The Shanghai Index recovered 3,300 points, the rise of financial stocks, and the net purchase of funds in the north was over 13 billion yuan!Institution: Continue to find opportunities for value regression

Wen | Zhang Ying

On Wednesday (June 15), the three major A -share index fluttered across the board, and the Shanghai Stock Exchange Index recovered 3300 points. The northbound funds were cleaned in a lot, and the net purchase was over 13 billion yuan throughout the day. In terms of hotspots, financial stocks have risen, and insurance, securities firms, and bank sectors have strengthened and attracted much attention. With the turnover of over trillion yuan in consecutive days, can the rebound of A shares continue? How to go? On June 15th, the three major stock indexes rose collectively. As of the closing, the Shanghai Stock Exchange Index was 0.5%at 3305.41 points, and the Shenzhen Index rose 0.95%to 12137.76 points. The total transactions of the two cities were 1299 billion yuan, which has exceeded trillion yuan in four consecutive trading days. The net purchase amount of northbound funds reached 13.359 billion yuan. Generally speaking, individual stocks of the two cities have fallen more. In terms of daily limit board, on June 15, 66 stocks rose daily limit. From the perspective of the industry, the two industries such as automobiles and non -silver finance have the most daily limit stocks, with 7. From the perspective of the Shenlian industry, 18 industries have achieved the rise today. Among them, the non -silver financial industry has risen to the top of 4.07%. Following the two industries such as household appliances and real estate, the increase has increased by more than 2%. In addition, coal and petrochemical industries have declined over 2%. Regarding today's market performance, Yu Dingheng, chairman of Winghu Investment, believes that at present, the unfavorable factors are dissipating, but many uncertain factors still exist. The core of the market trend must be a time before and after the interim. It is expected to be in the stage of shock repair in the third quarter. It is recommended to focus on new energy vehicles and battery sectors. He Jinlong, general manager of Glimon Investment, said that in the near future, the market -led markets are mainly concentrated in low -valuation varieties and cyclical industries. In addition, some funds are concentrated in the high prosperity industry. The main reason is that the former is mainly based on a long -term underestimation average return, while the latter is based on higher performance certainty. Therefore, in the process of rebounding the market experience, the uncertainty of the uncertainty of the impact on liquidity caused the market sentiment to pursue the two sectors. In the future, the market is still the opportunity to find value regression, and companies with growth and high prosperity are often the strongest and the easiest to create a new high. At present, the liquidity and policies of the domestic capital environment are good. At the same time, multiple A -share sectors indexes are in a low range in the historic division. It is not impossible to adjust in the short term. Pan Xinyi, a senior researcher at Yuanrong Investment Stock Department, believes that the strength of the current market mainly has two reasons: domestic recovery expectations and abundant liquidity. The first is the strength of the "recovery transaction" variety. It is a gradual thing for enterprises to expand investment. At present, companies can expand re -investment in the future. At present, the domestic economy has entered the expected recovery stage, and European and American growth expectations are overwhelmed and even started to decline in transactions. Domestic assets have a comparison effect after clearing from January to April. Sex, abundant funds inside and outside the A -share market. Hu Po, the manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, believes that the recent market trend is more based on fundamental games. The May economic data, including social finance, has a relatively obvious phenomenon of recovery, which inspired the strength of the market. When the risks of US stocks were exposed in the market, A shares went out of the independent market. At present, the market may gradually appear in the economic level of the market, and short -term fluctuations may increase, and it is difficult to continue to rise. It is worth noting that the northbound fund is in a net inflow trend today, with a net purchase amount of 13.359 billion yuan throughout the day. Among them, three stocks including China Merchants Bank, Yili, and Ping An Bank have a net purchase amount of more than 600 million yuan, which are 938 million yuan, 809 million yuan and 672 million yuan, respectively. Table: On June 15th, the top ten transaction active stock transactions in Shanghai and Shenzhen Stock Connect. 19.93 yuan, a total market value of 91.89 billion yuan, realizing six days and five boards, and a cumulative increase of 69.19%during the period. On the evening of June 14, Everbright Securities issued the "Announcement on the Performance of the Chairman and Chairman of the Supervisory". Yi is the company's 6th Supervisory Board Supervisor. Public information shows that the company's main business segments include wealth management business clusters, corporate financing business clusters, institutional customer business clusters, investment trading business clusters, asset management business clusters, and equity investment business clusters. As of March 25, 2022, the company has 14 branches and 244 securities business departments. It is distributed in 122 cities (including county -level cities) in 30 provinces, autonomous regions, and municipalities across the country. In 2021, the company's classification rating reached the AA rating of Class A, shortlisted for the first batch of "whitelist" supervisory "whitewashing lists" of the China Securities Regulatory Commission, and received a Class A evaluation of the cultural construction practice evaluation of the securities company. In 2022, the company will further anchor the strategic goal of "building a first -class investment bank in China", continue to deepen reform, improve management, and strive to achieve high -quality development. The insurance sector rose nearly 8%on June 15th, and the insurance sector performed well, with an increase of 7.71%. Among them, two stocks such as Tianmao Group and China Life Insurance joined hands with the daily limit.

Xinhua Insurance and China Tai Insurance, including two stocks, have increased by more than 7%. Data show that from January to May this year, Chinese people's insurance revenue achieved premium income of 317.983 billion yuan, an increase of 12.86%year-on-year; China Tai Insurance achieved premium revenue of 2014.24 billion yuan, an increase of 6.7%year-on-year; %; China Ping An achieved premium revenue of 364.22 billion yuan, an increase of 0.9%year -on -year; China Life Realizing premium income was 379.2 billion yuan, a year -on -year decrease of 1.86%. Oriental Securities analyzed that at the current time, the insurance industry is in a period of in -depth transformation. Maintaining the industry is optimistic about rating. There are three major investment logic. First, the fundamentals of life insurance are relatively improved, the value performance is expected to improve, the attention of structural adjustment and regional recovery brings NBV (new business value). Effective effects are strengthened, focusing on the leader of the high dividend industry; third, pay attention to the high -quality targets of low -term market fluctuation risks in the low -term market fluctuation risks.

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