Sino-Singapore Jingwei Client, August 24th. On Monday, the three major A-share indexes collectively opened higher and weakened for a while after the opening, but then quickly rebounded. Consumer electronics, pork and other sectors are strong, while insurance and securities sectors have recovered. The first batch of 18 new stocks under the GEM registration system rose across the board. N Kangtai rose by up to 1061.42%, and N card times rose by 743.27%.
Screenshot source: Wind
As of the close, the Shanghai Index reported 3385.64 points, an increase of 0.15%, with a turnover of 34.583 billion yuan; the Shenzhen Component Index reported 13,666.69 points, an increase of 1.4%, with a turnover of 551.39 billion yuan; the ChiNext Index reported 2684.63 points, an increase of 1.98%; the Shanghai 50 Index reported 3298.72 points, an increase of 0.43%.
On the disk, most of the industry sectors rose. Agriculture, forestry, animal husbandry and fishery, IT equipment, telecommunications operations, wine making, and semiconductor sectors led the declines. Insurance, hotel and catering, securities, coal, and banking sectors led the decline.
The concept sector also rose more and fell less, with aquatic products, vitamins, wireless headsets, artificial meat, pork and other sectors leading the rise, with GDR, special steel, superconducting concepts, biological vaccines, and glyphosate leading the decline.
In terms of individual stocks, 2237 stocks rose, of which 132 stocks such as Jingyan Technology, Guangpu shares, and Tianyu Information rose more than 5%. 1576 stocks fell, of which 69 stocks such as Jingwei, Tongsan Lixing and ST Ruide fell by more than 5%.
In terms of turnover rate, a total of 49 stocks have a turnover rate of more than 20%. Among them, the turnover rate of N card times billion is the highest, reaching 77.71%.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 735.221 billion yuan, a decrease of 1.587 billion yuan from the previous trading day. The securities lending balance was reported at 41.355 billion yuan, an increase of 267 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 678.674 billion yuan. , A decrease of 189 million yuan from the previous trading day, and the securities lending balance reported 23.128 billion yuan, an increase of 443 million yuan from the previous trading day. The balance of margin financing and securities lending in the two cities totaled 1.478378 billion yuan, a decrease of 1.067 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 4.221 billion yuan, of which the net inflow of Shanghai Stock Connect is 717 million yuan, the balance of funds on the day is 51.283 billion yuan, and the net inflow of Shenzhen Stock Connect is 3.504 billion yuan. The balance was 48.496 billion yuan; the net inflow of southbound funds was 3.737 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.039 billion yuan, the fund balance on the day was 39.961 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.698 billion yuan, and the day’s fund balance was 40.302 billion yuan.
According to analysis by Bank of China Securities, the implementation of domestic industrial policies and the advancement of capital market reforms will bring a positive boost to market risk appetite. The current level of market risk appetite is at a high level during the year, and the suppression of external risk factors and the slowdown of the pace of internal liquidity loosening have greatly suppressed the improvement of the central valuation level.
Everbright Securities pointed out that as the market gradually revises monetary policy expectations and the domestic economy gradually improves, industries with sustained profit recovery will be the main line of allocation in the second half of the year, and market conditions in the second half of the year are not pessimistic. This week, the interim report season will also enter the final stage of intensive disclosure. However, since the stock prices of most industries have already reflected the interim profit expectations in advance, it is not recommended that investors "chasing high" in industries with outstanding interim report performance. In terms of configuration, it is recommended that investors focus on the infrastructure industry chain in the cyclical sector, automobiles and home appliances in the optional consumer sector, and the financial sector that has been exhausted.
CITIC Securities said that the relaxation of the growth rate of the ChiNext will not have an impact on the market. With the gradual dissipation of internal and external disturbance factors, the next round of market rise is approaching. The A-share market has entered an incremental capital-driven model, rather than a stock game market. It is necessary to dilute the thinking of style switching and strengthen fundamental trends and flexible logic. It is expected that the next round of market rise will be global at the industry level, and the differentiation within the industry will intensify. (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.)