Sino-Singapore Jingwei Client, August 26. On August 26, the three major indexes opened up and down mixed.
The Shanghai Composite Index fell 0.09% to 3,537.31 points, the Shenzhen Component Index rose 0.03% to 14,701.92 points, and the ChiNext Index rose 0.40% to 3,361.91 points. Sodium ion batteries, graphite electrodes, e-cigarettes and other sectors led the two markets. Duoduo concept, Chinese shipbuilding, genetically modified and other sectors were among the top decliners.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1443:2190, with 8 daily limit and 1 down limit.
As of August 25, the margin of margin trading in Shanghai and Shenzhen stocks was 1.87 trillion yuan.
The financing balance on the day was 1.70 trillion yuan, an increase of 3.94 billion yuan from the previous trading day; the securities lending balance on the day was 167.921 billion yuan, an increase of 621 million yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Huayang (10.04%), Hengsheng Energy (10.01%), Shandong Zhanggu (10.02%), Longban Media (10.01%).
Caixin Securities believes that in the second half of the year, the systemic risk faced by the A-share market is not large, and there is a structural market.
It is recommended to focus on the high-prosperity, high-growth track with performance certainty, and the new economic sector that may become the engine of my country's economic growth, and grasp the structural market.
Suggested configuration: (1) Carbon neutral theme.
(2) New economic theme.
High-end technology manufacturing may be an important driving force for future economic growth. It is recommended to focus on chip semiconductors, computer software, high-end intelligent manufacturing, etc. that have accelerated domestic substitution and rapid industry growth.
(3) The theme of consumption recovery.
The completion of real estate in the second half of the year will also continue to pick up, focusing on the consumer and home appliance sectors.
(4) Biological medicine theme.
(5) Inflation theme.
In terms of bulk commodities, abundant global liquidity coupled with good demand will support the volume and price of related assets. It is recommended to pay attention to the opportunities of non-ferrous metals and rare earths.
(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.)