The Shanghai stock index closed down 0.51% after the two stock markets split, and the auto sector led the rise

　　Sino-Singapore Jingwei Client, May 19, after the opening of the two markets on the 19th, the Shanghai stock index fluctuated and weakened, and the ChiNext index fluctuated and rose driven by the lithium battery and consumer electronics sectors.

As of the close, the Shanghai Stock Exchange Index reported 351.096 points, a decrease of 0.51%, with a turnover of 349.973 billion yuan; the Shenzhen Component Index reported 14,484.45 points, an increase of 0.23%, with a turnover of 441.512 billion yuan; the Growth Enterprise Market Index reported 3114.72 points, an increase of 0.8%.

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　　On the disk, the automotive, other electronics, rare metals, tourism, and glass manufacturing sectors led the gains; the petrochemical, mining services, steel, paper, and oil mining sectors led the decline.

　　In terms of individual stocks, 1555 stocks rose, of which Beijing Express, Sinoma Technology, Yinghe Technology and other stocks rose by more than 5%.

2,589 individual stocks fell, among which several stocks such as Hejia Medical, ST Huayi, and Keqian Biotech fell by more than 5%.

　　In terms of turnover rate, a total of 56 stocks have a turnover rate of more than 20%, of which N Electric has the highest turnover rate, reaching 69.66%.

　　As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 808.587 billion yuan, an increase of 1.521 billion yuan from the previous trading day, and the securities lending balance was at 95.448 billion yuan, a decrease of 37 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 724.17 billion yuan. , An increase of 3.914 billion yuan from the previous trading day, and the securities lending balance reported 59.556 billion yuan, a decrease of 50 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,687.762 billion yuan, an increase of 5.348 billion yuan from the previous trading day.

　　From the perspective of the north-south capital flow of Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound capital is 4.622 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.266 billion yuan, the balance of funds on the day is 48.734 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.356 billion yuan. The balance was 50.644 billion yuan; the net inflow of southbound funds was 1.525 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.525 billion yuan, the day’s fund balance was 40.475 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 100 million yuan, and the day’s fund balance was 42 billion yuan.

　　Yang Delong, chief economist of Qianhai Open Source Fund, said that the current A-share market has gradually completed the stage of early bottoming and has entered the stage of shock and rebound.

Since last week, the market has been quietly launched, and the effect of making money has gradually improved. Consumer white horse stocks such as liquor, medicine, food and beverage, as well as new consumer sectors such as medical beauty and duty-free shops have shown a good rebound. New energy vehicles New energy sectors such as, photovoltaics and other new energy sectors also saw major gains in leading stocks.

From a long-term perspective, the Internet of science and technology is also the direction that benefits from economic transformation, and it can be paid attention to. After the decline, it can be appropriately deployed.

　　In terms of configuration, Yuekai Securities believes that firstly, in the period of index turbulence, it will grasp the opportunity of market style transformation. The current industry rotates relatively quickly. From a medium and long-term perspective, the layout of the business has high certainty, and the performance of the technology growth style is stable, such as high-end Manufacturing, semiconductor industry chain, new energy vehicles and other tracks, looking for investment opportunities in low-valued blue-chip stocks; second, grasping policy dividends and downstream market demand, focusing on medium and long-term investment opportunities in the defense, military, and aerospace sectors; third, focusing on medical beauty , Home appliances and other major consumer sectors, and banks and other major financial sectors.

(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.)