The Shanghai stock index returns to 3,400 points, and lithium batteries rise again

1. Market review The index fluctuated and strengthened. The Shenzhen Component Index hit a new high in nearly five and a half years, and the Shanghai Stock Index returned to above 3,400 points. The liquor sector continued to pick up, and there was an obvious anti-pumping phenomenon. The rotation of multiple thematic sectors such as non-ferrous stocks, lithium batteries, brokerages, and cloud games accelerated. The rise of the coal sector declined. The market capital sentiment was more positive and there was a profitable atmosphere. Significant improvement. On the disk, graphite electrodes, cobalt, liquor concepts, beer concepts, beverage manufacturing, new materials, Ningde era concepts, titanium dioxide, coal concepts, coal mining and processing and other industries led the way. As of the close, the Shanghai Composite Index rose 1.05% to 3414.45 points, the Shenzhen Component Index rose 1.66% to 14,201.57 points, and the ChiNext Index rose 3.11% to 2,900.54 points. On the basis of the daily quota balance, the net inflow of funds from the North China as of the closing of A shares exceeded 9 billion yuan, of which the net inflow of Shanghai Stock Connect was 2.231 billion and the net inflow of Shenzhen Stock Connect was 7.120 billion. 2. Description of the market sentiment from the disk observation: The daily rise and fall of individual stocks is shown in Figure 1. Figure 2 shows the number of daily limit stocks (except for new stocks) and the number of stocks that have attempted to explode the daily limit, reflecting the strength of the market (weak <30 ≤ weak < 40≤medium<50≤strong<80≤very strong). The stocks in the two cities rose more than they fell. Among them, there were 2006 rising stocks and 1,877 falling stocks; the total number of daily limit stocks was 78, the number of natural (non-in-line) daily limit was 70, and the number of non-new stocks and ST stocks was 68. , The number increased slightly; 24 boards were blasted, and the success rate of daily limit closing was 76%, which was a low success rate; the total number of limit-down stocks was 13, and the number of non-ST limit-down stocks increased significantly; the number of stocks that fell sharply on the disk decreased significantly , The disk risk is reduced; the current short-term market sentiment: hot spots rotate fast, the market environment is general, and the short-term atmosphere is weak. Money-making effect description: Figure 3 shows the increase in statistical themes and the performance of individual stocks (except for new stocks and ST stocks) yesterday's daily limit, reflecting the next day's income after short-term funds chasing the daily limit (very poor ≤ -2%