Today, a total of 104 shares rose by the limit, 89 shares were fried, and the blocking rate was 54% China Meheco Group Co.Ltd(600056) 11 days 9 sectors, North Chemical Industries Co.Ltd(002246) , Linewell Software Co.Ltd(603636) , Deppon Logistics Co.Ltd(603056) 5 sectors, Sundy Land Investment Co.Ltd(600077) , Routon Electronic Co.Ltd(600355) 4 sectors. On the disk, 3776 stocks rose and 843 stocks fell; Real estate, photoresist, covid-19 medicine, traditional Chinese medicine and other sectors led the gains, while only a few sector indexes such as securities, port and shipping closed down.
China Securities Co.Ltd(601066) Chen Guo believes that the current market has high cost performance in the long run and is suitable for the allocation of long-term funds into the market. In the medium term, we still face the impact of adverse external factors such as the Fed’s interest rate hike, the financial turmoil caused by Russia’s default, and the increase in the probability of global stagflation, which needs to be observed. However, at present, investors should not be pessimistic. Under the background of a series of comprehensive improvement of concerns, the market is expected to usher in an oversold rebound and a quarterly report.
Market Overview
The indicators showed that the market’s short-term sentiment opened lower than yesterday, but it still fluctuated above the active area all day, mainly due to the performance of continuous board stocks and hot theme stocks.
In terms of individual stocks, China Meheco Group Co.Ltd(600056) continued to strengthen. At present, it has reached 9 boards in 12 days. Yesterday, North Chemical Industries Co.Ltd(002246) , Linewell Software Co.Ltd(603636) , Deppon Logistics Co.Ltd(603056) all continued to advance, and 9 of the 17 board stocks continued to rise.
In terms of the index, it opened sharply higher today, continued to rise in the intraday, fell slightly in the afternoon, and closed on the shadow line. The Shanghai index closed up 1.4% and the gem index closed up 2.87%, with a total turnover of 1275.4 billion yuan.
Northbound funds bought a total of 5.365 billion yuan today. Among them, the net purchase of Shanghai stock market was 492 million yuan and that of Shenzhen stock market was 4.874 billion yuan.
focus sectors and individual stocks
The real estate sector was stimulated by favorable conditions, and more than 10 stocks such as Tianjin Tianbao Infrastructure Co.Ltd(000965) , Suzhou New District Hi-Tech Industrial Co.Ltd(600736) , Macrolink Culturaltainment Development Co.Ltd(000620) 2 connecting board, Shenzhen Sdg Service Co.Ltd(300917) , Everyday Network Co.Ltd(300295) , 5I5J Holding Group Co.Ltd(000560) , Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) . The home appliance sector also strengthened at the same time, and many stocks such as Jiangshan Oupai Door Industry Co.Ltd(603208) , Qumei Home Furnishings Group Co.Ltd(603818) , Hangzhou Robam Appliances Co.Ltd(002508) , etc. rose by the limit. In terms of news, 1) the financial commission of the State Council said that it was necessary to timely study and put forward effective solutions to prevent and resolve risks, and put forward supporting measures for the transformation to a new development model; 2) The cbcirc said that it encouraged institutions to carry out M & A loans in a stable and orderly manner, and focused on supporting high-quality real estate enterprises to merge and acquire high-quality projects of difficult real estate enterprises; 3) The Ministry of Finance said that it is not qualified to expand the pilot cities of real estate tax reform this year.
The agency said that regulators fully understand the credit risks faced by real estate enterprises and attach great importance to resolving risks, which is the basic premise of the soft landing of the real estate market. The next few months are the key time window for ensuring the industry’s credit. Due to the city’s implementation of policies, the continued implementation of demand side support, the changes in real estate market sales and the development of mergers and acquisitions, it is worthy of close observation by investors. Although some enterprises have defaulted, some enterprises are still facing the difficulty of debt extension, and some enterprises may face the challenge of shrinking the table, the policy is expected to strongly support the bottom demand, and there should be no systemic risk in the real estate industry.
The tourism sector was strongly divided, with more than 20 shares trading yesterday, leaving only Guangzhou Lingnan Group Holdings Company Limited(000524) , Utour Group Co.Ltd(002707) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) 3 second board shares today. In the current market, the convergence effect is still very obvious. The momentum of a single theme sector is often the rise and fall of the limit. The relay on the next day is also very difficult. The money loss effect of the top-down board in front and the falling behind in the back is also very great.
Covid-19 drug concept continues to be active, and the speculation mood extends to traditional Chinese medicine stocks. The gem Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and Shanghai Kaibao Pharmaceutical Co.Ltd(300039) announcements, the company’s products entered the New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth) list, double limit today. There are also 2 Lianban Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , “Qingwen hufei Granule” is an in-hospital preparation of traditional Chinese medicine for the prevention and treatment of covid-19 pneumonia declared and approved by Shaanxi Academy of traditional Chinese medicine. In addition, there are China Meheco Group Co.Ltd(600056) , Jiangxi Synergy Pharmaceutical Co.Ltd(300636) , Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , etc.
Plate divergence occurred in advance, and Jinghua Pharmaceutical Group Co.Ltd(002349) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , Aba Chemicals Corporation(300261) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , etc. fell sharply in the afternoon. Covid-19 has a deep financial involvement in the drug direction, and repeated opportunities continue to appear. From the perspective of capital performance, the recognition of new faces is high at present. Most of the previous popularity targets Aba Chemicals Corporation(300261) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , etc. are in a high sideways state.
Electronic ID card and concept stocks of Eastern digital Western computing continue to be active, but the joint force of the sector is relatively weak. Games, chips, hydrogen energy and other sectors also performed well. These directions are mainly viewed as low-level pumping, and the height and space may be relatively limited.
On the whole, it should be an obvious policy bottom at present, with a better margin of safety in the short term. The market sentiment has warmed up, and the fund focus direction is still a hot topic. The current market style may not change easily in the short term. In the context of two consecutive days of sharp rise, some funds took the lead in exchanging profits this afternoon. After short-term differences, there is a high probability that they will quickly return to hot topics.
today’s trading limit analysis chart:
