On March 21, the three major A-share indexes collectively closed up. According to wind data, as of the close, the Shanghai Composite Index closed at 325369 points, up 0.08%; Gem index reported 272618 points, up 0.46%; Shenzhen composite index reported 1237964 points, up 0.41%.
Both the Shanghai stock index and the gem index rose for four consecutive trading days. On the 21st, covid-19 specific drug index reached a new high, reaching 11 boards in 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 trading days. Coal, agriculture and lithium battery sectors were strong throughout the day, China Shenhua Energy Company Limited(601088) , Byd Company Limited(002594) rose sharply, Contemporary Amperex Technology Co.Limited(300750) once rose nearly 5%. Small and medium-sized real estate stocks were active, with China Fortune Land Development Co.Ltd(600340) , Yango Group Co.Ltd(000671) and other daily limits. Financial stocks were generally depressed, with Citic Securities Company Limited(600030) , China Life Insurance Company Limited(601628) , Ping An Insurance (Group) Company Of China Ltd(601318) and Ping An Insurance (Group) Company Of China Ltd(601318) falling together. China stock market news was sold by the main force for more than 1.5 billion yuan.
China Securities Co.Ltd(601066) Securities believes that a better segment of quarterly performance is expected to focus on high-end manufacturing (new energy, semiconductor, military industry) and cycle (coal, non-ferrous metals, shipping) and consumption sectors, Baijiu, CXO and in vitro testing. In general, we should have reasonable expectations for the follow-up space of the rebound, focusing on grasping the structure. It is suggested to focus on industries such as medicine, electronics, banking, agriculture, forestry, animal husbandry and fishery, military industry, new energy, etc.
