Sino-Singapore Jingwei Client, March 30. On the 30th, the Shanghai Composite Index closed up 0.62%, rising for three consecutive days; the ChiNext Index rose 1.37%.

Xinjiang's local stocks lifted their daily limit, rare earths and photovoltaics rebounded, military industry, and medical aesthetics strengthened; carbon neutrality, blockchain, and online education themes were recalled.

  Source: Wind

  As of the close, the Shanghai Index reported 3456.68 points, an increase of 0.62%, with a turnover of 331.626 billion yuan; the Shenzhen Component Index reported 13,888.44 points, an increase of 0.85%, with a turnover of 417.716 billion yuan; the ChiNext Index reported 2771.32 points, an increase of 1.37%; the Shanghai Stock Exchange 50 Index reported 3577.24 points, an increase of 1.12%.

  On the disk, aviation, shipping, water and other sectors led the gains; environmental protection, tourism, paper and other sectors led the decline.

  In terms of concept stocks, medical beauty concepts, combustible ice, oil and gas reforms, etc. top the rise, and sand management, carbon trading, and digital currency are among the top decliners.

  In terms of individual stocks, 1,290 individual stocks rose, among which Tianhe Defense, ST Geology, Dongbei Group and other stocks rose by more than 5%.

2822 stocks fell, of which Wanlima, Aohai Technology, Tianjian Technology and other stocks fell more than 5%.

  In terms of capital flow, the top five major inflows of the industry sector are electricity, banking II, special equipment, chemicals, and aviation equipment, and the top five outflows are electricity, special equipment, chemicals, beverage manufacturing, and banking II.

The top five stocks with major inflows are China Shenhua, Shanghai Pudong Development Bank, Changyuan Power, Shenzhen Energy, and China Southern Power, while the top five stocks with outflows are Shenzhen Energy, China Southern Power, Xintian Green Energy, AVIC Shenfei, Long source power.

The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shanghai Stock Connect, and Shenzhen Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shanghai Stock Connect, Shenzhen Stock Connect.

  According to the analysis of Yuekai Securities, the economic recovery is more than expected to support the A-share market: recent disturbances in the external market may slow down. Due to the rebound of the epidemic in Europe, the market has slightly lowered economic expectations and inflation expectations, and oil and some bulk commodities prices are still high. However, there has been a correction, and the upward trend of U.S. Treasury yields has slowed down. It is believed that the upward speed of U.S. Treasury yields has a greater impact on the risk appetite of A shares than the trend. .

On the other hand, the resilience of A-shares has strengthened due to the resonance of multiple factors such as the domestic economic recovery exceeding expectations and the quarterly report disclosure season, and the market pays more attention to domestic factors.

  Bohai Securities believes that after the market has experienced the release of group risk, under the premise that supervision takes the initiative to prevent imported risks, the downside risks of the market may have been limited, and the market will return to the characteristics of a volatile market in the future.

At the level of style, under the premise of domestic total revenue, structural liberalization and anti-monopoly policies, it is believed that mid-cap and small-cap stocks with more cost-effective valuations have greater opportunities, and performance-backed targets are more likely to move out of the relative market in the next stage. Quotes.

(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.)