Sino-Singapore Jingwei Client September 2nd. On the 2nd, A-shares opened slightly higher. The Shanghai Stock Exchange Index dropped in the early trading session. It climbed 3400 points in the afternoon and recovered. It turned red after turning red near the end of the trading session; Shenzhen Component Index performance Stronger, among which the ChiNext index rose more than 1%.
As of the close, the Shanghai Composite Index reported 3,404.80 points, a decrease of 0.17%, with a turnover of 34.639 billion yuan; the Shenzhen Component Index reported 13,887.43 points, an increase of 0.27%, with a turnover of 623.393 billion yuan; the ChiNext Index reported 2771.85 points, an increase of 0.78%; the Shanghai 50 Index reported 3347.30 points, a decrease of 0.23%.
The Shanghai Stock Index all-day trend source: Wind
On the disk, stimulated by the good news, the logistics sector strengthened, Feilida, Xinning Logistics, Sinotrans increased the daily limit, Yuantong Express closed the board at the end, and Huapengfei, Shentong Express, and Zhongchuang Logistics followed the rise.
On the news, YTO Express announced on the evening of the 1st that the actual controller of the company intends to transfer 12% of the shares to Alibaba for 6.6 billion yuan. After the transfer is completed, Alibaba Network will hold 12% of the company’s shares; Alibaba Networks and Alibaba Ventures, Cainiao's supply chain is all companies within the Alibaba Group, acting in concert, holding a total of 22.5% of YTO Express.
The environmental protection, aquaculture, media, computers, home appliances, tourist attractions, and communication equipment sectors were among the top gainers; securities firms moved in the afternoon. Guolian Securities once rose by its daily limit, and Everbright Securities rose more than 5%.
The non-ferrous sector led the decline in the two cities. Shengda Resources, Hanrui Cobalt, Chifeng Gold, Western Gold, Jiaozuo Wanfang, etc. fell; steel, banking, airport shipping, coal, military, and power sectors led the decline.
Liquor stocks fell, and the willing liquor industry fell more than 5%. The stock announced on the evening of the 1st that the controlling shareholder was filed for investigation due to suspected violations of information disclosure. At the same time, the Sichuan Securities Regulatory Bureau decided to take supervision and management measures to order corrections, and recorded Enter the integrity file of the securities and futures market.
In terms of individual stocks, 1923 stocks rose, of which 147 stocks such as Ruiling, New Culture, and Nachuan stocks rose by more than 5%; 1905 stocks fell, of which 41 stocks such as MOONS’, ST Haima, and Delinhai fell by More than 5%.
"Special stop" Tianshan Biotech's self-examination of the three trading days resumed its trading limit of 20%, and the price of 19.30 yuan hit a record high.
Previously, from August 19th to August 21st, Tianshan Biotechnology continued its daily limit; from August 24th to August 27th, Tianshan Biotechnology continued its daily limit of 20% for four consecutive days, and the cumulative increase in seven days reached 175.8%.
In terms of turnover rate, there are 79 stocks with a turnover rate of more than 20%, of which N Leber has the highest turnover rate, reaching 73.79%.
In terms of capital flow, the top five industries that flow into the top five are optical optoelectronics, electronics manufacturing, computer applications, logistics, and securities firms, and the top five outflows are optical optoelectronics, beverage manufacturing, bank II, securities firms, and computer applications.
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 outflow of northbound capital is 4.619 billion yuan, of which the net outflow of Shanghai Stock Connect is 5.094 billion yuan, the balance of funds on the day is 57.094 billion yuan, and the net inflow of Shenzhen Stock Connect is 475 million yuan. The balance was 51.525 billion yuan; the net inflow of southbound funds was 4.957 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.914 billion yuan, the day’s fund balance was 40.086 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 3.043 billion yuan, and the day’s fund balance was 38.957 billion yuan.
China Securities Investment Securities believes that under the condition that the macroeconomic conditions have not changed significantly, it still maintains the judgment of continued market volatility, and continues to recommend large financial sectors represented by banks.
If the economy continues to pick up, finance has a procyclical nature and can grasp the opportunity to go up.
If there is a shock or a downturn, the characteristics of high dividends make the portfolio resistant to risks.
In terms of operating strategy, Yuekai Securities pointed out that the current external disturbance factors have a marginal improvement trend, the domestic economy is gradually returning to normalization, the level of corporate profitability is gradually improving, and the index is expected to rise again.
September is the last month of the third quarter. We can focus on high-quality companies that have completed their annual performance targets in advance in the first three quarters.
(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.)