Sino-Singapore Jingwei Client, November 3rd. On the 3rd, the Shanghai and Shenzhen stock markets opened up sharply after a high opening. The trading volume of the two stock markets increased significantly. The Shanghai index rose more than 1%, the semiconductor sector rose collectively, and the liquor sector continued to rise. The glass and vehicle manufacturing sectors declined.
As of the noon close, the Shanghai Stock Index reported 3261.71 points, an increase of 1.13%; the Shenzhen Component Index reported 13,541.40 points, an increase of 0.9%; the ChiNext Index reported 2,731.77 points, an increase of 0.86%.
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On the disk, industrial metals, gold, hotels, rare metals, computer equipment and other sectors led the gains; glass manufacturing, automobiles, power equipment, white goods, medical services and other sectors led the decline.
In terms of concept stocks, nickel, yesterday's link, scarce resources, gold, and non-ferrous metals were among the top gainers. Automobiles, construction machinery, Weilai Auto Concept, trade war beneficiary stocks, and glass concepts were among the top decliners.
In terms of individual stocks, 3282 individual stocks rose, among which several stocks such as Hangfa Power, Century Huatong, Xiamen Tungsten and other stocks rose more than 5%.
683 stocks fell, of which Jiangsu Leili, Zhengyu Industrial, ST Yangfan and other stocks fell more than 5%.
In terms of turnover rate, a total of 26 stocks have a turnover rate of more than 20%, of which Shenglan shares have the highest turnover rate, reaching 62.4%.
In terms of capital flow, the top five major flows of industry sectors are brokerages, beverage manufacturing, banking II, industrial metals, and semiconductors, and the top five flows of autos, beverage manufacturing, semiconductors, chemicals, and banks II.
The top five stocks with major inflows are BOE A, CICC, Zijin Mining, BYD, China Merchants Bank, and the top five stocks with outflows are BYD, CICC, Zijin Mining, Weir, and BOE A.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 726.762 billion yuan, an increase of 182 million yuan from the previous trading day, and the securities lending balance was reported at 65.118 billion yuan, an increase of 452 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 689.596 billion yuan. , An increase of 1.299 billion yuan from the previous trading day, and the securities lending balance reported 40.271 billion yuan, an increase of 1.269 billion yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.5217.746 billion yuan, an increase of 3.203 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 capital is 3.509 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.867 billion yuan, the balance of funds on the day is 49.133 billion yuan, and the net inflow of Shenzhen Stock Connect is 642 million yuan. The balance was 51.358 billion yuan; the net inflow of southbound funds was 3.49 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.078 billion yuan, the day's fund balance was 39.922 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.412 billion yuan, and the day's fund balance was 40.588 billion yuan.
Wanlian Securities said that looking forward to November, from the perspective of the rise and fall of major stock indexes in October and the three quarterly reports of listed companies, the performance of A-share listed companies will continue to be repaired at a high speed, and fundamental logic such as profitability will gradually replace estimates under loose liquidity. The rise in value has become the main factor driving the upward trend of stock indexes.
In terms of industry configuration: focus on optional consumption such as liquor, home appliances, and automobiles; focus on low-valued banks, insurance and other large financial and aviation blue-chip stocks; focus on cyclical industries such as non-ferrous metals, chemicals, and new energy that are booming.
(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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