Sino-Singapore Jingwei Client, January 15th. On Friday, the three major A-share indexes fluctuated widely, bottoming out in the afternoon and rebounding. The Shanghai stock index and the index closed slightly red, while the Shenzhen Component Index fell slightly.
Financial stocks performed well, the banking and insurance sectors were strong, and the brokerage sector was weak; funds returned to the lithium battery, photovoltaic, and military sectors.
On the disk, sectors such as the new registration system, packaging and printing, and graphene ranked among the top gainers, and sectors such as super brands, liquor, and third-generation semiconductors were among the top decliners.
Individual stocks generally rose, nearly 3,000 stocks received dividends.
The turnover of the two cities exceeded one trillion yuan for the tenth consecutive trading day.
Time-sharing chart of the Shanghai Stock Exchange Index.
Source: Wind
As of the close, the Shanghai Index rose 0.01% to 3566.38 points, with a turnover of 480.3 billion yuan, a cumulative fall of 0.10% this week; the Shenzhen Component Index fell 0.25% to 15031.70 points, with a turnover of 556.1 billion yuan, a cumulative decline of 1.88% this week; The board index rose 0.02% to 3,809.94 points, with a turnover of 186 billion yuan, a cumulative decline of 1.93% this week.
On the disk, banking II, fisheries, rare metals, packaging and printing, coal mining and other sectors led the gains; transportation equipment, beverage manufacturing, shipping, steel II, food processing and other sectors led the decline.
In terms of concept stocks, capital leader, sugar, iQiyi concept, Xi'an Free Trade Zone, electronic cigarettes, etc. topped the rise, while electronic invoices, BDI index, yesterday's link board, remote office, and touch screen concepts top the list of declines.
In terms of individual stocks, 2950 individual stocks rose, among which Andavier, Giant Tech, and Kexiang shares rose more than 5%.
1064 stocks fell, of which BGI, Guangdong Pearl, ST Shede and other stocks fell more than 5%.
In terms of turnover rate, a total of 44 stocks had a turnover rate of more than 20%, among which Zuming shares had the highest turnover rate, reaching 59.86%.
In terms of capital flow, the top five major flows of industry sectors are Bank II, beverage manufacturing, optical optoelectronics, semiconductors, and rare metals, and the top five outflows are Bank II, beverage manufacturing, optical optoelectronics, semiconductors, and securities firms.
The top five stocks with major inflows are Industrial Bank, China Merchants Bank, CRRC, Jiuguijiu, and TCL Technology. The top five stocks with outflows are Postal Savings Bank, CRRC, China Merchants Bank, Industrial Bank, and TCL Technology.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 80.749 billion yuan, an increase of 304 million yuan from the previous trading day, and the securities lending balance was at 90.133 billion yuan, a decrease of 1.092 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 735.93 billion yuan. , A decrease of 1.847 billion yuan from the previous trading day, and the balance of securities lending reported 53.853 billion yuan, a decrease of 758 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,682.664 billion yuan, a decrease of 3.394 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 3.712 billion yuan, of which the net inflow of Shanghai Stock Connect is 1.011 billion yuan, the balance of funds on the day is 50.989 billion yuan, and the net inflow of Shenzhen Stock Connect is 2.701 billion yuan. The balance was 49.299 billion yuan; the net inflow of southbound funds was 13.037 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 6.606 billion yuan, the day’s fund balance was 35.394 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 6.431 billion yuan, and the day’s fund balance was 35.569 billion yuan.
China Post Securities pointed out that yesterday (14th) each index weakly closed green, and individual stocks performed differently. Small-cap stocks and sci-tech innovation boards that performed poorly in the previous period became popular on a large scale. The market reappeared the seesaw effect. The high and low styles have switched. Has fallen.
In operation, attention should be paid to high adjustment pressure, and the procyclical market is still optimistic about the continuation of the pro-cyclical market. We can wait for the adjustment in place to deploy low-value leading stocks.
In the medium and long term, China Post Securities believes that in order to combat the continuing impact of the epidemic, monetary policy will maintain continuity, stability, and sustainability, which is conducive to the continued economic recovery. The slow bull market can be expected. With the full registration system and withdrawal With the improvement of the market system, the performance of individual stocks will be further differentiated, and the selection of individual stocks still needs to be cautious.
Yuekai Securities said that looking forward to the future, the loosening of funds will not be completed in one day, and there will be repetitions in the middle, but the gradual shift of funds is the general trend, and it is still optimistic about the overall structural market in the near future.
With the convening of the two sessions after the Spring Festival, various industrial policies will be gradually introduced, bringing structural opportunities.
At the same time, in the annual report stage, investors should also pay attention to preventing and controlling the risk of underperformance or stepping on thunder.
(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.)