Sino-Singapore Jingwei Client, May 25. On Tuesday, the three major A-share indexes opened higher and moved higher, and collectively closed up at midday.
Brokerage stocks led the gains, with liquor, medicine, and military sectors leading the rise, and vaccines and medical aesthetics were active.
The half-day turnover of the two cities exceeded 600 billion yuan, and the net purchase of northbound funds exceeded 11 billion yuan.
Time-sharing chart of the Shanghai Stock Exchange Index.
Source: Wind
As of midday's close, the Shanghai Index rose 1.60% to 3,53.21 points, with a turnover of 286.3 billion yuan; the Shenzhen Component Index rose 1.53% to 14,728.25 points, with a turnover of 330 billion yuan; the ChiNext Index rose 1.89% to 3,19.07 points, with a turnover 111.7 billion yuan.
On the disk, securities firms, rubber, aviation equipment, beverage manufacturing, and tourism integration led the gains; forestry, catering, fishery, plantation, and agribusiness sectors led the decline.
In terms of concept stocks, capital leaders, liquor, brain sciences, securities firms, and medical beauty were among the top gainers, while the BDI index, Fujian Free Trade Zone, genetically modified, agricultural planting, and shipping were among the top losers.
In terms of individual stocks, 2276 individual stocks rose, among which many individual stocks such as Boya Biotech, Kemei Diagnostics, and Jinneng Technology gained more than 5%.
1784 stocks fell, of which Luyang Energy Conservation, Yingli Auto, Lanxiao Technology and other stocks fell more than 5%.
The brokerage sector broke out again, and all stocks went red. Harbin Investment and Xiangcai's daily limit, CITIC Construction Investment rose more than 8%, once closed, Huachuang Yangan hit the daily limit, Oriental Fortune, Zheshang Securities, Everbright Securities, etc. Have followed up.
The winemaking sector led the rise, with Luzhou Laojiao, Kweichow Moutai and Wuliangye rising sharply, followed by Huangtai Liquor, Shanxi Fenjiu, and Golden Seed Liquor.
In addition, the medical aesthetics sector made an effort in the early afternoon, and Huaxi Biotech surged nearly 9%, and Amic, Betteni, and Langzi shares rose sharply.
The daily chemical, catering and tourism, aerospace and military industry, insurance, food, and airport sectors led the rise, while the forestry, shipping, construction machinery, energy equipment, education, environmental protection, and agriculture sectors weakened.
In terms of turnover rate, there are 25 stocks with a turnover rate of more than 20%. Among them, N Taifu has the highest turnover rate, reaching 57.15%.
In terms of capital flow, the top five major inflows of the industry sector are brokerage firms, beverage manufacturing, banking II, computer applications, and aviation equipment, while the top five outflows are brokerage firms, beverage manufacturing, real estate development, computer applications, and electricity.
The top five stocks with major inflows are Kweichow Moutai, Hangfa Dynamics, CITIC Securities, Caida Securities, and iFlytek. The top five stocks with outflows are Caida Securities, Yueyang Forest Paper, Suning Global, Fosun Pharma, Gree Electric.
The top five conceptual themes of the main inflows are refinancing securities target, margin financing and securities lending, MSCI concept, Shanghai Stock Connect, and Shenzhen Stock Connect. The top five conceptual themes for outflows are refinancing securities target, margin financing and securities lending, and MSCI concept. , Shanghai Stock Connect, Shenzhen Stock Connect.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 813.675 billion yuan, an increase of 3.004 billion from the previous trading day, and the securities lending balance was reported at 93.387 billion yuan, a decrease of 133 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 731.229 billion yuan. , An increase of 2.749 billion yuan from the previous trading day, and the securities lending balance reported 58.418 billion yuan, an increase of 185 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,696.709 billion yuan, an increase of 5.806 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 11.445 billion yuan, of which the net inflow of Shanghai Stock Connect is 8.655 billion yuan, the balance of funds on the day is 43.345 billion yuan, and the net inflow of Shenzhen Stock Connect is 2.79 billion yuan. The balance was 49.21 billion yuan; the net inflow of southbound funds was 5.298 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 2.135 billion yuan, the day’s fund balance was 39.865 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 3.163 billion yuan, and the day’s fund balance was 38.837 billion yuan.
Dongguan Securities pointed out that from the market environment, economic data has been released one after another, showing that the domestic economy is operating smoothly, domestic commodity prices have dropped significantly, short-term inflationary pressures have eased, and the net inflow of northbound funds has continued, and industrial funds have been reduced from previous holdings. In order to increase holdings, support the market capital.
Generally speaking, the recent market turbulence has been repeated, but the overall trend is still showing a strong pattern. In the short term, under the continuous promotion of policies, inflation expectations are expected to continue to cool down.
It is recommended to pay attention to industry opportunities such as finance, food and beverage, chemicals, medicine, home appliances, automobiles, and TMT.
(Zhongxin Jingwei APP)
(The opinions in the article are for reference only and do not constitute investment advice. Investment is risky, and you must be cautious when entering the market.)