panel overview
Early Monday, A-Shares rose and fell, led by small cap stocks. On the disk, agriculture, animal husbandry, feeding and fishery, energy metals, medicine and commerce, batteries, chemical fertilizers, coal, trade, real estate, food and beverage, small metals, chemical raw materials, traditional Chinese medicine and other sectors led the increase; Insurance, securities, airports and other sectors pulled back slightly. In terms of theme stocks, longevity medicine, prefabricated vegetable concept, aquaculture, chicken concept, transgenic, power battery recycling, agricultural planting, 6G concept, titanium dioxide, blade battery, power exchange concept, fluorine chemical industry, ecological agriculture, vaccine cold chain, etc. led the rise; Brokerage concept, JD finance, oil price related and other small corrections.
message surface
230 institutions gathered Changchun High And New Technology Industries (Group) Inc(000661) more than 10 billion fund managers appeared 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 session judgment: judging from the performance of European and American stock markets on Friday, the impact of the repressive 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. In the face of the disk in the morning, we should pay attention to whether the differentiation of high-priced stocks occurs 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.
Investment suggestion: 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.
