Sino-Singapore Jingwei Client, December 8th. On the 8th, the two cities opened slightly higher, and then their performance was divided. The ChiNext index led the rise, the liquor sector performed strongly, and individual stocks fell more and rose less.
Kweichow Moutai opened higher, and its stock price rose more than 2% during the session, reaching a maximum of 1,850 yuan and setting a new record high. As of the close, it was reported at 1,839.02 yuan per share.
As of the noon close, the Shanghai Stock Exchange Index reported 3,407.99 points, a decrease of 0.25%; the Shenzhen Component Index reported 13,967.48 points, a decrease of 0.04%; the ChiNext Index reported 2746.78 points, an increase of 0.74%.
On the disk, other transportation equipment, beverage manufacturing, gold, automobiles, and other electronics sectors led the gains; insurance, white goods, airports, industrial metals, forestry and other sectors led the decline.
In terms of concept stocks, rice wine, fluorine chemical, tire pressure monitoring, shared bicycles, and super capacitors were among the top gainers, while agricultural machinery, aluminum, yesterday's connecting plates, construction machinery, and special steel concepts were among the top losers.
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In terms of individual stocks, 1505 stocks rose, among which Caitong Securities, ST Yedao, ST Willing and other stocks rose more than 5%.
2,375 stocks fell, of which Dulwich New Materials, Camellia shares, Yihua Health and other stocks fell more than 5%.
In terms of turnover rate, a total of 14 stocks had turnover rates of more than 20%, of which Jianzhijia had the highest turnover rate, reaching 45.51%.
In terms of capital flow, the top five major inflows of the industry sector are beverage manufacturing, semiconductors, chemicals, brokerage, and bank II, and the top five outflows are semiconductor, beverage manufacturing, bank II, brokerage, and chemical products.
The top five stocks with major inflows are Kweichow Moutai, Caitong Securities, China Microelectronics, Dalian Sunya, and Sanqi Interactive Entertainment. The top five stocks with outflows are China Microelectronics, Jianzhijia, Zoomlion, Silan Micro, Bank of Jiangsu.
The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai 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.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 756.852 billion yuan, an increase of 2.59 billion yuan from the previous trading day. The securities lending balance was reported at 73.997 billion yuan, a decrease of 671 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 717.155 billion yuan. , An increase of 2.319 billion yuan from the previous trading day, and the securities lending balance reported 42.169 billion yuan, a decrease of 671 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,590,174 million yuan, an increase of 3.57 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 4.346 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.819 billion yuan, the balance of funds on the day is 49.181 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.527 billion yuan. The balance was 50.473 billion yuan; the net inflow of southbound funds was 2.498 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 941 million yuan, the fund balance on the day was 41.059 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.557 billion yuan, and the day’s fund balance was 40.443 billion yuan.
Huaxin Securities believes that A-shares continue to choose weak shocks. The Shanghai stock index hits a new high rebound in a single day. The decline on Monday is based on the bottoming and rebound of last Friday. This undoubtedly means that the A-share market is Weakened, especially at the 120-hour level, the short-term downtrend has been formed. The support area below is in the 3380 point range, which is the 20-day moving average. At present, we need to focus on the support of this area. Once the Shanghai Index falls into this area, it will be so big The probability will approach the lower rail of the box.
In terms of configuration, Guodu Securities stated that low valuation + poor performance expectations or the performance boom is synchronized with the procyclical sector of economic recovery, or the preferred configuration at the end of the year, which mainly includes banks, non-bank financials, and real estate. , Transportation, Chemicals, Building Materials, Mining, Home Appliances, Automobiles, etc., and service consumption sectors where vaccination is immediately available, including film and television, education, airports, tourist hotels, etc.
Combining the current valuation quantiles and the expectation of accelerated economic recovery, the recent major financial sectors such as banks, insurance, real estate, and brokerage firms may be the first choice for procyclical sectors in the near future.
(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.)