The enthusiasm to do more in the two cities was fully ignited, the Shanghai index moved forward to 3100 points, and the A-share market was full of bull market atmosphere.
From the performance of individual stocks, July 2 was the world of blue chips, Kweichow Moutai Co.Ltd(600519) share prices continued to rise and broke through the 1500 yuan mark. Securities companies took the burden of the flag bearer of the bull market, and the net inflow of the main force in a single day exceeded 14.4 billion yuan.
Behind the strong upward trend of the two cities is the continuous amplification of transaction volume. On July 2, the total transaction volume of the two cities reached 1082.855 billion yuan, exceeding 100 billion yuan for the first time since March 10.
Xie Chao, chief strategic analyst of Everbright Securities Company Limited(601788) believes that the market sentiment is very active, and the market is mainly carried out along the two main lines of undervalued stagflation plate replenishment and interim report performance pre increase. On the one hand, the pharmaceutical and science and technology sectors increased significantly in the second quarter, and there is a need for funds to cash in income. On the other hand, the current valuation of real estate, finance and other sectors is at a historical low, with high cost performance. The investment safety margin brought by undervalued value is superimposed on the demand for plate inflation, which makes the undervalued stagflation sector favored by funds.
the momentum of blue chips is like a rainbow: Maotai broke through 1500 yuan, Everbright Securities Company Limited(601788) 8-day 4 trading limit
According to statistics, a total of 2956 stocks rose in the two cities on July 2, of which 98 stocks rose by the limit, another 810 stocks fell, of which 20 stocks fell by the limit. Fluctuation distribution
Overall, blue chips continued to be elated, Kweichow Moutai Co.Ltd(600519) (600519) made rapid progress, rose 3.33% and broke through the 1500 yuan mark to close at 1544 yuan.
The brokerage sector has borne the burden of a bull market flag bearer, with a single day increase of 7.10%, and the main net inflow reached 14.442 billion yuan.
Several brokerage stocks such as Zhongtai Securities Co.Ltd(600918) , China Merchants Securities Co.Ltd(600999) , Everbright Securities Company Limited(601788) , Shanxi Securities Co.Ltd(002500) , The Pacific Securities Co.Ltd(601099) , Zheshang Securities Co.Ltd(601878) , China Securities Co.Ltd(601066) , Nanjing Securities Co.Ltd(601990) , Tianfeng Securities Co.Ltd(601162) , Sinolink Securities Co.Ltd(600109) , Huaan Securities Co.Ltd(600909) set off a tide of limit trading. In the brokerage sector, even China Galaxy Securities Co.Ltd(601881) with the smallest increase rose by 4.60% on July 2.
From the perspective of capital flow, Everbright Securities Company Limited(601788) (601788) and Citic Securities Company Limited(600030) (600030) were the most favored by the main force, and received a net inflow of 1.591 billion yuan and 1.567 billion yuan respectively on July 2.
In this round of brokerage stock market, Everbright Securities Company Limited(601788) was particularly commendable. It not only became the stock with the largest net capital inflow in the two cities on July 2, but also its H-share price soared by 26.96% on the same day. The stock has gone out of four trading limits in the eight trading days since June 19. The share price has risen sharply from the closing price of 11.04 yuan on June 18 to the latest closing price of 19.12 yuan, with a cumulative increase of 73.19%.
Real estate, banking, insurance and other weight sectors also attract a lot of funds. On July 2, the real estate sector received a net inflow of 4.101 billion yuan, the banking sector had 3.543 billion yuan, and the insurance sector had a net inflow of 2.078 billion yuan.
the total transaction volume exceeded the trillion mark, and the balance of the two financial institutions continued to expand
According to the updated official data on July 2, the transaction amount of Shanghai stock market was 479.07 billion yuan and that of Shenzhen stock market was 603.785 billion yuan. The total transaction amount of the two markets reached 1082.855 billion yuan, an increase of 171.171 billion yuan compared with the total transaction amount of 911.684 billion yuan on July 1.
Statistics show that this is the first time that the total transaction volume of A-Shares in the two cities has exceeded 100 billion yuan since March 10.
Another very noteworthy signal is that the balance of margin trading and securities lending in the two cities continues to enlarge above the 1100 billion yuan mark.
On July 1, the balance of two municipal and two financial institutions was 1176.277 billion yuan, which maintained growth for three consecutive trading days, which was also the 16th consecutive trading day, and the balance of two financial institutions exceeded 1100 billion yuan. Trend chart of two financial balances in recent three months
two main lines: supplementary increase of undervalued value + pre increase of interim report performance
Everbright Securities Company Limited(601788) the report released on July 2 said that on the disk, the market continued to rise in large volume on that day, and the transaction volume of the two cities exceeded trillion again. As of the closing, all major indexes of A-Shares closed up. Structurally, the undervalued sector led the rise, the performance of large cap stocks was better than that of small cap stocks, the performance of the main board was better than that of the gem, and the market trading sentiment was active. In terms of industry, the undervalued sector continued to rise, and the undervalued sector with stagflation in the early stage, such as real estate, coal, building materials and transportation, rose ahead. In the afternoon, the financial sector rose rapidly, led by securities companies. In contrast, the pharmaceutical sector with higher early growth continued to adjust, which has fallen for two consecutive trading days, and the growth of the science and technology sector is also relatively backward. In terms of trading sentiment, stocks in the two markets rose more or fell less today, with a turnover of more than one trillion yuan. The market trading sentiment is very active.
In terms of capital inflow, after a two-day suspension of trading, the land stock connect was reopened. The land stock connect had a net capital inflow of 17.116 billion yuan in the North throughout the day, including 11.161 billion yuan in the Shanghai Stock connect and 5.955 billion yuan in the Shenzhen Stock connect. The difference in the North capital inflow structure also shows that foreign investors prefer to allocate low-level blue chips in the Shanghai stock market.
The agency believes that, unlike the market situation in the second quarter, which mainly focused on the pharmaceutical and science and technology sectors, the market situation in the first two trading days of the third quarter was mainly carried out along the two main lines of undervalued stagflation sector replenishment and interim report performance pre increase. On the one hand, the pharmaceutical and science and technology sectors increased significantly in the second quarter, and there is a need for funds to cash in income. On the other hand, the current valuation of real estate, finance and other sectors is at a historical low, with high cost performance. The investment safety margin brought by undervalued value is superimposed on the demand for plate inflation, which makes the undervalued stagflation sector favored by funds.
In addition to the main line of making up the underpriced value plate, the pre increase of the performance of the China Daily report is another investment main line pursued by the current market. Under the background that the epidemic has significantly affected most industries in the first half of the year, those industries and companies whose interim report performance can still achieve growth have shown good performance certainty. As of July 2, a total of 612 A-share companies had issued interim performance forecasts, of which only 162 companies had pre increased interim performance, accounting for 26.5%. In terms of the proportion of the number of companies whose performance has been increased in advance in the industry to the number of companies whose performance has been disclosed in the industry, the proportion of companies whose performance has been increased in advance in the food and beverage industry is the highest, 58%, followed by agriculture, forestry, animal husbandry and fishery, electronics and medicine. Considering that agriculture, forestry, animal husbandry and fishery have passed the boom peak of the industry, electronics and medicine have increased relatively in the second quarter, The food and beverage industry has become another hot spot in the recent market pursuit. In addition, the company's share price rose by an average of 5.90% this week, significantly outperforming the indexes in the same period.
(surging News)
