In early trading today, the A-share market fluctuated sharply. The Shanghai stock index opened higher than 1% at one time, then gradually declined and fell by more than 1%. It quickly rose and became popular near the midday closing, indicating that the market mentality is still unstable.
On the disk, hotel catering, tourism, transportation services, electronic ID card and other sectors were relatively active, pharmaceutical stocks fell across the board, and covid-19 detection, assisted reproduction, gene concept, CXO concept and other sub sectors all led the decline. The net outflow of funds from Beishang was 7.68 yuan.
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electronic ID card concept differentiation
The concept of electronic ID card continued to strengthen today. The sector once soared by nearly 5% and the trading volume was further enlarged. However, in the context of the overall sharp rise, the concept of electronic ID card began to divide. Linewell Software Co.Ltd(603636) today, it rose again, which is the fourth consecutive limit; Tianyima sharply raised the 20% limit after opening Shenzhen Infinova Limited(002528) and others also rose strongly.
as in the past, whenever a hot spot is formed, some unrelated stocks are hyped by investors as concept stocks
Hengbao Co.Ltd(002104) today issued a change announcement. The company is concerned about the high attention paid to electronic ID cards and related products in the recent market. Now the relevant matters are explained as follows: the company has no business related to electronic ID cards at present Hengbao Co.Ltd(002104) in early trading, it opened and went down sharply, and once hit the limit.
In addition, the monthly operating data is still an important means to stabilize the stock price and plays a magical role Shanghai Flyco Electrical Appliance Co.Ltd(603868) today announced that from January to February 2022, the total operating revenue was about 757 million yuan, an increase of about 38.52% year-on-year Shanghai Flyco Electrical Appliance Co.Ltd(603868) said that the sales of new medium and high-end razors accounted for about 43.2% from January to February, an increase of about 22.6 percentage points compared with 2021, and the average sales price of razors from January to February increased by about 47.6% compared with 2021 Shanghai Flyco Electrical Appliance Co.Ltd(603868) morning trading opened higher and went higher, once approaching the daily limit.
Tianqi Lithium Corporation(002466) also announced today the main operating conditions from January to February 2022. The output of lithium concentrate of the company increased by about 39% year-on-year, the sales volume increased by about 56% year-on-year, and the operating revenue of lithium concentrate is expected to increase by about 366% year-on-year. From January to February 2022, the company expects the operating revenue of lithium compounds and their derivatives to increase by about 492% year-on-year Tianqi Lithium Corporation(002466) after rising against the trend yesterday, it once rose more than 5% in intraday trading today.
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Hong Kong technology stocks rebounded
Hong Kong listed technology stocks, which have been concerned by investors, finally ushered in a big rebound today.
The Hang Seng technology index opened higher, once rising by more than 7%, the world data soared by more than 25%, auto home, BiliBili and JD group rose by more than 10%, and Netease, Alibaba, Tencent holdings and Baidu group also stabilized and strengthened. On the news side, the US regulators said that they were actively seeking to reach a cooperation agreement with China to end the cross-border audit and supervision dilemma for several years.
however, when the market rebounded sharply, Master Kong Holdings plummeted by more than 15%, and unified enterprise China once plummeted by more than 11%
Last night, the March 15 evening party of China Central Television exposed that the sauerkraut in laotan sauerkraut bag, a “black heart” food enterprise such as flag planting industry and Jinrui food, was a “pit sauerkraut” purchased from outside. The above-mentioned enterprises are suppliers of well-known enterprises such as uni president and Master Kang. For more information, please stamp “black heart pickled cabbage” rushed to the top of hot search! “Unified” quickly apologized and Master Kang immediately removed from the shelf; the 315 party also exposed the dark scenes of 12 industries and a bunch of companies were named
Subsequently, Master Kang issued a statement of apology. Hunan flag inserting Vegetable Industry Co., Ltd. is one of its pickle suppliers. The company has immediately suspended its supplier qualification, cancelled all cooperation, sealed its pickle package products, and cooperated with the regulatory authorities in investigation and testing.
Unified enterprise (China) Investment Co., Ltd. quickly issued a statement on the “pickled cabbage” exposed in the “March 15” Party of China Central Television, saying that in recent five years, Hunan flag inserting company is no longer a supplier of pickled cabbage bag raw materials and has immediately stopped the supplier qualification of Hunan Jinrui company.
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institutions: A shares may experience oversold rebound
After yesterday’s sharp decline, today’s mainstream institutions have voiced their support for a shares, analyzed and expounded their views on the future market from the macro, capital, industry, technology and other aspects.
China Securities Co.Ltd(601066) believes that in the first half of 2022, the window period for reducing reserve requirements and interest rates is still in progress. It is still difficult to maintain the adjustment of money price (interest rate), and it is easy to judge the quantity of money (MLF / Omo quantity, RRR reduction). The interest rate and RRR reduction is still going on, but the amplitude and rhythm will not be as strong as the radical expectation. In terms of RRR reduction, the central bank should reduce the RRR as soon as possible due to the constraints of declining social finance data, unabated economic pressure and the “5.5%” target. However, in terms of technical calculation, the liquidity represented by the excess reserve rate in March is not short. Therefore, the RRR reduction operation may be in late March and early April, especially under the background of increased economic pressure but the improvement of the epidemic, the central bank may help to reduce costs for commercial banks, So as to achieve the purpose of wide credit and stable growth, and improve the bank net interest margin, so as to provide room for the next interest rate reduction operation.
Everbright Securities Company Limited(601788) said that the growth rate of social consumption from January to February 2022 was higher than the market expectation, mainly due to: 1) oil and products maintained a high year-on-year growth rate, and the retail sales of oil and products increased by 25.6% year-on-year from January to February; 2) Gold jewelry benefited from the increased demand for investment preservation, which improved significantly. In view of the repeated outbreaks in many places in March 2022, Everbright Securities Company Limited(601788) held a relatively conservative attitude towards the overall consumption performance in the first quarter of 2022 and remained relatively optimistic about the gold jewelry segment.
Gf Securities Co.Ltd(000776) said that the “odds odds” of A-Shares have improved. The valuation of A-Shares has been below the historical average and has medium and long-term allocation value. It is continuously recommended to pay attention to low peg varieties: (1) resources / materials benefiting from the inflation logic of “supply and demand gap” (coal / aluminum / potassium fertilizer); (2) “Old style” steady growth will still bear the role of “stabilizer” (real estate / building materials / coal chemical industry); (3) “New” steady growth, such as benefiting from energy security and low peg direction (digital economy / photovoltaic).
China International Capital Corporation Limited(601995) pointed out that the energy market driven by carbon neutralization goal has undergone far-reaching changes, and the wind power generation market has ushered in a growth stage driven by both policy and economy. With the direct application of renewable energy and the deepening of terminal electrification, the volatility and intermittency of renewable energy require more energy storage to stabilize the power system; With the gradual marketization of power trading, the user side load and distributed generation equipment highlight the economy of user side energy storage; The power system will need more energy storage and other flexible resources to meet the needs of low-carbon, reliable, efficient and economic development of energy. The rapid growth of energy storage market may bring a new trillion market investment opportunity.
Guosheng Securities believes that with the gradual easing of the international situation and the imminent landing of the boots of the Federal Reserve’s monetary policy meeting on Thursday morning (the basis point of the first interest rate increase and the guidelines for the subsequent interest rate increase and contraction will be announced), the A-share market may usher in an oversold rebound after a continuous bottom. In terms of operation, we can pay attention to the growth sectors related to photovoltaic, semiconductor and new energy with continuous correction since the beginning of the year, excellent short-term price and large expected growth in the first quarter, as well as the related concepts of “stable growth” with great contribution to the annual GDP growth target of 5.5%, the theme investment opportunities such as “digital economy” and “computing from the east to the west”. In the short term, it is necessary to avoid the continuous selling of northward funds and the consumption, household appliances and other sectors with a large proportion of positions.
