The Shanghai and Shenzhen stock exchanges exceeded one trillion yuan.
The three major A-share stock indexes collectively opened slightly higher on June 11. Then the Shanghai and Shenzhen stock indexes fell and maintained a low and volatile trend in the early trading, while the ChiNext index was in the Ningde era ( 300750) Strengthened by a new high and boosted.
To the close of June 11, the Shanghai Composite Index fell 0.58% to 3,589.75 points; the Science and Technology 50 Index fell 0.97% to 1,436.28 points; the Shenzhen Component Index fell 0.62%, reported 14801.24 points; ChiNext index rose 0.4%, reported 3298.5 points.
So far this week, the Shanghai Composite Index fell 0.06%, the Science and Technology 50 Index rose 0.33%, the Shenzhen Component Index fell 0.47%, and the ChiNext Index rose 1.72%. Wind statistics show that 1,462 companies in the two cities have increased. 2,723 companies fell, and there were 137 companies in the flat market.
On June 11, the total turnover of the Shanghai and Shenzhen stock exchanges was 1121.1 billion yuan, a significant increase of 118.9 billion yuan from the 102.2 billion yuan in the previous trading day. Among them, the Shanghai stock market turnover was 495.4 billion yuan, an increase of 53.3 billion yuan over the previous trading day’s 442.1 billion yuan, and the Shenzhen stock market turnover was 625.8 billion yuan.
A total of 80 stocks in Shanghai and Shenzhen stock markets have increased by more than 9%, and 32 stocks have fallen by more than 9%.
The total net outflow of northbound funds on June 11 was 3.032 billion yuan. Among them, the net outflow of Shanghai Stock Connect was 3.015 billion yuan, and the net outflow of Shenzhen Stock Connect was 17 million yuan. So far, the total net inflow of northbound funds this week is 2.931 billion yuan.
Huawei Hongmeng segment continues to strengthen
In terms of sectors, Huawei Hongmeng segment continues to be strong, with Kelan Software (300663) and Runhe Software (300339) , Jiulian Technology (688609), Meige Intelligence (002881), Chuanzhi Education (003032), Guohua Net Security (000004), etc., the daily limit may rise by more than 10%.
The mining section is the sameContinuing the upward momentum, Intercontinental Oil & Gas (600759) and Hainan Mining (601969) may rise by more than 10%, Tongyuan Petroleum (300164) once rose by more than 10%, potential Hengxin (300191), PetroChina (601857), etc. rose by more than 5 %.
Under the pressure of Yanghe’s (002304) drop limit, the liquor sector performed poorly. Shunxin Agriculture (000860) fell more than 7%, Luzhou Laojiao (000568), etc. Fell more than 2%.
The national defense and military industry sector is in a downturn, with aeroengine power (600893), aeroengine control (000738), AVIC Hi-Tech (600862), Hongdu Aviation (600316), Refining Aviation (000697), Zhongzhi (600038), etc. fell more than 5%.
The index shock center will gradually rise
Guotai Junan believes that the index shock center will gradually rise. Market uncertainty decreased in June, and the high point of inflation data in May was fulfilled. The year-on-year growth rate of PPI will begin to fall after peaking in May. In the future, market inflation pressure will gradually ease, and the central bank’s monetary policy will have more room for a rebound, which is conducive to shocks and rebounds. The continuation of the market. There is ample market capital, and thematic investment will maintain a relatively high degree of activity. Recently, the trading volume of the two cities has maintained a relatively high level of more than one trillion yuan, the balance of the two financial institutions has reached a new high, and the issuance of new funds has accelerated again. The market will maintain a relatively high degree of activity with sufficient volume and energy. While the index fluctuates, you can seize thematic investment opportunities.
In terms of operation, Guotai Junan recommends paying attention to industries with high-growth interim performance. The rotation of market hotspots has accelerated. From a mid- to long-term perspective, high-quality white horse stocks with steady performance growth are still the main line of the market. The mid-line proposal continues to focus on new energy vehicles (lithium batteries), liquor, CRO in medicine, medical care, and medical beauty. Wait for the plate to carry out the bargaining layout. In terms of thematic sectors, appropriate attention may be paid to conceptual sectors such as domestic chips, domestic software, and military industry.
Guosheng Securities believes that in the latest currency operation data released by the Central Bank, although liquidity tends to tighten overall, the data in May is better than that in April. The current economic recovery and With the support of stable liquidity, the foundation for the improvement of the market remains. Second, the cyclical channel for RMB appreciation is opened, and the policy raises the foreign exchange deposit reserve ratio of financial institutions, or merely restricts the rate of appreciation cycle. The inflow of northbound funds into the market has accelerated, the attractiveness of RMB assets has increased, and market activity is expected to gradually increase. After the current market volatility and gaining momentum, the sword points upward and breaks through the 3630 neckline suppression. The market can actively participate in the style.Attention is paid to the localization of semiconductors and military opportunities.
Northeast Securities believes that the market is in an impulsive market with a special time window and trend indicators linkage. The ideal state for the follow-up is to consolidate and even break below the 20-day moving average, and then after the Fed’s interest rate meeting, pull back again and reflect the characteristics of the interim performance market; currently, the market has retreated slightly below 3580 points and then pulled back. It shows how much mainland funds cherish the market. Therefore, the operation tends to follow the trend, balanced configuration, and fast switching between the group track stocks and upstream resources; relatively speaking, topics such as independent and controllable topics can be more resonant in the market, considering entrepreneurship The board index is too deviated from the Shanghai 50 Index, and it is necessary to prevent the risk of relative return retreat, and prevent the large-amount lifting of the ban in June from the enlargement of the fluctuation of the stocks around the lifting of the ban.