panel overview
On Monday morning, A-Shares rose and fell, and the Shenzhen market rose slightly; In the afternoon, the stock index bottomed out and rebounded, and the trading volume of the two cities broke another trillion. On the disk, agriculture, animal husbandry, feeding and fishery, medicine and commerce, batteries, energy metals, chemical fertilizers, traditional Chinese medicine, public utilities, food and beverage, engineering construction, medical services, real estate, trade and other sectors led the increase; Insurance, securities, wind power, power, banking, education and other sectors led the decline. In terms of theme stocks, longevity medicine, prefabricated vegetable concept, aquaculture, building energy conservation, agricultural planting, chicken concept, underground pipe network, rural revitalization, super fungi, covid-19 medicine, power exchange concept, fluorine chemical industry and other sectors increased by more than 2%; Brokerage concept, JD finance, Huawei shengteng, cross-border payment and other small callback.
message surface
230 institutions get together Changchun High And New Technology Industries (Group) Inc(000661) more than 10 billion fund managers appear Tianrun Industry Technology Co.Ltd(002283)
This week’s institutional research enthusiasm is still tepid. Data show that from March 14 to March 18, only 79 listed companies in Shanghai and Shenzhen obtained institutional research, an increase of 4 over last week. Among them, 23 listed companies received more than 30 institutional research, and 6 listed companies received more than 70 institutional research.
“pork stocks” are expected to rise, and many pig breeding enterprises have been investigated by institutions
After the Spring Festival, due to the decline in pork demand and the excessive slaughter of pigs, the pork price in the market has entered a downward channel. As of the second week of March, the national pork price has fallen for five consecutive weeks. However, compared with the weakening fundamentals, the market’s expectation of “pork stocks” is heating up. Since March, Wens Foodstuff Group Co.Ltd(300498) , Tangrenshen Group Co.Ltd(002567) , Muyuan Foods Co.Ltd(002714) , Beijing Dabeinong Technology Group Co.Ltd(002385) and other pig breeding enterprises have frequently received institutional research. The share prices of related companies also showed relatively strong performance.
overseas short sellers returned to zero overnight. Goldman Sachs: still oversupply China
The A-share and H-share markets rebounded strongly last week, which caused heavy losses to overseas short sellers. FTSE China’s triple short ETF fell 63% on Wednesday, and the short investors of related options returned to zero almost overnight. Changing the previous cautious view, foreign institutions have recently begun to collectively look at China, and Goldman Sachs recently proposed to “over match” China.
Jufeng viewpoint
pre market judgment: from the performance of European and American stock markets on Friday, the impact of the situation in Ukraine and the Fed’s interest rate hike have been weakened. The return of US stocks to strength is expected to drive A-shares to rebound.
In fact, the three major A-share indexes collectively opened higher, with the Shanghai index up 0.14%, the Shenzhen composite index up 0.46% and the gem index up 0.61%. The concepts of building energy conservation and NMN continued to be strong.
After the opening, Shanghai heavyweights led the Shanghai stock index to make up the gap of short jump, and then sorted out horizontally. Small cap stocks performed well on the disk, and the gem index fluctuated upward, with an intraday increase of more than 1%. Agriculture, lithium, coal, medical and other sectors led gains. Among them, the concepts of building energy conservation and NMN continue the rising tide phenomenon of last Friday, and the profit-making effect is obvious. Pharmaceutical stocks with excellent performance last week showed a trend of rising and falling, and pay attention to grasp the opportunity of selling high and absorbing low. Near midday, the stock index rose narrowed.
facing the disk in the morning, we should pay attention to whether the high-priced stocks will differentiate again after the start of the defensive sector. Once the differentiation occurs, we should be willing to drop our bags for the stocks with a large rebound in the near future
In the afternoon, the opening decline of insurance, securities, banking and other sectors deepened, and the three major stock indexes fell across the board. Subsequently, the aviation airport, semiconductor and other sectors rose, and the stock index bottomed out and rebounded. Covid-19 drug sector rose strongly in late trading, and the stock index turned red. However, the situation of large inflow of northward funds due to FTSE Russell’s index adjustment on Friday was reversed again, and the northward funds fled more than 7 billion.
investment suggestions: the central bank has continuously cut reserve requirements and interest rates since December last year to release liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is relatively complex and there is a time lag between the market bottom and the policy bottom. The pace of bottoming of A-Shares has not stopped. The meeting of the financial committee and many ministries and commissions on March 16 accelerated the construction of the market bottom. It is suggested to focus on three main lines: first, companies with quarterly growth exceeding expectations; Second, new and old infrastructure benefiting from steady growth; Third, aviation, airport, tourism and other sectors facing the inflection point in the post epidemic era.
