On Thursday morning, the stock indexes of the two markets remained in a narrow range to absorb pressure near previous rebound highs. By the midday closing, the Shanghai Index reported 3297.57 points, up 0.09%, the Shenzhen Index was 13529.60 points, down 0.21%, and the GEM Index was 2767.06 points, down 0.01%. The two markets traded a total of 693.3 billion yuan in the morning, an increase of 65.3 billion yuan over the same period yesterday. There was a net half-day outflow of capital to the north of 3.609 billion yuan, including a net outflow of 379 million yuan from Shanghai Stock Connect and a net outflow of 3.23 billion yuan from Shenzhen Stock Connect.
In terms of sectors, agricultural services, biological products, and traditional Chinese medicine had the highest gains, while national defense and military industry, computer applications, and park development had the highest declines. Judging from market performance, structural characteristics continue, and capital continues to rally trends such as vaccines and building materials. High-bid stocks also performed well. Shenyang Chemical, Junzheng Group, and Bowling Bao all remained strong. Under the leadership of institutions and volatile capital, the recent pattern of market powerhouses is becoming more and more obvious.
[Organizational Views]
Yuanda: After the Shanghai Composite Index broke through the 5-10 day EMA, early trading hit a decline on the 20th, but the high is still rising, indicating that the upward trend is continuing. Since the area above 3,300 points was the high point area that had previously rebounded, the index was suppressed to a certain extent. The later period focused on monitoring the sustainability of quantitative energy and the support of the lower short-term moving average, so the market is currently still in an upward trend.
[Rise and stop, resume trading]
Vaccines: Wantai Biotech, Bohui Innovation, Rip Biotech
Gene sequencing: Daan Gene, Berry Gene, Tomson Beijian, Heavy Medicine Holdings, etc.
Traditional Chinese Medicine: Qizheng Tibetan Medicine, Yiming Medicine
Cement: Wannianqing, Ningbo Fuda
Agriculture: Suken Nongfa
[Funding Trends]
1. Major capital trends in the market
The net outflow of major capital from the Shanghai and Shenzhen markets was 24.712 billion yuan in early trading today; of these, the net inflow of main capital was 1,150 and the net outflow was 2,732.
2. Trends in the sector's main capital
The sectors with the highest net capital inflows in the Shanghai and Shenzhen markets in early trading today were: pharmaceutical manufacturing, agriculture, animal husbandry, fishing, and brewing; the sectors with the highest net outflows of main capital were: electronic components, software services, and electronic information.
3. Trends in the main capital of individual stocks
The top 5 stocks with net capital inflows to the Shanghai and Shenzhen markets in early trading today were: Daan Genes, Silanwei, Kweichow Moutai, China China Free, and CaiTong Securities; the top 5 stocks with net capital outflows were: Gree Electric, Ziguang Guowei, China Ping An, Oriental Wealth, and SMIC.