Original title: The three major A-share indexes rebounded yesterday and the power lithium battery sector performed strongly. Source: Guangzhou Daily
The three major A-share indexes ended in the third quarter rebounded yesterday
Power lithium battery sector performs strongly
On September 30, the three major A-share indexes rebounded collectively. The ChiNext stock index rose by more than 2.5%, and nearly 3,800 individual stocks rose. The recent market hotspots represented by electricity and the recent market corrections represented by lithium batteries performed strongly. . The Shanghai and Shenzhen stock markets recorded a turnover of 950.4 billion yuan, failing to exceed one trillion yuan.
After the National Day holiday, A shares will also enter the third quarterly report performance disclosure period. Judging from the current performance forecasts disclosed, about 80% of listed companies’ performance is expected to increase. Securities analysts reminded that A shares will gradually enter the third quarter report. In the cycle, the market will once again be deflected from small and medium-sized market capitalization companies to the core asset direction of industry leaders. Some companies whose performance exceeds expectations are worthy of attention. However, due to abnormal cost fluctuations in some industries, it is necessary to be careful about whether some companies’ performance will “change their faces”.
By Wang Chuhan, All Media Reporter, Guangzhou Daily
Market sentiment is more cautious, the turnover of the two cities fell below one trillion yuan
The electric power sector broke out again. Mindong Electric Power had a 5-link board, Huaneng Hydropower, Dalian Thermal Power, and energy-saving wind power stocks had their daily limit. Smart grid-related stocks were also sought after by funds. On the news, the National Development and Reform Commission stated that it is necessary to strictly implement the market-based price mechanism of “base price + fluctuating” for coal-fired power generation, to allow more electricity to enter the market, and to make prices reasonably reflect changes in electricity supply and demand and costs, and it is strictly forbidden to limit electricity. .
In addition, the recent callback of the lithium battery sector rebounded strongly, the ChiNext stock Nebulas shares daily limit, Jin Yinhe, Tianhua Ultra-clean, Jiayuan Technology and other stocks rose more than 10%, Nuodian shares, Tibet Everest, Tianci Materials and other stocks daily limit .
It is worth mentioning that the market sentiment on the last trading day before the holiday was still relatively cautious. The total turnover of the two cities was 950.4 billion yuan, failing to break the trillion mark. Previously, 49 consecutive trading days exceeded 1 trillion yuan, the longest in history. Record.
The overall performance in the third quarter was stable and the industry sectors were very different
Looking back at the third quarter of A-shares, the Shanghai Stock Exchange Index fell 0.64%, the Shenzhen Component Index fell 5.62%, and the ChiNext Index fell 6.69%. In terms of funds, the third quarter of northbound funds continued to net inflows. As of September 30, the third quarter of northbound funds had a net inflow of 68.187 billion yuan, a net inflow of 27.285 billion yuan in Shanghai Stock Connect and a net inflow of 40.901 billion yuan in Shenzhen Stock Connect.
While the overall performance of A-shares is stable, the performance of industry sectors varies greatly. From the perspective of industry sectors, the cumulative increase of the top ten theme indexes in the third quarter has exceeded 30%, and the cumulative decline of the top ten theme indexes has exceeded 10%. Among them, the subject sectors with the highest index gains are mainly concentrated in the resources and energy sectors. For example, the phosphorous chemical sector and the fluorine chemical sector both rose by more than 60%, and the energy sectors such as wind power, HIT, and electric power all increased by more than 30%.
At the same time, the subject sectors with the highest index decline are mainly concentrated in the pan-consumption direction. Among them, the beer sector ranked first with a decline of 17.43%, followed by medical beauty with a decline of 16.08%.
remind
Beware of the “face change” of some companies’ performance in the third quarter
Soochow Securities pointed out that since August, the market style has shown signs of shifting from growth to value, and the capital side is more biased towards value style.
In terms of domestic investment, since August, public funds have continued to concentrate on the value sector represented by consumption and cycle, and their yield performance has also been more similar to that of the SSE 50 and CSI 300, but has gradually deviated from the growth style represented by the electronics and ChiNext index. Increase.
In terms of foreign investment, Beijing Capital has bought a large amount of 3.2 billion yuan in the food and beverage industry in the past week, ranking first in the industry. Under the assumption of downward economic pressure and weaker risk appetite, the steady growth advantages of medicine and liquor will gradually appear in the next 6 to 12 months.
At the end of the third quarter, A shares will also enter the third quarterly report performance disclosure period. Judging from the current performance forecasts that have been disclosed, about 80% of listed companies are expected to increase their performance. Listed companies in the new energy, chemical, and pharmaceutical and biological fields The performance of the company is dazzling.
However, some securities analysts reminded that A shares are gradually entering the three-quarter reporting cycle, and the market will again be deflected from small and medium-sized market capitalization companies to the core asset direction of industry leaders. Some companies with performance exceeding expectations are worth paying attention to. However, due to the unusual fluctuations in costs in some industries, it is necessary to beware of “face changes” in the performance of some companies.
Wang Chuhan
.