Author: Qingfeng
Generally speaking, individual stocks rose more than they fell, with more than 2,600 stocks rising in the two cities. The turnover of Shanghai and Shenzhen stock markets today was 1.0279 billion, which was 85.6 billion higher than the previous trading day. The transaction volume of the two cities returned to one trillion yuan. In terms of sectors, sectors such as two-wheeled vehicles, energy storage, power equipment, and science and technology innovation stocks were among the top gainers, while sectors such as road and rail transportation, kitchen and bathroom appliances, prefabricated buildings, and electricity were among the top losers.
As of the close, the Shanghai Stock Exchange Index fell 0.08%, the Shenzhen Component Index rose 0.75%, and the GEM Index rose 2.63%. Northbound funds sold a net 917 million yuan throughout the day; of which and Shanghai Stock Connect net sold 2.861 billion yuan, and Shenzhen Stock Connect net bought 1.944 billion yuan.
In terms of sectors:
In terms of industry sectors, batteries, photovoltaic equipment, ship manufacturing, power equipment, medical services, etc. were the top gainers, while railways and highways, power industry, cement building materials, banks, real estate development and other sectors were the top losers; in terms of subject matter, storage Concepts such as energy, virtual power plant, automotive integrated die-casting, power battery recycling, and Huawei cars are active.
The energy storage sector is active, with Kehua Data, Nandu Power , Tongli Risheng, Aohai Technology, Chint Electric , Nanjing Technology, Shenghong Co., Ltd., Xinte Electric, Baichuan Co., , Sega Technology, and Haide Co., Ltd., Linyang Energy, Sichuan Power, Sifang Co., Ltd., Sacred Sun Co., Ltd., etc. hit the daily limit, and Yingwei and Xinpeng Co., Ltd. hit the daily limit;
photovoltaic concept rose again, Shenchi Electromechanical , Xinte Electric, Levima Xinke, Jin Chen shares and others hit the daily limit, Shangneng Electric , Nenghui Technology, Sungrow Power , etc. rose by more than 10%;
debt-for-equity swap concept exploded,
shares, Luyin Investment, Tongda Ventures , Xinda Real Estate , Tianjin Pulin, Haide Shares, TEDA shares and other daily limits;
institutional interpretation:
Guangzhou Bandung: The recent market continues to shrink the positive line after continuous shrinkage adjustments, indicating that the selling pressure is coming to an end, and it will take time to continue To transition from the shock, the short-term support of the market will focus on around 3255-3260. In the current turbulent stage, the strategy is to focus less on indexes and more on individual stocks, especially as we have repeatedly emphasized recently that one is the track to make up for gains, and the other is low-level sectors such as infrastructure. The focus is on the superposition of the two, such as photovoltaic buildings in green electricity , Wind power and energy storage; traditional infrastructure focuses on the construction of public facilities directed by special bonds; the elastic direction focuses on parts and components for new energy vehicles to supplement the growth.
Industrial Securities : In June, as the market further recovered, northbound capital inflows accelerated significantly, new funds picked up, long positions in private equity stocks increased, the return of funds from the two financing centers accelerated, absolute returns funds positions fast pick up. Among various types of funds, northbound funds and absolute return funds represented by insurance have become the most important incremental funds in the market in the near future. Two-way financing and private equity funds have also gradually returned to the market. With the gradual recovery of public fund issuance, the pace of subsequent incremental public funds entering the market is also expected to accelerate. Therefore, under the "widening currency and widening credit" policy, the third quarter is still a long window. Moreover, micro-liquidity will also provide assistance. At the style level, the "wide currency, wide credit" combination is most beneficial to the technology growth style, and the consumption style also has excess returns. Structurally, focus on the "new semi-military" of the strong Hengqiang (photovoltaic modules/silicon wafers, new military materials/structural parts, wind power complete machines/upstream materials, semiconductor materials /equipment, 5G optical fiber cable )+ "Yajiajiu" (pharmaceuticals, home appliances, home furnishings, alcoholic beverages) that are recovering in the economy.
Soochow Securities : The market is still in a period of adjustment. It is worth noting that the market trading volume has continued to decline recently, the risk appetite of funds has declined, and there is no signal that the adjustment has ended yet. From an operational point of view, investors can control their positions at lower positions for short-term trading in hot sectors, and wait for obvious stabilization signals in the market before choosing an opportunity to increase their positions to participate.
(This article is for reference only and does not constitute investment advice. Please operate at your own risk)
