Sino-Singapore Jingwei Client, March 23. On the 23rd, the three major stock indexes opened with mixed ups and downs. After the opening, the Shanghai Index and the Shenzhen Component Index fell by more than 1%. As of the noon close, the Shanghai Index reported 3,402.56 points, a decrease of 1.19%. The turnover was 210.747 billion yuan; the Shenzhen Component Index reported 13567.16 points, a decrease of 1.41%, and the turnover was 286.694 billion yuan; the ChiNext Index reported 2655.58 points, a decrease of 1.58%.
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On the board, sectors such as gas, computer equipment, public transportation, Internet media, and cement manufacturing led the gains; sectors such as tourism, rare metals, industrial metals, chemical fibers, and gold were among the top decliners.
In terms of individual stocks, 1091 individual stocks rose, among which Skyworth Digital, Really Home, ST Jintai and many other stocks rose by more than 5%.
3043 stocks fell, of which Xinxiang Chemical Fiber, Wanhua Chemical, Hesheng Silicon Industry and other stocks fell more than 5%.
In terms of turnover rate, there are a total of 40 stocks with a turnover rate of more than 20%. Among them, Huaqi Environmental Protection has the highest turnover rate, reaching 71.9%.
In terms of capital flow, the top five industries that flowed into the top five were electric power, optical and optoelectronics, chemicals, industrial metals, and special equipment, and the top five that flowed out were electric power, industrial metals, chemicals, optical and optoelectronics, and power supply equipment.
The top five stocks with major inflows are energy-saving wind power, China Southern Power, Shenzhen Energy, BOE A, and TCL Technology. The top five stocks that flow out are energy-saving wind power, TCL Technology, China Southern Energy, Shenzhen Energy, and BOE A.
The top five conceptual themes for the main inflows are margin trading, securities refinancing, Shenzhen Stock Connect, MSCI concepts, and yesterday’s daily limit. The top five conceptual themes for outflows are margin trading and securities lending, refinancing securities, and Shenzhen Stock Connect. , MSCI concept, Shanghai Stock Connect.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 799.081 billion yuan, an increase of 1.968 billion yuan from the previous trading day. The securities lending balance was at 87.759 billion yuan, an increase of 2.111 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was at 713.658 billion yuan. , An increase of 3.248 billion yuan from the previous trading day, and the securities lending balance reported 56.059 billion yuan, an increase of 982 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,565.556 billion yuan, an increase of 8.308 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 outflow of northbound capital is 5.138 billion yuan, of which the net outflow of Shanghai Stock Connect is 2.259 billion yuan, the balance of funds on the day is 54.259 billion yuan, and the net outflow of Shenzhen Stock Connect is 2.879 billion yuan. The balance was 54.879 billion yuan; the net outflow of southbound funds was 986 million yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 70 million yuan, the day’s fund balance was 42.007 billion yuan, the Shenzhen-Hong Kong Stock Connect net outflow was 979 million yuan, and the day’s fund balance was 42.979 billion yuan.
Caixin Securities predicts that in the next 1-2 quarters, the performance of the pro-cyclical sector will continue to be stronger than that of the institutional group, the Shanghai Stock Exchange Composite Index will perform better than the ChiNext Index, and the performance of low-value companies will be stronger than high-value companies. The performance of cap stocks will also be stronger than that of large cap stocks.
At the short-term operational level, it is recommended to absorb pro-cyclical non-ferrous metals, coal, steel, and undervalued banks and insurance on dips.
In addition, we can also pay attention to the low-value carbon neutral sector.
Wanlian Securities recommends that in terms of industry configuration, pay attention to the main lines of "14th Five-Year" technological growth in military industry, aerospace, and new energy; pay attention to the steel, energy and public utilities and environmental protection industries under the theme of carbon neutrality; pay attention to offline optional consumption And services and other sectors that are still being repaired.
(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.)