Sino-Singapore Jingwei Client, July 5th, on the 5th, the three major A-share indexes opened lower collectively.
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The Shanghai Composite Index opened lower by 3516.92 points, a decrease of 0.05%, with a turnover of 3.655 billion yuan; the Shenzhen Component Index reported 14666.68 points, a decrease of 0.03%, with a turnover of 4.792 billion yuan; the ChiNext Index reported 3,332.49 points, a decrease of 0.04%; the Shanghai 50 Index was 3,402.11 points. A decrease of 0.18%; CSI 300 reported 5,073.78 points, a decrease of 0.14%.
On the disk, sectors such as public transportation, agricultural comprehensive, electrical machinery, semiconductors, and rare metals led the gains; medical services, tourism comprehensive, extractive services, traditional Chinese medicine, hotels and other sectors led the decline.
In terms of concept stocks, yesterday's link-up, yesterday's daily limit, gallium nitride, third-generation semiconductors, and SMIC Concept were among the top gainers, and capital leaders, beer, BDI index, innovative drugs, and short videos were among the top losers.
In terms of individual stocks, 1828 stocks rose, among which ST Furen, ST Modern, ST Weiwei and other stocks rose by more than 5%.
1709 stocks fell, of which Jinhong Gas, Zhongheng Group, Zhaoyan New Pharmaceutical and other stocks fell by more than 5%.
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.
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 capital is 180 million yuan, of which the net inflow of Shanghai Stock Connect is 72 million yuan, the balance of funds on the day is 51.928 billion yuan, and the net inflow of Shenzhen Stock Connect is 108 million yuan. The balance was 51.892 billion yuan; the net inflow of southbound funds was 229 million yuan, of which the Shanghai-Hong Kong Stock Connect net inflow was 123 million yuan, the day’s fund balance was 41.877 billion yuan, the Shenzhen-Hong Kong Stock Connect net inflow was 106 million yuan, and the day’s fund balance was 41.894 billion yuan.
Tianfeng Securities believes that the economic recovery is continuing, or has entered the second half, stagflation expectations are becoming stronger, and the liquidity margin is expected to rise or fall sharply. It is cautious in the short term and continues to track changes in the global epidemic and the Federal Reserve. Macro policy; pay attention to individual stocks whose semi-annual reports exceed expectations, and are optimistic about the new energy and semiconductor sectors.
Haitong Securities pointed out that after understanding the status quo of the market structure, investors are advised to follow the trend, take advantage of the market adjustment period, closely follow the main line of high-prosperity industries + small-cap growth, and grasp new entry opportunities under market structural fluctuations.
The semi-annual report season is about to begin. In the context of the market has begun to deploy and adjust positions around the "small-cap growth" semi-annual report exceeding expectations, and the three-quarter report boom will continue, our investors should actively "dig out tickets" for the small and medium market value. The company's target with good management level and good performance continuity.
Looking ahead to the industry boom in 2021, the advantages of new energy vehicles, semiconductors, photovoltaics, pharmaceuticals and other advantageous industries, which contain high prosperity and good performance growth stocks, will provide better entry opportunities after market adjustments.
(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.)