Sino-Singapore Jingwei Client, April 1st, Thursday afternoon, the three major A-share indexes collectively closed up, and the Shanghai stock index fell back.
Ningde Times and other holding stocks continue to rebound and drive the index higher. Carbon neutrality is at a low tide. Funds have flowed into the medical and aesthetics sector, and low-level semiconductors and 5G technologies have risen.
The semiconductor, medical beauty, and new energy vehicle concept stocks performed well; the carbon neutral, environmental protection, and mining services sectors were among the top decliners.
Time-sharing chart of the Shanghai Stock Exchange Index.
Source: Wind
As of midday's close, the Shanghai Index rose 0.25% to 3,450.36 points, with a turnover of 176 billion yuan; the Shenzhen Component Index rose 0.83% to 13,892.74 points, with a turnover of 222.9 billion yuan; the ChiNext Index rose 1.45% to 2798.56 points, with a turnover. 72.7 billion yuan.
On the disk, the semiconductor, automotive, medical services, automotive services, medical equipment and other sectors led the gains; garden engineering, mining services, water affairs, environmental protection engineering and services, and agricultural synthesis sectors led the decline.
In terms of concept stocks, Xi'an Free Trade Zone, Medical Beauty, Bike Sharing, SMIC Concept, and Third Generation Semiconductors were among the top gainers. Xinjiang Revitalization, Yesterday's Linkage, Chicken Farming, ASEAN Free Trade Zone, and Trust were among the top losers.
In terms of individual stocks, 1693 individual stocks rose, among which ST Haoyuan, Huaxi Biology, Haide Control and other stocks rose by more than 5%.
2,372 stocks fell, of which Dexin Transportation, Xinyan shares, Shenhua Holdings and other stocks fell more than 5%.
In terms of turnover rate, a total of 41 stocks had a turnover rate of more than 20%, of which Yingfeng shares had the highest turnover rate, reaching 63.23%.
In terms of capital flow, the top five industries that flowed into the top five were electric power, semiconductors, automobiles, chemicals, and chemical pharmaceuticals, and the top five that flowed out were electric power, chemicals, professional engineering, semiconductors, and water.
The top five stocks with major inflows are Hubei Energy, Tianfu Energy, Foton Motor, PetroChina Capital, and Silan Micro. The top five stocks with outflows are Hubei Energy, Xinsai, Silan Micro, Tianfu Energy, China化国际。 Internationalization.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 797.054 billion yuan, an increase of 2.038 billion yuan from the previous trading day, and the securities lending balance was reported at 88.007 billion yuan, an increase of 426 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 712.668 billion yuan. , An increase of 389 million yuan from the previous trading day, and the securities lending balance reported 57.05 billion yuan, a decrease of 695 million yuan from the previous trading day.
The balance of margin trading and securities lending in the two cities totaled 1,654.79 billion yuan, an increase of 2.158 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 5.464 billion yuan, of which the net outflow of Shanghai Stock Connect is 890 million yuan, the balance of funds on the day is 52.89 billion yuan, and the net outflow of Shenzhen Stock Connect is 4.574 billion yuan. The balance was 56.574 billion yuan; the net inflow of southbound funds was 2.531 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 820 million yuan, the day’s fund balance was 41.18 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.711 billion yuan, and the day’s fund balance was 40.289 billion yuan.
Everbright Securities said that the market will enter a data verification period in April, and marginal changes in the economy and policies may bring adjustment pressures to the market.
The market will enter a data verification period in April. Although the current domestic economy is still on the rise and the possibility of a short-term substantial tightening of easing policies is low, the overall market is downturn and market sentiment is more cautious. The margin of the economy or policy is small. Changes may still bring adjustment pressure to the market, and investors need to pay close attention to changes in relevant economic data and market expectations.
Southwest Securities believes that looking forward to April, the market is expected to usher in a weak rebound, but the intensity will not be too great.
The core reason is still that after the withdrawal of the macro policy during the epidemic prevention period, the direction of interest rates has shown a directional change.
At the same time, the valuation of leading stocks in the previous period has risen to a record high. When interest rate expectations change in direction, even if the performance of leading stocks increases, the downward pressure on valuation will offset this 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.)