By midday, the Shanghai Composite Index was down 0.05% at 347 1.23, the Shenzhen Composite Index was up 0.5% at14,21.71,and the Growth Enterprise Market Index was up 0.94% at 2944.42. The Shanghai and Shenzhen stock exchanges totaled 453.7 billion yuan; The actual net outflow of northbound funds was 252 million yuan. The two cities have a daily limit of 53 shares and 5 shares (including ST).
In terms of industry sectors, steel industry, coal mining and dressing, non-ferrous metals, electronic components, food and beverage were among the top gainers, while shipbuilding, banks, civil aviation airports, craft commodities, agriculture, animal husbandry, feeding and fishing were among the top losers. Concept sectors such as low-carbon metallurgy, medical beauty, Huawei automobile, 3D camera and gallium nitride are active.
The concept of driverless driving has once again exerted its strength, with the daily limit of Zhongyuan Inner Distribution, An Kai Bus, Xiaokang Shares, Huafeng Shares and Huaxi Energy;
The new energy automobile sector is active, with the daily limit of Yinbaoshan New, Beite Technology, Jingquanhua and Zhenbang Smart;
The concept of medical beauty has not diminished, with the daily limit of Aoyuan Meigu, Changjiang Health and innovative medical care, and the shares of betaine and prodigal son rising sharply;
The concept of domestic chips rose, with the daily limit of Shilanwei, Zhongjing Technology and Guo Xin Optoelectronics, while Xinyuan, teng letter, He Zhongzhuang and Guo Kewei performed outstandingly.
The energy storage plate heats up and the power source has a daily limit. Hong Sheng, Guang Zhi Electric and Sanyang shares rose more than 5%;
Food and beverage sector, Gan Yuan food daily limit. Three squirrels hit the daily limit, and good shops, Yuanzu food and Pinwo food rose one after another;
The steel plate rose, Bayi Iron and Steel had a daily limit, and Maanshan Iron and Steel Co., Ltd., Valin Iron and Steel Co., Ltd. followed suit;
In terms of individual stocks, the net profit returned to the mother in the first quarter increased by 8 1.78% year-on-year, and Teyi Pharmaceutical had a daily limit for two consecutive days;
In the first quarter, net profit rose by 128.32%, and Hangyang shares went up daily.
Net profit in the first quarter increased by 248%-262% year-on-year, and Tiandi Technology had a daily limit;
Net profit in the first quarter increased by 42% year-on-year, and shanghai jahwa had a daily limit;
In the first quarter, the net profit returned to the mother increased by 88.02% year-on-year, and Xinjie Electric had a daily limit;
After shareholder Liu Yong was forced to liquidate his position, Zhongqian's shares fell by 20% for three consecutive days, resulting in a passive reduction of 680,000 shares.
Institutional strategy
He Xin Investment: The trend of the Shanghai Composite Index is still unclear, so the operation still needs to be cautious. Make a choice when the direction is clear, and lighten positions on rallies at 3496-35 16 and above; On the other hand, if you choose downward, you will support low suction in batches in the lower interval, but you need to step on the rhythm and control the position reasonably.
Barry wins: At present, it is still difficult. But don't be pessimistic in the medium term, there will always be a breakthrough. All that is needed now is time. In operation, due to the siphon effect of holding shares and the theme rotation stronger than two days, short-term operation is difficult and not suitable for opening positions. For chips that are already in hand, you can operate in bands, and when you fall back, you will suck low, lighten up on rallies, and you will be patient if you don't operate well.
Orient securities: Overseas, the short-term stock market fluctuates due to repeated epidemics and excessive increase, but both epidemic variables and index increase are the advantages of A shares at this stage. Domestic investors need not worry too much about this level of fluctuation. The overseas risks we emphasized in the early stage are systemic risks, not the disturbance of some short-term factors; In operation, it is suggested to be cautious and optimistic, and to lay out the booming technology and equipment manufacturing sector on dips.
Yuekai Securities: On March 9, the Shanghai Composite Index hit a low of 3,328, and then fluctuated between 3,360 and 3,500. At present, the index approaches the upper limit again. Whether the index can break through depends on the evolution of economic growth toughness, performance risk, credit risk and international trade risk, and whether domestic and foreign investors can provide incremental funds when the Politburo meeting sets the tone for the next quarter's monetary and fiscal policies and the marginal tightening of monetary liquidity.