Sino-Singapore Jingwei Client, November 3rd. A shares opened higher on the 3rd. The Shanghai Index reported 3,239.81 points, an increase of 0.46%; the Shenzhen Component Index reported 13,476.58 points, an increase of 0.41%; the ChiNext Index reported 2720.70 points, an increase of 0.45%.
On the disk, the automotive, electrical automation equipment, logistics, semiconductor, and tourism integrated sectors led the gains; the agricultural integrated, glass manufacturing, and aerospace equipment sectors led the decline.
In terms of concept stocks, yesterday's link-up, capital leader, yesterday's daily limit, vaccine testing traceability, cold chain logistics, etc. rose among the top gains, while RCS rich media communications, unmanned banking, lottery concepts, IPV6, and ventilators were among the top decliners.
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In terms of individual stocks, 2,456 individual stocks rose, among them, Suzhou Longjie, ST Soling, ST Fugang and other stocks rose more than 5%.
910 stocks fell, of which Sino Medical, Asia Alliance Development, ST Yangfan 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, 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.
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 funds is 123 million yuan, of which the net inflow of Shanghai Stock Connect is 87 million yuan, the balance of funds on the day is 51.913 billion yuan, and the net inflow of Shenzhen Stock Connect is 36 million yuan. The balance was 51.964 billion yuan; the net inflow of southbound funds was 5.411 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 5.235 billion yuan, the day’s fund balance was 36.765 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 176 million yuan, and the day’s fund balance was 41.824 billion yuan.
Industrial Securities believes that looking forward to November, external uncertainties will be difficult to eliminate in the short term. Global investors are showing strong risk aversion, risky asset period sentiment is weak, and the overall market is mainly reserving energy.
However, in the medium and long term, external disturbances are more difficult to affect the positive economic recovery in the country. Service-oriented consumption has gradually improved, and the overall A-share situation has not changed.
At the same time, the Financial Stability Committee met again to emphasize "enhancing the function of the capital market hub", highlighting the importance of the capital market during the "14th Five-Year Plan" period, with full confidence in the market in the medium and long term, and a long period of consolidation, and the age of equity should not be overly pessimistic.
In terms of industry allocation, focus on the allocation value of low valuations such as finance and the main line of economic recovery, and focus on the main line of technology and consumption in the medium and long term.
The repressive factors of financial fundamentals have gradually eased, and the market style has ushered in a rebalance; cycle manufacturing, grasping the replenishment of inventory, and the main line of economic recovery; "dual cycle", factor market reforms, "14th Five-Year Plan", technology and consumption are the main lines of medium and long-term .
The main lines and opportunities for economic development in the future can focus on stimulating internal consumption, especially in the fields of "land element marketization" and "household registration system reform" in the element market reform, the digital economy field, and the "stuck neck" field of technological competition. Configure it.
(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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