Chaowen Certificate
Northbound: +554 million, total turnover: 1.05 trillion, 9 disconnected 11, features: Northbound funds resumed small net buying after two days, continuing yesterday's net selling of Shanghai Stock Connect , The characteristics of Shenzhen-Hong Kong Stock Connect net buying are that the two channels are not in the same direction but the amount tends to be smaller than yesterday. From the perspective of the flow distribution throughout the day, after a brief relapse at the beginning of the morning session, funds showed a slow and steady net buying state. At the end of the morning session and at the beginning of the noon session, after a certain acceleration, northbound funds began to reverse net outflows, with selling during the period. The outflows were accelerating for a while, but half an hour before the end of trading, Shenzhen-Hong Kong Stock Connect and Shanghai-Hong Kong Stock Connect diverged, showing the characteristics of slow net buying in reverse. Except for and Shanghai Stock Exchange 50, which fell by -0.25%, the major indexes in the two cities mostly rose slightly and closed on the positive line. Shenzhen was strong and Shanghai was weak. Technology growth was better than weight blue chip . This was the basic feature of the whole day. Among them, the GEM index It even rose by +1.68%, leading other indices. There were more than 2,600 companies that rose throughout the day, and less than 2,000 companies fell. There were more than 100 stocks that were trading at their daily limit or exceeding +10%, and less than 5 companies were falling by more than 10%. Main lines of the market: 1. Industry companies focusing on complete automobiles and related supply chains, including: integrated die-casting, automobile services, automobile parts, driverless driving, automobile thermal management, lidar , Internet of Vehicles, and new technologies Energy vehicle battery-related Kirin batteries, solid-state batteries , blade batteries , fuel cells , charging piles, battery swap concepts, etc.; 2. Focus on green electricity -related photovoltaic equipment, wind power equipment, and pumped hydro energy storage , nuclear energy, smart grid, etc.; 3. non-ferrous metals , basic metals, salt lake lithium extraction and other upstream material-related industries. The top losers on the day were mainly the pharmaceutical sector and related concepts. The decline was not large but the concentration was very high. It had a clear comparative effect with today's main line of gains.
Market trends: Pork Concept has resumed its overall rebound trend today. Among them, Aonong Biotech has reached its daily limit, forming a certain technical breakthrough feature. As mentioned in yesterday's article, the mid-term trend of Pork Concept has benefited from the steady rise in pig prices in the second half of the year. Expectations and good expectations for pork concept listed companies' performance improvement and growth next year.
Macro and market: Judging from the main line and concentration of the market that led the day, it was mainly the daytime market's response to The National Energy Administration "Accelerating the construction of major hydropower, pumped storage and large-scale wind power photovoltaic bases and other major projects" The Ministry of Commerce will ensure that relevant measures to invigorate automobile circulation and expand automobile consumption are implemented as soon as possible and are expected to be stimulated. It can be seen that the individual stocks of complete automobiles and related concepts have gone out of the anti-contract trend, and the sector as a whole is also in the anti-contract trend, but further confirmation from the market is still needed.
