Today, a total of 43 shares rose by the limit, 22 shares were fried, and the blocking rate was 66% Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Zznode Technologies Co.Ltd(003007) , Renzhi shares, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Ningbo Energy Group Co.Ltd(600982) 3. On the disk, 1981 stocks rose and 2601 stocks fell, with China Russia trade, CIPS, oil and gas, covid-19 testing and other rising stocks, and household appliances, industrial machines, education and other declining stocks.
Citic Securities Company Limited(600030) believes that the high point of geo risk impact may have passed, and the risk disturbance is mainly reflected in the emotional level. March will enter the preliminary effect observation period of stable growth policy, and it is expected that the follow-up policies will continue to increase and enter the centralized development period. The “three bottoms” of A-Shares have been confirmed in turn, and it is suggested to maintain a high position and stick to the main line of stable growth, Adhere to the balanced allocation of the two dimensions of industry and style, and focus on the layout of “two low positions”. First of all, the peak impact of geopolitical risks on the global market may have passed, the possibility of further proliferation of the conflict between Russia and Ukraine is relatively low, and the disturbance impact is expected to weaken. Secondly, the resumption of six geopolitical conflicts in history shows that the geopolitical conflict does not change the medium-term trend of China US stock market, and the conflict between Russia and Ukraine is not expected to change the medium-term trend of A-share improvement and medium-term adjustment of US stock market. Meanwhile, the Federal Reserve is expected to raise interest rates by 25bps in March, which is lower than the previous expectation. Thirdly, in March, the national “two sessions” are expected to further strengthen the expectation of stable growth policy and clarify the annual GDP growth target of 5.5%. The policy will continue to increase and enter the centralized development period. Finally, the “three bottoms” of A-Shares have been confirmed in turn. The high point of external impact disturbance may have passed, and the internal fundamentals are expected to enter the repair channel with the support of policies.
Market Overview
Indicators show that the market’s short-term emotional bidding has rebounded compared with last Friday, and the intraday mainly oscillated in a narrow range above the downturn area.
In terms of individual stocks, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Zznode Technologies Co.Ltd(003007) all recorded 7 consecutive boards in large volume, Huaihe Energy (Group) Co.Ltd(600575) rose and opened, hit the limit directly when funds ran away, and a huge earthquake also occurred in Lanzhou Foci Pharmaceutical Co.Ltd(002644) upper market Black Peony (Group) Co.Ltd(600510) , Zjamp Group Co.Ltd(002758) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) , Ningbo Construction Co.Ltd(601789) , Chengbang Eco-Environment Co.Ltd(603316) and other high-level stocks continued to expand the loss effect.
In terms of the index, it opened slightly lower in the morning. After the opening rose rapidly and turned red, it continued to fall again, and then entered the state of shock recovery. In the afternoon, the three major indexes turned red across the board, with the Shanghai index up 0.32% and the gem index up 0.89%. The turnover of the two cities decreased compared with the previous trading day and returned to below trillion.
A total of 2.7 billion yuan was bought from the north, mainly from the north. Among them, the net purchase of Shanghai stock market was 1.708 billion yuan and that of Shenzhen stock market was 339 million yuan.
focus sectors and individual stocks
The concept of cipps is stronger than the concept of cipps, and the concept of the concept of cipcipps has been stronger, with the concept of ‘ Shenzhen Forms Syntron Information Co.Ltd(300468) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Tansun Technology Co.Ltd(300872) rose by more than 10%. 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.
Chinese and Russian trading stocks also performed well, Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Zhe Jiang Dong Ri Limited Company(600113) , Jinzhou Port Co.Ltd(600190) both have two boards, Ningbo Marine Company Limited(600798) , Chang Chun Eurasia Group Co.Ltd(600697) the first board. In terms of oil and gas, Renzhi shares and Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) are all connected to the board, and Orient Group Incorporation(600811) , Shandong Molong Petroleum Machinery Company Limited(002490) are limited.
The lithium battery sector has continued to be active recently, with Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Sinomine Resource Group Co.Ltd(002738) , Sichuan New Energy Power Company Limited(000155) , Chongqing Wanli New Energy Co.Ltd(600847) , Guizhou Redstar Developing Co.Ltd(600367) , Shandong Fengyuan Chemical Co.Ltd(002805) , Xiangtan Electrochemical Scientific Co.Ltd(002125) . From the recent leading targets, the funds are mainly focused on lithium stocks, and cathode materials have a strong performance today. The price of battery grade lithium carbonate has continued to rise recently and is now approaching the 500000 yuan mark.
The agency said that since the Spring Festival, the price trend of lithium carbonate has continued to be rapid, with an increase of more than 50000 yuan / ton compared with that before the festival in just two weeks. The rapid rise in price is mainly driven by the urgent demand for lithium carbonate from lithium iron phosphate manufacturers, especially overseas energy storage batteries. The lithium price is transmitted smoothly, and naturally the lithium price is further raised. Basically, the short-term lithium supply and demand continues to be tight, and the lithium price may remain strong, and the concentrate end is more certain. Although the Ministry of industry and information technology recently proposed to continue to accelerate the development of China’s lithium resources, we believe that the increase of lithium supply will not occur within one year (more affecting the long-term supply expectation), and it is expected that the spot price of lithium is still easy to rise but difficult to fall in the short term.
On the whole, short-term funds in the market mainly focus on hot topics. CIPS and Sino Russian trade have become new hot spots in the market. Recently, strong sectors such as East West calculation and infrastructure construction and high-end stocks have a large loss effect, and the seesaw effect between sectors is also obvious.
today’s trading limit analysis chart:
