A-share analysis on July 1: The Shanghai Composite Index shrank by 0.92%, real estate and coal broke out, and semiconductors and science and technology innovation new stocks fell

Titanium Media APP

2024-07-01 15:27Titanium Media APP official account

On July 1, 2024, as of the close, the Shanghai Composite Index rose 0.92% to close at 2,994.73 points; The Shenzhen Component Index rose 0.57% to close at 8899.17 points; The ChiNext index fell 0.04% to close at 1682.69 points, and the turnover of the two cities decreased by 45.186 billion yuan from the previous trading day, with a total turnover of 658.071 billion yuan.

The flow of funds is as follows:

Today's main net inflow: -7,171.76 million main net ratio: -1.09%

Today's net inflow of oversized orders: -2,123.01 million net ratio of oversized orders: -0.32%

Today's net inflow of large orders: -5,048.75 million net ratio of large orders: -0.77%

Today's net inflow of medium orders: 203.79 million net ratio of medium orders: 0.03%

Today's net inflow of small orders: 6,967.97 million net ratio of small orders: 1.06%

In terms of plates:

Concept stocks: The concept sectors with the largest inflow of funds are the concept of computing power, CPO concept, optical communication module, small metal concept, and Baidu concept, respectively: 1.099 billion, 1.066 billion, 974 million, 774 million, and 701 million;

The conceptual sectors with the largest outflows of funds are margin trading, Mao Index, Shanghai-Hong Kong Stock Connect, ChiNext Comprehensive, and FTSE Russell, respectively: -4.619 billion, -2.874 billion, -2.561 billion, -2.532 billion, -2.388 billion;

The sectors with the largest gains were: leasing and selling the same rights, genetically modified, phosphorus chemicals, supply and marketing cooperatives, and rare earth permanent magnets, which were 5.76%, 4.42%, 4.0%, 3.93%, and 3.21% respectively.

The concept sectors with the largest declines were: AI chips, automotive chips, synchronous reluctance motors, MLCCs, and passive components, which were -1.61%, -1.5%, -1.33%, -1.3%, and -1.28%, respectively.

Industry Situation:

The industry sectors with the largest capital inflows are communication equipment, real estate development, precious metals, automobiles, and banks, respectively: 1.045 billion, 777 million, 351 million, 325 million, and 314 million;

The industry sectors with the largest capital outflows are the brewing industry, semiconductors, electronic components, securities, and consumer electronics, which are: -1.553 billion, -1.157 billion, -764 million, -761 million, and -692 million;

The industry sectors with the largest increases were: real estate services, real estate development, fertilizer industry, coal industry, and minor metals, which were 4.05%, 3.7%, 3.61%, 3.24%, and 3.0%, respectively.

The industry sectors with the largest declines were: semiconductors, electronic components, aerospace, optics and optoelectronics, and computer equipment, which were -1.53%, -1.4%, -0.83%, -0.59%, and -0.54%, respectively.

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