A-share high-open semiconductor sector tops the rise
Sino-Singapore Jingwei Client, August 13th. On Thursday (13th), the three major A-share indexes collectively opened higher. The Shanghai Composite Index rose 0.27%, the Shenzhen Component Index rose 0.49%, the ChiNext Index rose 0.82%; the Science and Technology 50 Index rose 0.48%. Biotechnology, semiconductors, power batteries and other sectors ranked among the top gainers.
The opening ups and downs of major A-share indexes. Source: Wind
On the board, sectors such as communications operations, integrated agriculture, power equipment, oil extraction, and airports led the gains; sectors such as fisheries, air transportation, public transportation, forestry, and chemical raw materials led the decline. In terms of concept stocks, yesterday's daily limit, tire pressure monitoring, HIT battery, medical information technology, and e-cigarettes were among the top gainers, and capital leaders, lottery concepts, 3D cameras, aquatic products, and voice technology were among the top decliners.
In terms of individual stocks, 2267 stocks rose, among which 29 stocks such as GCL Integration, HKUST Intelligent, and Quanfeng Motor rose more than 5%. 1018 stocks fell, of which 11 stocks including Dongguan Holdings, Shijia Photonics, and Guolian Aquatic Products 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.
Data from the China Foreign Exchange Trading Center showed that the central parity of the RMB against the US dollar rose by 168 basis points to 6.9429.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 726.584 billion yuan, a decrease of 3.087 billion from the previous trading day, and the securities lending balance was reported at 38.853 billion yuan, an increase of 22 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 672.506 billion yuan , A decrease of 686 million yuan from the previous trading day, and the securities lending balance reported 22.316 billion yuan, an increase of 335 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,460.26 billion yuan, a decrease of 3.417 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 267 million yuan, of which the net inflow of Shanghai Stock Connect is 66 million, the balance of funds on the day is 51.934 billion, and the net inflow of Shenzhen Stock Connect is 201 million. The balance was 51.799 billion yuan; the net inflow of southbound funds was 1.154 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.052 billion yuan, the day’s fund balance was 40.948 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 102 million yuan, and the day’s fund balance was 41.898 billion yuan.
The market fell sharply on the previous trading day. Yuekai Securities pointed out that economic data was not as good as expected as one of the reasons. The new social financing and loans in July were lower than the average expected value of Wind’s statistical market, and the credit expansion slowed down, mainly due to the central bank’s wide credit. The power temporarily weakened, and the counter-cyclical adjustment efforts were reduced. The economy as a whole is currently on the path of recovery, and monetary policy is gradually returning to normal. The A-share interim report is gradually unfolding. Yuekai Securities recommends to continue to pay attention to the sectors with high performance certainty, and at the same time pay attention to the investment opportunities of the state-owned enterprise reform theme.
China Merchants Securities stated that in the follow-up, it is expected that the market will continue to fluctuate upwards. The market is still in the two-and-a-half-year upward cycle that started in early 2019, gradually shifting from liquidity-driven to fundamental-driven. Although the degree of easing of monetary policy has been weakened, incremental capital continues to flow in the current market. China's economic data continues to improve, and corporate profit growth continues to pick up, and more industries will see improvement in the upcoming second quarter. However, we need to start paying attention to the marginal impact of increased stock market supply and increased holdings on the supply and demand of market funds. (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.)