The Shanghai stock index closed up 0.1% in a half-day shock, and themes such as photovoltaics and wind power fell

The Shanghai index closed up 0.1% in a half-day shock, and photovoltaic stocks pulled back

　　Sino-Singapore Jingwei Client, October 15th. On the 15th (Thursday), the three major A-share indexes opened lower and tended to diverge. The Shanghai Index and Shenzhen Component Index fluctuated weakly around the flat line, while the ChiNext index fluctuated downward.

High-level photovoltaics, wind power, and sub-new themes have fallen one after another, and major financial, coal and other heavyweight sectors have exerted their strength in the intraday market.

On the disk, the coal, banking, insurance, and automobile sectors ranked the top gainers, while the tourism, medical equipment, and games sectors ranked the top decliners.

　　Time-sharing chart of the Shanghai Stock Exchange Index.

Source: Wind

　　As of midday's close, the Shanghai Index rose 0.10% to 3,344.25 points, with a turnover of 164 billion yuan; the Shenzhen Component Index fell 0.13% to 13,672.58 points, with a turnover of 312.1 billion yuan; the ChiNext Index fell 0.81% to 2741.90 points, with a turnover 162 billion yuan; the Science and Technology 50 Index fell 1.59% to 1465.07 points, with a turnover of 17.7 billion yuan.

　　On the disk, sectors such as agricultural synthesis, coal mining, banking II, automobile vehicles, and rare metals led the gains; glass manufacturing, tourism synthesis, plastics, medical equipment, logistics and other sectors led the decline.

In terms of concept stocks, insurance, coal, supply chain finance, IPOs and sub-IPOs, and Ant Financial Concepts were among the top gainers. Xi'an Free Trade Zone, vaccine testing and traceability, medical informatization, intellectual property protection, and ventilators were among the top decliners.

　　In terms of individual stocks, 1493 individual stocks rose, among which multiple stocks such as Double Star New Materials, ST Ankai, and ST Wille rose more than 5%.

2328 stocks fell, of which ST Yangfan, Zhongmi Holdings, Xinmeixing and other stocks fell more than 5%.

　　Arowana, the first stock of the GEM IPO, landed on the GEM today (15th).

According to previous media estimates, if Arowana's growth rate reaches 200.47%, its market value can surpass Mindray Medical, which currently ranks second in GEM market value, and is second only to Ningde era; if it reaches 219%, it can surpass Ningde era market value.

　　At present, Arowana is far from hitting the first share of GEM market value.

In early trading, Arowana opened higher by more than 90%, fell quickly at the beginning of the market, and stabilized thereafter. As of the close of trading at noon, it rose 67.04% to 42.93 yuan per share, with a market value of 232.7 billion yuan.

　　In terms of turnover rate, a total of 31 stocks had a turnover rate of more than 20%, of which Songyuan shares had the highest turnover rate, reaching 52.78%.

　　In terms of capital flow, the top five major flows of industry sectors are Bank II, power supply equipment, brokerage companies, automotive vehicles, and optical optoelectronics. The top five outflows are power equipment, bank II, brokerage companies, automotive vehicles, and optical optoelectronics.

The top five stocks with major inflows are Goldwind, Industrial Bank, China Merchants Bank, Ping An Bank, and BOE A. The top five stocks with outflows are Longji, Goldwind, Tongwei, Industrial Bank, and Ping An Bank.

　　As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 731.954 billion yuan, an increase of 2.48 billion yuan from the previous trading day, and the securities lending balance was at 60.819 billion yuan, an increase of 645 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 694.87 billion yuan. , An increase of 4.274 billion yuan from the previous trading day, and the securities lending balance reported 33.817 billion yuan, an increase of 480 million yuan from the previous trading day.

The balance of margin trading and securities lending in the two cities totaled 1,521.461 billion yuan, an increase of 7.88 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 inflow of northbound capital is 611 million yuan, of which the net inflow of Shanghai Stock Connect is 649 million yuan, the balance of funds on the day is 51.351 billion yuan, and the net outflow of Shenzhen Stock Connect is 38 million yuan. The balance was 52.038 billion yuan; the net inflow of southbound funds was 2.591 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.429 billion yuan, the day's fund balance was 40.571 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.162 billion yuan, and the day's fund balance was 40.838 billion yuan.

　　Huaxin Securities said that the short-term index sideways shock is more similar to the process of gaining momentum. After two consecutive days of rising and breaking through the 60-day line, the index has a short-term requirement to step back on the 60-day line at 3320 points, and then usher in a new breakthrough.

The September macro liquidity data released on Wednesday evening exceeded market expectations to a certain extent, which also falsified the claim that macro liquidity is turning.

In the future, as fiscal expenditures accelerate, the growth rate of M2 may continue to maintain an upward rhythm, and the market's macro liquidity is expected to remain abundant.

　　Guosheng Securities pointed out that on Wednesday, the Shanghai and Shenzhen markets opened low and moved low throughout the day, mainly weak and volatile, and the market is not willing to do more.

Technically, the market has returned to its previous high after three consecutive years of sunshine, and the pressure has increased accordingly. It is normal for certain adjustments to occur. However, the expectation of mid-line volatility is still expected. It is expected that the macro monetary policy will be relatively With easing, the fundamentals of domestic companies continue to improve, and the market is expected to usher in another wave of market after digesting profitable and intensive chips.

　　In terms of operation, Guosheng Securities recommends that short-term light index, heavy stocks, pay attention to the "14th Five-Year" planning direction, pay attention to the three quarterly high-performance stocks, and adjust the larger 5G concept stocks and other opportunities.

(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.