Sino-Singapore Jingwei Client, November 2nd, on the 2nd, the Shanghai and Shenzhen stock markets rose slightly after opening higher, and then the market oscillated and divided. The Shanghai Composite Index fell and turned green, while the ChiNext Index fluctuated upwards, rising by more than 1%.
As of the midday close, the Shanghai Stock Exchange Index reported 3222.91 points, a decrease of 0.05%; the Shenzhen Component Index reported 13,368.74 points, an increase of 1%; the ChiNext Index reported 2,695.97 points, an increase of 1.51%.
Wind screenshot
On the board, sectors such as electrical automation equipment, glass manufacturing, white goods, automobiles, and metal products led the gains; sectors such as airports, computer equipment, shipbuilding, biological products, and park development led the decline.
In terms of concept stocks, yesterday's continuous board, yesterday's daily limit, automobiles, HIT batteries, and household appliances were among the top gainers, and blood products, super fungi, network security, domestic operating systems, and Shanghai-London Stock Connect were among the top losers.
In terms of individual stocks, 1757 individual stocks rose, among which Shida Shenghua, Hyflux Electric, Elodea and other stocks rose more than 5%.
2165 stocks fell, of which Danghong Technology, ST Renzhi, Liaoning Energy and other stocks fell more than 5%.
In terms of turnover rate, a total of 19 stocks had a turnover rate of over 20%, among which Shenglan shares had the highest turnover rate, reaching 47.12%.
In terms of capital flow, the top five industries that flow into the top five are computer applications, automotive vehicles, auto parts, white goods, and semiconductors, and the top five outflows are computer applications, semiconductors, brokerages, automotive vehicles, and food processing.
The top five stocks with major inflows are iFlytek, NCICC, BOE A, Zhaoyi Innovation, Midea Group, and the top five stocks with outflows are N Zhongjin, Yili, Zhaoyi Innovation, Hualan Biotech, Hang Seng Electronics.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 726.58 billion yuan, a decrease of 3.626 billion yuan from the previous trading day. The securities lending balance was reported at 64.665 billion yuan, an increase of 120 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 688.297 billion yuan. , A decrease of 3.949 billion yuan from the previous trading day, and the securities lending balance reported 39.001 billion yuan, a decrease of 59 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,518.543 billion yuan, a decrease of 7.514 billion yuan from the previous trading day.
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 northbound funds is 2.491 billion yuan, of which the net inflow of Shanghai Stock Connect is 530 million yuan, the balance of funds on the day is 51.47 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.961 billion yuan. The balance was 50.039 billion yuan; the net inflow of southbound funds was 3.216 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.634 billion yuan, the day's fund balance was 40.366 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.582 billion yuan, and the day's fund balance was 40.418 billion yuan.
Guosen Securities believes that the low valuation and procyclical sectors in the second half of the year are relatively more cost-effective.
First, from a fundamental point of view, as the economy continues to recover, the low-valued procyclical sector has relatively more elasticity to improve profitability, and the profit improvement in the third quarter is at the top; second, from a trading perspective, the newly announced fund Data from the third quarterly report shows that towards the end of the year, institutional holdings have become more balanced, increasing the layout of cycles, consumption and other sectors, while reducing the high-earning positions of technology and medicine.
In terms of configuration, Galaxy Securities believes that a small number of growth stocks that are not extremely high + sustainable are the main line, accounting for about 2%.
Leading growth companies in stable industries such as the Internet, liquor, pharmaceutical chains, medical equipment and services, service robots, education; growth industries in the cycle, new energy, machinery, electronics (semiconductors), chemical, military and other sub-sectors. Pay attention to leading varieties with enhanced competitive advantages; some sub-cycle industries under the influence of the epidemic, such as shipping.
(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.)
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