China-Singapore Jingwei Client, April 1st. On the first day of April, the Shanghai Composite Index closed up 0.71%, and the ChiNext Index rose over 2%.
Domestic chips and medical beauty concepts are active, steel, petrochemicals, and liquor are strong in the afternoon, and the carbon neutrality index is weak.
Source: Wind
As of the close, the Shanghai Index reported 3466.33 points, an increase of 0.71%, with a turnover of 292.652 billion yuan; the Shenzhen Component Index reported 13,979.69 points, an increase of 1.46%, with a turnover of 365.021 billion yuan; the GEM index reported 281541 points, an increase of 2.06%; the Shanghai Stock Exchange 50 Index reported 3582.65 points, an increase of 1.22%.
On the disk, the semiconductor, steel, culture, education and leisure sectors led the gains; the environmental protection, petroleum, gas and heating sectors led the declines.
In terms of concept stocks, medical aesthetics, pest control, and private hospitals were among the top gainers, and air treatment, carbon trading, and sewage treatment were among the top decliners.
In terms of individual stocks, 2041 stocks rose, among which Zhuhai Zhongfu, Zhejiang Mining Stock, Bairun and other stocks rose by more than 5%.
2024 stocks fell, of which Xiling Information, Changhua Co., Ltd., Shenhua Holdings and other stocks fell by more than 5%.
In terms of turnover rate, a total of 66 stocks have a turnover rate of more than 20%, of which Yingfeng shares have the highest turnover rate, reaching 82.6%.
In terms of capital flow, the top five major flows of industry sectors are electric power, steel II, chemicals, semiconductors, and automotive vehicles, and the top five flows of power, chemical products, banking II, semiconductors, and professional engineering.
The top five stocks with major inflows are Hubei Energy, Tianfu Energy, Foton Motor, COSCO Shipping Holdings, China Metallurgical, and the top five stocks with outflows are Hubei Energy, Xinsai, Tianfu Energy, Silan Micro, Sinochem International.
The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai 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.
Shanxi Securities predicts that in the medium term, the PMI data in March will be good, the macroeconomic environment will remain high, and the service industry will expand rapidly. A-shares will fluctuate sideways and upwards driven by some high-economy sectors, and the turnover will basically Maintain stability.
It is recommended that investors give priority to the sectors with rising prosperity and expected higher returns.
According to analysis by West China Securities, although the core asset transaction concentration is high, the fund structure is relatively reasonable. Unlike the extreme concentration of market transactions in 2014-2015, the group funds are mainly low-leverage institutional funds, and there are not many high-leverage funds. The leverage level of stocks is at a relatively reasonable position, and the overall leverage risk is controllable.
Since the Spring Festival, the Mao Index has fallen by nearly 20% of its earnings. Short-term adjustments have released most of the risks. The room for further sharp drops is limited. The subsequent period will enter the stage of repeated bottoming, and there may be a short-term rebound in the quarterly reporting period.
When the chips are fully exchanged, the market transaction structure is expected to improve in stages.
(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.)