Sino-Singapore Jingwei Client, March 15th. On the 15th, the Shanghai and Shenzhen stock markets opened slightly lower and continued to fall. The ChiNext Index plummeted by more than 4%. The electricity, food and beverage, medical and other sectors fell at the top, and the coal sector rose against the market. .

The white horse stocks of the organization group plummeted collectively, and Kweichow Moutai's stock price fell below 2,000 yuan per share.

As of the close, the Shanghai Index reported 341.995 points, a decrease of 0.96%, with a turnover of 381.646 billion yuan; the Shenzhen Component Index reported 13520.07 points, a decrease of 2.71%, with a turnover of 425.353 billion yuan; the ChiNext Index reported 2644.01 points, a decrease of 4.09%.

　　On the disk, sectors such as air transportation, garden engineering, hotels, scenic spots, and agribusiness led the gains; sectors such as medical services, power supply equipment, semiconductors, medical equipment, and beverage manufacturing were among the top decliners.

　　Wind screenshot

　　In terms of individual stocks, 1799 individual stocks rose, including Shanghai Kaixin, Tianxia Retreat, Changhong Huayi and other stocks rose by more than 5%.

2257 stocks fell, of which GCL Energy, HKUST iFlytek, Chen'an Technology and other stocks fell more than 5%.

　　In terms of turnover rate, a total of 33 stocks have turnover rates of more than 20%. Among them, Shunbo Alloy has the highest turnover rate, reaching 52.7%.

　　In terms of capital flow, the top five major flows of industry sectors are electric power, banking II, steel II, industrial metals, and chemical products, and the top five outflows are power, steel II, bank II, industrial metals, and power equipment.

The top five stocks with major inflows are Baotou Steel, China State Construction, Jiaozuo Wanfang, China Southern Airlines, and Century Huatong. The top five stocks with outflows are Huayin Power, ZTE, China International Finance Securities, Longji, and Century. Huatong.

　　As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 798.268 billion yuan, a decrease of 2.054 billion yuan from the previous trading day. The securities lending balance was at 87.83 billion yuan, an increase of 1.254 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 709.552 billion yuan. , A decrease of 2.621 billion yuan from the previous trading day, and the securities lending balance reported 55.421 billion yuan, an increase of 678 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,651.071 billion yuan, a decrease of 2.743 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 6.075 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.511 billion yuan, the balance of funds on the day is 49.489 billion yuan, and the net inflow of Shenzhen Stock Connect is 3.564 billion yuan. The balance was 48.436 billion yuan; the net outflow of southbound funds was 1.083 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 535 million yuan, the fund balance on the day was 41.465 billion yuan, the Shenzhen-Hong Kong Stock Connect net outflow was 1.618 billion yuan, and the fund balance on the day was 43.618 billion yuan.

　　Huajin Securities believes that in the short-term, the A-share market may be under pressure as a whole, but some investment highlights are still expected to be active; but on the other hand, the 14th Five-Year Plan is officially implemented, and the industrial policy catalysis is expected to gradually ferment, and the theme of obvious benefits , Such as carbon neutrality, etc., is expected to be structurally active.

From the perspective of the long-term period, since the general upward trend of interest rates has been basically clear, the previous upward logic has been destroyed; therefore, considering the quarterly time period, the downward trend has a high probability of not over yet.

　　In terms of industry allocation, Bohai Securities believes that it can lean towards low-valuation and low-expectation sectors, focusing on the low allocation value of banking, real estate, construction and building materials, transportation, chemical and other sectors; when the global industrial chain returns to normal, demand is overseas. And the supply side is more prone to problems in the segmented products, such as non-ferrous metals, chemicals, and machinery and equipment, such as intermediate products and equipment that benefit from the expansion of overseas production demand.

(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.)