Sino-Singapore Jingwei Client, December 14th, in the afternoon of the 14th, the three major indexes continued to consolidate.

In late trading, the index continued to strengthen, and the index rose to 1.44%.

Photovoltaic, wind power, and new energy vehicles are active.

  Wind screenshot

  As of the close, the Shanghai Index reported 3369.12 points, an increase of 0.66%, with a turnover of 316.229 billion yuan; the Shenzhen Component Index reported 13692.13 points, an increase of 1.01%, with a turnover of 393.53 billion yuan; the ChiNext Index reported 272.66 points, an increase of 1.44%; the Shanghai 50 Index reported 3467.77 points, an increase of 1.16%.

  On the disk, the glass manufacturing, hotel, tourism complex, rare metals, and other transportation equipment sectors led the gains; coal mining, steel II, other mining, fisheries, and railway transportation sectors led the decline.

In terms of concept stocks, rice wine, yesterday's link board, yesterday's daily limit, shared bicycles, and artificial meat were among the top gainers, and coal, titanium dioxide, steel, coal chemicals, and titanium were among the top losers.

  In terms of individual stocks, 2,528 individual stocks rose, including Zixin Pharmaceutical, Yingliu shares, Qingsong shares and other stocks rose more than 5%.

1,412 individual stocks fell, of which Shandong Express, Yangquan Coal, Lanhua Science and Technology and other stocks fell more than 5%.

  In terms of turnover rate, a total of 30 stocks have a turnover rate of more than 20%. Among them, N Kexing has the highest turnover rate, reaching 66.93%.

  In terms of capital flow, the top five industries that flowed into the top five were beverage manufacturing, power equipment, chemicals, food processing, and automobiles, while the top five flowed out were beverage manufacturing, power equipment, bank II, chemicals, and coal mining.

The top five stocks with major inflows are JAC, Wuliangye, Laobaiganjiu, Dabeinong, and Zhonghuan. The top five stocks with outflows are JAC, Fosun Pharma, Focus Media, Kweichow Moutai, and Laobaigan.

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.

  Data from the China Foreign Exchange Trading Center showed that the central parity of the RMB against the US dollar rose by 44 points to 6.5361.

  The Shanghai Interbank Offered Rate (SHIBOR) reported 1.7020% overnight, an increase of 27.1 basis points; the 7-day SHIBOR reported 2.1430%, a decrease of 3.5 basis points; and the 3-month SHIBOR reported 3.0000%, a decrease of 1.6 basis points.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 753.614 billion yuan, a decrease of 2.035 billion yuan from the previous trading day. The securities lending balance was reported at 73.212 billion yuan, a decrease of 700 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 710.279 billion yuan. , A decrease of 2.673 billion yuan from the previous trading day, and the securities lending balance reported 41.127 billion yuan, a decrease of 296 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 157.8232 billion yuan, a decrease of 5.704 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 2.412 billion yuan, of which the net outflow of Shanghai Stock Connect is 484 million yuan, the balance of funds on the day is 52.484 billion yuan, and the net inflow of Shenzhen Stock Connect is 2.896 billion yuan. The balance was 49.104 billion yuan; the net inflow of southbound funds was 1.318 billion yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 130 million yuan, the day’s fund balance was 42.13 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.448 billion yuan, and the day’s fund balance was 40.552 billion yuan.

  According to Zheshang Securities' analysis, the recent weak market performance is related to the behavior of institutions to ensure income near the end of the year.

In other words, the current period is the rest period from the first wave to the second wave of the New Year's Eve market, and the layout period of the spring market. It is expected that the second wave of market will be driven by the performance wave.

  Essence Securities believes that the market turmoil at the beginning of the year is still a high probability.

After the market has experienced short-term turbulence, it is expected that the marginal improvement in liquidity expectations and the deepening of recovery expectations will enter the turbulent market at the beginning of the year. The short-term allocation is still recommended to be pro-cyclical.

(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.)