Sino-Singapore Jingwei Client, January 14th. On Thursday, the three major A-share indexes opened lower and oscillated. The Shanghai Stock Exchange Index basically operated below the flat line throughout the day, and the intraday high did not reach 3,600 points.
Lithium batteries, photovoltaics, liquor, military industry and other holding groups plummeted collectively. Agriculture and brokerage sectors were among the top decliners. Some funds flowed into semiconductors, domestic software and other technology sectors that oversold stocks; the real estate sector was active, with many stocks trading at their limit.
The turnover of the two cities exceeded RMB 1 trillion for the ninth consecutive trading day.
Time-sharing chart of the Shanghai Stock Exchange Index.
Source: Wind
As of the close, the Shanghai Composite Index fell 0.91% to 356.590 points, with a turnover of 511.3 billion yuan; the Shenzhen Component Index fell 1.92% to 1,507.13 points, with a turnover of 610.1 billion yuan; the ChiNext Index fell 1.31% to 3,089.18 points, with a turnover of 200 billion yuan. yuan.
On the disk, transportation equipment, other transportation equipment, infrastructure, ports, public transport and other sectors led the gains; aviation equipment, tourism integration, planting, aerospace equipment, shipping and other sectors led the decline.
In terms of concept stocks, electronic invoices, tobacco, telecommuting, Hangzhou Bay Greater Bay Area, Hangzhou Asian Games, etc. top the gains, while genetic modification, BDI index, aircraft carrier concept, rice wine, and large airplanes top the list of declines.
In terms of individual stocks, 2495 stocks rose, among which Ruisheng Intelligent, Cambrian-U, Huatian Technology and other stocks rose more than 5%.
1517 stocks fell, of which Shengyang shares, Costa, aerospace development and other stocks fell more than 5%.
In terms of turnover rate, a total of 23 stocks had turnover rates of more than 20%, among which Hoobo had the highest turnover rate, reaching 67.6%.
In terms of capital flow, the top five industries that have flowed into the top five are semiconductors, optical optoelectronics, bank II, electronics manufacturing, and special equipment, and the top five outflows are semiconductors, optical optoelectronics, securities firms, special equipment, and beverage manufacturing.
The top five stocks with major inflows are CRRC, TCL Technology, Huatian Technology, Sany Heavy Industry, Aerospace Power, and the top five stocks with outflows are CRRC, TCL Technology, Sany Heavy Industry, and Industrial Fortune. , Longji shares.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 802.445 billion yuan, an increase of 3.054 billion from the previous trading day, and the securities lending balance was reported at 91.225 billion yuan, a decrease of 521 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 737.77 billion yuan. , An increase of 81 million yuan from the previous trading day, and the securities lending balance reported 54.611 billion yuan, a decrease of 1.04 billion yuan from the previous trading day.
The balance of margin trading and securities lending in the two cities totaled 1,686.058 billion yuan, an increase of 1.574 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 capital is 8.106 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.569 billion yuan, the balance of funds on the day is 48.431 billion yuan, and the net inflow of Shenzhen Stock Connect is 4.537 billion yuan. The balance was 47.463 billion yuan; the net inflow of southbound funds was 12.675 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 7.258 billion yuan, the day's fund balance was 34.742 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 5.417 billion yuan, and the day's fund balance was 36.583 billion yuan.
Huaxin Securities stated that the rest of financial stocks on Wednesday dragged down the A-share market. At this stage, the heavy volume on Wednesday can be defined as the category of heavy volume stagflation to a certain extent. This is a more dangerous signal. If the big financial market is still unable to Make efforts to break the time-sharing down signal. For A-shares, there is a high probability that it will usher in the greatest level of adjustment pressure since the rebound at the end of December 2020. Investors should pay attention to the risk of individual stock fluctuations.
Yuekai Securities pointed out that the current market is in the stage of building a cabinet, and the plate rotation is relatively obvious, and the short-term adjustment of stock indexes will not change the medium-term pattern.
In terms of allocation, it is recommended that investors seize the opportunity to rotate in the volatile market, pay attention to the complementary growth opportunities of the hard technology sector and low-level group stocks with favorable policies, and pay attention to high-quality stocks with good performance expectations on bargaining.
(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.)