Sino-Singapore Jingwei Client, September 1st. On the first trading day of A-shares in September, the Shanghai Composite Index fluctuated along the flat line in red and green, and rose and turned red towards the end of the trading session, regaining 3400 points; Shenzhen Component Index fluctuated widely throughout the day The amplitude exceeded 1%, and the ChiNext refers to an all-day amplitude of nearly 2%.
As of the close, the Shanghai Index reported 341061 points, an increase of 0.44%, with a turnover of 326.851 billion yuan; the Shenzhen Component Index reported 13,849.66 points, an increase of 0.66%, with a turnover of 524.59 billion yuan; the Growth Enterprise Market Index reported 2750.42 points, an increase of 0.81%; the Shanghai 50 Index reported 3355.10 points, an increase of 0.34%.
The Shanghai Stock Index all-day trend source: Wind
On the disk, military industry stocks led the gains of the two cities. Xinyu Guoke, Tianhai Defense, Jianglong Shipbuilding, China Haiphong, Andaville led the rise; auto stocks strengthened, Great Wall Motors, BYD, *ST Lifan daily limit; General Equipment, Nonferrous Metals , Home appliances, new materials, and environmental protection sectors strengthened.
The beverage manufacturing, real estate, petroleum, aquaculture, biological products, hotel and catering, retail, and paper manufacturing sectors were among the top decliners.
In terms of individual stocks, the Shanghai and Shenzhen stock markets today ushered in four new stocks: N Canaan, N Daye, N Shengde, and N Xinyaqiang, which rose by 693.42%, 561.53%, 450.46% and 43.99% respectively as of the close.
2139 stocks rose, of which 146 stocks such as Opal Home Furnishing, Amway, and Changfang Group rose by more than 5%. 1650 stocks fell, of which 40 stocks such as Kailong, ST Yida, and Keda fell more than 5%.
OFILM opened the market with a lower limit, opened in the afternoon, and fell 6.61% as of the close.
On the news, foreign media reported that Apple removed OFILM from the supply chain list, and all iPad touch orders returned to Taiwan.
In the afternoon, OFILM announced that the company was removed from the supply chain list by major US customers as false rumors. The company has been cooperating well with major US customers, and the order situation continues to be stable, and there has been no removal from the supply chain list.
In terms of turnover rate, a total of 62 stocks have a turnover rate of more than 20%, of which N Canaan has the highest turnover rate, reaching 78.7%.
In terms of capital flow, the top five industries that have flowed into the top five are optical optoelectronics, brokerage, automobile, beverage manufacturing, and auto parts. The top five outflows are beverage manufacturing, real estate development, bank II, brokerage, and optical optoelectronics.
The top five conceptual themes in the main inflows 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. , Shanghai Stock Connect, Shenzhen Stock Connect.
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 1.931 billion yuan, of which the net outflow of Shanghai Stock Connect is 812 million yuan, the balance of funds on the day is 52.812 billion yuan, and the net inflow of Shenzhen Stock Connect is 2.743 billion yuan. The balance was 49.257 billion yuan; the net inflow of southbound funds was 3.43 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 993 million yuan, the day’s fund balance was 41.007 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 2.437 billion yuan, and the day’s fund balance was 39.563 billion yuan.
Entering September, for the A-share market, Bank of China Securities believes that the fundamental restoration trend continues, liquidity has not yet faced an inflection point, and the market will still be in an environment dominated by performance factors.
The fundamental improvement trend continued in the second quarter, and domestic and external demand is expected to continue to improve; the market liquidity environment remains reasonable and abundant, and the market risk appetite fluctuates. However, the trend of rising market profits and incremental capital entering the market is still expected. The structural market in September is expected.
China Merchants Securities pointed out that the market is expected to maintain a volatile upward trend.
Due to the accelerated improvement of corporate profits, the fundamentals-driven characteristics have become more obvious.
In July, the profit growth rate of industrial enterprises rebounded to nearly 20% in a single month. Due to the concentration of projects launched in the early stage and the low base in the same period last year, it is expected that the profit growth rate of industrial enterprises will continue to rise and reach the peak of growth in the first quarter of next year.
The accelerated recovery of performance will provide a stable upward momentum for the market.
In terms of operation, Chuancai Securities recommends "Nuggets" from four dimensions: First, "Golden Nine Silver Ten" related cyclical stocks. Considering that starting from September, with the arrival of the traditional peak season, the demand for upstream industrial products is expected to show a cyclical improvement. It is recommended to pay attention Steel, coal, non-ferrous metals and other related sectors; second, infrastructure investment in the second half of the year may continue to stimulate domestic demand and promote the economy. It is recommended to pay attention to the building materials sector in the upstream of infrastructure, especially water conservancy infrastructure; third, agriculture-related sectors; fourth, state-owned enterprise reform related concepts .
(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.)