Sino-Singapore Jingwei Client November 16th. On the 16th, the three major A-share stock indexes opened higher. The Shanghai Index reported 3,325.62 points, an increase of 0.47%; the Shenzhen Component Index reported 13,811.85 points, an increase of 0.42%; the Growth Enterprise Market Index reported 2716.02 points, an increase of 0.34% .

Wind screenshot

  On the disk, sectors such as ports, shipping, glass manufacturing, trade, and white goods led the gains; sectors such as tourism, rare metals, automobiles, semiconductors, and hotels led the decline.

  In terms of concept stocks, ports, yesterday's link, BDI index, free trade port, Hangzhou Bay Greater Bay Area, etc. top the gains, and EDA design software, 3D glass, shared bicycles, ETC, and tourism top the top declines.

  In terms of individual stocks, 2,238 individual stocks rose, including Guanhao Bio, Rainbow Soft Technology, ST Renzhi and other stocks rose more than 5%.

1078 stocks fell, of which Jinshan, Sinoma Energy Conservation, Jinfu Technology and other stocks fell more than 5%.

  In terms of capital flow, the top five industries that flowed into the top five were other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five that flowed out were other transport equipment, cultural media, Internet media, marketing communications, Shipbuilding.

The top five stocks with major inflows are China General Nuclear Power, Yuxin, Aohai Technology, Baoming Technology, Ganyuan Foods, and the top five stocks with outflows are China General Nuclear Power, Yuxin, Aohai Technology, and Baosteel. Ming Technology, Ganyuan Food.

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 735.797 billion yuan, an increase of 641 million yuan from the previous trading day. The securities lending balance was reported at 70.30 billion yuan, a decrease of 450 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 703.132 billion yuan. , A decrease of 1.346 billion yuan from the previous trading day, and the securities lending balance reported 44.131 billion yuan, an increase of 347 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 155.336 billion yuan, a decrease of 808 million 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 332 million yuan, of which the net inflow of Shanghai Stock Connect is 203 million yuan, the balance of funds on the day is 51.797 billion yuan, and the net inflow of Shenzhen Stock Connect is 129 million yuan. The balance was 51.871 billion yuan; the net inflow of southbound funds was 2.036 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.926 billion yuan, the day's fund balance was 40.074 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 110 million yuan, and the day's fund balance was 41.89 billion yuan.

What are the investment opportunities for RCEP signing to boost market sentiment?

  On November 15, 15 member states of the Regional Comprehensive Economic Partnership (RCEP) formally signed the agreement.

The total population, economic volume, and total trade volume of the 15 member states of RCEP account for about 30% of the global total, which means that about one-third of the world's economies form an integrated market.

What investment opportunities will the formal signing of RCEP bring to the A-share market?

  Yuekai Securities stated that the signing of RCEP by 15 countries signifies the official conclusion of the world's largest free trade agreement. The creation of a super economic circle under China's leadership will usher in investment opportunities in related topics, which will help boost market sentiment.

If the subject matter sector can continue to be active, it will help the overall restoration of market sentiment and will also play a leading role in the Shanghai Stock Exchange Index.

If the volume can be effectively amplified at the same time, after the short-term shock consolidation, the Shanghai Index is expected to hit the 3400 resistance area again.

  In the view of Industrial Securities, the open dividend will support the long-term value of high-quality Chinese assets such as stocks, bonds, foreign exchange, and real estate. Among them, the stock market will benefit the most, which is expected to usher in the first "long bull" in history.

In the current short-term market sideways, under the protracted battle, grasp the market layout window period at the end and the beginning of the year.

  According to the financial association, the

relevant listed companies include:

  China Central Place Logistics: With international freight forwarders as the cornerstone, it actively deploys a global logistics network. It currently has nearly 15 overseas branches and 72,000 square meters of overseas warehouses.

In terms of international air transport, the group company shares in the three major domestic airlines.

  SF Holdings: A leading domestic express logistics integrated service provider, the main project of Hubei Ezhou Airport will be basically completed in 2020, and it will be the fourth professional cargo airport in the world and the first professional cargo airport in Asia.

  Sinotrans: Net profit in the third quarter increased by 44.4% year-on-year, and there was strong demand for cross-border e-commerce, air freight agency and railway agency business.

  COSCO Shipping Holdings: Through acquisition, it became the world's third largest shipping company, and its net profit in the first three quarters increased by 82.4% year-on-year.

  Beibu Gulf Port: According to the interactive platform, the signing of RCEP will greatly enhance the trade exchanges between China and ASEAN countries, Japan, South Korea, India, Australia and New Zealand, and will promote the company's foreign trade import and export cargo throughput.

  Jiacheng International: Undertaking the Guangdong-Hong Kong-Macao-ASEAN transportation corridor road drop-and-hook transportation project successfully passed the acceptance review of the Guangdong Provincial Department of Transportation.

  Lianyungang: Mainly engaged in port cargo loading and unloading, storage and related port management services. It is one of my country's 25 main hub ports. It has superior geographical conditions and opened 60 near-to-ocean routes in Japan, South Korea, Southeast Asia, Europe and the United States.

  Jihong shares: The traditional main business is the packaging and printing business. After 2017, it has been involved in cross-border e-commerce business through external mergers and acquisitions.

In the first three quarters of 2020, both cross-border e-commerce business revenue and net profit increased significantly, achieving operating income of 1.880 billion yuan, a year-on-year increase of 114.15%.

  Bohai Ferry: The company has started to build its own e-commerce platform, and cross-border e-commerce products will focus on Japanese and Korean products.

How is the A-share market outlook?

  The volatility of the A-share market intensified last week. After the major market index rose sharply last Monday, the main market index corrected for four consecutive trading days.

Looking ahead, CICC believes that the short-term upward trend is still unbroken.

The rise and fall of the market have had a certain impact on investor sentiment, but the short-term upward trend has not been destroyed. It is recommended that investors lay down on dips or wait for more clear signals on the right to balance the allocation of value and growth in terms of style.

New latitude and longitude in the data map

  Guosen Securities Research Report believes that differences in the effectiveness of domestic and foreign epidemic prevention and control have led to the transfer of overseas orders to the country. In this epidemic, Chinese companies have shown a strong competitive advantage in supply.

Therefore, from the perspective of industry structure, companies in the global industry chain such as home appliances, machinery, automobiles, and building materials will benefit more from this round of global economic recovery. It is recommended to pay attention to investment opportunities in relevant export-beneficial sectors.

  In terms of configuration, Huaan Securities stated that, boosted by the "14th Five-Year Plan" and the emergence of the US general election, market risk appetite is facing an opportunity to re-elevate, focusing on opportunities in the large financial sector for the restoration of high-prosperity sectors and low valuations.

Grasp three types of opportunities: one is the pro-cyclical high boom or the booming sector, such as chemical industry, machinery and other industries; the second is the performance of the growth technology style has shown a sustained relative advantage, and in the "14th Five-Year" technological innovation and Catalyzed by the hot spots of new consumer electronics, high-prosperity sectors such as electronics, electrical equipment, and national defense and military industries are ushering in configuration opportunities; third, the large financial sector is at the bottom of growth rate, bottom of holdings, and bottom of valuation. Multiple bottomings consolidate the safety margin. It has long-term allocation value. In addition, the reform of the financial system and the acceleration of capital market reform are expected to bring catalysts to the big financial market.

(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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