Sino-Singapore Jingwei Client, July 19th. On the 19th, the three major stock indexes opened with mixed changes. The Shanghai Composite Index opened lower by 3,530.49 points, a decrease of 0.25%, with a turnover of 4.562 billion yuan; the Shenzhen Component Index reported 14,958.62 points, a decrease of 0.09%, with a turnover. 6.285 billion yuan; GEM index reported 3438.20 points, an increase of 0.16%.

　　On the board, sectors such as coal mining, glass manufacturing, biological products, aviation equipment, and electric motors led the gains; sectors such as park development, livestock and poultry breeding, automobiles, semiconductors, and forestry were among the top decliners.

　　In terms of individual stocks, 1302 stocks rose, of which Anke Bio, ST Modern, ST Tianma and other stocks rose by more than 5%.

2310 stocks fell, of which Enjie, Kuaiyi Elevator, Zhiyuan Xinneng and other stocks fell by more than 5%.

　　As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 871.247 billion yuan, a decrease of 1.098 billion yuan from the previous trading day. The securities lending balance was reported at 96.78 billion yuan, a decrease of 975 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 775.717 billion yuan. , A decrease of 2.052 billion yuan from the previous trading day, and the securities lending balance reported 60.25 billion yuan, a decrease of 82 million yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1,803.994 billion yuan, a decrease of 4.207 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 564 million yuan, of which the net inflow of Shanghai Stock Connect is 210 million yuan, the balance of funds on the day is 51.79 billion yuan, and the net inflow of Shenzhen Stock Connect is 354 million yuan. The balance was 51.646 billion yuan; the net inflow of southbound funds was 260 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 118 million yuan, the day’s fund balance was 41.882 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 142 million yuan, and the day’s fund balance was 41.858 billion yuan.

　　Bohai Securities believes that the current adjustment is due to the full market expectations on the one hand, and on the other hand because of the large short-term cumulative increase. This round of correction may bring opportunities for intervention in some sectors.

Considering that the market transaction volume continues to remain above trillions, and the financial and other weighted sectors have stabilized, it is expected that the market will still have short-term thematic opportunities. However, during the mainline switching process, the rotation of themes may be faster. The grasp of the request.

　　In terms of industry configuration, we can focus on the sectors that support the performance of Baotuan varieties, and the chemical sub-sectors in the cyclical field that have a good supply and demand pattern.

In terms of thematic opportunities, we can focus on sectors that have not seen a big increase this year and have relatively low PEG valuations, mainly including military industry and technology sectors including 5G and smart driving.

(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.)