Sino-Singapore Jingwei Client, July 12th, on the 12th, the three major indexes opened higher in early trading. The Shanghai Composite Index stood at 3,500 points, and the index rose to 4%, setting a new 6-year high.

The turnover of the two cities exceeded 1.3 trillion yuan, a record high in nearly a year.

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  As of the close, the Shanghai Index reported 3547.84 points, an increase of 0.67%, with a turnover of 564.759 billion yuan; the Shenzhen Component Index reported 15161.52 points, an increase of 2.14%, with a turnover of 753.173 billion yuan; the Growth Enterprise Market Index reported 3,534.76 points, an increase of 3.68%; the Shanghai 50 Index reported 3384.51 points, an increase of 0.68%.

  On the disk, sectors such as tourism comprehensive, rare metals, communication equipment, computer applications, and other electronics led the gains; sectors such as air transportation, coal mining, animal health, fishery, and forestry led the decline.

  In terms of individual stocks, 2,845 individual stocks rose, among which multiple stocks such as Lianying Laser, Largan Technology, and Anzhong shares rose by more than 5%.

1348 stocks fell, of which ST Baling, ST Qibu, Xiangyu Medical and other stocks fell by more than 5%.

  In terms of turnover rate, a total of 55 stocks have a turnover rate of more than 20%. Among them, tax-friendly shares have the highest turnover rate, reaching 64.6%.

  According to data from the China Foreign Exchange Trading Center, the central parity of the RMB against the US dollar fell by 30 points to 6.4785.

  The Shanghai Interbank Offered Rate (SHIBOR) reported 1.9400% overnight, down 26.6 basis points; 7-day SHIBOR reported 2.1630%, down 5.7 basis points; 3-month SHIBOR reported 2.4280%, down 0.7 basis points.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 866.812 billion yuan, an increase of 90 million yuan from the previous trading day. The securities lending balance was reported at 97.782 billion yuan, a decrease of 55 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 768.756 billion yuan. , An increase of 1.807 billion yuan from the previous trading day, and the securities lending balance reported 59.463 billion yuan, an increase of 166 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,792.813 billion yuan, an increase of 2.008 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 5.059 billion yuan, of which the net outflow of Shanghai Stock Connect is 359 million yuan, the balance of funds on the day is 52.359 billion yuan, and the net inflow of Shenzhen Stock Connect is 5.418 billion yuan. The balance was 46.582 billion yuan; the net inflow of southbound funds was 1.344 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 1.933 billion yuan, the fund balance on the day was 40.06 billion yuan, the Shenzhen-Hong Kong Stock Connect net outflow was 589 million yuan, and the fund balance on the day was 42.589 billion yuan.

  Haitong Securities stated that the investment strategy recommends that investors seize the two main lines of investment: First, make full use of the large blue-chip adjustment period and seize leading high-quality companies represented by the Mao Index.

The valuation center of the Mao Index will gradually rise, allowing the stock prices of more high-quality leading companies to return to the hitting point of institutions and foreign capital, which is expected to drive the Mao Index back to its previous highs.

The second is to pay attention to the interim report, closely follow the real growth, and grasp the structural investment opportunities in the upward market turmoil.

With the popularization of vaccines, the economy is gradually on track. First, pay attention to the price increase of the procyclical chemical sector, and look for investment opportunities in companies that have disclosed significant performance increases in the interim report; second, pay attention to the industrial Internet, smart cars, and smart manufacturing Leading companies related to home appliances and industrial robots; third, pay attention to the network information security sector. As the country attaches importance to the data security of Internet companies, network information security-related stocks are expected to usher in the bottom of investment opportunities.

(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.)