China-Singapore Jingwei Client, January 21. The three major stock indexes opened higher on the 21st. The Shanghai Stock Exchange Index rose 0.22% to 3,590.92 points; the Shenzhen Component Index rose 0.19% to 15,251.67 points; the ChiNext Index rose 0.4% to 3,217.83 points.
On the disk, sectors such as agricultural synthesis, medical equipment, medical services, glass manufacturing, and gold led the gains; automotive services, airports, air transportation, automotive vehicles, and other mining sectors led the decline.
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In terms of individual stocks, 1,400 stocks rose, including Kunlun Wanwei, ST Weilong, Xiangtan Electrochemical and other stocks rose more than 5%.
1916 stocks fell, of which Adel, ST Yaxing, ST Rock and many other stocks fell more than 5%.
In terms of capital flow, the top five industries that flow into the top five are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.
The top five stocks with major inflows are China General Nuclear Power, Tianyuan, Ruoyuchen, Zhongtian Rocket, and Cape Testing. The top five stocks with outflows are China General Nuclear Power, Tianyuan, Ruoyuchen, and Zhongtian Rocket. , Cape Testing.
The top five conceptual themes of the main inflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform. The top five conceptual themes that are outflow are O2O concept, cotton, UHV, wind power, and Shenzhen state-owned reform.
Data from the China Foreign Exchange Trading Center showed that the central parity of the RMB against the US dollar rose by 140 points to 6.4696.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 811.252 billion yuan, an increase of 3.398 billion yuan from the previous trading day. The securities lending balance was at 90.865 billion yuan, an increase of 716 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 741.65 billion yuan. , An increase of 1.449 billion yuan from the previous trading day, and the securities lending balance reported 54.774 billion yuan, an increase of 1.699 billion yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,698.543 billion yuan, an increase of 7.263 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 173 million yuan, of which the net inflow of Shanghai Stock Connect is 105 million, the balance of funds on the day is 51.895 billion, and the net inflow of Shenzhen Stock Connect is 68 million. The balance was 51.932 billion yuan; the net inflow of southbound funds was 7.765 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 7.393 billion yuan, the day’s fund balance was 34.607 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 372 million yuan, and the day’s fund balance was 41.628 billion yuan.
Yang Delong, chief economist of Qianhai Kaiyuan Fund, said that now that the Spring Festival is not far away, the spring offensive formed by the A-share market is still in progress and will not change much.
Due to some valuation analysis on the previous consumer white horse stocks with relatively large gains, there has been a recent correction. Leading stocks in industries such as liquor, medicine, food and beverage have adjusted a lot. I think these are temporary.
In the long run, the high-performance consumer white horse stocks are still the most worthy of allocation. It is recommended that you can allocate these good white horse stocks on dips and stay away from poor performance stocks and theme stocks.
He believes that investors can focus on the seven areas of new infrastructure, which may be another investment line this year, including 5G, new energy vehicles, artificial intelligence, big data centers, etc. The seven directions of these new infrastructures are also boosting The important aspects of this year's economic growth also represent the direction of technological transformation, and investors are advised to pay attention.
Huaan Securities believes that the overall epidemic is controllable and will not change the direction and trend of the strong economic upward movement. Therefore, there is still a chance to recover the main line and high-prosperity sectors.
Pay attention to three types of opportunities: one is the high-cycle upstream bulk commodities and midstream manufacturing, such as nonferrous metals, chemicals, machinery, etc.; the second is the growth technology with high prosperity, confirmed continuation, performance improvement, and full orders during the 14th five-year plan, such as military industry and electrical Equipment, etc.; the third is the financial sector, such as banks and non-banks, which are at the bottom of their growth rate, holding positions, and valuations.
On the whole, non-ferrous metals, military industry, and finance are preferred.
(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.)