Sino-Singapore Jingwei Client, May 24. On Monday, the Shanghai Composite Index opened slightly lower, the Shenzhen Component Index and the ChiNext Index opened slightly higher. The forestry, paper, shipping, and agriculture sectors were among the top gainers, and Longping Hi-Tech had a daily limit.

The steel, automobile, coal, and rare earth sectors fell at the top; the lithium battery and brokerage 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 0.01% to 3,486.27 points; the Shenzhen Component Index rose 0.13% to 14,436.36 points; the ChiNext Index rose 0.50% to 3,128.78 points.

  On the disk, sectors such as forestry, plantation, papermaking, fishery, and agribusiness led the gains; sectors such as steel II, automobiles, industrial metals, other mining, and gold were among the top decliners.

In terms of concept stocks, genetically modified, paper, capital leaders, agricultural planting, yesterday's daily limit and other gains were among the top gainers, and steel, aluminum, special steel concepts, Baidu concepts, and sugar were among the top decliners.

  In terms of individual stocks, 1533 stocks rose, of which Qinglong Pipe Industry, ST Xinhai, Baichuan shares and other stocks rose by more than 5%.

1888 stocks fell, of which Jinling Mining, Gosuncn, Eagle and other stocks fell 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.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was 810.67 billion yuan, a decrease of 792 million yuan from the previous trading day, and the securities lending balance was 93.52 billion yuan, a decrease of 844 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was 728.479 billion yuan. , An increase of 137 million yuan from the previous trading day, and the securities lending balance reported 58.233 billion yuan, a decrease of 964 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,690.903 billion yuan, a decrease of 2.462 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 191 million yuan, of which the net inflow of Shanghai Stock Connect is 64 million, the balance of funds on the day is 51.936 billion, and the net inflow of Shenzhen Stock Connect is 127 million. The balance was 51.873 billion yuan; the net inflow of southbound funds was 262 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 134 million yuan, the day’s fund balance was 41.866 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 128 million yuan, and the day’s fund balance was 41.872 billion yuan.

  Essence Securities believes that short-term market expectations for economic growth have decreased, concerns about inflation are limited, risk appetite is still high, and the liquidity environment will continue to support A-shares to continue to fluctuate upward, and there will still be certain structural market operations. opportunity.

Future risks mainly come from concerns about U.S. inflation and changes in liquidity expectations, but they do not yet pose a systemic risk to the A-share market.

  China Securities Securities stated that after entering June, it needs to pay attention to the continued prosperity of the manufacturing industry and the decline in raw material costs. It is recommended to give priority to the high-end manufacturing industry represented by military industry, and add advanced manufacturing sectors such as photovoltaics, new energy vehicles and home appliances.

(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.)

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