Market Overview - On September 26, 2024, the market experienced a significant increase, with the Shanghai Composite Index recovering above 3000 points, rising by 3.61%, while the Shenzhen Component Index and the ChiNext Index rose by 4.44% and 4.42% respectively. The total market turnover reached 1162.069 billion yuan, an increase of 5.083 billion yuan from the previous trading day [2][10]. Market Style and Sector Performance - In terms of market style, the performance ranking of indices was: Consumer > Financial > Growth > Cyclical > Stable > 0. Small-cap growth stocks outperformed mid-cap and large-cap growth stocks, while fund-heavy stocks performed better than the CSI All Share Index [2][14]. - Across 30 first-level industries, most sectors saw gains, with notable performers including Food & Beverage (up 8.80%), Real Estate (up 7.92%), and Consumer Services (up 6.78%). Conversely, sectors such as Power & Utilities (up 1.28%), Oil & Petrochemicals (up 1.57%), and Power Equipment & New Energy (up 2.41%) lagged behind [2][14]. Fund Flow Performance - On September 26, 2024, the net inflow of main funds was 16.032 billion yuan, with large orders showing a net inflow of 19.326 billion yuan, while medium and small orders experienced net outflows [2][15]. - Southbound funds also saw a net inflow of 5.993 billion HKD, with the Shanghai-Hong Kong Stock Connect recording a net inflow of 6.325 billion HKD, while the Shenzhen-Hong Kong Stock Connect had a net outflow of 0.332 billion HKD [2][16]. ETF Fund Flow Performance - On September 26, 2024, the trading volume of major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF increased significantly, with respective trading volumes of 6.062 billion yuan and 15.792 billion yuan, reflecting changes of +2.037 billion yuan and +4.449 billion yuan from the previous trading day [2][18].
每日复盘:市场持续放量大涨,沪指收复3000点
Guoyuan Securities·2024-09-27 02:28