Sino-Singapore Jingwei Client, October 12 (Monday). On the 12th (Monday), the three major A-share indexes collectively opened higher, and the ChiNext index rose by more than 1%; Shenzhen local stocks, digital currencies, and automobiles were among the top gainers.
The opening ups and downs of the major A-share indexes.
Source: Wind
The Shanghai Stock Exchange Index opened 0.47% higher at 3,287.33 points; the Shenzhen Component Index opened 0.73% higher at 13386.34 points; the ChiNext Index opened 1.09% higher at 2702.16 points.
In addition, the Science and Technology 50 Index opened 0.63% higher to 1,475.26 points.
On the disk, the glass manufacturing, agricultural synthesis, automotive, motor, and computer equipment sectors led the gains; feed, hotel, shipbuilding, fishery, and catering sectors led the decline.
In terms of concept stocks, capital leaders, Shenzhen's state-owned assets reform, yesterday's daily limit, digital currency, and unmanned banks were among the top gainers, while film and television media, power reform, beer, and household appliances were among the top decliners.
In terms of regions, the Shenzhen sector led the gains, with Yantian Port and Shenzhen Datong leading the way.
On the news, according to Xinhua News Agency, recently, the Central Office and the State Council issued the "Shenzhen Construction of a Pilot Demonstration Zone of Socialism with Chinese Characteristics Comprehensive Reform Pilot Implementation Plan (2020-2025)".
The plan puts forward the main goals: In 2020, a number of major reform measures will be launched in important areas such as the market-oriented configuration of factors, the optimization of the business environment, and the overall utilization of urban space, the formulation and implementation of the first batch of comprehensive authorization lists, and the promotion of pilot projects. Good step.
In 2022, important progress will be made in all aspects of system construction, and a batch of major system achievements that can be replicated and promoted will be formed, and the pilot projects will achieve initial results.
In 2025, the reforms in important areas and key links will achieve landmark results, basically complete the pilot reform tasks, and set an important demonstration for national system construction.
In terms of individual stocks, 2912 individual stocks rose, among which Taoli Bread, Wintime Win, Shandong Weida and other stocks rose more than 5%.
512 stocks fell, of which Jianglong Shipping, ST Changyu, ST Yedao and other stocks fell more than 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 stocks with major inflows are China General Nuclear Power, Leisai Intelligent, Yuxin Co., Ltd., Beimo High-tech, and Senkirin. The top five stocks that flow out are China General Nuclear Power, Leisai Intelligent, Yuxin Co., Ltd., and Beimo Gaoke, Sen Qilin.
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.
Data from the China Foreign Exchange Trading Center showed that the central parity of the RMB against the US dollar rose 670 basis points to 6.7126.
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 179 million yuan, of which the net inflow of Shanghai Stock Connect is 115 million yuan, the balance of funds on the day is 51.885 billion yuan, and the net inflow of Shenzhen Stock Connect is 64 million yuan. The balance was 51.936 billion yuan; the net inflow of southbound funds was 1.894 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.817 billion yuan, the day’s fund balance was 40.183 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 77 million yuan, and the day’s fund balance was 41.923 billion yuan.
Pacific Securities said that the macro-level fund performance after the holiday has improved in stages. In addition, the room for appreciation of the RMB exchange rate has opened up, which will facilitate the continuous inflow of foreign capital into A shares.
From historical experience, when the US dollar index weakens, emerging markets perform better than developed markets.
At present, the overall valuation of A-shares is not expensive and is at the lower edge of the shock range. It is more cost-effective in global equity asset allocation.
CICC pointed out that during the long holidays, the external markets were full of surprises and major global stock markets fluctuated and rose. Some investors who reduced their positions based on liquidity management and avoiding uncertainties also began to gradually return to the market after the holiday, making A shares On the first trading day, the market ushered in a general rise, and the turnover of the two cities was significantly larger than before the holiday.
CICC believes that the trend of the composite index and the performance of factors have benefited from the return of funds after the long holiday and the rebound in investor risk appetite. The short-term rebound of A shares is still expected to continue. The intensive disclosure of the third quarter report is approaching. Investors are advised to pay attention to the boom Consumer, technology and other industries and some high-quality stocks with definite growth in performance.
(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.)