Sino-Singapore Jingwei Client, August 2nd. On the first trading day of August, the Shanghai Stock Exchange Index opened lower by 0.34%, and the ChiNext Index rose by 0.23%.
Catering and tourism, liquor, coal, and steel fell at the top; lithium batteries, energy storage, virus prevention, and new energy vehicle concept stocks were active.
Source: Flush iFinD
Specifically, the Shanghai Composite Index fell 0.34% at the opening to 3,385.69 points, the Shenzhen Component Index fell 0.07% to 14,463.21 points, and the ChiNext Index rose 0.23% to 3,448.26 points. Salt Lake Lithium Extraction, Fuel Ethanol, Energy Storage and other sectors led two gains. In the city, coal mining and processing, scenic spots and tourism, steel and other sectors were among the top decliners.
The ratio of all trading stocks in Shanghai and Shenzhen stocks was 1519:2213, with 13 stocks trading at a daily limit and 4 stocks trading at a lower limit.
As of July 30, the margin of margin trading and securities lending in Shanghai and Shenzhen stocks was 1.80 trillion yuan.
The balance of financing on that day was 1.65 trillion yuan, a decrease of 805 million yuan from the previous trading day; the balance of securities lending that day was 155.622 billion yuan, an increase of 31.7356 million yuan from the previous trading day.
In terms of individual stocks, the daily limit shares during the call auction period are as follows: Baichuan shares (9.99%), Kehua Data (9.99%), Liberty (9.99%), Kodak Manufacturing (9.98%), Invic (10.00%).
The lower limit shares are as follows: Blue Shield (-20.00%), Kanglongda (-10.01%).
According to the analysis of the CITIC Securities Research Report, the current macro policy focuses on inter-cyclical adjustment and highlights autonomy and forward-looking nature, which is conducive to creating stable and benign medium and long-term operating conditions for the bank.
Recently affected by credit market risk expectations and market style characteristics, the sector has experienced a correction.
Looking ahead, the interim report expects that optimism will help stabilize the downward trend, and it is recommended to use long-term thinking to focus on the allocation value of the sector.
CICC believes that the recent growth style continues to focus on heating up, and the performance of science and technology manufacturing and consumption has begun to "decrease".
The recent regulatory policy factors have led to increased market volatility, but the profit cycle and industry trends of growth-related industries are still the most fundamental factor, and the growth style may continue after the phase adjustment is over.
(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.)