Sino-Singapore Jingwei Client, September 21. On Monday (21st), the three major A-share indexes opened higher and then fluctuated and weakened. The ChiNext index fell more than 1%.
Agriculture and military themes were active, while wine and food sectors declined.
Screenshot source: Wind
As of the close, the Shanghai Index reported 33169.94 points, a decrease of 0.63%, with a turnover of 287.691 billion yuan; the Shenzhen Component Index reported 13149.50 points, a decrease of 0.72%, with a turnover of 467.386 billion yuan; the GEM index reported 2569.22 points, a decrease of 1.03%; the Shanghai 50 Index reported 3311.59 points, a decrease of 1.08%.
On the disk, the industry sector fell more and rose less. Insurance, tourism, wine making, banking, transportation services and other sectors led the decline, and shipping, aviation, paper, textiles and apparel, chemical fiber and other sectors led the rise.
The concept sector also fell mostly. The Pan-Pearl River Delta, fuel cell, food safety, fluorine concept and other sectors led the decline, and the seed industry, military-civilian integration, national defense and military industry, drones, polysilicon and other sectors led the decline.
In terms of individual stocks, 1437 stocks rose, of which Zhujiang Piano, C Steady, and Kaizhong Precision rose more than 5%.
2397 stocks fell, of which ST Changjiu, Subote, Guangxin Materials and other stocks fell more than 5%.
In terms of turnover rate, a total of 62 stocks have a turnover rate of more than 20%, of which N Lante has the highest turnover rate, reaching 80.85%.
In terms of capital flow, the top five major inflows of the industry sector are securities firms, real estate development, optical optoelectronics, bank II, and insurance, and the top five outflows are securities firms, bank II, real estate development, optical optoelectronics, and insurance.
The top five stocks with major inflows are CITIC Securities, Zheshang Securities, First Venture, Ping An of China, BOE A, and the top five stocks with outflows are Zheshang Securities, CITIC Securities, Ping An, First Venture, Caitong Securities.
The top five conceptual themes in the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shanghai Stock Connect, and Shenzhen 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.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 731.266 billion yuan, an increase of 1.237 billion yuan from the previous trading day, and the securities lending balance was at 53.389 billion yuan, an increase of 2.419 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 685.514 billion yuan. , A decrease of 16 million yuan from the previous trading day, and the securities lending balance reported 28.484 billion yuan, an increase of 135 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.498.653 billion yuan, an increase of 3.775 billion yuan from the previous trading day.
From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net outflow of northbound capital is 4.814 billion yuan, of which the net outflow of Shanghai Stock Connect is 2.409 billion yuan, the balance of funds on the day is 54.409 billion yuan, and the net outflow of Shenzhen Stock Connect is 2.405 billion yuan. The balance was 54.405 billion yuan; the net inflow of southbound funds was 2.807 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.415 billion yuan, the day’s fund balance was 40.585 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.392 billion yuan, and the day’s fund balance was 40.608 billion yuan.
Anxin strategy pointed out that the market is coming out of the fourth major divergence moment. Investors need to adopt more aggressive strategies to deal with the next stage of the market. They must actively grasp every adjustment, focusing on technology (including military industry), non-banking, and Optional consumption and other offensive directions.
The industry focuses on: brokerage, military, Apple chain, insurance, photovoltaic, aviation, automobile, etc.
Thematic focus: Ant Group industry chain, etc.
CITIC Securities pointed out that the liquidity and credit easing environment will remain unchanged, the valuation adjustments of high-quality growth stocks due to short-term position adjustments and games will not continue, and the disorderly behavior of stock funds is coming to an end. The return of foreign capital and the issuance of Kechuang 50ETF will catalyze the restructuring of funds. Cohesion is expected to promote a new round of mid-term slow rise in late September.
(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.)