Reporter Zhang Ying
On Tuesday (June 28), the three major stock indexes fluctuated and differentiated. As of the morning closing, the Shanghai Composite Index fell slightly by 0.06% to 3377.08 points; the Shenzhen Component Index rose slightly by 0.05%, and the ChiNext Index fell by 1.07%; the total turnover of the Shanghai and Shenzhen stock markets was 700.85 billion yuan; overall, the stocks in the two markets rose more and fell less.
From the perspective of capital, on the morning of June 28, the net selling amount of northbound funds reached 545 million yuan. In addition, as of June 27, the balance of margin financing and margin trading in Shanghai and Shenzhen was 1589.186 billion yuan, an increase of 9.547 billion yuan from the previous trading day. Among them, the financing balance was 1496.114 billion yuan, an increase of 9.264 billion yuan from the previous trading day; the margin balance was 93.072 billion yuan, an increase of 283 million yuan from the previous trading day.
Table: Transactions in the first-level industry of Shenwan on June 27:
Tabulation: Zhang Ying
For the future market, industry institutions generally stated that the stock index is expected to continue to fluctuate upward in the future.
Dongwu Securities believes that since last Thursday, the index has been rising continuously in the middle and positive markets, which is highly correlated with the inflow of northbound funds. With the rebound in trading volume, most of the adjustments are completed with intraday fluctuations. On the market, the sector has signs of high and low switching. The consumption and recovery lines have exceeded the recent oversight. Although the track directions such as new energy and photovoltaics continue to be strong, the leaders in the sector such as Xiaokang Shares, BYD and CATL have started adjustments. It is recommended to pay attention to risks appropriately for the growth direction, and the bottom-up direction is as long as the market volume can be maintained, sector rotation is a high probability event. In addition, the Hang Seng Technology Index has already stepped out of the trend pressure line. In the short term, you can focus on the recovery lines and platform economy and be cautious about chasing the rise.
Zhongyuan Securities stated that the stock index is expected to continue to fluctuate upward in the future, and it is still necessary to pay close attention to changes in policy, capital and external factors. Investors are advised to pay attention to investment opportunities in new energy, automobiles, consumption and some cyclical industries in the short term, and continue to pay attention to investment opportunities in low-valuation blue-chip stocks in the medium term. In terms of
operation, Guotai Junan pointed out that the promotion of resumption of work and production combined with the introduction of policies to stabilize growth, enterprises have entered the passive destocking stage ahead of schedule, a new round of profit upward cycle has begun, and volume and price are expected to rise in the third quarter under the post-epidemic recovery environment with tight balance between supply and demand. The profit differentiation in the upstream and downstream has begun to show signs of easing, and the recovery of equipment in the short term is accelerated. The new economy with the core policy efforts will shoulder heavy responsibilities (electricity equipment, new energy vehicles); looking back, under the inflation environment during the warming economy, investment opportunities are in industries with strong bargaining power (coal, agriculture, food and beverage).
hot sectors, as of the closing on the morning of June 28, industrial mother machines, complete vehicles, intelligent machines and other sectors ranked among the top in terms of growth, all of which exceeded 3%, while cultivation diamonds, in vitro diagnosis and other sectors ranked among the top in the decline.
Specifically, on the morning of June 28, the industrial mother machine sector rose abnormally, with an increase of 3.66%. Among them, Haozhi Mechanical and Electrical hit the daily limit by 20cm, and stocks such as Klaus and Eston also hit the daily limit together.
Industrial master is a machine that manufactures machines and machinery, also known as tool machines, mainly including lathes, milling machines, planing machines, drilling machines, boring machines, grinding machines, gear making machines, etc. The working master machine manufacturing industry provides various mechanical equipment for various industries. It is the heart of modern industry and one of the main products of the machine manufacturing industry. The working master machine manufacturing industry is the cornerstone and cradle of the entire industrial system. It is at the core link of the industrial chain and determines the industrial development level and comprehensive competitiveness of a country or region.
Some institutions said that driven by the update cycle of the machine tool industry, the annual update demand is expected to reach 100 billion in the next four years, and the high prosperity of the industrial chain is expected to continue.
(edited by Shangguan Monroe)
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