On March 1, the three major A-share indexes fluctuated higher throughout the day, continuing the rebound trend. The gem turned red in the afternoon, and the Shanghai Composite Index ( Ping An Bank Co.Ltd(000001) . SH) was red throughout the day, recording three consecutive positives.
As of the close, the stock index rose 0.77% to 348883 points; The Shenzhen Component Index rose 0.24% to 1348864 points; The gem index rose 0.16% to 288579.
disk core data list
1) in terms of capacity, the turnover of the two cities has been enlarged, with a turnover of 969.1 billion yuan throughout the day;
2) in terms of foreign investment, northbound funds bought a net 3.276 billion yuan throughout the day, which was a net purchase for three consecutive days;
3) the trading limit of 45 shares rose slightly today, an increase of 8 shares compared with the trading limit of 45 shares on the previous trading day.
market focus stocks
1) the differentiation between the East and the West continued, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) ( Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) . SZ) broke the board but was close to the daily limit, Zhejiang Construction Investment Group Co.Ltd(002761) ( Zhejiang Construction Investment Group Co.Ltd(002761) . SZ) was close to the daily limit after the resumption of trading;
2) the tide of the linked board stock is ebbing. Previously, the 7 linked boards fell by the limit of Beijing Zznode Technologies Co.Ltd(003007) ( Beijing Zznode Technologies Co.Ltd(003007) . SZ), and the height of the linked board dropped to 4 linked boards of Ningbo Energy Group Co.Ltd(600982) ( Ningbo Energy Group Co.Ltd(600982) . SH);
3) consumer stocks recovered collectively, Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH) rose 3.8%, and pork concept stocks such as Shenzhen Kingsino Technology Co.Ltd(002548) ( Shenzhen Kingsino Technology Co.Ltd(002548) . SZ), Hunan New Wellful Co.Ltd(600975) ( Hunan New Wellful Co.Ltd(600975) . SH), New Hope Liuhe Co.Ltd(000876) ( New Hope Liuhe Co.Ltd(000876) . SZ), Fujian Aonong Biological Technology Group Incorporation Limited(603363) ( Fujian Aonong Biological Technology Group Incorporation Limited(603363) . SH), Leshan Giantstar Farming&Husbandry Corporation Limited(603477) ( Leshan Giantstar Farming&Husbandry Corporation Limited(603477) . SH) rose in batches.
Stocks in the two cities rose more and fell less, 3166 stocks rose and 1347 stocks fell. Among them, 53 were up limit (non ST) and 5 were down limit (non ST).
focus sector
On the disk, pork, tourism, wine making, education, coal and other sectors have become the main attack direction of funds.
pork
Stimulated by the news of starting pork purchase and storage, the concept of pork broke out strongly today, and many stocks such as Shenzhen Kingsino Technology Co.Ltd(002548) , Hunan New Wellful Co.Ltd(600975) , New Hope Liuhe Co.Ltd(000876) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , etc. rose by the limit.
In terms of news, the monitoring data of the national development and Reform Commission showed that the national average pig grain price ratio was 4.98:1 in the week from February 21 to 25, entering the level-1 early warning range of excessive decline. The national development and Reform Commission will work with relevant departments to immediately start the collection and storage of the central frozen pork reserve and guide all localities to actively collect and store. According to preliminary statistics, at present, Beijing, Jiangxi, Hubei, Chongqing, Yunnan, Shaanxi, Ningxia and other places have started collection and storage, and other places will also start in the near future.
beer
In addition to pork boom, beer, Baijiu, food and other consumer stocks also strengthened, including beer shares showing the most brilliant, Beijing Yanjing Brewery Co.Ltd(000729) ( Beijing Yanjing Brewery Co.Ltd(000729) .SZ), Fujian Yanjing Huiquan Brewery Co.Ltd(600573) ( Fujian Yanjing Huiquan Brewery Co.Ltd(600573) .SH) double limit, Tsingtao Brewery Company Limited(600600) ( Tsingtao Brewery Company Limited(600600) .SH; 00168.HK) rose 8%. Baijiu sector Xinjiang Yilite Industry Co.Ltd(600197) ( Xinjiang Yilite Industry Co.Ltd(600197) .SH) rose 7.57%, Kweichow Moutai Co.Ltd(600519) rose 3.8%; Hotel catering sector Btg Hotels (Group) Co.Ltd(600258) ( Btg Hotels (Group) Co.Ltd(600258) . SH) closed up 2.73%.
In terms of news, Beijing today launched the “2022 Beijing consumption season”. In addition to Beijing, in just one week, Ningbo, Lhasa, Taiyuan and other places have successively issued consumption vouchers. It is reported that driven by consumption vouchers, some regions have handed over consumption “report cards”. The Ministry of Commerce said that it will continue to organize and carry out a series of consumption promotion activities this year, such as consumer fairs, car carnivals and home consumption seasons, so as to stabilize the consumption of key commodities.
In terms of performance, the beer leader performed well. The performance express of Guangzhou Zhujiang Brewery Co.Ltd(002461) ( Guangzhou Zhujiang Brewery Co.Ltd(002461) . SZ) showed that the company’s net profit in 2021 was 612 million yuan, an increase of 7.42% year-on-year Chongqing Brewery Co.Ltd(600132) ( Chongqing Brewery Co.Ltd(600132) . SH) the net profit in 2021 was 1.166 billion yuan, with a year-on-year increase of 8.3% Dongxing Securities Corporation Limited(601198) pointed out that with the gradual improvement of the epidemic situation, the trend of simultaneous increase in the overall volume and profit of the beer industry is expected to remain.
infrastructure
In the afternoon, changes in infrastructure, real estate and other sectors pulled up, boosting the strength of the index in the afternoon Sundy Land Investment Co.Ltd(600077) ( Sundy Land Investment Co.Ltd(600077) . SH), Casin Real Estate Development Group Co.Ltd(000838) ( Casin Real Estate Development Group Co.Ltd(000838) . SZ), Shenzhen Ruihe Construction Decoration Co.Ltd(002620) ( Shenzhen Ruihe Construction Decoration Co.Ltd(002620) . SZ), Shenzhen Qixin Group Co.Ltd(002781) ( Shenzhen Qixin Group Co.Ltd(002781) . SZ) and other stocks rose by the limit.
It is worth mentioning that the “first demon stock in the year of the tiger” Zhejiang Construction Investment Group Co.Ltd(002761) fell by the limit after the resumption of trading today, and finally fell by more than 9.5%. Previously, Zhejiang Construction Investment Group Co.Ltd(002761) had recorded 10 price limits in 11 trading days, and the share price once soared by more than 170%.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in military industry, East West calculation, natural gas and other sectors.
