There were 116 stocks that rose above the daily limit for 5 months, and the A-share market outperformed the daily limit for 5 months. Textile and clothing, computer and automobile industries led the rise, and the automobile sector staged a rise in the limit, Zhongtong Bus Co.Ltd(000957) “four link board”, Great Wall Motor Company Limited(601633) intraday limit.
As of the close, the Shanghai Composite Index, Shenzhen Composite Index and gem index fell by 0.25%, 0.20% and 0.16% respectively. The turnover of the two markets exceeded 770 billion yuan, including 338849 billion yuan in Shanghai and 431505 billion yuan in Shenzhen.
In terms of funds, the data show that the net outflow of funds from the North today is 2.278 billion yuan, including 2.11 billion yuan from the Shanghai Stock connect and 168 million yuan from the Shenzhen Stock connect. The net outflow of the main funds of the two cities was 11.56 billion yuan, and the main funds were added to sectors such as textile and clothing, national defense and military industry.
more than 2800 stocks rose, and the auto sector reappeared the limit tide
Today, the three major indexes of the A-share market fell, but individual stocks performed actively. The number of rising stocks in Shanghai and Shenzhen was 2799, of which 116 stocks rose by the limit; The number of falling stocks was 1720, and 10 stocks fell by the limit. In addition, all 40 stocks of Beijing stock exchange rose, with a total of more than 2800 stocks rising today.
Among the Shenwan level industries, textile and clothing, computer and automobile industries led the increase, rising by 1.69%, 0.91% and 0.90% respectively; Coal, beauty care and transportation industries led the decline, down 1.49%, 1.24% and 1.16% respectively.
In the textile and apparel industry, ST medium potential “20cm” limit, Shanghai Metersbonwe Fashion&Accessories Co.Ltd(002269) , Huafang Co.Ltd(600448) , Xingye Leather Technology Co.Ltd(002674) , Beijing Sanfo Outdoor Products Co.Ltd(002780) , etc.
In the computer industry, Beijing Asiacom Information Technology Co.Ltd(301085) “20cm” limit, Shenzhen Infinova Limited(002528) , Ronglian Group Ltd(002642) , Shanghai Golden Bridge Infotech Co.Ltd(603918) , etc.
In the automotive industry, many stocks such as Lifan Technology(Group)Co.Ltd(601777) , Changzhou Nrb Corporation(002708) , soling shares, Liaoning Shenhua Holdings Co.Ltd(600653) , Zhongtong Bus Co.Ltd(000957) , etc. rose by the limit. Among them, soling shares “six connected board” rose by 77.33% and Zhongtong Bus Co.Ltd(000957) “four connected board” Great Wall Motor Company Limited(601633) rose by 5.55%, and the trading volume was 4.59 billion yuan today, with a total market value of 240.1 billion yuan. Since May, Great Wall Motor Company Limited(601633) has increased by 35.66%.
Data show that as of the closing on May 18, the total market value of the automobile industry was 3.42 trillion yuan, an increase of 34.3 billion yuan over the previous trading day. Recently, the automobile sector can be called the “most beautiful baby” in the market. The Shenwan automobile industry index has increased by 12.39% since May. The total market value of the automobile industry has increased from 3.02 trillion yuan to 3.42 trillion yuan, with a market value increase of 400 billion yuan.
For the automobile sector, China Industrial Securities Co.Ltd(601377) believes that on the one hand, the strategy is optimistic. The whole automobile has been at the bottom of the medium term. It is expected to usher in an upward turning point in fundamentals by the end of the second quarter of 2022, and the attraction of industry configuration will continue to increase with the gradual recovery of the industry; On the other hand, the tactics are cautious. The impact of monthly macroeconomic data from April to may, public health events may be repeated, and the concern of the second quarter report may suppress the stage of sector formation. On the whole, it is suggested to comprehensively consider three dimensions from May to June to select and configure high-quality companies: the short-term performance in the second quarter is stronger than the industry (export chain, benefiting from depreciation), the valuation is compressed in place (more early callback), and the medium-term growth logic is strong (benefiting from the trend of electric intelligence, business inflection point, etc.).
Sunstone Development Co.Ltd(603612) intraday limit funds exceed the total market value
Sunstone Development Co.Ltd(603612) attracted special attention among the stocks trading at the limit today. Today, the transaction volume of Sunstone Development Co.Ltd(603612) was 13 million yuan. As of the closing, 697000 orders were sealed on the limit board, with the amount of 1.465 billion yuan. It is worth noting that Sunstone Development Co.Ltd(603612) had more than 4.7 million orders, with an amount of more than 10 billion yuan. Today, the total market value of Sunstone Development Co.Ltd(603612) is 9.67 billion yuan.
Sunstone Development Co.Ltd(603612) what happened?
On May 16, Sunstone Development Co.Ltd(603612) announced that it planned to purchase 94.977% of the shares of Xinyuan by issuing shares and paying cash, and raise supporting funds. After negotiation between the parties to the transaction, the corresponding price of the 100% equity of the acquisition target was no more than 1.2 billion yuan, of which the cash payment was no more than 30% of the transaction consideration. After the completion of the transaction, Xinyuan shares became the holding subsidiary of Sunstone Development Co.Ltd(603612) .
After the announcement, Sunstone Development Co.Ltd(603612) resumed trading on May 17 to reap the “one-stop board” limit. Today, the “one-stop board” limit was raised again, and there were days of orders.
main funds rush to raise these shares
In terms of funds, the data show that the net outflow of funds from the North today exceeded 2 billion yuan, while the net outflow of main funds in the two cities was 11.56 billion yuan, 1876 stocks received the net inflow of main funds, and 2790 stocks suffered the net outflow of main funds. Among Shenwan level industries, textile and clothing, national defense and military industry and non bank financial industries ranked first in terms of net capital inflows, with 322 million yuan, 269 million yuan and 260 million yuan respectively. The net outflow of main funds from pharmaceutical and biological, non-ferrous metals and basic chemical industries ranked first, with a net outflow of 2.575 billion yuan, 1.471 billion yuan and 1.269 billion yuan respectively.
today’s major capital flows in the industry
In terms of individual stocks, the net inflows of Gansu Qilianshan Cement Group Co.Ltd(600720) , Shanghai Xujiahui Commercial Co.Ltd(002561) , Gd Power Development Co.Ltd(600795) main funds ranked first, with net inflows of 316 million yuan, 306 million yuan and 275 million yuan respectively Eternal Asia Supply Chain Management Ltd(002183) , Contemporary Amperex Technology Co.Limited(300750) , Wuxi Apptec Co.Ltd(603259) main capital net outflow ranked first, with a net outflow of 573 million yuan, 452 million yuan and 344 million yuan respectively.
today’s top ten shares of net capital inflow
today’s top ten shares of net outflow of main funds
After today, tomorrow will be May 19. In the hearts of old investors, “519 market” is a deep memory. On May 19, 1999, the Shanghai stock index rebounded from the bottom and closed up sharply by 4.64%, sweeping away the market downturn in the early stage and soaring by 66% in the following 31 trading days, opening the prelude to the last round of bull market of A-Shares at the end of the last century.
It’s May 19 again. Is it possible for the market to reproduce the “519 market”? Xia Fengguang, private placement fund manager, said that the current ratio of the total market value of A-Shares to GDP, the structure of listed companies, the composition of investors and the stage of macroeconomic development are different from the era of “519”. Even if the technical form of the index is similar in some aspects, it will not reproduce “519”. At that time, the market was small in scale and highly sensitive to policies. New funds were easy to bring high fluctuations to the market. At this time, even if the market did not completely rule out the possibility of pulses in the short term, there were no conditions to evolve into “519 market”.
For the current market, Xia Fengguang said that the bottom building market is still continuing, and the long short game is not over, because although the policy is targeted to release economic support and loose policies, the economic bottom will not appear immediately. No matter how long or short, there must be new game factors to change. In the medium term, there will be a strong upward trend after the bottom is built, and the current point still has good configuration value.
