Sino-Singapore Jingwei Client, August 14th. On the 14th, the Shanghai and Shenzhen stock markets opened low and moved higher. The overall weakness and volatility. The three major indexes rose by more than 1% in the afternoon. Liquor and other sectors actively led the gains, and concepts such as digital currency and electronic payment strengthened.
As of the close, the Shanghai Index reported 3360.10 points, an increase of 1.19%, with a turnover of 367.467 billion yuan; the Shenzhen Component Index reported 13489.01 points, an increase of 1.49%, with a turnover of 475.804 billion yuan; the Growth Enterprise Market Index reported 2668.71 points, an increase of 1.76%.
On the disk, aviation equipment, ground military equipment, airports, insurance, beverage manufacturing and other sectors led the gains; fisheries, agribusiness, forestry, oil extraction, and plantation sectors led the decline. In terms of concept stocks, insurance, Ant Financial concept, voice technology, equity participation in securities firms, and unicorn concept were the top gainers, and capital leaders, sweeteners, agricultural planting, aquatic products, and sugar were the top decliners.
In terms of individual stocks, 2665 stocks rose, of which 150 stocks such as Preco, Chinasoft Technology, and Hanbang Hi-Tech gained more than 5%. 1088 stocks fell, of which 73 stocks such as Chongqing Construction Engineering, ST Changyu, ST Zhongjie fell more than 5%.
In terms of turnover rate, a total of 39 stocks had a turnover rate of more than 20%, of which Ganyuan Foods had the highest turnover rate, reaching 78.66%.
In terms of capital flow, the top five industries that flow into the top five are computer applications, banking II, power equipment, electronics manufacturing, and beverage manufacturing, and the top five that flow out are power equipment, plantation, chemicals, food processing, and auto parts. The top five stocks that are the main inflow are GCL Integration, Foton Motor, BOE A, HKUST Xunfei, Kweichow Moutai, and the top five stocks that flow out are GCL Integration, Ganyuan Food, Shennong Technology, Foton Motor, Jinjian Rice industry.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 726.545 billion yuan, a decrease of 39 million from the previous trading day. The securities lending balance was reported at 39.749 billion yuan, an increase of 895 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 674.051 billion yuan. , An increase of 1.545 billion yuan over the previous trading day, and the securities lending balance reported 22.339 billion yuan, an increase of 22 million yuan over the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1,462.684 billion yuan, an increase of 2.424 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 8.839 billion yuan, of which the net inflow of Shanghai Stock Connect is 4.609 billion yuan, the balance of funds on the day is 47.391 billion yuan, and the net inflow of Shenzhen Stock Connect is 4.23 billion yuan. The balance was 47.77 billion yuan; the net inflow of southbound funds was 2.964 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 792 million yuan, the fund balance on the day was 41.208 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 2.172 billion yuan, and the day’s fund balance was 39.828 billion yuan.
Guosheng Securities pointed out that before the new main line of sentimental market comes out, the market will only focus on repairing rebounds. It is recommended that low valuations benefit from the economic recovery cycle market and new energy vehicle sector with clear industry trends.
Centaline Securities believes that the current market is still in the midst of a hotspot switch, and the stock indexes of the two cities are more likely to remain volatile and consolidate in the short-term. In the future, strong external factors are still needed to stimulate the market. For sectors and individual stocks with a large increase in the previous period, one should remain vigilant. Currently in a critical period of concentrated interim performance, investors can continue to actively pay attention to investment opportunities in relevant sectors and individual stocks whose interim performance exceeds expectations. Investors are advised to pay close attention to investment opportunities in telecommunications operations, engineering construction, fertilizers, and food and beverage sectors in the short-term. The mid-line recommends to continue to pay attention to investment opportunities in some blue chip stocks with low valuations.
Shanxi Securities said that the brokerage industry’s performance growth this year is more certain, and it is recommended that the relevant sectors should still be paid attention to in the mid-term; the number of outbound domestic tourists in the second half of the year may increase significantly compared with previous years. It is recommended to continue to focus on hotels, transportation and other sectors. The pharmaceutical, technology and other sectors continue to adjust, and the market is showing signs of short-term rebalancing. In the future, the high-valued sector may transition from a rapid rise stage to a mid-term turbulent rise stage. In the long run, relevant industries have strong track competitiveness. Investors are advised to pay attention to adjustments Opportunities for admission once in place. (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.)