Sino-Singapore Jingwei Client, August 11th, on the 11th, the Shanghai and Shenzhen stock markets oscillated higher after the opening, and the Shanghai stock index fell 3400 points. The three major indexes continued to weaken in the afternoon. The three major stock indexes all fell by more than 1%. The weighting sector led the decline. The gold concept collectively stalled. As of the close, the Shanghai Composite Index reported 3340.29 points, a decrease of 1.15%, with a turnover of 51.021 billion yuan; the Shenzhen Component Index reported 13,466.27 points, a decrease of 1.4%, with a turnover of 613.172 billion yuan; the ChiNext Index reported 2688.70 points, a decline of 1.7%.
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On the board, the shipbuilding, fishery, shipping, livestock and poultry breeding, and airport sectors led the gains; the forestry, public transport, gold, computer equipment, and brokerage sectors led the decline. In terms of concept stocks, genetically modified, BDI index, sugar, aquatic products, shipping, etc. rose among the top gainers, while capital leaders, lottery concepts, biodegradable plastics, Huawei HMS, and Hangzhou Asian Games were among the top losers.
In terms of individual stocks, 656 stocks rose, of which 110 stocks such as ST Changyu, ST Yangfan, and ST Zhongjie rose more than 5%. 3206 stocks fell, of which 150 stocks such as Huawu shares, Haowu shares, and Elodea fell more than 5%.
In terms of turnover rate, a total of 51 stocks have a turnover rate of more than 20%. Among them, the N first-benefit turnover rate is the highest, reaching 72.22%.
In terms of capital flow, the top five major flows of industry sectors are Bank II, chemical products, special equipment, auto parts, and computer applications, while the top five flows of chemical products, computer applications, brokerage firms, bank II, and special equipment. The top five stocks with major inflows are Beidou Starcom, China Merchants Bank, Invaluable Group, Ping An Bank, and Accurate Information. The top five stocks with outflows are Beidou Starcom, Ingenic Group, CITIC Construction Investment, Xinri Hengli, Aerospace Electromechanical. The top five conceptual themes in the main inflow 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.
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 capital is 6.32 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.214 billion yuan, the balance of funds on the day is 48.786 billion yuan, and the net inflow of Shenzhen Stock Connect is 3.106 billion yuan. The balance was 48.894 billion yuan; the net inflow of southbound funds was 2.179 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 730 million yuan, the day’s fund balance was 41.27 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.449 billion yuan, and the day’s fund balance was 40.551 billion yuan.
Shanxi Securities pointed out that it continues to maintain the mid-term market volatility and upward trend judgment, and the rapid rotation of the hot sector in the future may continue, and there is a certain probability that there will be a style rebalancing trend. Investors are advised to pay attention to high-quality targets in high-prosperity cycle industries and high-growth-expected industries, and wait for the opportunity to rise. In the long run, continue to grasp the positive macro policies and the main line of economic recovery, and maintain the overall upward view of the market.
Guosheng Securities analyzed that the index is still dominated by box shocks, and there are signs of coming to an end. The US has expected extreme pressure on the market, and the marginal impact will gradually fade. Once the new main line is formed, the market will regain its momentum and wait patiently for the opportunity to counterattack. The flashpoint of the next emotional cycle is likely to be the listing of the first batch of registered companies on the Growth Enterprise Market. Prior to this, continue to organize trending varieties of institutions or carefully grasp structural trading opportunities.
In terms of configuration, Founder Securities believes that the recent handicap characteristics indicate that the market has shifted from thematic stocks to second-tier blue chips, and the market’s new and old momentum is also changing. Institutional adjustments are coming to an end, investment is about efficiency, and funds are costly. , Do not go against the trend, investment should follow the trend. (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.)