Sino-Singapore Jingwei Client, November 5th, the two markets opened higher on the 5th. The Shanghai Index reported 3305.58 points, an increase of 0.86%; the Shenzhen Component Index reported 13,802.18 points, an increase of 1.04%; the ChiNext Index reported 2,782.06 points, an increase of 1.15%.
Wind screenshot
On the disk, the automotive, power supply equipment, semiconductor, electronics manufacturing, and brokerage sectors led the gains; aviation equipment, livestock and poultry breeding sectors led the decline.
In terms of concept stocks, yesterday's link-up board, iQiyi concept, PCB, new and sub-new stocks, and capital leaders were among the top gainers, and aircraft carrier concepts were among the top decliners.
In terms of individual stocks, 3281 individual stocks rose, of which Chengtian Weiye, Guangzheng Ophthalmology, Leon Technology and other stocks rose more than 5%.
376 stocks fell, including Sichuan University Outwit, Meinian Health, Xinyu Guoke 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 729.638 billion yuan, an increase of 1.376 billion yuan from the previous trading day. The securities lending balance was reported at 67.469 billion yuan, an increase of 889 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 693.39 billion yuan. , An increase of 2.263 billion yuan from the previous trading day, and the securities lending balance reported 42.405 billion yuan, an increase of 792 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.532 trillion yuan, an increase of 5.32 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 592 million yuan, of which the net inflow of Shanghai Stock Connect is 238 million yuan, the balance of funds on the day is 51.762 billion yuan, and the net inflow of Shenzhen Stock Connect is 354 million yuan. The balance was 51.646 billion yuan; the net inflow of southbound funds was 5.367 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 5.24 billion yuan, the day’s fund balance was 36.76 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 127 million yuan, and the day’s fund balance was 41.873 billion yuan.
Pacific Securities stated that overseas risks such as the recurrence of the epidemic and the U.S. election, which the market had previously worried about, had limited impact on the market. The "14th Five-Year Plan" will open up the space for subsequent domestic policies.
Although short-term foreign investment has flowed out due to external disturbances, under the weak dollar cycle, the room for RMB appreciation opens up, which is conducive to the return of foreign capital to A shares.
The economy at home and abroad continues to recover, the demand side continues to exert force, and there is still room for restoration of optional consumption such as domestic catering.
After the marginal impact of external risks and financing diversion has eased, fundamentals and foreign investment will support the upward trend of A shares.
In the medium and long term, the economy has stabilized and recovered, and trends such as improved corporate profits, foreign capital inflows, and low interest rates have not changed.
(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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