Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Tuesday, the market showed a shock adjustment, the two cities of the industry again local activity, daily chemicals, health care, Internet, wine, general machinery, public transportation, medicine, media and entertainment, software services, diversified finance, banking and other industries were active in the intraday, coal, shipbuilding, nonferrous metals, petroleum, construction machinery, tourism, steel, chemical fiber, aviation, electricity, hotel catering, building materials, household appliances and other industries showed weakness; Themes such as disperse dyes, multimodal AI, green buildings, vocational education, machine vision, innovative drugs, and Douyin concepts are active in the intraday, while themes such as scarce resources, gold concepts, nickel metals, the Belt and Road Initiative, cobalt metal, phosphorus concepts, and special valuations, shipping concepts, fertilizer concepts, national defense and military industry, and railway infrastructure are weakening. At the close, the Shanghai Composite Index fell 0.74% to close at 3,021.98 points, the Shenzhen Component Index fell 0.61% to close at 9,183.14 points, and the ChiNext Board edged up 0.15% to close at 1,753.16 points.
From the perspective of the main capital flow of the two cities, as of the close, the main funds of Shanghai and Shenzhen showed a large net outflow, with a total outflow of 22,389.08 million yuan in the two cities. Among them, the net outflow of large orders was 9,856.05 million yuan, the net outflow of large orders was 12,533.03 million yuan, the net inflow of medium orders was 1,597.05 million yuan, and the net inflow of small orders was 20,792.02 million yuan. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
From the perspective of the capital flow of the industry sectors in the two cities, the wine industry received a net inflow of 743 million yuan, the cultural media sector received a net inflow of 260 million yuan, the chemical and pharmaceutical sector received a net inflow of 167 million yuan, the biological products sector received a net inflow of 156 million yuan, and the medical device sector received a net inflow of 87.8024 million.
From the perspective of the capital flow of individual stocks in the market, the top 10 net inflows of major funds are as follows:
From the perspective of the main capital flow of individual stocks in the two cities, Wuliangye received a net inflow of 280 million yuan, Gan & Lee Pharmaceutical received a net inflow of 188 million yuan, Yili shares received a net inflow of 131 million yuan, Mingzhi Electric received a net inflow of 124 million yuan, and China Xidian received a net inflow of 124 million yuan.
Overall, the market continued to show shock adjustments, and the industries in the two cities reappeared in differentiation and local rotation. Recently, the market has continued to fluctuate and adjust the pattern, and the correction of the cycle and the military industry has caused the market to fluctuate and weaken, and the intraday consumption, technology, and agriculture sectors have shown local rotation, and the financial sector has diverged. At present, the Shanghai Index continues to fluctuate in the range of 3000~3100 points, the short-term trend of the market is difficult to break through, and the short-term market sentiment is frustrated or will show repeated shocks. In the short term, the defensive sentiment of the market has increased, and the structural situation in the market may continue. In terms of recent policies, the Ministry of Finance has introduced a number of measures, such as supporting the construction of a safe, standardized, transparent, open, dynamic and resilient capital market. Vigorously improve the quality of listed companies, consolidate the professional gatekeeping responsibilities of third-party intermediaries, and crack down on accounting fraud in accordance with the law. Improve the tax system of the capital market and improve the policies conducive to the entry of medium and long-term funds into the market. Efforts should be made to optimize the relationship between direct and indirect financing, equity and debt financing, and to optimize the institutional environment for fundraising, investment, management and withdrawal, so as to better play the supporting role of venture capital and private equity investment in scientific and technological innovation, so as to promote the healthy development of the capital market. Under the boost of the policy level and the support of economic fundamentals, the medium-term recovery of the market is still expected. It is recommended to continue to pay attention to investment and consumption under the economic recovery, pay attention to infrastructure, building materials, steel, construction and other industries, as well as tourism, hotels and restaurants in large consumption, and pay attention to the structural opportunities in the field of new energy track, low-altitude economy and artificial intelligence.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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