Sino-Singapore Jingwei Client, March 24. The three major stock indexes opened lower on the 24th. The Shanghai Index fell 0.51% to 3,394.13 points; the Shenzhen Component Index fell 0.57% to 13529.93 points; the ChiNext Index fell 0.66% to 2,650.37 points.
On the disk, sectors such as catering, marketing communications, livestock and poultry breeding, and banking led the gains; sectors such as forestry, industrial metals, gold, cement manufacturing, and chemical raw materials led the decline.
In terms of individual stocks, 667 stocks rose, of which ST Cloud, Wanma Technology, Ronglian Technology and other stocks rose by more than 5%.
2,940 stocks fell, of which Guilin Tourism, Tianyu Information, Datang Power and other stocks fell more than 5%.
In terms of capital flow, the top five industries that flowed into the top five were other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five that flowed out were other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.
The top five stocks that are the main inflows are China General Nuclear Power, Cape Inspection, Xinhe Stock, Rijiu Optoelectronics, and Metro Design. The top five stocks that flow out are China General Nuclear Power, Cape Inspection, Xinhe Stock, and Rijiu. Optoelectronics, subway design.
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 last trading day, the Shanghai Stock Exchange’s financing balance was reported at 797.83 billion yuan, a decrease of 1.251 billion yuan from the previous trading day, and the securities lending balance was reported at 86.982 billion yuan, a decrease of 777 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 713.519 billion yuan. , A decrease of 138 million yuan from the previous trading day, and the securities lending balance reported 55.594 billion yuan, a decrease of 464 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,653.925 billion yuan, a decrease of 2.631 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 150 million yuan, of which the net inflow of Shanghai Stock Connect is 26 million yuan, the balance of funds on the day is 51.974 billion yuan, and the net inflow of Shenzhen Stock Connect is 124 million yuan. The balance was 51.876 billion yuan; the net outflow of southbound funds was 227 million yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 381 million yuan, the balance of funds on the day was 42.381 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 154 million yuan, and the balance of funds on the day was 41.846 billion yuan.
Founder Securities analyzed that the A-share market is still in the process of turbulence at the bottom of the market, but even if the market is bottoming, there is no shortage of market hotspots, the hotspots are strong, the earning effect remains, and it has accumulated momentum for the market's market outlook.
Operationally, bargain-hunting focuses on finance, the concept of "carbon neutrality", non-ferrous metals, new materials, Apple and Huawei industry chains, "mid-head" stocks and low- and mid-price bottom stocks, and continue to take a wait-and-see attitude towards old "core asset" stocks. Resolutely avoid delisting risk stocks.
In terms of configuration, Industrial Securities believes that the recent adjustments in the procyclical sector are mainly due to the fact that the prices of bulk futures or the valuations of some leading procyclical companies have reached historical highs, coupled with certain adjustments in external and emotional influences.
Looking ahead, we still continue to be optimistic about the recovery direction of pro-cyclical (mechanical, chemical, nonferrous, light industry) + service industries (banking, social services, and transportation).
At the same time, the strategic focus is basically good, the bargaining chip structure is good, the valuation of the mid-cap stocks with cost-effective valuation and the upward economic growth.
(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.)