On March 9, the three major A-share indexes collectively closed down. According to wind data, as of the close, the Shanghai Composite Index fell 1.13% to 325639 points, the Shenzhen composite index fell 1.12% to 1210717 points, and the gem index fell 0.63% to 256672 points.
On the disk, technology stocks rose collectively, Contemporary Amperex Technology Co.Limited(300750) up nearly 4%, the concept of counting from the east to the West broke out across the board, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Yimikang Tech.Group.Co.Ltd(300249) limit. The theme of anti epidemic rose against the trend in the afternoon, and Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing Hotgen Biotech Co.Ltd(688068) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) turned red collectively. Infrastructure stocks rose sharply against the market, with Xinjiang Communications Construction Group Co.Ltd(002941) , Zhenhai Petrochemical Engineering Co.Ltd(603637) , Norinco International Cooperation Ltd(000065) rising by the limit. The concept of green power rebounded, Yunnan Energy Investment Co.Ltd(002053) , Shenyang Jinshan Energy Co.Ltd(600396) , Ningbo Shimao Energy Co.Ltd(605028) , Shenzhen Ruihe Construction Decoration Co.Ltd(002620) , Zhonglu.Co.Ltd(600818) , Clenergy(Xiamen)Technology Co.Ltd(603628) . Tourism stocks picked up, China United Travel Co.Ltd(600358) limit, Tibet Tourism Co.Ltd(600749) , Caissa Tosun Development Co.Ltd(000796) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) followed. Nickel concept stocks fell sharply, Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengtun Mining Group Co.Ltd(600711) fell by the limit.
Among the Shenwan industry sectors, coal, power equipment and public utilities rose, while real estate, petroleum and petrochemical, non-ferrous metals and other sectors led the decline.
Among the concept sectors, the first board, beating board, connecting board and other sectors led the increase, while nickel, cobalt and excavator sectors led the decline.
Shanxi Securities Co.Ltd(002500) believes that under the background of weak sentiment, the A-share market is more vulnerable to external market impact in the short term, so it is relatively cautious in allocation. At the same time, there are some structural opportunities in the shock. It is suggested to grasp the two main lines of industrial policy direction guidance and the recovery of oversold sectors in the adjustment of market shocks, stick to high-quality targets and wait for counterattack opportunities.
