Sino-Singapore Jingwei Client, August 23. On August 23, the three major indexes collectively opened higher.
The Shanghai Composite Index rose 0.28% to 3,436.80 points, the Shenzhen Component Index rose 0.30% to 14,296.95 points, and the ChiNext Index rose 0.82% to 3,218.97 points. The two cities led the gains in coal mining and processing, petroleum mining, and coal concepts. The plantation and forestry, agricultural planting, and ophthalmology sectors were among the top decliners.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 2129:1450. The two stocks had a daily limit of 11 and a limit of 5.
As of August 20, the margin of margin trading in Shanghai and Shenzhen stocks was 1.84 trillion yuan.
The balance of financing on the day was 1.68 trillion yuan, a decrease of 2.597 billion yuan from the previous trading day; the balance of securities lending that day was 161.672 billion yuan, a decrease of 1.994 billion yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Stellar Technology (9.94%), Hengsheng Energy (10.02%), Zhuzhou Metallurgical Group (10.01%), Huadong CNC (10.04%).
The limit-down stocks are as follows: Zhenghe Eco (-10.00%), North China Pharmaceutical (-9.98%), Dahao Technology (-10.00%), China Telecom (-9.98%).
The investment strategy team believes that from the perspective of trading and fundamental aspects, new energy, semiconductors and the trending track sector have not yet shown signs of track collapse, but objectively speaking, as investors study and study the hot track sector Digging deeper, perhaps the easiest stage of making money has passed.
In the next period of time, the following potential tracks are worthy of attention: Industrial Internet/Industry 4.0, Internet of Things, domestically produced large aircraft, new chemical materials, industrial parent machines, etc.
Bohai Securities said that in the short-term, it can be appropriately and balanced. In the medium and long term, the fields of carbon neutrality, technology, and high-end manufacturing will continue to be the main theme of economic development.
In terms of industry configuration, we can focus on the high-prosperity semiconductor, new energy, and military industries under the "domestic cycle" pattern, as well as the high-end manufacturing sector under the "strong chain" forging long board and the domestic product sector with increased national pride.
(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.)