The Shanghai Composite Index continued to close today. Since the low on July 28, it has been out of a continuous rise, and the index has once again reached the 3600 platform. This year, the Shanghai Composite Index mainly fluctuates at the two points of 3450 and 3600, and the fluctuation time of 3450 is longer, while that of 3600 is shorter. Going back to the 3600 point again, since the pressure of the previous sideways has not been digested, the possibility of continuing to rise is unlikely. The index will not be difficult to see under the premise of trading volume support, and the probability will continue to be near the 3600 point. It is too early to discuss whether a new platform can be opened up, and the pressure can be digested.
The ChiNext index largely relies on the performance of ChiNext's weight. Today's rebound is mainly due to the good performance of Ningde Times (300750) and pharmaceuticals at the same time. It is difficult to analyze the trend of the GEM now because the rise or fall is too much affected by the weight. At present, the lithium battery-related stocks represented by the Ningde era have entered a cooling-off period, and the rise and fall will not be as exaggerated as before. It is also difficult for the pharmaceutical sector to attract new funds, so it seems unlikely that the GEM will rebound to a new high. Maintaining the status quo also depends on the face of the people.
The turnover of the two cities was 1,426.6 billion yuan. Northbound funds bought 156.676 billion yuan.
In terms of trading volume, the total turnover of the two cities was 1,426.6 billion yuan, which was a slight decrease from the previous trading day. Northbound fund turnover was 156.676 billion yuan, accounting for 10.98% of the total turnover of A-shares.
Specifically, northbound funds bought a total of 3.381 billion yuan today, of which 660 million yuan was purchased for Shanghai Stock Connect and 2.72 billion yuan was purchased for Shenzhen Stock Connect.
The market for medicine and alcohol reappears! CXO liquor broke the daily limit wave
Today, the long-adjusted liquor stocks rebounded sharply, becoming one of the backbone of the broader market. The sector index rose more than 3% in volume, and the trading volume has a clear trend of enlargement. Guangyuyuan (600771) and other daily limit,, Jiuguijiu (000799), etc. have made strong upswings. Leading stock Wuliangye (000858) once soared by more than 4%, while Kweichow Moutai (600519) also rose by more than 3%, and its share price rushed to more than 1,700 yuan. .
In addition, the medical and biological sector has also set off a daily limit wave, Medicilon , Jiankai Technology, etc. rose by more than 10%, and Mindray Medical (300760) and Aier Ophthalmology (300015) both rose by more than 7%.
Guohai Securities pointed out that the overall PE of the pharmaceutical and biological industry has been at a historically low level, and the leading stocks are currently basically stable in terms of stock prices and valuations, indicating that the basic market of the pharmaceutical industry is gradually stabilizing. The hot spot of the market chasing has already appeared in the high-level game last week. Profitable funds need to find a good track and good target with a sufficient safety margin. Medicine, as a sector that has fallen sharply in the early stage and is ignored by the market, is expected to regain attention.
's hot sector pulled back again, and Hesheng Silicon Industry closed its limit down
This year, with the rapid growth of new energy vehicles, the upstream resources of new energy have been speculated by funds, and many stocks have doubled in the short term. However, in September, the lithium resource sector But ushered in the "open door black", several leading stocks in the lithium battery sector continued to limit their declines.
It is worth noting that the big bull stock Hesheng Silicon Industry (603260) closed down at a limit of 198.99 yuan per share in the previous period, with a total market value of 213.7 billion yuan. Hesheng Silicon has seen a bright increase this year. From the low point of 30.96 yuan per share at the beginning of the year, it started the upward pattern all the way. Until September 3, it reached 243 yuan per share during the intraday session, and the cumulative increase from low to high has exceeded 6 times. .
In addition, Tibet Mining (000762) once fell to the limit in early trading. Despite this, most institutions are still optimistic about the future of the lithium battery sector. According to business data monitoring, the price of industrial-grade and battery-grade lithium carbonate has risen rapidly recently.The rate of increase is still increasing. At present, the average price of industrial-grade lithium carbonate in East China is 122,000 yuan/ton, an increase of 8.93% compared with the end of August. Asian Metal data also shows that in the last 60 days, lithium carbonate and lithium metal have increased by more than 15%.
The NEEQ performed well, and many selected stocks had a daily limit
Today, the NEEQ selected stocks performed strongly, with 66 stocks rising across the board, of which 61 stocks rose more than 10%. Hui Information, Kai Teng Precision 30cm daily limit.
In the concept of venture capital, Shenzhou Taiyue (300002) rose more than 12%, and electronic city (600658), Zhongguancun (000931) and many other stocks had their daily limit. In addition, in the brokerage sector, Shenwan Hongyuan blocked the daily limit, and China Securities Investment (601066) followed the rise.
China Securities Investment believes that whether in terms of the number of companies listed on the NEEQ that continue to supervise and make market-making, or in terms of the quality of practice of the sponsoring brokers, Shenwan Hongyuan ranks first among listed brokers and is expected to benefit from Beijing The establishment of the stock exchange . At the same time, many small and medium-sized securities firms have a relatively rich reserve of NEEQ projects, and their practice quality is good. In addition, "money abundance + wealth management + performance growth" will be the main catalyst for the stock market.
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