On Monday (21st), the three major A-share indexes maintained a volatile operation after the collective high opening, and the gem index once rose more than 1%.
As of the close, the stock index rose 0.08% to 325369 points; The Shenzhen Composite Index rose 0.41% to 1237964 points; The gem index rose 0.46% to 272618 points.
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Gem refers to the whole day trend source: wind
On the disk, the agricultural sector strengthened, Fujian Wanchen Biotechnology Co.Ltd(300972) 20% limit, Heilongjiang Agriculture Company Limited(600598) , Xinjiang Talimu Agriculture Development Co.Ltd(600359) , Wanxiang Doneed Co.Ltd(600371) limit; Pharmaceutical business, medical services, real estate, biological products, coal and other sectors led the increase. Covid-19 treatment concept stocks were active, with Chengda pharmaceutical rising by more than 15%, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Beijing Kawin Technology Share-Holding Co.Ltd(688687) rising by more than 10%, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Jilin Jian Yisheng Pharmaceutical Co.Ltd(002566) , China Meheco Group Co.Ltd(600056) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , etc.
The large financial sector fell, with securities companies and banks falling by more than 1%, Polaris Bay Group Co.Ltd(600155) by more than 6%, and Bank Of Hangzhou Co.Ltd(600926) , China Merchants Bank Co.Ltd(600036) , China Merchants Bank Co.Ltd(600036) by more than 3%.
As of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 32151373, with 136 trading limits and 2 trading limits.
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The top five stocks with turnover rate are: Jianyan design, Jiangsu Jingxue Insulation Technology Co.Ltd(301010) , Hualan Group Co.Ltd(301027) , Huitong group and Chengda pharmaceutical, which are 69.159%, 66.567%, 63.251%, 57.916% and 51.655% respectively.
In terms of northbound funds, the net outflow of northbound funds throughout the day exceeded 4.6 billion yuan, of which the outflow of Shanghai Stock connect exceeded 3.2 billion yuan and Shenzhen Stock connect exceeded 1.3 billion yuan.
Last week, the stock index fell 1.77% to close at 325107; The Shenzhen composite index fell 0.95% to close at 1232865. Minsheng Securities believes that in the follow-up, with the release of policy risks at home and abroad, the moment with the greatest impact may pass, and the bottom of the market based on short-term pessimism has been confirmed.
For the future, Northeast Securities Co.Ltd(000686) said that for investment in the future, we should not only see the warmth of the market after the meeting of the financial committee of the State Council, but also guard against the impact of the epidemic and potential risks derived from the conflict between Russia and Ukraine. When you know the spring river is warm, you must also pay attention to the precipitous spring cold.
Bohai Securities believes that with the convening of the special meeting of the financial stability Committee, the market panic has been greatly alleviated, and the policy bottom has been clear. Even if the index will repeat in the future, the bottom area has been clear. In the medium term, the performance of listed companies is micro data. Whether they can achieve synchronous macroeconomic growth will determine the performance support of the market. Under the requirements of the management’s emphasis on “effectively invigorating the economy in the first quarter”, the market will enter the verification stage of policies in the future. If it can further effectively boost the performance expectations, it will contribute to the medium and long-term improvement of the index. In terms of industry allocation, in the early stage of emotional recovery, the value sector is expected to outperform the growth sector. It is suggested to pay attention to the general machinery sector under the logic of steady growth.
