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市场复盘:市场放量大涨,房地产强势领涨
Guoyuan Securities·2024-09-01 07:35

Market Overview - On August 30, 2024, the market experienced a significant increase, with the Shanghai Composite Index rising by 0.68%, the Shenzhen Component Index by 2.38%, and the ChiNext Index by 2.53% [10][21] - The total market turnover reached 8800.17 billion, an increase of 2700.83 billion compared to the previous trading day, with 4679 stocks rising and 560 falling [10][12] Market Style and Sector Performance - All market styles saw an increase, with cyclical, consumer, and growth styles rising significantly, while stable and financial styles saw slight increases; non-fund heavy stocks outperformed fund-heavy stocks, and growth stocks outperformed value stocks [14] - Among the 30 first-level industries, real estate (5.10%), electronics (3.54%), and media (3.33%) performed well, while banking (-2.31%), electric power and utilities (-0.01%), and non-ferrous metals (0.45%) lagged [14] Fund Flow Performance - On August 30, 2024, the net inflow of main funds was 182.57 billion, with super large orders contributing 133.11 billion and large orders 49.45 billion; however, medium and small orders saw net outflows of 84.39 billion and 98.17 billion, respectively [14][18] - Southbound funds experienced a net outflow of 13.68 million Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 14.29 million Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect a net outflow of 0.61 million Hong Kong dollars [18] ETF Fund Flow Performance - On August 30, 2024, the trading volume of ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF increased significantly, with respective trading volumes of 26.33 billion and 60.56 billion, reflecting increases of 14.66 billion and 10.03 billion compared to the previous trading day [18][19]