On March 2, the three major A-share indexes were collectively adjusted. The Shanghai index rebounded after opening low, and the gem index (399006. SZ) was weak after opening low. As of the close, the stock index fell 0.13% to 348419 points; The Shenzhen composite index fell 1.05% to 1334696 points; The gem index fell 1.77% to 283464 points.
disk core data list
1) today, there are 86 stocks with a rise of more than 7% in the Shanghai and Shenzhen stock markets, with a rise / fall ratio of about 1.37. The overall data is significantly lower than yesterday;
Yesterday’s turnover was 8.9 billion yuan, which was significantly lower than that of the whole market;
3) in terms of foreign investment, the net sales of northbound funds throughout the day were 776 million yuan, including 451 million yuan for Shanghai Stock connect and 325 million yuan for Shenzhen Stock connect.
market focus stocks
1) capital construction stocks recovered for two consecutive days, Zhejiang Construction Investment Group Co.Ltd(002761) ( Zhejiang Construction Investment Group Co.Ltd(002761) . SZ) rose by 4.44% and Ningbo Construction Co.Ltd(601789) ( Ningbo Construction Co.Ltd(601789) . SH) rose by 1.79%;
2) the height of connecting sector continues to be compressed, and the current height is reduced to 5 connecting sectors of Ningbo Energy Group Co.Ltd(600982) ( Ningbo Energy Group Co.Ltd(600982) . SH) and Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) ( Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) . SZ);
3) Sino Russian trade concept stocks broke out across the board, Jinzhou Port Co.Ltd(600190) ( Jinzhou Port Co.Ltd(600190) . SH) gained four boards, and Beijing Changjiu Logistics Corp(603569) ( Beijing Changjiu Logistics Corp(603569) . SH), Jiayou International Logistics Co.Ltd(603871) ( Jiayou International Logistics Co.Ltd(603871) . SH) and other stocks rose by the limit.
Stocks in the two cities rose more and fell less, 2594 stocks rose and 1893 stocks fell. Among them, there are 64 up limit (non ST) and 0 down limit (non ST).
focus sector
On the disk, China Russia trade concept, oil and gas, traditional Chinese medicine, ports and other sectors have become the main attack direction of funds.
Sino Russian trade concept
Today, the Sino Russian trade concept index rose by more than 6% Jinzhou Port Co.Ltd(600190) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) ( Xinjiang Tianshun Supply Chain Co.Ltd(002800) . SZ) are the opening limit, with 4 boards in 4 days China National Complete Plant Import And Export Co.Ltd(000151) ( China National Complete Plant Import And Export Co.Ltd(000151) . SZ), Beijing Changjiu Logistics Corp(603569) , Harbin Air Conditioning Co.Ltd(600202) ( Harbin Air Conditioning Co.Ltd(600202) . SH) and so on rose one after another.
It is worth mentioning that Jinzhou Port Co.Ltd(600190) in the front row stocks rose the limit again today, winning four consecutive boards; After trading yesterday, Jinzhou Port Co.Ltd(600190) issued a risk warning announcement, saying that there was no significant change in the company’s main business, and the current P / E ratio was much higher than the average level of Listed Companies in the same industry.
oil and gas
In addition to the sharp rise in Sino Russian trade concept, oil and gas concept stocks also performed well. The core focus stocks Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) took five consecutive boards, Jiangsu Rutong Petro-Machinery Co.Ltd(603036) ( Jiangsu Rutong Petro-Machinery Co.Ltd(603036) . SH) recorded two consecutive boards, and Xinjiang Beiken Energy Engineering Co.Ltd(002828) ( Xinjiang Beiken Energy Engineering Co.Ltd(002828) . SZ), Renzhi shares ( Zhejiang Renzhi Co.Ltd(002629) . SZ) and so on rose one after another.
On the news side, the price of crude oil futures rose sharply, the US oil rose 11% overnight and the oil distribution was nearly 10%. Ukrainian foreign minister kuleba said that Ukraine needs to negotiate with Russia, but if Russia only puts forward an “ultimatum” in the negotiations, Ukraine will not negotiate.
Medicine
Pharmaceutical stocks, led by traditional Chinese medicine and pharmaceutical business, performed very actively in the session today. Among them, the focus stock of traditional Chinese Medicine Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) ( Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) . SZ) gained 20cm limit, Kunming Longjin Pharmaceutical Co.Ltd(002750) ( Kunming Longjin Pharmaceutical Co.Ltd(002750) . SZ), Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) ( Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) . Sz) and other stocks rose limit one after another.
In terms of news, 15 departments including the National Health Commission recently jointly issued the “14th five year plan for healthy aging”. The plan puts forward nine main tasks, one of which is to develop traditional Chinese medicine elderly health services.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in photovoltaic, East West calculation, seed industry and other sectors.
