1 , the market fluctuated throughout the day, rose slightly and continued the rebound trend. On the disk, the agricultural sector rose sharply, and the gem stock Fujian Wanchen Biotechnology Co.Ltd(300972) rose by the limit. Pharmaceutical stocks strengthened again in the afternoon, 6 Shanxi Fenghuo Electronics Co.Ltd(000561) 4 day 11 board. The building energy-saving sector was stronger in shock and Luoyang Northglass Technology Co.Ltd(002613) 5 connected to the board. In terms of decline, financial stocks were weak throughout the day. Overall, individual stocks rose more and fell less, with more than 3100 stocks rising in the two cities. The short-term mood continued to be active, with more than 100 shares in the two cities rising by the daily limit, with up to 36 board stocks, and 15 of the 21 board stocks were successfully promoted yesterday. The turnover of Shanghai and Shenzhen stock markets today was 1015.2 billion, 24.7 billion higher than that of the previous trading day. In terms of sectors, agricultural planting, NMN concept, pharmaceutical commerce, covid-19 treatment, aquaculture and other sectors led the rise, while securities, banking, electronic ID card, digital currency and other sectors led the decline. As of the close, the Shanghai index rose 0.08%, the Shenzhen Composite Index rose 0.41% and the gem index rose 0.46%. Northbound funds sold a net 8.419 billion yuan throughout the day, including 4.953 billion yuan for Shanghai Stock connect and 3.465 billion yuan for Shenzhen Stock connect
2 , market overview:
market is out of the high position today to sort out the market. There was a lot of news over the weekend, but the heavy pound was still a heavyweight teleconference between the two countries. Judging from the sharp rise of Chinese stocks that night, the capital market gave a positive interpretation. This has had a positive impact on the opening of A-Shares this morning. However, a data came out in the morning, and the LPR quotation was released in March: the one-year and five-year periods remained unchanged, which frustrated the market expectation. Various news hedged, and the market maintained a high shock today
afternoon, there was a round of rapid decline, which had been completely repaired before the closing. After the strong rebound of the stock index last week, there has been no deep adjustment. The market has recovered from the extreme mood fluctuations last week and is now developing normally
3 , disk hotspot:
agriculture sector opened stronger, and related seed industry and Rural Revitalization were in the forefront of growth. In terms of news, on March 18, the national development and Reform Commission issued the notice on further improving the work related to important Shenzhen Agricultural Products Group Co.Ltd(000061) production such as grain and soybean, pointing out that we should make every effort to stabilize the sowing area and yield of grain, expand the production of soybean and oil, and prevent the ups and downs of pig production. The Russian Ukrainian crisis has a serious impact on global food security. In addition, abnormal climate will also affect food production. Agriculture, chemical fertilizer, pesticide, agricultural machinery and other sectors can continue to pay attention
real estate sector continued to rise, and several stocks rose by the limit. After the meeting of the finance committee last week, major ministries and commissions made a voice, which had a positive impact on the real estate industry. This may be an important turning point. In addition, China's mortgage interest rates in many places fell by the largest single month in recent three years. When the signal appears, the real estate and upper and lower industrial chain sectors are in a state of recovery and can continue to follow up
covid-19 rose strongly in the afternoon, and several stocks rose the limit, driving the medical and pharmaceutical sector to continue to pick up. According to the changes of the epidemic situation, five Chinese pharmaceutical enterprises have obtained the authorization of Pfizer covid-19 MPP to pay attention to investment opportunities in relevant industrial chains, but the performance of individual stocks may be differentiated
4 , outlook:
the Federal Reserve raised interest rates last week, which did not have a serious impact on a shares. Before the next interest rate hike meeting in May, the big risk is gone. Various statements made by the management last week have calmed the market sentiment of a shares. From the disk trend in recent trading days, the market has re entered the normal rhythm. The stock index will fluctuate and digest the pressure of 3300 points in the short term. Although LPR has not decreased, imported inflation is transmitting, and the decline of real interest rate is conducive to asset value revaluation
the financial sector dragged down by real estate can also be optimistic about the policy changes in the real estate industry. In the annual report quarter, the pro cyclical varieties and big finance that made a lot of money last year and had high dividend potential can be focused on
