Sino-Singapore Jingwei, November 24. In the morning of the 24th, the Shanghai and Shenzhen Component Indexes oscillated along the flat line.
As of the midday close, the Shanghai Composite Index fell 0.10% to 3,585.65 points; the Shenzhen Component Index fell 0.07% to 14,894.60 points; the ChiNext Index fell 0.36% to 3,480.34 points.
Source of early trading trend of the Shanghai stock index: Wind
On the disk, the apparel and home textiles, media, beverage manufacturing, optical and optoelectronics, and semiconductor sectors were active; the aquaculture, electric power, airport shipping, military, automotive, and paper sectors declined.
Stimulated by the good news, the rare earth permanent magnet concept stocks continued to be active, with Zhenghai Magnetics' 20% daily limit, and Innova and Huayang New Materials' daily limit.
CITIC Securities pointed out that the demand for industrial motors or ultra-new energy vehicles is expected to grow faster. Supply and demand and policies are expected to resonate, and the upstream restructuring is expected to be superimposed. .
Three-child concept stocks strengthened in the intraday market. Kidswant once soared more than 16%. Many stocks such as Smith Barney Apparel, Xinhua Jin, Aimer Stock and other stocks rose by the daily limit; Meta universe concept stocks rose, Jinyun Laser, Dafu Technology 20% daily limit.
Up to now, the ratio of all trading stocks in Shanghai and Shenzhen stocks is 2223:2179, with 63 daily limit and 2 daily limit.
In terms of individual stocks, the current daily limit shares are as follows: Shuyu Common People (19.99%), Zhenghai Magnetic Materials (20.00%), Jinyun Laser (20.00%), Zhongjie Precision (20.00%), GQY Video (20.03%).
The top five stocks with turnover rate are: Sichuan Net Media, Haili Wind Power, Zhongjie Precision, Shuyu Pingmen, and Yoshioka Precision, which are 57.955%, 56.714%, 54.544%, 52.715%, and 50.213%, respectively.
In terms of northbound funds, the morning net inflow of northbound funds exceeded 2.1 billion yuan, of which the inflow of Shanghai Stock Connect exceeded 100 million, and the inflow of Shenzhen Stock Connect exceeded 1.9 billion.
Regarding the market outlook, China Galaxy Securities believes that investor sentiment is still high, and the new year's market is still expected to start early, and the structural market will increase alternately around technology innovation and consumption.
Everbright Securities said that the current market differentiation is obvious, and track stocks are showing signs of consolidation at the top, and the underestimated sector is still relatively strong in the medium term.
At the operational level, the recommendations are mainly to avoid possible adjustments to individual stocks in the lithium battery, semiconductor, military, and chemical sectors; underestimate the sector’s focus on food, brokerage, and innovative drugs, and other industries with obvious economic reversals and obvious signs of doing more on the disk.
(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.)