Sino-Singapore Jingwei Client, July 5th, the three major A-share indexes collectively opened lower.

Subsequently, the index rose and fell, and the index rose more than 1%.

First- and second-tier blue-chip stocks continued to perform weakly, with only liquor stocks picking up. Household appliances, pharmaceuticals, and machinery sectors led the decline.

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  As of the noon close, the Shanghai Index reported 3524.30 points, an increase of 0.16%, with a turnover of 278.074 billion yuan; the Shenzhen Component Index reported 14673.81 points, an increase of 0.02%, with a turnover of 355.225 billion yuan; the Growth Enterprise Market Index reported 3343.52 points, an increase of 0.29%; the SSE 50 Index It reported 3395.59 points, a decrease of 0.37%.

  On the disk, rare metals, other mining, glass manufacturing, public transportation, industrial metals and other sectors led the gains; white goods, food processing, marketing communications, chemical pharmacy, Internet media and other sectors led the decline.

In terms of concept stocks, salt lake extraction of lithium, molybdenum, tungsten, nickel, and phosphorous chemicals led the rise, while artificial meat, capital leaders, pre-made vegetables, food and beverages, and equity participation in private banks led the decline.

  In terms of individual stocks, 2704 individual stocks rose, of which Shengtun Mining, Zangge Holdings, Qi Anxin-U and other stocks rose by more than 5%.

1,482 individual stocks fell, among them, Hang Seng Electronics, Jack shares, Narada Power and other stocks fell more than 5%.

  In terms of turnover rate, there are a total of 17 stocks with a turnover rate of more than 20%, of which N Aerospace has the highest turnover rate, reaching 53.53%.

  According to data from the China Foreign Exchange Trading Center, the central parity of the RMB against the US dollar rose by 17 points to 6.4695.

  The Shanghai Interbank Offered Rate (SHIBOR) reported 1.6650% overnight, an increase of 5.1 basis points; the 7-day SHIBOR reported 2.0340%, an increase of 8.9 basis points; the 3-month SHIBOR reported 2.4440%, a decrease of 0.5 basis points.

  As of the last trading day, the Shanghai Stock Exchange’s financing balance was reported at 856.383 billion yuan, a decrease of 793 million yuan from the previous trading day. The securities lending balance was at 95.923 billion yuan, a decrease of 2.454 billion yuan from the previous trading day; the Shenzhen Stock Exchange’s financing balance was reported at 759.666 billion yuan. , A decrease of 1.279 billion yuan from the previous trading day, and the securities lending balance reported 56.226 billion yuan, a decrease of 1.365 billion yuan from the previous trading day.

The balance of margin financing and securities lending in the two cities totaled 1.768199 billion yuan, a decrease of 5.892 billion yuan from the previous trading day.

  From the perspective of the north-south capital flow of the Shanghai-Shenzhen-Hong Kong Stock Connect, as of press time, the net inflow of northbound funds is 3.99 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.421 billion yuan, the balance of funds on the day is 49.577 billion yuan, and the net inflow of Shenzhen Stock Connect is 1.569 billion yuan. The balance was 50.431 billion yuan; the net outflow of southbound funds was 1.28 billion yuan, of which the Shanghai-Hong Kong Stock Connect net outflow was 1.027 billion yuan, the day’s fund balance was 43.027 billion yuan, the Shenzhen-Hong Kong Stock Connect net outflow was 253 million yuan, and the day’s fund balance was 42.253 billion yuan.

  Huafu Securities pointed out that in July, the A-share environment was mixed, manifested in the expected game between economic return to normal, corporate profit growth and policy return to soundness. The pattern of sharp market volatility is still difficult to change, and the structural impact of interim reports on stock prices has increased. .

In general, a balanced offensive and defensive allocation strategy can be adopted, focusing on the characteristics of market style rotation, increasing the allocation of growth style varieties, reducing the allocation of cyclical varieties, and paying due attention to thematic opportunities based on the expectations of the interim report.

(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.)