The three major A-share indexes collectively opened lower and brokerage stocks fell among the top
Sino-Singapore Jingwei Client, October 13th. On the 13th (Tuesday), the three major A-share indexes all opened slightly lower. Affected by the news, brokerage stocks were in a downturn and the decline was the highest. Guolian Securities opened more than 3% lower, and China Securities Open higher than 1%.
The opening ups and downs of the major A-share indexes.
Source: Wind
As of the opening, the Shanghai Composite Index fell 0.16% to 3,353.12 points; the Shenzhen Component Index fell 0.21% to 13678.62 points; the ChiNext Index fell 0.28% to 2769.66 points; the Science and Technology 50 Index rose 0.09% to 1,491.85 points.
On the disk, sectors such as tourism comprehensive, metal products, pharmaceuticals and commerce, hotels, and animal health led the gains; agribusiness, securities dealers, gold, power equipment, glass manufacturing and other sectors led the decline.
In terms of concept stocks, capital leader, tourism, duty-free shop concept, fluorine chemical, yesterday's daily limit, etc. rose in the front, fast charge concept, brokerage, titanium dioxide, chicken farming, insurance, etc.
On the news, on the evening of the 12th, China International Finance Securities announced that it failed to "integrate" with Guolian Securities.
The company stated that it received a notice from the controlling shareholder to terminate the transfer of shares, and after careful study, the company decided to terminate the planning of this major event.
At the opening today (13th), Guolian Securities and Guolian Securities rose and fell. Guolian Securities opened 1.37% higher and Guolian Securities opened 3.26% lower.
In terms of individual stocks, 1292 individual stocks rose, among which several stocks such as Zhongfei, Ruipu Biotechnology, and Zhuo Shengwei rose more than 5%.
In 1975, individual stocks fell. Among them, Xinleineng, Yicheng Xinneng, ST Changyu 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, Huashengchang, Beijing North, Yuxin, and Beimo Hi-Tech. The top five stocks with outflows are China General Nuclear Power, Huashengchang, Beijing North and Yuxin. , Beimo High-tech.
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 the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of southward capital is 4.101 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow is 4.101 billion yuan, and the balance of funds on the day is 37.899 billion yuan. Shenzhen-Hong Kong Stock Connect has no net inflow, and the balance of funds on the day It is 42 billion yuan.
Changjiang Securities believes that in the fourth quarter of this year, the economy is still repairing channels under credit expansion, liquidity is hard to say, and valuation expansion will give way to profit restoration.
It is recommended to actively grasp the pro-cyclical sector allocation opportunities brought by the upward PPI, and focus on the opportunities in the chemical, non-ferrous, building materials and machinery industries.
Under the framework of residual liquidity, the bull market judgment is maintained in the medium term.
Huaan Securities pointed out that the short-term market sentiment has improved, directly catalyzed by frequent warm winds at the policy level.
In addition, the economic recovery in the third quarter was strong, consumption acceleration and manufacturing investment improvement were new positive variables.
Macro liquidity remains neutral, monetary policy is moderately adequate, and social finance still supports support in October.
However, we still need to pay attention to the pressure on A-shares in October. The overall market downside is limited. If there is any adjustment, it will be a good layout opportunity. The fourth quarter is relatively optimistic.
(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.)