Sino-Singapore Jingwei Client, August 25. On the 25th, the three major A-share stock indexes rushed higher and fell back. The Shanghai Stock Exchange gained 3400 points and lost again, turning green towards the end of midday. Judging from the disk, the winemaking and mineral products sectors rose at the top.
As of midday's close, the Shanghai Index reported 3379.12 points, a decrease of 0.19%, with a turnover of 220.926 billion yuan; the Shenzhen Component Index reported 13688.23 points, an increase of 0.16%, with a turnover of 373.573 billion yuan; the GEM index reported 2710.11 points, an increase of 0.95%.
In terms of individual stocks, 1496 stocks rose, among which 147 stocks such as Dongyue Silicon Material, Jiai Technology, and Speedwell rose more than 5%. 2,331 stocks fell, of which 65 stocks such as ST Plus, Aerospace Development, and Jianlong Micro-Nano fell more than 5%.
In terms of turnover rate, a total of 31 stocks had a turnover rate of more than 20%. Among them, the turnover rate of C card times billion was the highest, reaching 58.4%.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 736.232 billion yuan, an increase of 1.011 billion yuan from the previous trading day, and the securities lending balance was reported at 41.586 billion yuan, an increase of 231 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 683.902 billion yuan , An increase of 5.228 billion yuan from the previous trading day, and the securities lending balance reported 24.336 billion yuan, an increase of 1.208 billion yuan from the previous trading day. The balance of margin trading and securities lending in the two cities totaled 1,486.056 billion yuan, an increase of 7.678 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 1.523 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.137 billion yuan, the balance of funds on the day is 49.863 billion yuan, and the net outflow of Shenzhen Stock Connect is 614 million yuan. The balance was 52.614 billion yuan; the net inflow of southbound funds was 1.624 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 464 million yuan, the day’s fund balance was 41.536 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.16 billion yuan, and the day’s fund balance was 40.84 billion yuan.
Industry sector gainers
On the disk, the industry sector rose less and fell more. Winemaking, mineral products, electrical appliances, chemical fiber, culture, education and leisure sectors ranked the top gainers; aviation, paper, agriculture, forestry, animal husbandry and fishery, telecommunications operations, and shipping sectors ranked top decliners.
Concept sector gainers list
The concept sector went up and down by half, with smart TV, RCS concept, smart home, baby concept, sub-new stocks and other sectors rising higher; seed industry, artificial meat, scarce resources, superconducting concept, pork and other sectors fell higher.
Looking ahead, the CITIC Securities Research Report pointed out that investors should gradually turn their attention to investment-driven related industries, especially the valuation of growth sectors is already at a high level. In terms of allocation, while considering the restoration of low valuations, it also pays more attention to the safety margin of long-term cash flow. Leading companies have restored their performance during the replenishment cycle, and the level of free cash flow is also significantly higher than the industry level.
Shanxi Securities believes that the short-term market outlook is likely to fluctuate in the box. Since the trading volume center is at a historically high level, the market volatility is increasing, and the sector is rotating rapidly, investors should not chase the rise and kill the fall. They can pay attention to the allocation opportunities after the high-quality target is adjusted to a reasonable range in the future. In the medium term, the market shows obvious plate rotation and style rotation, and the market will maintain a turbulent upward pattern in the future. (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.)