[pre disk interpretation]
Yesterday’s market was a bit of a tiger’s head and a snake’s tail. Although the three indexes collectively opened sharply in the morning stimulated by the sharp rise in the periphery, after the high opening, A-Shares seemed to be overdrawn. They maintained a concussion trend all day. Finally, they all harvested a false negative line, and the long momentum was slightly insufficient.
On the disk, yesterday, covid-19 medicine, in vitro diagnosis and other medical stocks encountered a tuyere and rebounded collectively. However, the continuity of recent hot spots is not strong, so be wary of risks in the short term. The rhythm of mining in the East and West sectors is still weak, while the rhythm of mining in the East and West sectors is still weak.
Technically, at present, the short positions of the three line indicators of the Shanghai stock index are arranged downward. Although there is a rebound in the short term, the downward trend on the 6th line has formed a certain suppression on the index. Moreover, we look more at the repair of the current rebound, and there is still the possibility of repeated exploration in the face of upper selling pressure in the later stage, so we should not blindly follow the trend for the time being, and the position should be controlled at about 50%, which is suitable for advance and retreat.
Strategically, A-Shares have a little duckweed flavor recently. With the ups and downs of external turmoil, from this perspective, the next interest rate hike by the Federal Reserve and the Russia Ukraine talks are unstable factors, which requires everyone to be vigilant. From the perspective of China’s PMI data for three consecutive months, the economy has rebounded, which may boost the market. Under the condition of relatively stable overall fundamentals and liquidity, there are still expectations of a slow improvement in the later stage. In the current market oversold rebound performance, the prudent can continue to observe the strength and continuity of the rebound and pay attention to the layout opportunities after the stabilization signal is clear; On the premise of controlling their positions, activists can pay appropriate attention to the low position or adjust the intervention opportunities of sufficient high-quality stocks.
[message side]
More than A-share growth companies disclosed in February
On March 10, many more companies joined the ranks of voluntary disclosure of the “February newspaper” and handed over bright transcripts in unison. In terms of industry performance, the new energy industry has sprung up, with Do-Fluoride New Materials Co.Ltd(002407) harvest exceeding 6 times; Chemical, Baijiu and semiconductors also performed well. The net profit growth of Sichuan Hebang Biotechnology Co.Ltd(603077) and Zhejiang Xinan Chemical Indusyrial Group Co.Ltd(600596) 12 in phosphorus chemical enterprises reached 500% and 418% respectively.
Traditional Chinese medicine decoction pieces should also be collected: Shanxi and other places began to report the quantity of 21 varieties including Astragalus membranaceus
Shanxi pharmaceutical machinery centralized bidding and procurement center announced that it is required to organize medical institutions in Shanxi Province to carry out centralized procurement of traditional Chinese medicine decoction pieces and fill in the procurement data of relevant varieties. According to the list of purchased varieties of traditional Chinese medicine decoction pieces released by Shanxi, the centralized collection report involves 21 varieties of traditional Chinese medicine decoction pieces, including Astragalus membranaceus, Codonopsis pilosula, honeysuckle, angelica, safflower, Gastrodia elata, Ophiopogon japonicus, Coptis chinensis, Pseudostellaria Pseudostellaria, Paeonia alba, licorice, earthworm, Salvia miltiorrhiza, Scutellaria baicalensis, yam, dandelion, peony bark and Platycodon grandiflorum.
[short term hot spot]
On March 10, the 400 billion household appliance giant Midea Group Co.Ltd(000333) threw out its seventh large repurchase plan since its listing. The total amount of repurchase funds is no more than 5 billion yuan and no less than 2.5 billion yuan. After completing the share repurchase of RMB 1 billion in 2015, Midea Group Co.Ltd(000333) will launch the repurchase plan every year since 2018. In 2021, the company’s cumulative repurchase amount reached RMB 13.6 billion, and the repurchase scale reached the highest in history.
On March 10, Jiugui Liquor Co.Ltd(000799) ( Jiugui Liquor Co.Ltd(000799) ) announced the operation from January to February 2022. The company is expected to achieve a total operating revenue of about 1.4 billion yuan, an increase of about 120% over the same period last year; The net profit attributable to shareholders of listed companies was about 465 million yuan, an increase of about 130% over the same period last year.
[European and American stock markets]
As of the close, the Dow Jones index fell 0.34% to 3317404 points; The NASDAQ index fell 0.95% to 1312996; The S & P 500 index fell 0.43% to 425952. Popular Chinese stocks fell collectively.
