On March 14, after the three major A-share indexes opened low, they fluctuated lower, led by the gem index, with a decline of more than 3%. As of the close, the stock index fell 2.61% to 322353 points; The Shenzhen composite index fell 3.08% to 1206363 points; The gem index fell 3.56% to 257045 points.
disk core data list
1) today, the rise / fall ratio of Shanghai and Shenzhen stock markets is about 0.12. There are 62 stocks with an increase of more than 7%, and there are 9 secondary boards. The overall market sentiment is significantly lower than that of the previous trading day;
2) in terms of capacity, the whole day turnover was 969.8 billion yuan, falling below trillion yuan;
3) in terms of foreign capital, the net sales of northbound funds throughout the day were 14.408 billion yuan, including 7.268 billion yuan for Shanghai Stock connect and 7.141 billion yuan for Shenzhen Stock connect. They fled sharply for six consecutive days, with a total net sales of more than 60 billion yuan.
market focus stocks
1) capital construction stocks continued to adjust, with focus stocks Zhejiang Construction Investment Group Co.Ltd(002761) ( Zhejiang Construction Investment Group Co.Ltd(002761) . SZ) up 6.3% and Longjian Road&Bridge Co.Ltd(600853) ( Longjian Road&Bridge Co.Ltd(600853) . SH) up the limit;
Stocks rose , ;
3) the high-standard stocks in the front row were generally broken, the failure of Changjiangrunfa Health Industry Co.Ltd(002435) ( Changjiangrunfa Health Industry Co.Ltd(002435) . SZ) 7 boards rose by 1.45%, the failure of Zhonglu.Co.Ltd(600818) ( Zhonglu.Co.Ltd(600818) . SH) 6 boards rose by 3%, and the limit of Yunnan Energy Investment Co.Ltd(002053) ( Yunnan Energy Investment Co.Ltd(002053) . SZ) fell Pku Healthcare Corp.Ltd(000788) ( Pku Healthcare Corp.Ltd(000788) . SZ) gains 4 boards, and China Meheco Group Co.Ltd(600056) ( China Meheco Group Co.Ltd(600056) . SH) takes 7 boards in 9 days.
Stocks in the two cities fell more or less, only 431 stocks rose and 4197 stocks fell. Among them, 42 (non ST) rose and 16 (non ST) fell.
focus sector
On the disk, the concept of anti epidemic, electronic ID card and military industry have become the main attack objects of funds.
Anti epidemic concept
Boosted by the news of the landing of Chinese antigen detection, the anti epidemic concept stocks led by the covid-19 detection concept broke out again in the intraday trading. The trading limit of Nanjing Vazyme Biotech Co.Ltd(688105) ( Nanjing Vazyme Biotech Co.Ltd(688105) . SH) rose for a time, Shanghai Labway Clinical Laboratory Co.Ltd(301060) rose by more than 12%, and Thalys Medical Technology Group Corporation(603716) ( Thalys Medical Technology Group Corporation(603716) . SH), Changzhou Qianhong Biopharma Co.Ltd(002550) ( Changzhou Qianhong Biopharma Co.Ltd(002550) . SZ) recorded two consecutive boards.
In terms of news, on March 12, the State Food and Drug Administration issued a notice approving 10 covid-19 antigen self-test products, including Nanjing Nanjing Vazyme Biotech Co.Ltd(688105) , Beijing jinwofu, Shenzhen Huada Yinyuan, Guangzhou Guangzhou Wondfo Biotech Co.Ltd(300482) , Beijing huaketai biological south, to be officially listed.
Electronic ID card
Electronic ID card concept stocks rose again today, Hangzhou Everfine Photo-E-Info Co.Ltd(300306) ( Hangzhou Everfine Photo-E-Info Co.Ltd(300306) . SZ) recorded a 20cm limit, and Linewell Software Co.Ltd(603636) ( Linewell Software Co.Ltd(603636) . SH) recorded two boards.
Recently, the general office of the State Council issued the opinions on accelerating the expansion of the application field of electronic licenses and national mutual recognition. The opinions put forward that by the end of 2022, the electronic license sharing service system of the national integrated government service platform will be basically established, the electronic license making and issuing mechanism will be established and improved, and the standards will be unified and mutual recognition across the country; E-licenses are widely used in the field of government services, and positive progress has been made in socialized application.
China International Capital Corporation Limited(601995) mentioned that the electronization of ID card does not simply convert the physical ID card into digital form, but needs to ensure that the electronic identity information can be marked with the corresponding subject and distinguished from other subjects without being intercepted, tampered with and forged with the support of cryptography, identity authentication and other technologies. There are many related sectors in the digital ID card industry chain, and the core track manufacturers are expected to benefit.
Military industry
Military stocks also rose in early trading, with Anhui Wantong Technology Co.Ltd(002331) ( Anhui Wantong Technology Co.Ltd(002331) . SZ) recording two consecutive boards, and Tianjin 712 Communication & Broadcasting Co.Ltd(603712) ( Tianjin 712 Communication & Broadcasting Co.Ltd(603712) . SH), Sichuan Chengfei Integration Technology Corp.Ltd(002190) ( Sichuan Chengfei Integration Technology Corp.Ltd(002190) . SZ) and other stocks trading limits.
China Securities Co.Ltd(601066) securities analysts believe that the sustained and stable increase of national defense budget is in line with the growth of national defense demand. Looking forward to the 14th five year plan, it is expected that the growth rate of national defense expenditure will continue to maintain a stable growth of about 7% compound growth rate.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in domestic software, East digital West computing, securities companies, auto parts and other sectors.
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