Sino-Singapore Jingwei Client, November 17th. On the 17th, the A-share index diverged sharply. The Shanghai Stock Exchange Index performed strongly. The ChiNext Index fell more than 2.5%, and individual stocks generally fell.
In terms of the sector, the liquor sector continued to strengthen. Near midday, shipping stocks bucked the market and rose, and the semiconductor, vaccine, and photovoltaic sectors fell sharply.
Source: Wind
As of the noon close, the Shanghai Stock Exchange Index reported 3340.32 points, a decrease of 0.2%, with a turnover of 21.076 billion yuan; the Shenzhen Component Index reported 13692.63 points, a decrease of 1.14%, with a turnover of 314.90 billion yuan; the ChiNext Index reported 2643.14 points, a decrease of 2.55%.
On the disk, sectors such as shipping, ports, hotels, real estate development, and agribusiness led the gains; sectors such as biological products, semiconductors, electronic manufacturing, power supply equipment, and components led the decline.
In terms of concept stocks, the BDI index, shipping, ports, sugar, and Hangzhou Bay Greater Bay Area were among the top gainers, while HIT batteries, biological vaccines, SMIC Concept, Huawei HMS, and voice technology were among the top losers.
In terms of individual stocks, 1188 stocks rose, including ST Baling, Tianshan shares, ST Zhongjie and other stocks rose more than 5%.
2,755 stocks fell, including Perry shares, investment surplus, China Haida and other stocks fell more than 5%.
In terms of turnover rate, a total of 18 stocks have a turnover rate of more than 20%. Among them, Runhe Materials has the highest turnover rate, reaching 49.56%.
In terms of capital flow, the industry sector’s main flow into the top five are industrial metals, automotive vehicles, real estate development, chemical products, and beverage manufacturing. The top five outflows are industrial metals, automotive vehicles, chemical products, beverage manufacturing, and rare metals. .
The top five stocks with major inflows are Changan Automobile, Fosun Pharma, Ping An, Palmyue Technology, and Tongling Nonferrous. The top five stocks with outflows are Changan Automobile, Fosun Pharma, Yunlu, Tongling Nonferrous, and Tianqi. Lithium industry.
The top five conceptual themes in the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shanghai Stock Connect, and Shenzhen Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shenzhen Stock Connect, Shanghai Stock Connect.
Guosheng Securities analyzes that, on the whole, the market is intertwined with longs and shorts. It is still funds that determine the direction of the market, and it is the confidence of funds in future market expectations.
In terms of operation, light index and heavy individual stocks can focus on the opportunities of low-value, pro-cyclical, and RCEP Chinese product brand export related companies, and short-term focus on related concepts of policy guidance.
Yuekai Securities believes that the industry's fundamentals and optimistic logic have not changed for the callback of the previously popular optional consumer sector.
In terms of allocation, investors are advised to focus on three main lines in the near future: one is the sectors that benefit from economic recovery; the second is cyclical products that benefit from the expectation of price increases; and the third is RCEP themed investment opportunities.
(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.)