On Tuesday, the three major A-share indexes had mixed gains and losses.

As of the close, the Shanghai Composite Index fell 0.1%, the Shenzhen Composite Index rose 0.13%, and the ChiNext Index rose 0.24%.

On the market, the semiconductor sector led the gains throughout the day, with Baiwei Storage hitting its daily limit of "20cm"; securities firms, civil explosives and other sectors were among the top gainers, among which Hongye futures hit their daily limit, and its H shares once soared by more than 40% during the session.

Some short-term strong stocks have made sharp adjustments, with Chu Tianlong falling by the limit and Bunny falling by more than 7%.

Northbound funds continued to buy and buy, with a net purchase of 9.288 billion yuan throughout the day.

Hongye Futures H shares rose more than 40% intraday, and futures concept stocks moved higher.

In terms of A-shares, Hongye Futures hit the daily limit, while Nanhua Futures and Yongan Futures rose by more than 3%.

Among them, Hongye Futures has won three consecutive boards.

In terms of Hong Kong stocks, Hongye Futures H shares surged even more, rising by more than 40% in the afternoon.

Public information shows that Hongye Futures is the first "A+H" futures company, and the actual controller is Jiangsu State-owned Assets Supervision and Administration Commission.

In the first three quarters of 2022, the company achieved revenue of 973 million yuan and net profit attributable to shareholders of 29 million yuan.

According to market analysts, the surge in Hongye Futures' stock price may be due to the recent continued activity of A-share non-bank financial stocks.

In the afternoon today, concept stocks of brokerages rose again, with Guosheng Financial Holding pulling up the touch plate, Xiangcai Shares closing their daily limit, Hongta Securities, Caida Securities, Huaxin Shares, etc. rising higher.

On the news, on January 13, the China Securities Regulatory Commission issued the "Measures for the Administration of Securities Brokerage Business", which will be effective from February 28, 2023.

The management measures further regulate the brokerage business of securities firms, emphasize the improvement of the transparency of brokerage business rates, and stipulate that the commissions charged by securities firms shall not be significantly lower than the cost of securities brokerage business services and shall not engage in "price wars."

CICC believes that this management method further regulates the marketing activities of brokerage business under the development of the Internet, helps securities companies achieve refined customer management, guides healthy competition in the industry, promotes the improvement of industry service quality, and promotes the steady development of industry compliance.

Therefore, securities firms with strong compliance and internal control capabilities, higher traffic base and customer quality, higher operational efficiency, and cost advantages will benefit more.

Semiconductor chip stocks continue to be strong!

Baiwei Storage's "20cm" daily limit reached its daily limit on January 17, and the chip and semiconductor sector continued the previous day's gains.

As of the close, Baiwei Storage rose 20%, and Awinic Electronics, Broadcom Integration, etc. followed suit.

Zheshang Securities believes that from a global perspective, mature processes are still the mainstream in the semiconductor industry.

The mature process has the largest demand in the world and is also the main chip causing "core shortage". It is also the main force of chips for electric vehicles and smart home appliances.

Currently, the products of many domestic semiconductor equipment manufacturers meet the standards of mature processes. Their product pipelines cover all fields except photolithography machines. Product performance has been continuously verified, and the localization rate of semiconductor equipment continues to increase.

On the day when the net inflow of northbound funds exceeded 9 billion yuan throughout the day, northbound funds once again made a substantial net purchase of 9.288 billion yuan.

Since the beginning of the year, northbound funds have only been slightly net sold on January 3, and have been net bought in the past 10 trading days.

Data shows that in the 11 trading days since January, northbound funds have purchased a total of 89.1 billion yuan in net purchases.

CICC predicts that the net inflow of overseas funds (QFII/RQFII plus northbound funds) into A-shares in 2023 may be 300 billion to 400 billion yuan.

Industrial Securities said that looking back from 2017 to 2022, northbound capital inflows had an obvious "good start" effect. Over the years, foreign investors would significantly increase their positions in A-shares from January to February, accounting for a median of 20.9% of the annual net inflows.

%.

Industries in which foreign capital increased their positions significantly at the beginning of the year are expected to continue to lead the market.

If you want to "earn" 10 days of interest, you must do this on Thursday!

The Spring Festival holiday is coming soon, so grab the “red envelopes” before the holiday!

On January 17, if you do a 3-day treasury bond reverse repurchase, you can earn 12 days of interest.

On January 18, if you do a 2-day treasury bond reverse repurchase, you can earn 11 days of interest.

On January 19, if you do a 1-day treasury bond reverse repurchase, you can earn 10 days of interest.

For investors who plan to hold currency for the holidays but do not want to affect stock operations, Thursday (January 19) is the best time to sell government bond reverse repurchases based on the number of days for interest accrual on funds. You can earn money in one day.

to 10 days of interest.

What’s the best way to operate “Holding Money for the Holidays”?

During the Spring Festival of the Year of the Rabbit, the A-share market will be closed from January 21 (Saturday) to January 27 (Friday), and will open normally on January 30 (Monday).