Sino-Singapore Jingwei Client, August 11th. On Tuesday (11th), the three major A-share stock indexes collectively opened higher, the Shanghai Composite Index opened 0.01% higher, the Shenzhen Component Index opened 0.08% higher, the ChiNext Index opened 0.18% higher, and the Kechuang 50 The index opened lower by 0.26%. Infrastructure, broadcasting and television stocks continued to perform well, while gold, military, and duty-free shop sectors weakened. The daily chemical sector led the gains, and the household goods, transportation equipment, building materials, automobiles, steel and other sectors led the gains.

　　The opening ups and downs of major A-share indexes. Source: Wind

　　On the board, the decoration and decoration, shipping, glass manufacturing, air transportation, and scenic spots led the gains; the forestry, gold, aerospace equipment, aviation equipment, and public transportation sectors led the decline. In terms of concept stocks, yesterday's daily limit, Xi'an Free Trade Zone, BDI Index, Transparent Factory, and shipping were among the top gainers, and capital leaders, EDA design software, gold, large aircraft, and digital currencies were among the top losers.

　　In terms of individual stocks, 1662 stocks rose, of which 38 stocks such as Anoqi, Xinyuanwei, and Tongwei shares rose by more than 5%. 1,641 stocks fell, of which 8 stocks including Mogao, Aipen Medical, and Shiming Technology 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 with major inflows are Western Region Tourism, Surveying and Mapping, Haoyang, New Industries, and Peri Shares. The top five stocks that outflow are Western Region Tourism, Surveying and Mapping, Haoyang, New Industries, and Peri Shares. . 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 last trading day, the Shanghai Stock Exchange’s financing balance was reported at 732.624 billion yuan, an increase of 3.127 billion yuan from the previous trading day, and the securities lending balance was reported at 39.486 billion yuan, an increase of 1.547 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 675.742 billion yuan. , An increase of 1.617 billion yuan from the previous trading day, and the securities lending balance reported 22.153 billion yuan, an increase of 118 million yuan from the previous trading day. The balance of margin trading and securities lending in the two cities totaled 1,470.05 billion yuan, an increase of 6.408 billion yuan from the previous trading day.

　　From the perspective of the North-South capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound funds is 358 million yuan, of which the net inflow of Shanghai Stock Connect is 231 million, the balance of funds on the day is 51.769 billion, and the net inflow of Shenzhen Stock Connect is 127 million. The balance was 51.873 billion yuan; the net inflow of southbound funds was 698 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 574 million yuan, the fund balance on the day was 41.426 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 124 million yuan, and the day’s fund balance was 41.876 billion yuan.

　　Kaiyuan Securities believes that the market performance is again structurally differentiated. Under the background that the fundamentals have not changed significantly, this means that the switching of styles is gradually deepening. On Monday, the procyclical sectors represented by architectural decoration, real estate, and non-banking finance rose sharply, while the pharmaceutical and biological and technological sectors performed relatively flat. This is in line with a classic situation where financial stocks led the early economic recovery. The deepening of the recognition of "type recovery", the infrastructure and real estate industry chain led the market, once again confirming that the procyclical sector has launched a second wave of offensive in the peak season after the beginning of autumn.

　　Changjiang Securities said that the recent market risk disturbance has intensified, and the balance of styles continues. In the short term, the allocation thinking that structure is more important than total is still emphasized. Last week, the market sentiment was structurally divided. A few industries such as military industry, non-ferrous metals, and leisure rose, and the market width was greatly narrowed. Be wary of short-term trend fluctuations. At the meso level, the phenomenon of rising industrial product volume and prices is spreading, and residents' willingness to consume is also steadily picking up. The strategy is to maintain the bullish market. Under the framework of residual liquidity, the bull market judgment is maintained in the medium term. (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.)