Sino-Singapore Jingwei Client, November 25th. On Wednesday, the three major A-share indexes opened higher and continued to weaken since then, and the brewing and healthcare sectors experienced a deep correction.
Screenshot source: Wind
As of the close, the Shanghai Index reported 3362.33 points, a decrease of 1.19%, with a turnover of 383.478 billion yuan; the Shenzhen Component Index reported 13,656.09 points, a decrease of 1.77%, with a turnover of 479.922 billion yuan; the ChiNext Index reported 2615.53 points, a decrease of 2.22%; the Shanghai 50 Index reported 3420.29 points, a decrease of 0.65%.
On the disk, almost all industry sectors were green, with wine, aviation, nonferrous metals, shipping, medical and healthcare sectors leading the decline, while insurance and communications equipment sectors rose.
The concept sector also fell mostly. Titanium, scarce resources, superconducting concept, phosphorus concept, aquatic products and other sectors led the decline, including GDR, fuel cell, 5G and other sectors rose.
In terms of individual stocks, 780 individual stocks rose, including ST Yihua, ST Yufu, Zhengchuan shares and other stocks rose more than 5%.
3198 stocks fell, of which Zhibang Home Furnishing, Zhengdan shares, Tibet Everest and other stocks fell more than 5%.
In terms of turnover rate, there are a total of 55 stocks with a turnover rate of more than 20%, of which Mingxin Xuteng has the highest turnover rate, reaching 54.95%.
The top five stocks with major inflows are Changan Auto, Ping An of China, Northern Rare Earth, Sinopharm, and China Pacific Insurance. The top five stocks with outflows are Changan Auto, Northern Rare Earth, Ping An, Zijin Mining, and BOE A.
The top five conceptual themes for 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. , Shanghai Stock Connect, Shenzhen Stock Connect.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 745.085 billion yuan, an increase of 2.41 billion yuan from the previous trading day. The securities lending balance was at 73.676 billion yuan, a decrease of 297 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was at 713.632 billion yuan. , An increase of 2.124 billion yuan from the previous trading day, and the securities lending balance reported 44.698 billion yuan, a decrease of 871 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1577.09 billion yuan, an increase of 3.366 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 297 million yuan, of which the net inflow of Shanghai Stock Connect is 1.78 billion yuan, the balance of funds on the day is 50.218 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.485 billion yuan. The balance was 53.485 billion yuan; the net inflow of southbound funds was 2.536 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.827 billion yuan, the day’s fund balance was 40.173 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 709 million yuan, and the day’s fund balance was 41.291 billion yuan.
Southwest Securities pointed out that the current market will continue to rotate around the main line of economic recovery, but the growth sector has gradually shown layout opportunities.
Pacific Securities said that the recent market performance has been pro-cyclical + faster rotation of high-valued varieties, reflecting more obvious pro-cyclical characteristics.
The economy at home and abroad continues to recover, the demand side continues to exert force, and the catering consumption turns positive, indicating that the service-oriented consumption repair window is approaching.
Although the credit risk that the market is worried about has limited impact on the equity market, it will be suppressed on the emotional side, the superimposed year is approaching, the margin of capital game behavior such as the "income-guaranteed" mentality of investors will increase, and short-term market volatility may increase, but not Optimistic about the change in the medium term.
(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.)