China-Singapore Jingwei Client, May 6, Thursday, the first trading day after the "May 1st" holiday, the three major A-share indexes all opened lower.
The Shanghai Composite Index fell slightly, and the Chuang Index fell more than 1%.
Vaccine concept stocks led the decline, while semiconductors and wines performed poorly; tourism, coal, and shipping sectors performed well.
The opening ups and downs of the major A-share indexes.
Source: Wind
As of the opening, the Shanghai Composite Index fell 0.02% to 3,446.07 points; the Shenzhen Component Index fell 0.58% to 14355.40 points; the ChiNext Index fell 1.03% to 3,059.58 points.
On the disk, sectors such as shipping, gold, industrial metals, steel II, and tourism integrated led the gains; sectors such as biological products, medical services, insurance, white goods, optics and optoelectronics led the decline.
In terms of concept stocks, capital leaders, BDI index, yesterday's connecting board, shipping, and silver were among the top gainers, while biological vaccines, artemisinin, film and television media, virus prevention, and innovative drugs were among the top losers.
In terms of individual stocks, 1757 individual stocks rose, of which Weiye shares, Yunlu shares, tin industry shares and other stocks rose by more than 5%.
1762 individual stocks fell, of which ST Xiyuan, ST Shunli, ST Longyun and other stocks fell by more than 5%.
In terms of capital flow, the top five industries that flow into the top five are other transportation equipment, cultural media, Internet media, marketing communications, and shipbuilding. The top five outflows are other transportation equipment, cultural media, Internet media, marketing communications, Shipbuilding.
The top five stocks that are the main inflows are China General Nuclear Power Corporation, Walrus New Materials, Chenzhan Optoelectronics, Jinfu Technology, and Dayang Bio. The top five stocks that flow out are China General Nuclear Power, Walrus New Materials, Chenzhan Optoelectronics, Jinfu Technology, Ocean creatures.
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.
According to data from the China Foreign Exchange Trading Center, the central parity of the RMB against the US dollar fell by 223 basis points to 6.4895.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 793.352 billion yuan, a decrease of 6.242 billion yuan from the previous trading day. The securities lending balance was reported at 91.994 billion yuan, a decrease of 1.521 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 709.203 billion yuan. , A decrease of 6.756 billion yuan from the previous trading day, and the securities lending balance reported 59.704 billion yuan, a decrease of 771 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,654.254 billion yuan, a decrease of 15.29 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 481 million yuan, of which the net inflow of Shanghai Stock Connect is 227 million yuan, the balance of funds on the day is 51.773 billion yuan, and the net inflow of Shenzhen Stock Connect is 254 million yuan. The balance was 51.746 billion yuan; the net inflow of southbound funds was 413 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 265 million yuan, the day’s fund balance was 41.735 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 148 million yuan, and the day’s fund balance was 41.852 billion yuan.
CITIC Securities expects that the A-share structure game will intensify in May, but the overall situation is still calm, which is the best window to lay out the market in the second half of the year.
At the same time, the main driving factors of the market have shifted from performance to valuation, and three main lines are suggested: First, the relative adjustments in the early stage are in place, and the annual and first quarterly earnings have risen sharply. The cost-effective growth main line, such as consumer electronics, semiconductor equipment, medical services, etc.; It is the recovery of service consumption damaged by the epidemic in the early stage, mainly concentrated in catering, tourism, hotels, aviation, etc. It is expected that the bright data during the May 1st holiday will be the main catalyst; the third is the variety that benefited from the recovery of overseas demand, including export industries Auto parts, home appliances, household appliances, machinery, building materials, etc. in the chain.
Yuekai Securities stated that although the Shanghai Stock Index is currently in a turbulent phase, the trading volume is gradually recovering. With the cooperation of volume and energy, the follow-up market is expected to continue to fluctuate upwards driven by the high-prosperity sector.
At present, the market is in the initial stage of rising, and the market shock after the breakthrough of short-term important resistance is also a process of digesting the bargaining chip. The follow-up adjustment space is limited. Maintain the previous view and continue to see the "Red May".
(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.)