Sino-Singapore Jingwei Client, June 28. On the 28th, after the three major A-share stock indexes opened higher, there was serious differentiation. The Shanghai Stock Index underperformed the Shenzhen Component Index, and the ChiNext Index surged more than 2%, reaching 3,400 points.
The turnover of the two cities exceeded RMB 1 trillion for seven consecutive trading days.
As of the close, the Shanghai Index reported 3606.37 points, a decrease of 0.03%, with a turnover of 456.03 billion yuan; the Shenzhen Component Index reported 15150.17 points, an increase of 0.98%, with a turnover of 561.445 billion yuan; the ChiNext Index reported 3412.86 points, an increase of 1.95%.
Wind screenshot
Wind shows that on the disk, agriculture, forestry, animal husbandry and fishery, power and new energy, medicine, and consumer services led the gains; coal mining, banking, non-bank finance, and steel sectors led the decline.
In terms of individual stocks, 2,275 individual stocks rose, of which Tus Design, Farah Electronics, Jianghe Group and other stocks rose more than 5%.
In 1963, individual stocks fell. Among them, Wolong Real Estate, ST Ronghua, Fushun Special Steel and other stocks fell more than 5%.
In terms of turnover rate, a total of 38 stocks have turnover rates of more than 20%, among which N Lixin Micro has the highest turnover rate, reaching 81.38%.
In terms of capital flow, the top five major flows of industry sectors are semiconductors, power equipment, electric power, automobiles, and coal mining. The top five flows out of the top five are brokers, banks II, semiconductors, electricity, and coal mining.
The top five stocks with major inflows are Fosun Pharma, Guoxuan Hi-Tech, Huatian Technology, Jianghuai Automobile, Jinjing Technology, and the top five stocks with outflows are Jianghuai Automobile, Huatian Technology, Three Gorges Energy, Guoxuan Hi-Tech, Siwei Picture new.
As of the previous trading day, the Shanghai Stock Exchange’s financing balance was reported at 852.621 billion yuan, a decrease of 161 million yuan from the previous trading day. The securities lending balance was reported at 98.434 billion yuan, an increase of 1.748 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 759.218 billion yuan. , A decrease of 912 million yuan from the previous trading day, and the securities lending balance reported 57.526 billion yuan, an increase of 1.164 billion yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.767799 billion yuan, an increase of 1.839 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 outflow of northbound capital is 3.414 billion yuan, of which the net outflow of Shanghai Stock Connect is 1.857 billion yuan, the balance of funds on the day is 53.857 billion yuan, and the net outflow of Shenzhen Stock Connect is 1.557 billion yuan. The balance was 53.557 billion yuan; the net inflow of southbound funds was 1.568 billion yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 113 million yuan, the day’s fund balance was 42.113 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.681 billion yuan, and the day’s fund balance was 40.319 billion yuan.
Dongguan Securities believes that the market has rebounded and the trend has rebounded. The individual stocks have remained active. From the current environment, domestic and foreign economic data continue to improve. In addition, the central bank maintains reasonable and sufficient liquidity, and the funds can still be maintained in the middle of the year. It is the recent significant inflow of northbound funds, and the trading volume of the two cities broke one trillion for six consecutive days.
It is recommended to pay attention to the flow of foreign capital and the release of quantity and energy, and to pay attention to industry opportunities such as finance, medicine, chemical industry, electrical equipment, and TMT.
Galaxy Securities recommends that the advantage of resource price increase + booming boom China manufacturing plus technology is the key allocation industry.
We are optimistic about the resource industries that are more prosperous, improve resource supply and demand, and are biased towards consumption attributes such as coal and oil.
In July, the market entered a intensive period of performance disclosure, focusing on industries such as new energy vehicles, semiconductors, and photovoltaics with high performance expectations.
(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.)