Sino-Singapore Jingwei Client, July 28. On July 28, the three major indexes opened lower.
The Shanghai Composite Index fell 0.75% to 3,355.82 points, the Shenzhen Component Index fell 0.90% to 13967.44 points, and the ChiNext Index fell 0.88% to 3204.31 points. The chicken raising, ice and snow industry, and banking sectors led the two cities, and the salt lake extracted lithium. , Scarce resources, non-ferrous smelting and processing sectors were the top decliners.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 739:2918. The two stocks had a daily limit of 9 and a lower limit of 14.
As of July 27, the margin of margin trading in Shanghai and Shenzhen stocks was 1.81 trillion yuan.
The balance of financing on the day was 1.66 trillion yuan, a decrease of 7.899 billion yuan from the previous trading day; the balance of securities lending that day was 151.358 billion yuan, a decrease of 3.588 billion yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Liberty (10.04%), the limit down shares are as follows: Zheban Media (-9.97%), Hongxing Stock (-10.00%), Kaile Technology (-10.03%) , Xueda Education (-10.02%), Jiangte Electric (-10.02%).
Qin Peijing, chief strategist at CITIC Securities, believes in the latest research report that concerns about extreme industry policies have caused negative sentiment among internal and external investors to resonate.
However, the possibility of implementation of extreme policies is low, the possibility of negative feedback on market liquidity is small, and the domestic fundamentals are steadily improving, and the macro liquidity is still loose. It is expected that after the panic of domestic and foreign investors is vented, A shares will Usher in the best buying point in the second half of the year.
Guangfa Strategy believes that current policies are shrinking the areas of disorderly capital expansion in the early stage, but the credit environment for small and medium-sized enterprises and strategic emerging industries is relatively mild.
Therefore, the market value continues to sink, looking for the direction of the economy.
Use the opportunity of adjustment and wrongdoing to configure small-cap growth that has good performance expectations and benefited from the shift in capital circulation—semiconductor, military, optical and optoelectronics; at the same time, with supply shrinking capital expenditures orderly, profitability expectations upward revised small cap value—steel , Rare earth/aluminum, glass, chemical fiber.
The theme focuses on carbon neutral related new energy vehicles and photovoltaics.
(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.)