By midday, the Shanghai Composite Index rose 0.26% to 3059.2 1, the Shenzhen Component Index rose 0.3 1% to 10997.02, the Growth Enterprise Market Index rose 0.66% to 2338.5438+0, and the Science and Technology 50 Index rose 0.22%. The Shanghai and Shenzhen stock markets totaled 370.887 billion yuan, and the actual net purchase of northbound funds was 276 million yuan. There are 44 daily limit in the two cities (including ST shares), 10 daily limit.
In terms of industry sectors, food and beverage, medical equipment, wind power equipment, textiles and clothing, medical services, etc. Among the top gainers, energy metals, mining industry, precious metals, coal industry and real estate services were among the top losers; In terms of subject matter, dairy industry, CRO, precision medicine, outdoor camping, MLCC and other concepts are active.
The food sector broke out, and Sunshine Dairy, Liangpin Shop, Yanzi Food, Jinzi Food and Jiajia Food rose by over 5% in spring.
The pharmaceutical sector was active, with Angel Pharmaceutical and Jinlong Pharmaceutical trading daily, followed by Zuo Li Pharmaceutical and Dali Pharmaceutical.
The concept of photovoltaic is more eye-catching, with daily limit of AD shares, Sunrise Oriental shares and Ganneng shares, and outstanding performance of CSG A shares, Ruihe shares and Aixu shares.
The concept of sodium ion battery is divided, Tongxing Environmental Protection and Hsinchu shares have daily limit, while Shandong Zhanggu, Dow Technology and Chuanyi Technology all have daily limit;
The concept of smart grid is heating up, Baosheng shares are trading daily, and Ji Cheng Electronics, Zhongtian Technology, New Scenery, Baoxin Technology and Youfang Technology are among the top gainers;
At the beginning of the wind power sector, Chuanrun shares hit the daily limit, and Daikin Heavy Industry, Hengtong Optoelectronics, Everbright Special Materials and Lihai Wind Power rose by more than 5%;
In terms of individual stocks, the license supply agreement for paclitaxel for injection was signed, and Shuangcheng Pharmaceutical had a daily limit for two consecutive days;
Shi Sheng Trade intends to issue a partial tender offer to all shareholders, and huitong energy has a daily limit for two consecutive days;
The actual controller of the proposed company will increase by no more than 828 million yuan, and Qian Bo New Materials will have a daily limit;
Oriental Hongsheng's share price hit the daily limit, with turnover exceeding 800 million yuan.
[Institutional strategy]
Orient securities: With the National Day holiday approaching, the risk aversion of funds has gradually increased due to concerns about holiday risk factors. I am afraid that the current downward trend will not be reversed until the fourth quarter. Looking forward to the holiday, domestic economic fundamentals and monetary policy environment will support A shares. If there is no substantial negative interest in the short term, the market risk appetite may be repaired and the real rebound will come.
China CITIC Construction Investment Co., Ltd.: Since September, the A-share market has fluctuated violently and has repeatedly fallen below key positions. Behind the weak market is the continuous decline of capital risk appetite. Therefore, although the valuation of some stocks has been relatively reasonable after the callback, the risk pricing in the current complex environment is not sufficient, and the fund has a strong wait-and-see mood. At present, the path of policy, demand and geo-risk is still in an uncertain state. The National Day holiday is approaching, and it is not recommended to rush to bargain-hunting.
Related question and answer: How is the GEM index calculated? How are the constituent stocks of GEM selected? The calculation method of GEM index is the weighted average calculation method. Based on the starting date and the circulating market value of all GEM stocks, the stock prices of the day are calculated one by one, and then the weighted average is compared with the "benchmark" of the opening day. GEM index is compiled by Paige weighting method, and calculated daily in real time by the following formula: In the above formula, "constituent stocks" refer to the stocks included in the index calculation range, and "constituent stock weight" refers to the free circulation right of constituent stocks, and the sub-items and parent items have the same weight. The product in the sub-item is the real-time free-flowing market value of the constituent stocks, and the product in the parent item is the free-flowing market value of the constituent stocks at the close of the previous trading day. ∑ refers to the total market value of free circulation of constituent stocks included in the index calculation. On each trading day, call auction calculates the opening index based on the opening price of the constituent stocks, then calculates the real-time index based on the real-time transaction price of the constituent stocks during the trading period, and calculates the closing index based on the closing price of the constituent stocks after the closing. If there is no transaction in the constituent stocks on that day, the closing price of the previous trading day shall be taken. If the constituent stocks are suspended, the transaction price shall prevail. Sample selection of GEM index constituent stocks From the compilation scheme of GEM index, there are five shortlisted criteria for index sample selection: 1. A shares listed and traded on the Growth Enterprise Market of Shenzhen Stock Exchange; 2. Have a certain listing date (usually three months); 3. The company has no major violations within one year, and there are no major problems in its financial report; 4. There is no abnormality in the company's operation for one year, and there is no major loss; 5. There was no abnormal fluctuation in the stock price during the inspection period. The initial constituent stocks of the GEM index are all GEM stocks that have been included in the calculation of the Shenzhen Composite Index on the date of index release. 6. Before the index sample is less than 100, the newly listed GEM stocks will be included in the index calculation on the eleventh trading day after listing; After the number of index samples reaches 100, lock the number of samples to 100, and adjust the sample stocks regularly according to the regular adjustment rules of samples. The method of periodic adjustment of the samples of GEM constituent stocks shall be carried out quarterly after the samples exceed 100, and the implementation time shall be set at the first trading day of 1, April, July and 10 every year. Usually, the adjustment plan will be announced on the first trading day of the second full trading week of 1 month. The conventional adjustment method of GEM index samples is to comprehensively sort the short-listed stocks according to the weighted proportion in the sampling method, and then select stocks according to the following principles: 1. Select non-original constituent stocks ranked within 70% of the sample number in turn; 2. The original constituent stocks ranked within the range of sample number 130% shall be retained in turn; 3. The number of sample stocks adjusted each time shall not exceed 10% of the total number of samples.