Financial Network reported on April 22 that the three major A-share stock indexes opened higher in the morning and weakened and turned green at the beginning of the session. After 1 o'clock, the market stabilized and rebounded. After the Shanghai Composite Index turned red, it oscillated, and the Growth Enterprise Market Index continued to rise and once rose more than 1%.
By midday, the Shanghai Composite Index was down .5% at 3,471.23 points, the Shenzhen Component Index was up .5% at 14,221.71 points, and the Growth Enterprise Market Index was up .94% at 2,944.42 points. The turnover of Shanghai and Shenzhen stock markets was 453.7 billion yuan; The actual net outflow of northbound funds was 252 million yuan. 53 shares in the two cities have daily limit and 5 shares have daily limit (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, feed and fishery were among the top losers. Concept sectors such as low-carbon metallurgy, medical beauty, Huawei cars, 3D cameras and gallium nitride are active.
The concept of driverless driving has once again exerted its strength, and Zhongyuan Neipei, An Kai Bus, Xiaokang, Huafeng and Huaxi Energy have daily limit;
The new energy vehicle sector is active, with the daily limit of Yinbaoshan New, Beite Technology, Jingquanhua and Zhenbang Intelligent;
The concept of medical beauty remained hot, with the daily limit of Aoyuan Meigu, Changjiang Health and innovative medical care, and the shares of Betaine and Langzi rose sharply;
The concept of domestic chips has risen, with the daily limit of Silanwei, Zhongjing Technology and Guoxin Optoelectronics, and the outstanding performances of Xinyuan, teng letter, Hezhong Sizhuang and Guokewei.
The energy storage plate heats up, and the power source goes up, with Shenghong, Zhiguang Electric and san yang shares rising by over 5%;
The food and beverage sector exerted its strength, and Gan Yuan's food reached the daily limit. Three squirrels touched the daily limit, and good shops, Yuanzu food and Pinwo food rose one after another.
The steel plate rose, Bayi Iron & Steel had a daily limit, and Maanshan Iron & Steel Co., Valin Iron & Steel Co., Ltd. and Angang Steel Co., Ltd. followed suit.
in terms of individual stocks, the net profit returned to the mother in the first quarter increased by 81.78% year-on-year, and Teyi Pharmaceutical had a daily limit for two consecutive days;
The net profit in the first quarter rose by 128.32%, and Hangyang shares went up daily.
The net profit in the first quarter increased by 248%-262% year-on-year, and Tiandi Technology had a daily limit;
The 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 88.2% year-on-year, and Xinjie Electric had a daily limit;
the shares of zhongqian co., ltd. fell by 2% for three consecutive days, after shareholder liuyong was forced to close his position, resulting in a passive reduction of 68, shares.
institutional strategy
and trust investment: the direction of the Shanghai stock index is not clear yet, so the operation is mainly cautious, wait until the direction is clear before making a choice, and lower the position on rallies at 3496-3516 and above; On the other hand, if you choose downward, you will support the interval below to suck low in batches, but you need to step on the rhythm and control the position reasonably.
Barry wins: At present, it is still difficult. But there is no need to be pessimistic in the medium term, and there will always be a breakthrough. What is needed now is only time. In operation, because of the siphon effect of the holding stocks and the rotation of the theme that is stronger than two days, the short-term operation is more difficult and it is not suitable for opening new positions. For the chips already in hand, you can operate in band, wait for low suction when you fall back, lighten your position on rallies, and hold them patiently if you don't operate well.
orient securities: Overseas, the short-term stock market fluctuates due to repeated epidemics and excessive increase, but both the epidemic variables and the index increase are an advantage for A-shares at this stage. Domestic investors do not need to worry too much about this level of fluctuation. The overseas risks we emphasized in the early stage are systematic 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 9th, the Shanghai Composite Index reached a low of 3,328, and then fluctuated between 3,36 and 3,5. At present, the index is approaching the upper limit again. Whether the index can break through depends on the resilience of economic growth, the evolution of performance risk, credit risk and international trade risk, and whether domestic and foreign capital can provide incremental funds when the Politburo meeting sets the tone for monetary and fiscal policies in the next quarter and the marginal liquidity of money is tightened.