The differential turnover of the Shanghai and Shenzhen cities broke through the perspective of the A -share investment perspective of the A -share investment and switched in the second half of the year.

On the 20th, the Shanghai and Shenzhen cities were all rose, and the Shanghai Index's accumulated resource stocks fell to the sideways. The wind, light, and lithium of the new energy industry chain are still the main multi -force in the market. Wind power broke out on the board under the preview of the bidding of the second half of the year and the Dalian Heavy Industry Excellence. A -share turnover has exceeded trillion yuan for 7 consecutive days, but foreign capital that has been increasing in a row recently has paid forward.

The industry analysis believes that the market has temporarily entered the vacuum period of data verification and policies this week. The perspective is reported to the center and the second half of the year. It is also necessary to pay attention to the repair space and cost -effectiveness. The focus can be paid to the improvement section of the midstream manufacturing and the necessary consumption.

"Wind, light, lithium" rising foreign capital but reducing positions

From the perspective of the market, the "wind, light, lithium" of the new energy industry chain is still the main multi -force market for the market on the 20th. Wind power broke out in the second half of the bidding of the second half of the year and the Dalian Heavy Industry Excellence. The entire line broke out. Haili Wind Power, Dajin Heavy Industry, Hengrun Co., Ltd., Jixin Technology, Zhenjiang Co., Ltd., Dalian Heavy Industry and other daily limits.

The daily increase of photovoltaic inverters, energy storage, and negative stagnation sections. The photovoltaic inverter index rose more than 7%, the photovoltaic roof index rose more than 3%, GCL Integration, Ancai Hi -Tech, Jinlang Technology daily limit, the lithium battery index rose 1.6%, the Ningde era rose 4.2%, the energy storage index rose exceeded 4 %.

The resource stocks fell under the fierce regulation of international oil prices, and the oil and gas index fell more than 5%. China's sea oil was close to the limit, and PetroChina fell more than 6%. The coal mining index fell nearly 6%, Shanxi coking coal fell, Yoshiyura energy and China Coal energy fell more than 8%, China Shenhua fell more than 4%, and Shaanxi coal industry fell more than 6%.

On the whole, on the 20th, the number of A -share rising companies exceeded 3,200, and at the same time, the number of daily limit companies reached 96, and the number of declines was only more than 1,400. The market for money was still significant. The closing of the Shanghai Stock Exchange Index fell 0.04%, the GEM index rose 1.99%, the Shenzhen Stock Exchange Index rose 1.27%, and the science and technology innovation 50 rose 0.3%. The turnover of the two cities throughout the day was 1.16 trillion yuan, and the 7 -day turnover exceeded the trillion yuan.

Although the market has a good effect, foreign capital that has been increasing continuously in the near future has suspended the pace of progress. Wind data shows that northbound funds sold 9.703 billion yuan unilaterally. It had been bought for 4 consecutive days of net purchase. Among them, the Shanghai Stock Connect sold 4.632 billion yuan, and the Shenzhen Stock Connect was sold by 5.071 billion yuan.

Viewing angle switching attention to repair space and cost performance

Technically, Wang Yuqian, an investment consultant of Yuanda, believes that the Shanghai Stock Exchange Index expands narrow shocks around the flat line in the afternoon. Fortunately, it still runs above the 5th line, and the trend of moving average of the moving average has not changed. In addition, the MACD indicators also have signs of high passivation. In this position, you want to continue to attack and observe the repair index repair.

The GEM refers to rising 1.99%on the 20th, standing at the 2700 -point integer mark. "The GEM refers to the high shocking pattern in the afternoon, and Qilianyang walked out of the daily line and left a gap in the upward empty. The follow -up volume can still be followed. "Wang Yuqian analyzed.

"At present, the toughness of the A -share market is enhanced, and the activity of individual stocks is relatively positive, but it should be noted that the short -term funding differences have not been effectively resolved. And the track direction has accumulated a certain increase, so it is necessary to pay attention." Wang Yuqian suggested that he can continue to maintain long -term thinking, but the timing operation must abandon emotionalization. In addition, the time is approaching the interim report window. Therefore, it is recommended that you should focus on the performance of the industry or individual stocks and distinguish it.

Huatai Securities released a research report on the 20th that the market temporarily entered the vacuum period of data verification and policy this week. The perspective of the interim and the second half of the year needs to pay attention to the repair space and cost performance. There is still room for repair than before the epidemic. The prosperity is high and has a certain continuous money. It can be predictable for the console performance, such as the midstream manufacturing represented by the National Defense Forces, Electric New, Digital Infrastructure, etc. Returning expectations or before the interim report, ROE has been suppressed by net interest rates for a long time, and the current varieties that improve the marginal improvement of the prosperity, earn money that earns reversal in the second half of the year, such as industrial control (industrial robot, integrated die casting), compulsory consumption (food), consumption consumption, consumption consumption, consumption Electronics, general equipment. Reporter Chen Hui

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