The theme of spring is coming again? Nearly 20 shares of Sino Russian trade concept rose by the limit, and 14 shares of this infrastructure demon stock rose in a row

Today's index is weak, but short-term sentiment is more active, with nearly 80 stocks trading and nearly 30 stocks connected to the board. On the sector, the concept of Sino Russian trade and the concept of conflict between Russia and Ukraine were strong throughout the day, with nearly 20 shares trading within the sector. In addition, coal, gas, traditional Chinese medicine, tourism, hydrogen energy and other sectors were active in rotation.

sector

The concept of Sino Russian trade and the concept of Russia Ukraine conflict continued to rise sharply. Among the concepts of Sino Russian trade, the concepts of port, logistics, shipping, and other conceptual stocks of ports, logistics, and shipping are among the concepts of Sino Russian trade. As of the closing closing closing, among the concepts of Sino Russian trade, the concept stocks of ports, logistics, and shipping, among the concepts of port, logistics, and shipping, among the concepts of trade concepts, among the concepts of port, logistics, and shipping, among the concepts of port, logistics, and shipping, among the concepts of port, logistics, and shipping, among the concepts of Sino Russian trade concepts, among the concepts of Sino Russian trade concepts, the concept stocks of port, logistics, shipping, and other concept stocks such as port, logistics, and other concept stocks have staged a rising tide, and the Tsingtao Brewery Company Limited(600600) Jinzhou Port Co.Ltd(600190) 190190 \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\967 , Sinotrans Limited(601598) and other more than ten stocks rose and stopped; In the concept of conflict between Russia and Ukraine, in the concept of conflict between Russia and Ukraine, the concept stocks of oil and gas, in which the concept stocks of oil and gas, in which the concept stocks of oil and gas, in the conflict concept of conflict between Russia and Ukraine. In the concept of conflict between Russia and Ukraine, the concept stocks of oil and gas, in which the concept stocks of oil and gas, the concept stocks of oil and gas, in which the concept stocks of oil and gas, in the conflict concept of conflict between Russia and Ukraine, the concept stocks of oil and gas, in which the concept stocks of oil and gas have staged a rising and limiting tide, and the Hongda Xingye Co.Ltd(002002) Hongda Xingye Co.Ltd(002002) 207 Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\andso on.

From the overall increase of the sector, why do funds prefer the concept of Sino Russian trade compared with the concept of conflict between Russia and Ukraine? The concept of Russia Ukraine conflict is dominated by the oil and gas sector, and its outbreak logic is the sharp rise of oil and gas futures prices. If Europe and the United States continue to increase sanctions against Russia and seriously restrict the export of Russian crude oil and natural gas, it will lead to a substantial shortage of global crude oil and natural gas and greatly push up oil and gas prices. Therefore, the short-term oil price trend still needs to continue to track the evolution of the situation in Russia and Ukraine, and the possibility that the oil price will rise to a higher range in the short term cannot be ruled out.

However, Guotai Junan Securities Co.Ltd(601211) futures believes that the duration of high oil prices should not be too long, and it is still possible to gradually peak and start to fall in the second quarter. Previously, Xu Chi, head of Zhongtai Securities Co.Ltd(600918) strategy, also said that the climax of the Russian Ukrainian crisis may mean that the crude oil price probably "peaked" in stages. It can be seen that the Sino Russian trade concept does not have such a disadvantage compared with the restrictions that oil and gas and other cyclical sectors are greatly affected by futures.

Since it is clear that the concept of Sino Russian trade is the strongest main line, how to grasp the rhythm of medium and short term? In the short term, the trade concept between China and Russia has staged a limit tide for two consecutive days. The phenomenon of stronger and stronger has rarely occurred in the past, and with the superposition of the number of climaxes, the risk of differentiation is also increasing. In the medium term, Central China Securities Co.Ltd(601375) said that the impact of the situation in Russia and Ukraine on the A-share market may be gradually weakened in the future, and investors will pay more attention to the impact of Chinese factors.

individual shares

Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Zhejiang Construction Investment Group Co.Ltd(002761) these two leading stocks are the core stocks of new and old infrastructure respectively Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) in the afternoon, the board exploded in large quantities and failed to seal the trading limit. However, under the positive feedback of Zhejiang Construction Investment Group Co.Ltd(002761) continuous upward reverse packaging for many times and the fact that Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) itself has an "anti nuclear" gene, the stock does not rule out the possibility of subsequent repair.

In short, in the post infrastructure sector era, Zhejiang Construction Investment Group Co.Ltd(002761) not only went out of the Lianyang form, but also set a new high in the form of the strongest trading limit, so as to try to build the infrastructure sector into a crossing main line. Then, according to the cycle theory, the current probability is the concept of Sino Russian trade and the concept of conflict between Russia and Ukraine. This kind of thinking has also happened recently. In the cycle when the new and old infrastructure sectors are the resonance main line, the digital currency sector crosses the main line. At that time, Beijing Cuiwei Tower Co.Ltd(603123) first walked out of the multi wave main rising market, and then led the digital currency sector to restart a wave of market.

Generally speaking, the intensity of the main short line is higher than that of the main short line. For example, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) clarifies that neither the company nor its subsidiaries have oil and gas production business, and there is still uncertainty about the impact of the recent rise in international oil prices on the company's future performance, but the stock still rises by a single word.

aftermarket analysis

In terms of index, as of the close, the Shanghai index fell 0.09%, the Shenzhen composite index fell 1.09% and the gem index fell 1.51%. The turnover of Shanghai and Shenzhen stock markets today was 101.1 billion, 112.1 billion higher than that of the previous trading day. Northbound funds sold a net 731 million yuan throughout the day, of which the Shanghai Stock connect bought a net 800 million yuan and the Shenzhen Stock connect sold a net 1.531 billion yuan.

Before the national two sessions, the recent trend of the large index was small and the index was strong. Today, the Shanghai index still closed near the top pressure of the shock box, while the gem index and the science and innovation board index have stepped back several days in advance. Guosheng Securities believes that from the technical point of view, the short-term market is viewed as a shock market. The Shanghai index may consolidate in the shock range of 34303500 points. Before the trading volume is effectively enlarged, the position control is maintained. The medium-term downward trend has not been relieved of the risk. During the two sessions, the sideways stop or the general tone is maintained, and the defensive position is 3430 points.

In terms of sentiment, it rose 1892, 731 less than the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 75, an increase of 12 over the previous trading day; 24 fried boards, an increase of 11 over the previous trading day; Gem / Kechuang board stocks rose by 5, an increase of 1 over the previous trading day; There was one drop limit, an increase of one over the previous trading day.

When the index continues to be depressed, the emotional indicators continue to strengthen on the basis of yesterday's activity. The profit-making effect continues to focus on the concept of Sino Russian trade and the conflict between Russia and Ukraine, and the loss effect is not particularly concentrated on which sector. At the same time, there was no limit for individual stocks in the two cities yesterday, and there is only one limit for individual stocks today, which may fully indicate the activity of short-term sentiment.

market highlights

1. The main crude oil contract of China commodity futures closed up by the limit for two consecutive trading days

On March 3, China's commodity futures closed, led by energy and chemical industry. The main crude oil contracts rose for two consecutive trading days. Lu rose by more than 9%, fuel oil and PTA rose by more than 6%, LPG and eg rose by more than 5%, SS and staple fiber rose by more than 4%, pulp and PP rose by more than 3%, hot coil and soda ash rose by more than 2%, apple and Zheng coal rose by more than 1%, asphalt and Shanghai Bank rose slightly; Pigs fell more than 2%, glass fell more than 1%, and soybean meal and rapeseed meal fell slightly.

2. Fed chairman Powell: it is expected that the interest rate hike in March will be appropriate

On March 2, US Federal Reserve Chairman Powell said that it was expected that the interest rate hike in March would be appropriate, and the impact of the Ukrainian war on the US economy was "highly uncertain". The labour market is very tight and inflation is well above target.

- Advertisment -