Workflow
每日复盘-20250429
Guoyuan Securities·2025-04-29 13:43

Market Performance - On April 29, 2025, the market experienced narrow fluctuations with the Shanghai Composite Index down by 0.05%, Shenzhen Component Index down by 0.05%, and ChiNext Index down by 0.13%[2] - The total market turnover was 10,219.26 billion CNY, a decrease of 342.29 billion CNY compared to the previous trading day[2] - Out of 5,297 stocks, 3,587 rose while 1,710 fell[2] Sector and Style Analysis - The top-performing sectors included Light Industry Manufacturing (up 1.46%), Media (up 1.41%), and Machinery (up 1.17%)[20] - The worst-performing sectors were Comprehensive (down 1.48%), Electric Power and Utilities (down 1.34%), and Comprehensive Finance (down 1.33%)[20] - Growth stocks outperformed value stocks across various market capitalizations[20] Capital Flow - On April 29, 2025, the net outflow of main funds was 48.82 billion CNY, with large orders contributing to a significant portion of the outflow[25] - Small orders saw a continuous net inflow of 130.77 billion CNY, indicating retail investor interest[25] ETF Trading Activity - Major ETFs such as the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF saw significant decreases in trading volume, with changes of -3.68 billion CNY and -5.07 billion CNY respectively[30] - On April 28, 2025, the main broad-based ETF capital flow showed a net inflow of 1.19 billion CNY into the ChiNext ETF[30] Global Market Trends - On April 29, 2025, major Asia-Pacific indices generally rose, with the Hang Seng Index up 0.16% and the Hang Seng Tech Index up 0.62%[4] - European indices also showed positive performance on April 28, 2025, with the DAX Index up 0.13% and the CAC40 Index up 0.50%[4]