Today's index is weak, but short-term sentiment is not weak. No individual stocks in the two cities fell by the limit, and many high-level stocks such as Zhejiang Construction Investment Group Co.Ltd(002761) , Ningbo Construction Co.Ltd(601789) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Black Peony (Group) Co.Ltd(600510) and so on stabilized and rose one after another. On the sector, the market hot spots rotate rapidly, and the growth of China Russia trade concept, oil and gas exploitation, traditional Chinese medicine, agricultural planting and other sectors ranks first.
sector
Market hot spots rotate rapidly throughout the day, but the focus is mainly on the concept of Sino Russian trade and the concept of conflict between Russia and Ukraine.
The Sino Russian trade concept mainly includes trade, logistics, shipping and other directions, among which the leading stock is Jinzhou Port Co.Ltd(600190) China Securities Co.Ltd(601066) research report points out that if the oil and gas transportation from Russia to Europe continues to be affected, Europe may need to import oil and gas from the United States and the Middle East by sea, greatly increasing the transportation distance. At the same time, if Russian shipping enterprises are sanctioned, the market capacity may be vacant, which will greatly promote the rise of freight in the spot market.
The concept of conflict between Russia and Ukraine mainly includes oil and gas, gold, metal aluminum and other directions, among which the leading stock is Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) . Several institutions predict that if the European and American sanctions against Russia are further upgraded to the commodity level, many institutions predict that crude oil, European natural gas, aluminum, nickel, oil, wheat and corn will rise sharply.
In fact, the rhythm of the cyclical sector may be difficult to grasp. First, the futures price is reflected in the front, and the stock price follows in the back, that is, the stock is easy to be limited by the trend of futures. Professionals said that as the cyclical sector is greatly affected by futures, investors still need to be vigilant against the huge fluctuations of commodities after the conflict is clear, as well as the rapid decline of the prices of some varieties; Second, after the futures price rises to a certain high level, the stock price may not rise but fall. This situation is reflected incisively and vividly in lithium carbonate concept stocks. According to the recent market situation, the average price of lithium carbonate has risen from 90000 yuan per ton in July 2021 to 460000 yuan at present. In just six months, it has increased nearly five times, but many concept stocks have not been able to return to the high position.
individual shares
Ningbo Energy Group Co.Ltd(600982) resisted the negative reduction of holdings and continued to rise the limit this morning, Zhejiang Construction Investment Group Co.Ltd(002761) once touched the limit in the afternoon, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) also resisted the "nuclear button" and closed near the flat market. It can be seen that today's index is weak, but the short-term mood is not weak.
As of the close, Zhejiang Construction Investment Group Co.Ltd(002761) failed to close the trading limit, but it touched the trading limit to relieve its attitude of chasing up funds on February 21, which roughly shows that demon stocks have few people in the main rising trend that has not been destroyed. How to understand this The daily pattern of Zhejiang Construction Investment Group Co.Ltd(002761) is similar to that of Rendong Holdings Co.Ltd(002647) in March 21. At that time, Rendong Holdings Co.Ltd(002647) was suspended by the regulator after leaving the board for 9 days and 8 days, and the share price on the next day after the resumption of trading hit a new high, thus freeing the funds for playing the board on March 8.
Then why did Chengbang Eco-Environment Co.Ltd(603316) , Ningbo Construction Co.Ltd(601789) , Black Peony (Group) Co.Ltd(600510) , Beijing Zznode Technologies Co.Ltd(003007) and other stocks not receive such treatment after peaking? Understand from the simplest surface of demon stock. The more powerful the vitality of the demon, the stronger the vitality of the demon. Most demon stocks go this way. There are anti package trading in the main rising wave, and more than once. There are few demon stocks like San Yang Ma (Chongqing) Logistics Co.Ltd(001317) which reach the top in a wave, but more demon stocks like Andon Health Co.Ltd(002432) this year.
aftermarket analysis
In terms of index, as of the close, the Shanghai index fell 0.13%, the Shenzhen composite index fell 1.05% and the gem index fell 1.77%. The turnover of Shanghai and Shenzhen stock markets today was 898 billion, a decrease of 71.1 billion compared with the previous trading day. Northbound funds sold a net 776 million yuan throughout the day, including 451 million yuan for Shanghai Stock connect and 325 million yuan for Shenzhen Stock connect.
Affected by the still uncertain tension between Russia and Ukraine, US stocks opened low overnight, and the three indexes fell by more than 1.5%. This morning, the A-share index was also affected and opened low across the board. At the end of the trading, the Shanghai index rebounded in shock and closed down only slightly by about 5 points, but we may not relax our vigilance, because the Shanghai index is still near the pressure level at the top of the shock box, and it remains to be seen whether the subsequent effective breakthrough can be made.
In terms of sentiment, it rose 2623, down 584 from the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 63, an increase of 12 over the previous trading day; 13 fried boards, 3 less than the previous trading day; Gem / Kechuang board stocks rose by 4, down 2 from the previous trading day; The limit was 0, down 5 from the previous trading day.
Today, the market began to adjust, the Shanghai index rebounded from the low opening shock, and the gem index fluctuated weakly after the low opening, but the market sentiment was not weak. No single stock in the two cities fell by the limit, Zhejiang Construction Investment Group Co.Ltd(002761) , Ningbo Construction Co.Ltd(601789) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Black Peony (Group) Co.Ltd(600510) , and many other high-level stocks stabilized and rose one after another. On the sector, the market hot spots rotate rapidly, and the growth of China Russia trade concept, oil and gas exploitation, traditional Chinese medicine, agricultural planting and other sectors rank first. The money loss effect of the growth track which is most closely linked with the index is not obvious. Therefore, today's emotional indicators pick up to the top of the active area.
market highlights
1. The closing price of China's commodity futures generally rose, and the daily limit of main contracts of Lu, crude oil, PTA and asphalt
On March 2, China's commodity futures closed generally higher, and the main contracts of Lu, crude oil and PTA rose by the limit. Zheng coal and LPG rose by more than 6%, EB and iron ore rose by more than 4%, soda ash and coking coal rose by more than 3%, Zheng cotton and Shanghai nickel rose by more than 2%, Shanghai gold and rapeseed meal rose by more than 1%, and corn and soybean meal rose slightly; Only a few varieties such as pigs and red dates closed down.
2. Two departments: strive to build several national quality standard laboratories in key fields such as high-end manufacturing and new materials by 2025
On March 2, the General Administration of market supervision and the Ministry of industry and information technology today issued the guiding opinions on promoting the construction of national quality standard laboratories, which proposed to strive to build several national quality standard laboratories in key fields such as high-end manufacturing, new materials, information technology and biomedicine by 2025. Grasp the latest development direction of quality technology, break through a batch of new inspection and testing technologies and common key technologies, develop a batch of intelligent high-end testing equipment, form a batch of key industrial standards and certification methods, and significantly narrow the gap with the international advanced level. By 2035, a national quality standard laboratory system suitable for the development and safety guarantee of modern industrial system will be basically completed, forming a benign development situation with prominent focus, reasonable layout, appropriate scale, advanced technology and efficient operation.
