China-Singapore Jingwei Client, January 13th. On the 13th, the three major stock indexes opened higher. The Shanghai Composite Index opened higher by 3,613.28 points, an increase of 0.14%; the Shenzhen Component Index reported 15,491.07 points, an increase of 0.2%; the ChiNext Index reported 3180.75 points, an increase of 0.01% .
Wind screenshot
On the board, the building materials, aerospace equipment, mining services, insurance, shipping and other sectors led the gains; the fisheries, audio-visual equipment, transportation equipment, shipbuilding, clothing and home textile sectors led the decline.
In terms of individual stocks, 1499 stocks rose, of which Youcai Resources, Aerospace Power, ST Yaxing and other stocks rose more than 5%.
1,778 individual stocks fell, of which several stocks such as New Asia Electronics, Suchangchai A, and Water shares fell by more than 5%.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 799.39 billion yuan, an increase of 6.012 billion yuan from the previous trading day, and the securities lending balance was at 91.746 billion yuan, an increase of 2.282 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 737.695 billion yuan. , An increase of 2.218 billion yuan over the previous trading day, and the securities lending balance reported 55.652 billion yuan, an increase of 329 million yuan over the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,684.484 billion yuan, an increase of 10.841 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 169 million yuan, of which the net inflow of Shanghai Stock Connect is 21 million yuan, the balance of funds on the day is 51.979 billion yuan, and the net inflow of Shenzhen Stock Connect is 148 million yuan. The balance was 51.852 billion yuan; the net inflow of southbound funds was 4.771 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 4.535 billion yuan, the day’s fund balance was 37.465 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 236 million yuan, and the day’s fund balance was 41.764 billion yuan.
Industrial Securities believes that from the perspective of the long-term development of A-shares, the current “institutional group” is not the “institutional group” of the past, and a group of high-quality core assets of A-shares stand out.
We believe that while guarding against compensatory declines, while grasping the mid-to-long-term logic, the correction of the group sector is often an opportunity to increase positions, and core assets have excess returns throughout the process.
In the short-term style, the core assets of the financial real estate cycle may have "style diffusion", but it is not a "style switch."
In the long-term trend, technological growth has entered a long-term upward channel, and the "big innovation" sector is a trending investment opportunity.
(Zhongxin Jingwei APP)