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每日复盘:2024年9月24日三大指数集体暴涨,行业板块全线上扬
Guoyuan Securities·2024-09-25 00:02

Market Overview - On September 24, 2024, the three major indices experienced a significant surge, with the Shanghai Composite Index rising by 4.15%, the Shenzhen Component Index increasing by 4.36%, and the ChiNext Index climbing by 5.54% [10][19] - The total market turnover reached 971 billion yuan, an increase of 420.19 billion yuan compared to the previous trading day, with 5,245 stocks rising and 164 stocks declining [10][19] Market Style and Sector Performance - In terms of market style, the ranking of index performance was: Financial > Consumer > Growth > Cyclical > Stable > 0; large-cap growth outperformed mid-cap and small-cap growth, while mid-cap value outperformed small-cap value [14][15] - All 30 sectors of the CITIC first-level industries saw an increase, with the top performers being Comprehensive Financial (6.98%), Food and Beverage (6.78%), and Non-Bank Financial (5.89%); the laggards included Home Appliances (1.18%), Real Estate (1.89%), and Automotive (1.92%) [14][15] Fund Flow Performance - On September 24, 2024, the net inflow of main funds was 25.467 billion yuan, with large orders contributing 20.646 billion yuan and small orders continuing to see a net outflow of 4.553 billion yuan [16][17] - Southbound funds recorded a net outflow of 4.309 billion Hong Kong dollars, with the Shanghai-Hong Kong Stock Connect seeing a net outflow of 3.541 billion Hong Kong dollars and the Shenzhen-Hong Kong Stock Connect a net outflow of 768 million Hong Kong dollars [17] ETF Fund Flow Performance - On September 24, 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 4.767 billion yuan and 13.213 billion yuan, reflecting changes of +3.343 billion yuan and +10.264 billion yuan from the previous trading day [17][18] - The main inflow of funds on September 23 was observed in the CSI 500 ETF, with an inflow amount of 339 million yuan [17]