Today’s index opened low in early trading, rebounded after the killing of the trend, and the decline narrowed. The record index fluctuated online and offline around the flat market. The infrastructure industry chain, education, industrial mother machine and other sectors led the decline, the concept stocks of oil and gas and digital currency were strong, and the port and shipping sector rose.
As of the close, the Shanghai index rose 0.32%, the Shenzhen Composite Index rose 0.32% and the gem index rose 0.89%. Northbound funds entered the market sharply at the end of the day to sweep goods, and bought a net 2.047 billion yuan throughout the day; Among them, the net purchase of Shanghai Stock connect was 1.708 billion yuan and that of Shenzhen Stock connect was 339 million yuan.
On the disk, the concept of digital currency rose sharply, Hyunion Holding Co.Ltd(002537) and other stocks rose by the limit; Coal stocks strengthened in the afternoon, Pingdingshan Tianan Coal Mining Co.Ltd(601666) up 6%; The nonferrous metal sector was strong throughout the day, Western Mining Co.Ltd(601168) up 9%; The overall performance of new energy stocks was active, with concepts such as photovoltaic and lithium battery rising ahead, and Longji rising 4%; Covid-19 inspection, shipping, oil service and other concepts performed strongly. Concepts such as kitchen appliances, industrial machine tools, East number and West calculation led the decline.
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On the news front, the United States, the European Union, the United Kingdom and Canada issued a joint statement on the 27th, announcing that Russia was prohibited from using the global Interbank Financial Telecommunications Association (Swift) international settlement system.
In early trading today, Brent crude oil soared by more than 7%, breaking the $100 mark again. Affected by the escalation of the conflict between Russia and Ukraine, WTI crude oil and Brent crude oil both exceeded US $100 per barrel last week, but the prices of both crude oils fell after the United States reiterated its decision not to sanction Russian energy exports.
The National Bureau of statistics released the statistical bulletin on the national economic and social development of the people’s Republic of China in 2021 on the 28th. According to the preliminary accounting, China’s GDP for the whole year was 114367 billion yuan, an increase of 8.1% over the previous year and an average increase of 5.1% in the two years. The annual per capita GDP of China was 80976 yuan, an increase of 8.0% over the previous year. The gross national income was 1133518 billion yuan, an increase of 7.9% over the previous year. The total labor productivity was 146380 yuan / person, an increase of 8.7% over the previous year.
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For the future market, Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the central bank has continuously reduced the reserve requirements and interest rates to release the liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is complex and there is a time lag between the market bottom and the policy bottom. Before the Spring Festival, the market continued to callback, the overvalued track stocks and growth stocks were significantly adjusted, and the undervalued blue chips reflected a certain degree of defensive. After the Spring Festival, market liquidity improved, and value and growth rose one after another. Recently, the oversold rebound of growth stocks and secondary new shares has been launched, but the sustainability is not strong. Be careful not to chase up. The time has entered the window period of the two sessions, and the probability of A-share building the bottom box is high; The medium-term proposal takes growth as the main line, and individual stocks with higher than expected growth in the annual report and the first quarter report can continue to participate in the rebound.
