Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Thursday, the market continued to show shock adjustments, the two cities of the industry showed differentiation and local rotation, warehousing and logistics, household goods, medicine, chemicals, real estate, transportation facilities, commercial chains, comprehensive, banking, environmental protection, electrical equipment semiconductors and other industries were active, media and entertainment, communication equipment, aviation, construction machinery, daily chemicals, software services, Internet, diversified finance and other industries showed weakness; Solid-state batteries, sugar substitute concepts, lithium batteries, diet drugs, generic drugs, innovative drugs, assisted reproduction, fertilizer concepts, vitamins, automotive thermal management, memory chips and other themes show intraday rotation, intellectual property rights, knowledge payment, military informatization, industrial software, data rights confirmation, BC batteries, security services, superconducting concepts, virtual power plants, smart grids and other themes show weakness. At the close, the Shanghai Composite Index rose 0.27% to close at 3,052.90 points, the Shenzhen Component Index rose 0.14% to close at 9,264.48 points, and the ChiNext fell 0.04% to close at 1,764.73 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 slight net outflow, with a total outflow of 16,165.51 million yuan in the two cities. Among them, the net outflow of large orders was 5,530.97 million yuan, the net outflow of large orders was 10,634.54 million yuan, the net outflow of medium orders was 558.03 million yuan, and the net inflow of small orders was 16,723.54 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the chemical raw materials industry received a net inflow of 492 million yuan, the battery sector received a net inflow of 327 million yuan, the logistics sector received a net inflow of 288 million yuan, the banking sector received a net inflow of 232 million yuan, and the coal sector received a net inflow of 150 million yuan.
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, BYD received a net inflow of 265 million main funds, Changshan Pharmaceutical received a net inflow of 219 million main funds, CATL received a net inflow of main funds of 196 million, China Merchants Bank received a net inflow of main funds of 190 million, and Haite High-tech received a net inflow of main funds of 160 million.
Overall, the market continued to show shock adjustments, and the industries in the two cities reappeared in differentiation and local rotation. Recently, the market as a whole has been dominated by shock adjustments, and the short-term market has reproduced structural conditions, and the rotation of intraday hot spots and the rise of one and the other, highlighting the current weak market pattern. At present, the market continues to show a range adjustment, the stock index fluctuates in a narrow range intraday, and the divergence of market funds intensifies the intraday sector differentiation. At present, the market is still dominated by weak shock correction, and the Shanghai Composite Index continues to carry out a see-saw market adjustment in the range of 3000~3100 points, and the market is facing greater resistance. As the earnings season draws to a close, the market will enter a performance vacuum in the later stage, and future opportunities will be more inclined to sectors and themes that are picking up. With the continuous development of the steady growth policy, industries such as promoting consumption and equipment trade-in are expected to make efforts again to promote the recovery of the industry. In addition, new quality productivity, low-altitude economy, new energy track and other themes will continue to become the focus of market attention, in the current weak pattern, it is recommended that investors pay attention to the structural opportunities of intraday hot spots in the short term, and lay out the consumption theme opportunities under the expectation of economic recovery in the medium term.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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