Sino-Singapore Jingwei Client, January 6th. On the 6th, the Shanghai and Shenzhen stock markets oscillated and closed red. Military stocks rose collectively, while concepts such as liquor, semiconductors, and digital currencies performed weakly.
As of the close, the Shanghai Index reported 3550.88 points, an increase of 0.63%, with a turnover of 521.80 billion yuan; the Shenzhen Component Index reported 15187.61 points, an increase of 0.26%, with a turnover of 645.417 billion yuan; the Growth Enterprise Market Index reported 3115.09 points, an increase of 0.55%.
The turnover of the two cities exceeded RMB 1 trillion for three consecutive trading days.
Wind screenshot
On the disk, transportation equipment, cement manufacturing, mining services, biological products, shipbuilding and other sectors led the gains; fisheries, glass manufacturing, other transportation equipment, components, animal health and other sectors led the decline.
In terms of concept stocks, cement, geothermal energy, virus control, genetic modification, and in vitro diagnostics were among the top gainers, and Xi'an Free Trade Zone, rice wine, fast charging concepts, medical information technology, and fluorine chemical industries were among the top decliners.
In terms of individual stocks, 1074 stocks rose, among which potential Hengxin, Lexus Software, Changying Precision and other stocks rose more than 5%.
2,979 individual stocks fell, of which Jinniu Chemical, Weiao shares, Jiahua Energy and other stocks fell more than 5%.
In terms of turnover rate, a total of 46 stocks have a turnover rate of more than 20%, of which Tianqin equipment has the highest turnover rate, reaching 64.46%.
In terms of capital flow, the top five major flows of industry sectors are brokerages, chemicals, beverage manufacturing, bank II, and aviation equipment, and the top five flows of chemicals, brokerages, beverage manufacturing, auto parts, and food processing.
The top five stocks with major inflows are Yahua Group, Conch Cement, Muyuan, Guangqi Technology, Changchun High-tech, and the top five stocks with outflows are Yahua Group, Guangqi Technology, Muyuan, BYD, Antarctic E-commerce .
The top five conceptual themes of the main inflows are margin financing and securities lending, refinancing securities, MSCI concepts, Shenzhen Stock Connect, and Shanghai Stock Connect. The top five conceptual themes for outflows are margin financing and securities lending, refinancing securities, and MSCI concepts. , Shenzhen Stock Connect, Shanghai Stock Connect.
As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 786.485 billion yuan, an increase of 5.995 billion from the previous trading day. The securities lending balance was reported at 85.919 billion yuan, an increase of 324 million yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 729.08 billion yuan. , An increase of 3.85 billion yuan from the previous trading day, and the securities lending balance reported 54.202 billion yuan, an increase of 1.872 billion yuan from the previous trading day.
The balance of margin financing and securities lending in the two cities totaled 1,655,687 million yuan, an increase of 12.04 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 3.152 billion yuan, of which the net inflow of Shanghai Stock Connect is 3.233 billion yuan, the balance of funds on the day is 48.767 billion yuan, and the net outflow of Shenzhen Stock Connect is 81 million yuan. The balance was 52.081 billion yuan; the net inflow of southbound funds was 11.421 billion yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 5.025 billion yuan, the fund balance on the day was 36.975 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 6.396 billion yuan, and the day’s fund balance was 35.604 billion yuan.
Guosen Securities believes that in the spring turbulent market, upstream cyclical sectors such as China National Building Materials, Nonferrous Metals, and Chemicals, as well as consumer sectors such as automobiles, textiles and clothing, and commerce, are at the top of the list.
And the general plate performance has a higher probability of rotation, while the probability of continuation and reversal is relatively small.
That is to say, the probability that the best performing sector at the end of the previous year will continue to be the top performer in the next spring market or that the performance will be substantially reversed and bottomed is relatively small. There is a high probability that the market will rotate in other sectors.
Shanxi Securities believes that the index remains volatile, and the organization may loosen up but will not easily collapse.
The performance of some oversold sectors has turned warmer, and there are short-term rebound opportunities.
Funds will switch repeatedly between the Baotuan sector and the oversold sector until the market goes out of the new main line.
Vaccines boost economic growth prospects. In the first half of the year, global economic demand has a high probability of a full recovery. Demand precedes a rapid recovery of supply. With the impact of the weak dollar cycle, industrial metal prices are expected to rise further, focusing on industrial metals such as copper and aluminum.
(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.)