Sino-Singapore Jingwei Client, October 26, 26th, the three major indexes opened lower.
Liquor and photoresist sectors led the decline, Kweichow Moutai opened 5.62% lower, and the digital currency sector was active.
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The Shanghai Composite Index opened 3258.70 points lower, a decrease of 0.59%, and a turnover of 2.329 billion yuan; the Shenzhen Component Index reported 13,056.30 points, a decrease of 0.55%, and a turnover of 3.27 billion yuan; the ChiNext Index reported 2,585.79 points, a decrease of 0.58%; the Shanghai Stock Exchange 50 Index was 3320.03 points. A decrease of 0.79%; CSI 300 reported 4,684.05 points, a decrease of 0.73%.
On the disk, housing construction, agricultural integration, commercial property management, infrastructure construction, railway transportation and other sectors led the gains; beverage manufacturing, ground military equipment, automobile vehicles, traditional Chinese medicine, air transportation and other sectors led the decline.
In terms of concept stocks, digital twins, yesterday's continuous board, yesterday's daily limit, sponge city, and infrastructure topped the list of gains, while liquor, cosmetics, super brands, capital leaders, film and television media, etc. top the list of declines.
In terms of individual stocks, 1,115 stocks rose, among which Chuangyuan Culture, Hanzhong Precision Machinery, Torch Electronics and other stocks rose more than 5%.
2174 stocks fell, among which Honglu Steel, Tony Electronics, Insai Group and other stocks fell more than 5%.
The China Securities Convertible Bond Index rose 0.33% at the opening, and 20 convertible bonds including Tongde Convertible Bonds, Landun Convertible Bonds, and Wanshun Convertible Bonds rose 10%.
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, Beimo Hi-Tech, Baoming Technology, Ganyuan Foods, and Shengshi Technology. The top five stocks with outflow are China General Nuclear Power, Beimo Hi-Tech, Baoming Technology, Gansu Source Food, Shengshi Technology.
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 fell 22 points to 6.6725.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 728.885 billion yuan, a decrease of 4.324 billion yuan from the previous trading day. The securities lending balance was reported at 62.075 billion yuan, a decrease of 1.259 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 690.702 billion yuan. , A decrease of 5.353 billion yuan from the previous trading day, and the securities lending balance reported 36.286 billion yuan, a decrease of 552 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.517948 billion yuan, a decrease of 11.488 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 funds is 1.058 billion yuan, of which the net inflow of Shanghai Stock Connect is 61 million yuan, the balance of funds on the day is 51.939 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.119 billion yuan. The balance was 53.119 billion yuan; the net inflow of southbound funds was 4.203 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.763 billion yuan, the day’s fund balance was 39.237 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.44 billion yuan, and the day’s fund balance was 40.56 billion yuan.
China Securities Investment Research report believes that while the economy still maintains a moderate recovery, liquidity remains neutral and the market will maintain a turbulent pattern.
In the short term, there are certain flaws in the growth industry, financial cycle, consumption and other sectors, and the opportunities for industry allocation are not obvious.
The Centaline Securities Research Report believes that the expected impact of huge IPOs of large technology stocks still exists, and the quarterly reporting period is drawing to an end. The market is not willing to do more in the short term, and adjustments may continue; in the white horse stock market fell, institutions tend to buy electronics and After non-banking, the high-valuation sector will face certain adjustment pressure in the short term, and we are optimistic about the subsequent performance of the low-valuation sector.
(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.)