Sino-Singapore Jingwei Client, January 6th. On Wednesday, the three major A-share indexes collectively opened higher, and then rushed higher and fell back, and all went green in midday.

Baotuan's main lines of liquor, photovoltaics, and lithium batteries began to weaken, and funds flowed into the military, agriculture and other sectors. The dairy, paper, and cement sectors rose intraday, while the petrochemical sector bucked the market.

More than 3100 stocks in the two cities fell.

  Time-sharing chart of the Shanghai Stock Exchange Index.

Source: Wind

  As of midday's close, the Shanghai Index fell 0.17% to 3522.72 points, with a turnover of 342 billion yuan; the Shenzhen Component Index fell 0.75% to 15034.62 points, with a turnover of 429.8 billion yuan; the ChiNext Index fell 0.99% to 3,067.46 points, with a turnover 148.7 billion yuan.

  On the board, the transportation equipment, mining services, shipbuilding, aviation equipment, cement manufacturing and other sectors led the gains; the fishery, glass manufacturing, components, electrical automation equipment, and tourism integrated sectors led the decline.

In terms of concept stocks, geothermal energy, general aviation, aircraft carrier concept, genetically modified, cement, etc. top the gains, and rice wine, Xi’an Free Trade Zone, fast charging concept, medical information technology, and fluorine chemical industries top the decline.

  It is worth noting that the brewing sector pulled back sharply, the intraday sector index rose by more than 3%, and fell 0.75% as of the midday close.

Most individual stocks in the sector were green. Huangtai Liquor fell nearly 9%. Highland Barley Liquor, Lanzhou Yellow River, and Jinfeng Liquor fell sharply.

In addition, the "Mao, Wu, Yang, and Lu" collective callbacks, which all hit a record high in the previous trading day, the Yanghe shares have the largest callback, exceeding 4%.

Kweichow Moutai rose more than 3% at the beginning of the market, up to 2125 yuan per share, and closed slightly at midday.

  In terms of individual stocks, 876 individual stocks rose, among which several stocks such as Meichen Ecology, Qilianshan, ST Tongpu rose more than 5%.

3176 stocks fell, of which Xiongdi Technology, SINOMACH, Ruiqi shares and other stocks fell more than 5%.

  In terms of turnover rate, there are a total of 20 stocks with a turnover rate of more than 20%, of which Tianqin equipment has the highest turnover rate, reaching 52.14%.

  In terms of capital flow, the top five major flows of industry sectors are chemicals, brokerage firms, beverage manufacturing, aviation equipment, and auto parts, while the top five flows of chemicals, beverage manufacturing, brokerage firms, auto parts, and food processing.

The top five stocks with major inflows are Yahua Group, Muyuan, Guangqi Technology, Changchun Hi-tech, CRRC, and the top five stocks with flows are Yahua Group, Muyuan, Guangqi Technology, Antarctic E-commerce, BYD.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 786.485 billion yuan, an increase of 5.995 billion from the previous trading day. The securities lending balance was reported at 85.919 billion yuan, an increase of 324 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 729.08 billion yuan. , An increase of 3.85 billion yuan from the previous trading day, and the securities lending balance reported 54.202 billion yuan, an increase of 1.872 billion yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,655,687 million yuan, an increase of 12.04 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 905 million yuan, of which the net inflow of Shanghai Stock Connect is 2.339 billion yuan, the balance of funds on the day is 49.661 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.434 billion yuan. The balance was 53.434 billion yuan; the net inflow of southbound funds was 7.707 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 3.42 billion yuan, the day’s fund balance was 38.58 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 4.287 billion yuan, and the day’s fund balance was 37.713 billion yuan.

  Regarding the current market, Netcom Securities pointed out that it should pay attention to the 3550-point pressure on the Shanghai Stock Index, observe the trend of liquor, finance, and technology sectors, and beware of the pressure on the stock index to rise and fall.

In terms of operation, we should light index and heavy stocks, avoid structural risks in the market, rationally regulate positions, and seize the opportunity of low-interest high-quality leading stocks.

Pay due attention to the opportunities of individual stocks in sectors such as automobiles, domestic chips, securities companies, photovoltaics, nonferrous metals, lithium batteries, photoresists, semiconductors, artificial intelligence, 5G communications, domestic software, etc., and pay attention to avoiding high-level stocks, problematic stocks, performance declines, delisting expectations, Lifting the ban on shareholding reduction, financial fraud and other sector stock adjustment risks.

  Minsheng Securities said that the spring market turmoil started, and the industry configuration adhered to pro-cyclical varieties, including core assets for cyclical growth and optional consumption.

Periodic performance of the cyclical sector will be dominant. Exports are expected to rebound to the first half of next year. Production and sales are expected to be booming for some time in the future, focusing on sub-sectors such as nonferrous metals, chemicals, and machinery.

The consumer sector focuses on liquor and completed industrial chains, and is optimistic about the high-prosperity new energy vehicles and military sectors.

(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.)