Sino-Singapore Jingwei Client, May 27th. On Thursday, the three major A-share indexes surpassed and fell, all closed slightly at midday, and the Shanghai stock index was approaching 3,600 points.
The semi-conductor industry chain has set a daily limit, and technology stocks have risen sharply. Photoresist, third-generation semiconductors, and integrated circuit concepts have the largest gains. Securities companies and liquor have risen and fallen; paper, vaccines, banks, and gold sectors have weakened.
The net purchase of northbound funds exceeded 8 billion yuan.
Time-sharing chart of the Shanghai Stock Exchange Index.
Source: Wind
As of midday's close, the Shanghai Index rose 0.18% to 3,599.81 points, with a turnover of 265.4 billion yuan; the Shenzhen Component Index rose 0.38% to 14,849.17 points, with a turnover of 316.8 billion yuan; the ChiNext Index rose 0.50% to 3212.92 points, with a turnover 111.7 billion yuan.
On the disk, semiconductors, components, other transportation equipment, optical and optoelectronics, communication equipment and other sectors led the gains; papermaking, fishery, agricultural synthesis, feed, biological products and other sectors led the decline.
In terms of concept stocks, silicon carbide, capital leaders, national fund holdings, third-generation semiconductors, gallium nitride, etc. rose among the top gains, while paper, longevity drug NMN, shared bicycles, tire pressure monitoring, and unmanned retail were among the top decliners.
The semiconductor sector led the gains. Perry, Leon Micro, San'an Optoelectronics daily limit, Beijing Jun is approaching the daily limit, Allwinner Technology, Xinyuan Micro, Fuman Electronics, Guokewei, Nanda Optoelectronics and other stocks rose more than 10%.
The soft drink sector rose at the top. Dongpeng Beverage went public today (27th). It opened nearly 20% higher. After the market opened, it rose linearly and reached the top daily limit. It closed at 66.63 yuan per share at midday, an increase of 44%; individual stocks in the sector Li Ziyuan and Chengde Lulu daily limit.
In terms of individual stocks, 2,513 individual stocks rose, among which many stocks such as Youzu Networks, Mobile Communication, and Foxit Software rose by more than 5%.
1542 stocks fell, of which Ruifeng New Materials, Yiyi shares, Qingshan Paper and other stocks fell more than 5%.
In terms of turnover rate, a total of 27 stocks had a turnover rate of more than 20%, among which, Shunkong Development had the highest turnover rate, reaching 51.14%.
In terms of capital flow, the top five major flows of industry sectors are brokerages, beverage manufacturing, semiconductors, optical optoelectronics, and electricity, and the top five flows of securities companies, beverage manufacturing, electricity, banking II, and chemicals.
The top five stocks with major inflows are Sanan Optoelectronics, Kingfa Technology, Changyuan Power, Gree Electric, and Industrial Securities. The top five stocks that flow out are Kingfa Technology, Gree Electric, Changyuan Power, Industrial Securities, and Shunkong Development. .
The top five conceptual themes of major inflows are refinancing securities, margin financing and securities lending, MSCI concepts, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five conceptual themes for outflows are refinancing securities subject matter, margin financing and securities lending, and MSCI concepts. , Shenzhen Stock Connect, Shanghai Stock Connect.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 816.491 billion yuan, an increase of 2.23 billion yuan from the previous trading day, and the securities lending balance was at 95.583 billion yuan, a decrease of 34 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 733.26 billion yuan. , An increase of 3.241 billion yuan from the previous trading day, and the securities lending balance reported at 59.106 billion yuan, a decrease of 399 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,704.439 billion yuan, an increase of 5.037 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 8.268 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.52 billion yuan, the balance of funds on the day is 48.48 billion yuan, and the net inflow of Shenzhen Stock Connect is 4.748 billion yuan. The balance was 47.252 billion yuan; the net inflow of southbound funds was 1.65 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 194 million yuan, the day’s fund balance was 41.806 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.463 billion yuan, and the day’s fund balance was 40.537 billion yuan.
Netcom Securities pointed out that the three major stock indexes were mixed yesterday (26th), and the overall Shanghai stock index was strong and Shenzhen weak.
Technically, the three major stock indexes are arranged in long positions, and there may still be upside momentum after consolidation.
In terms of operation, the index is heavy and individual stocks are weighted, avoiding structural adjustment risks, rationally regulating positions, and seizing the opportunities for rotation in hot sectors.
Appropriately pay attention to the opportunities of individual stocks in securities firms, asset restructuring, biodegradable materials, VR glasses, digital currencies, new energy vehicles, fuel cells, lithium batteries, big data, etc., and avoid high-priced stocks, delisting expectations, lifting of the ban on holdings, e-cigarettes, carbon Stocks of Zhonghe, Shipping, ST shares and other sectors adjust risks.
(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.)