Sino-Singapore Jingwei Client, January 22nd. On the 22nd, the Shanghai Stock Exchange Index opened lower by 0.13% to 3,616.54 points; the Shenzhen Component Index fell 0.08% to 15,508.94 points; the ChiNext Index fell 0.05% to 3,282.04 points.
On the disk, sectors such as animal health care, medical services, glass manufacturing, motors, and electrical automation equipment led the gains; sectors such as agribusiness, hotels, plastics, fisheries, and marketing communications led the decline.
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In terms of individual stocks, 1128 stocks rose, among which Tongyu Communications, Wenzhou Hongfeng, ST Baling and other stocks rose more than 5%.
2199 stocks fell, of which ST King Kong, Baili Electric, Xiangtan Electrochemical and 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.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 815.993 billion yuan, an increase of 4.74 billion yuan from the previous trading day. The securities lending balance was at 92.321 billion yuan, an increase of 1.455 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 744.992 billion yuan. , An increase of 3.342 billion yuan from the previous trading day, and the securities lending balance reported 56.322 billion yuan, an increase of 1.548 billion yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.709628 billion yuan, an increase of 11.086 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 96 million yuan, of which the net inflow of Shanghai Stock Connect is 29 million yuan, the balance of funds on the day is 51.971 billion yuan, and the net inflow of Shenzhen Stock Connect is 67 million yuan. The balance was 51.933 billion yuan; the net inflow of southbound funds was 8.126 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 7.616 billion yuan, the day’s fund balance was 34.384 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 510 million yuan, and the day’s fund balance was 41.49 billion yuan.
Centaline Securities believes that the recent market hotspots have more significant rotating characteristics, and low-value sectors such as finance, steel and transportation equipment have gradually strengthened; growth sectors represented by new energy lithium batteries are still eye-catching.
Investors are advised to actively grasp the investment opportunities that may be brought about by industry rotation.
It is expected that the Shanghai Stock Index is likely to consolidate slightly in the short-term, and the ChiNext market may fluctuate slightly in the short-term.
Investors are advised to pay close attention to investment opportunities in electronic technology, pharmaceutical manufacturing, automobiles, banks, and non-ferrous metals in the short-term. In the mid-term, they will continue to pay attention to investment opportunities in low-value blue chip stocks.
Founder Securities Research reported that it is recommended to pay attention to sectors where the industry is in a sustained high boom and whose performance can be continuously verified.
Specifically, in the cyclical sector, focus on non-ferrous metals, chemicals, and building materials that benefit from economic recovery, inventory replenishment, and optimized industry structure; 2) in the consumer sector, focus on automobiles, home appliances, and liquor in consumer durables.
3) In the growth sector, focus on the consumer electronics (panel, semiconductor, Apple industry chain), new energy, new energy vehicles and military sectors that have clear industry trends, full orders, and continued high prosperity in the next 2-3 years.
(Zhongxin Jingwei APP)
(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you must be cautious when entering the market.)