Sino-Singapore Jingwei Client, June 29. In the early trading of the 29th, the three major indexes continued to fall and remained low and fluctuated. Big financials and blue chip stocks in traditional industries dragged down the index, while the ChiNext index performed slightly stronger.
Individual stocks fell more and rose less, and more than 3,000 stocks in the two cities fell.
Ningde era rose sharply, the stock price approached 520 yuan during the day, and the total market value exceeded Wuliangye, Ping An of China, and became the “one brother” in the Shenzhen market.
As of the close, the Shanghai Index reported 3,573.18 points, a decrease of 0.92%, with a turnover of 440.899 billion yuan; the Shenzhen Component Index reported 14,999.80 points, a decrease of 0.99%, with a turnover of 556.53 billion yuan; the ChiNext Index reported 3406.24 points, a decrease of 0.19%.
Wind screenshot
Wind shows that on the disk, sectors such as power equipment and new energy, textiles, and chemicals bucked the market and led the gains; sectors such as military industry, telecommunications, automobiles, and home appliances were among the top decliners.
In terms of individual stocks, 1,137 individual stocks rose, among them, Three Gorges Energy, Aokang International, Jiawei Xinneng and other stocks rose more than 5%.
3141 stocks fell, of which Zhiguang Electric, Dream Baihe, Xinhuadu and other stocks fell more than 5%.
In terms of turnover rate, a total of 44 stocks had a turnover rate of more than 20%. Among them, N Lihexing had the highest turnover rate, reaching 73.14%.
In terms of capital flow, the top five industries that flowed into the top five were power equipment, electricity, chemicals, computer applications, and traditional Chinese medicine, and the top five that flowed out were power equipment, electricity, bank II, semiconductors, and special equipment.
The top five stocks with major inflows are Three Gorges Energy, Longji, XD Jinjingke, Wusan Zhongda, and Tuori New Energy, and the top five stocks with outflows are Three Gorges Energy, Wusan Zhongda, XD Jinjingke, and Roshow Technology. , Longji shares.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 858.118 billion yuan, an increase of 5.496 billion yuan from the previous trading day. The securities lending balance was reported at 98.416 billion yuan, a decrease of 18 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 762.706 billion yuan. , An increase of 3.488 billion yuan from the previous trading day, and the securities lending balance reported 58.043 billion yuan, an increase of 517 million yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1.77283 billion yuan, an increase of 9.484 billion yuan from the previous trading day.
From the perspective of the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net outflow of northbound capital is 1.259 billion yuan, of which the Shanghai Stock Connect net outflow is 1.853 billion yuan, the balance of funds on the day is 53.853 billion yuan, and the Shenzhen Stock Connect net inflow is 594 million yuan. The balance was 51.406 billion yuan; the net inflow of southbound funds was 1.751 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 291 million yuan, the day’s fund balance was 41.709 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 1.46 billion yuan, and the day’s fund balance was 40.54 billion yuan.
China Securities Securities believes that there will be no systematic opportunities in the A market in the second half of 2021. The rise in U.S. Treasury interest rates and the periodic depreciation of exchange rates will have a negative impact, and the market as a whole will continue to operate in the current state.
In this case, the track selection and expected profit judgment become the core.
The pharmaceutical and biological industries, artificial intelligence industry, new energy vehicles and new energy industries represented by innovative drugs and medical devices have long-term space.
In addition, we are optimistic about the profit stability and long-term nature of the consumer industry.
Industrial Securities said that in terms of industry configuration, the second half of the year is mainly optimistic about the growth direction of big innovation and technology that is both catalyzed by policy and performance.
1) AIoT, the Internet of Everything.
China's domestically produced operating system represented by Hongmeng is linked to smart terminal mobile phones, automobiles, etc., and the opportunities for nurturing are worthy of attention.
Such as: computer, communication, electronics, etc.
2) Medicine.
Innovation, prosperity, technology and consumption attributes are combined, focusing on medical equipment, medical services and other directions.
3) New energy chain and intelligent driving.
Focus on: new energy materials, lithium battery equipment, automobiles, smart driving and other subdivisions.
4) High-end manufacturing equipment.
Can focus on the semiconductor chain, military industry and other directions.
(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.)