore Jingwei Client, August 7th. On the 7th, the three major A-share stock indexes opened lower and fell back, bottoming out in the afternoon and rebounding. The Shanghai index once retreated to around 3300 points, and the index fell nearly 4%. The turnover of the two cities exceeded one trillion for 8 consecutive trading days. On the disk, the sector generally fell, with the semiconductor, securities, and telecommunications operating sectors leading the decline.
As of the close, the Shanghai Index reported 3354.04 points, a decrease of 0.96%, and the turnover was 561.436 billion yuan; the Shenzhen Component Index reported 13648.50 points, a decrease of 1.55%, and the turnover was 693.756 billion yuan; the ChiNext Index reported 2749.95 points, a decrease of 2.29%.
In terms of individual stocks, 896 stocks rose, of which 144 stocks such as Tongrentang, ST Changyu, and Amway rose more than 5%. 2,955 individual stocks fell, of which 150 stocks such as Chuangyuan Technology, Zhongke Chuangda, Shenzhen Huaqiang, etc. fell more than 5%.
In terms of turnover rate, a total of 56 stocks have a turnover rate of more than 20%, of which Huluwa has the highest turnover rate, reaching 76.01%.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 734.609 billion yuan, an increase of 1.918 billion yuan from the previous trading day, and the securities lending balance was at 37.773 billion yuan, an increase of 1.169 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 678.58 billion yuan. , An increase of 1.992 billion yuan from the previous trading day, and the securities lending balance reported 21.599 billion yuan, an increase of 652 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,472.038 billion yuan, an increase of 5.732 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 370 million yuan, of which the net outflow of Shanghai Stock Connect is 1.498 billion yuan, the balance of funds on the day is 53.498 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.868 billion yuan. The balance was 50.132 billion yuan; the net inflow of southbound funds was 404 million yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 1.738 billion yuan, the balance of funds on the day was 43.738 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 2.142 billion yuan, and the balance of funds on the day was 39.858 billion yuan.
Industry sector decline list
On the disk, industry sectors generally fell, with aviation, hotel and catering, shipping and other sectors leading the rise; semiconductors, securities, telecommunications operations, water, insurance, software services, medical care, and the Internet were the leading decliners.
Conceptual sector decline list
The concept sector mostly rose and fell. Hainan free trade, drones, military-civilian integration and other sectors rose higher; lithography, GDR, RCS concepts, data centers, digital currency, electronic payment, artificial intelligence, domestic software and other sectors fell by before.
In terms of news, Haikou Customs introduced on the 6th that the customs, in accordance with the actual conditions of Hainan Province, has increased its assistance to import and export enterprises, increased support for enterprises to expand overseas markets, and increased efforts to promote the safety and stability of the industrial chain supply chain. 19 measures have been introduced in four aspects, including safeguarding efforts and increasing the optimization of the business environment at Hainan Port, to make every effort to stabilize foreign trade and foreign investment.
Looking forward to the market outlook, Shanxi Securities pointed out that trading volume has continued to maintain high levels, continuing to maintain the mid-term market volatility and upward trend judgment, and the rapid rotation of popular sectors in the future may continue. Investors are advised to pay attention to high-quality targets in high-prosperity industries and wait for the opportunity to rise.
Haitong Securities believes that the largest funding for A-shares in the first half of the year comes from residents, and that in the second half of the year, residents' asset allocation will continue to favor equity. In addition, long-term capital represented by foreign capital and insurance capital will continue to flow in. Although short-term foreign capital will flow out due to external market disturbances or exchange rate fluctuations, in the long run, China’s fundamentals are good, and the correlation between A shares and international stock markets is relatively low. Therefore, foreign investors have long-term allocation requirements for A shares. (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.)