Sino-Singapore Jingwei Client, September 17th. On the 17th, A-shares opened collectively lower. The Shanghai Composite Index fell 0.2%, the Shenzhen Component Index fell 0.31%, the ChiNext Index fell 0.14%, and the Shanghai 50 Index fell 0.29%.
Shanghai and Shenzhen stock market opening performance source: Wind
On the disk, the airport shipping, agriculture, brokerage, environmental protection, media, semiconductor, non-ferrous and other sectors led the decline.
The new stocks in the registration system have corrected; liquor stocks weakened, and Jiuguijiu led the decline.
In terms of individual stocks, 1,264 individual stocks rose, among which several stocks such as Houpu, Space Intelligent Manufacturing, and Huilong Stock increased by more than 5%; 2027 stocks fell, of which Jucan Optoelectronics, HNA Fundamentals, ST Kangmei and other stocks fell The amplitude exceeds 5%.
In terms of capital flow, the top five industries that flow into the top five are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.
The top five conceptual themes in the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that outflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound capital is 755 million yuan, of which the net inflow of Shanghai Stock Connect is 351 million yuan, the balance of funds on the day is 51.649 billion yuan, and the net inflow of Shenzhen Stock Connect is 404 million yuan. The balance was 51.596 billion yuan; the net inflow of southbound funds was 1.268 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.158 billion yuan, the day’s fund balance was 40.842 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 110 million yuan, and the day’s fund balance was 41.89 billion yuan.
In terms of macroeconomics, China Securities Investment pointed out that August economic data was generally beautiful. Looking ahead, the supporting momentum for the upward economic recovery in September and the fourth quarter is still strong. First, the relaxation of consumption restrictions, double festival stocking, and the long holiday of Mid-Autumn Festival 11. Both drove the increase in consumer demand, industrial production, and service industry production in September and the fourth quarter; second, infrastructure investment is expected to increase significantly in the remaining months, and manufacturing investment is also continuing to improve. Generally speaking, there are still more driving forces for economic improvement in the later period. The data will not change for the better.
Regarding the A-share market, Soochow Securities said that market hotspots are frequently switched and difficult to operate. The main hotspots are still centered on the relevant sections of the 14th Five-Year Plan.
In addition, with the gradual improvement of the epidemic situation, stocks related to consumption recovery and the appreciation of the renminbi are also active. It is possible to look for the bottom of these sectors with high volume and small increase in the early layout.
Looking forward to the market outlook, the index rebounded and contracted significantly in three days, and the trading volume on Wednesday was still not enlarged. The market continued to rebound and lacked sufficient support. It is still necessary to pay attention to adjustment pressure.
However, as a whole, although the index has not been adjusted, the downward space is not too large, and the general trend still tends to fluctuate widely.
(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.)