Sino-Singapore Jingwei Client, March 16th. On the 16th, the three major A-share indexes collectively opened higher. The Band Index rebounded and rose by more than 1%. The Shanghai Index rebounded slightly by 0.78%. Market sentiment has picked up, with over 3,000 shares in the two markets. rise.

As of the close, the Shanghai Composite Index reported 3446.73 points, an increase of 0.78%, with a turnover of 332.388 billion yuan; the Shenzhen Component Index reported 13642.95 points, an increase of 0.91%, with a turnover of 403.108 billion yuan; the Growth Enterprise Market Index reported 2672.12 points, an increase of 1.06%.

　　Wind screenshot

　　On the disk, environmental protection engineering and services, hotels, real estate development, electrical automation equipment, pharmaceutical and commercial sectors led the gains; rare metals, other transportation equipment, petrochemicals, coal mining, and other mining sectors led the decline.

　　In terms of individual stocks, 3,078 individual stocks rose, among which Guangha Communication, Kaiwen Education, Wanfeng Aowei and other stocks rose by more than 5%.

983 individual stocks fell. Among them, Otway, Green Harmonic, Jingjiawei and other stocks fell by more than 5%.

　　In terms of turnover rate, a total of 36 stocks have a turnover rate of more than 20%, of which N Qingyun-U has the highest turnover rate, reaching 74.28%.

　　In terms of capital flow, the top five major flows of industry sectors are power, banking II, real estate development, industrial metals, and Internet media, and the top five flows of power, industrial metals, banking II, steel II, and chemical products.

The top five stocks with major inflows are Rendong Holdings, Jiaozuo Wanfang, Sanqi Mutual Entertainment, Nanwang Energy, and Gree Electric. The top five stocks that flow out are Jiaozuo Wanfang, Sanqi Mutual Entertainment, Nanwang Energy, Shuangliang Energy Saving, Sanan Optoelectronics.

　　As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 80.533 billion yuan, an increase of 2.265 billion yuan from the previous trading day. The securities lending balance was reported at 86.433 billion yuan, a decrease of 1.397 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 71.178 billion yuan. , An increase of 1.526 billion yuan from the previous trading day, and the securities lending balance reported 54.269 billion yuan, a decrease of 1.152 billion yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,652.313 billion yuan, an increase of 1.243 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 7.837 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.293 billion yuan, the balance of funds on the day is 48.707 billion yuan, and the net inflow of Shenzhen Stock Connect is 4.544 billion yuan. The balance was 47.456 billion yuan; the net inflow of southbound funds was 5.489 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.42 billion yuan, the fund balance on the day was 39.58 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 3.069 billion yuan, and the day’s fund balance was 38.931 billion yuan.

　　Yuekai Securities believes that fluctuations in interest rates will not affect the scarcity of Baotuan shares as the core assets of A-shares, and that the recent price increase of Moutai is gradually approaching, which is basically good.

In the long run, the market's early reaction to the tightening of liquidity is relatively violent. It is expected that the upward slope of the long-end interest rate of U.S. Treasuries is expected to slow down, and the volatility of the group sector is expected to ease.

In the short term, the recent market volatility has been relatively large, and investors should maintain a reasonable level of positions to deal with market volatility.

　　Founder Securities stated that from the perspective of the technical form of the broader market, the market is building a "wedge" shaped bottom pattern, which means that the market has turned from a unilateral decline to a two-way fluctuation, forming an interval shock operation. Only fully accumulating momentum can only reduce market holding costs. , The market outlook will open up room for the broader market, and you must be patient with the future market.

　　Southwest Securities Research reported that in the medium and long term, it is recommended that investors continue to pay attention to three directions.

Procyclical sector: non-ferrous metals, machinery, chemical industry.

Low valuation defensive sector: big finance.

Long-term high-quality track: medicine, photovoltaic, TMT, new infrastructure.

In terms of risks, we need to be alert to the crowding effect of the US economic recovery + fiscal expenditures, which will push the long-term interest rate of US debt upward, and the speed of foreign capital inflow may be affected. Some core assets of A-shares face the risk of price correction.

(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.)