Sino-Singapore Jingwei Client, December 15th, in the afternoon of the 15th, the three major indexes continued to rise in the afternoon, and the index rose by more than 1%.
On the disk, the medical and biological and automotive sectors performed strongly.
Wind screenshot
As of the close, the Shanghai Index reported 3367.23 points, a decrease of 0.06%, with a turnover of 315.29 billion yuan; the Shenzhen Component Index reported 13763.31 points, an increase of 0.52%, with a turnover of 394.289 billion yuan; the ChiNext Index reported 2758.85 points, an increase of 1.18%; the Shanghai 50 Index reported 3468.83 points, an increase of 0.03%.
On the disk, the chemical and pharmaceutical, marketing communications, power equipment, automobiles, and biological products led the gains; the forestry, agribusiness, fishery, plantation, and catering sectors led the decline.
In terms of concept stocks, monoclonal antibody concepts, energy Internet, innovative drugs, capital leaders, and shared bicycles were among the top gainers, while aquatic products, diamonds, chicken farming, Pinduoduo concepts, and agricultural planting were the top decliners.
In terms of individual stocks, 1746 individual stocks rose, of which Shengjitang, Ganli Pharmaceutical, Panjiang shares and other stocks rose more than 5%.
2196 stocks fell, among which several stocks such as Huihong Group, ST Carey, and Longzhou shares fell by more than 5%.
In terms of turnover rate, a total of 37 stocks have a turnover rate of more than 20%. Among them, Kexing Pharmaceutical has the highest turnover rate, reaching 61.65%.
In terms of capital flow, the top five industries that flowed into the top five were chemical pharmaceuticals, beverage manufacturing, diversified finance, automotive vehicles, and power equipment, while the top five flowed out were beverage manufacturing, power equipment, bank II, chemical pharmaceuticals, and semiconductors.
The top five stocks with major inflows are Rendong Holdings, Hengrui Pharmaceuticals, Sinopharm, Zhonghuan, and Great Wall of China. The top five stocks with outflows are Luzhou Laojiao, Hengrui Pharmaceuticals, TBEA, Zhonghuan, China Great Wall.
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 fell by 73 points to 6.5434.
The Shanghai Interbank Offered Rate (SHIBOR) reported 1.4030% overnight, down 29.9 basis points; 7-day SHIBOR reported 2.0620%, down 8.1 basis points; 3-month SHIBOR reported 2.9830%, down 1.7 basis points.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 755.709 billion yuan, an increase of 2.095 billion from the previous trading day. The securities lending balance was reported at 74.178 billion yuan, an increase of 967 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 711.042 billion yuan. , An increase of 762 million yuan from the previous trading day, and the securities lending balance reported 41.893 billion yuan, an increase of 766 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,582.822 billion yuan, an increase of 4.59 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 1.958 billion yuan, of which the net inflow of Shanghai Stock Connect is 1.373 billion yuan, the balance of funds on the day is 50.627 billion yuan, and the net inflow of Shenzhen Stock Connect is 585 million yuan. The balance was 51.415 billion yuan; the net inflow of southbound funds was 2.069 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.156 billion yuan, the day’s fund balance was 40.844 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 913 million yuan, and the day’s fund balance was 41.087 billion yuan.
CICC stated that it is optimistic about the industry leader in consumer segments with obvious competitive advantages. In the next 6-12 months, it will continue to recommend liquors with clear long-term trends, the meat products sector that releases profit elasticity after the cost declines, and the dairy products sector that underperforms the industry index this year. At the same time, it is recommended that investors pay attention to the specific implementation of potential price increase expectations in the condiment and other industries, and remind the valuation callback risk of the larger share price increase sector such as food synthesis, and select the next 2-3 quarters with high certainty of performance, and A stock with a clear logic and reasonable valuation in the next three to five years.
Huatai Securities pointed out that the current A-share delisting rate still has a large room for improvement, and the number of passive delistings is expected to gradually increase in the future.
Huatai Securities believes that the implementation of the new delisting regulations is expected to give full play to the function of market-based delisting, helping A shares achieve "good money expelling bad money", and the overall promotion of the superimposed registration system. The asset quality of the stock market is expected to further improve, and the valuation of A shares is expected Reshaping, shell companies, zombie companies and other valuations may shrink further, while leading companies are expected to enjoy higher valuation premiums.
(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.)