Today, the three major indexes were divided throughout the day, the Shanghai index rose and fell, and the gem index fluctuated and fell. In the sector, the real estate sector was strong all day, and many stocks in the sector rose by the limit. The leader Sundy Land Investment Co.Ltd(600077) walked out of the 16 day 12 board, while the epidemic related sectors made a significant collective adjustment today.
sector
The real estate sector seems to have stepped out of the main rising trend. Today’s trend is stronger than yesterday. The sector has lifted the rising tide, Tianjin Tianbao Infrastructure Co.Ltd(000965) 5 connecting sector, Yango Group Co.Ltd(000671) , Suzhou New District Hi-Tech Industrial Co.Ltd(600736) 4 connecting sector, Shenzhen Grandland Group Co.Ltd(002482) 3 connecting sector, China Calxon Group Co.Ltd(000918) , China Fortune Land Development Co.Ltd(600340) , Everbright Jiabao Co.Ltd(600622) 2 connecting sector. In addition, Shenzhen Wenke Landscape Co.Ltd(002775) , Shanghai Trendzone Holdings Group Co.Ltd(603030) , Shenzhen Jianyi Decoration Group Co.Ltd(002789) , Guangdong Piano Customized Furniture Co.Ltd(002853) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , Zhejiang Youpon Integrated Ceiling Co.Ltd(002718) , Guangdong Topstrong Living Innovation And Integration Co.Ltd(300749) and other Evergrande related concept stocks rose by the limit.
From the news side, the recent warm wind of the housing loan market policy has released many positive signals. Recently, several cities have successively lowered the interest rate of individual housing loans and the down payment ratio of housing loans. The LPR quotation was released in March yesterday, and the one-year and five-year periods remained unchanged, but the market did not treat it as bad. Instead, the real estate sector stepped out of the strengthening trend, which may exceed the expected performance.
From the perspective of securities companies, Central China Securities Co.Ltd(601375) said that the epidemic in March may lead to weak consumption and more need to increase investment to stabilize the economy. The purchase restriction policy in some cities will be relaxed, which is conducive to infrastructure and real estate. Wanlian Securities pointed out that under the macro background of “stable growth”, the fundamentals of the current real estate industry continue to bottom, and the marginal improvement policy continues. It is expected that there are still many favorable policies to be expected in the follow-up, and continue to be optimistic about the market performance of the real estate sector.
From the perspective of the sentiment of the sector, the high and low switching of funds is obvious. When the high-level anti epidemic concept is adjusted, the funds switch to the low-level real estate sector and get out of the sustainable market. As there are signs of climax in the real estate sector today, there may be differentiation in the morning of tomorrow. As for whether it can stimulate the return of funds after the differentiation on the same day, we will focus on whether Sundy Land Investment Co.Ltd(600077) can break through the limit of connected board and advance to 8-connected board.
individual shares
China Meheco Group Co.Ltd(600056) in the last two consecutive days of late trading on Friday and yesterday, the risk gradually accumulated and adjusted by rising and falling this morning, which may aggravate the differentiation of the concept of anti epidemic. As of the closing, covid-19 detection, covid-19 drugs and other anti epidemic concepts fell by more than 3%, or it was basically clear that the concept of anti epidemic encountered the second major difference. It is important to know that the risk of the second major divergence in the main rising market is generally greater than that of the first one. Stocks such as Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , Aba Chemicals Corporation(300261) , Salem biology, Beijing Kawin Technology Share-Holding Co.Ltd(688687) , Pku Healthcare Corp.Ltd(000788) , North Chemical Industries Co.Ltd(002246) , Shanghai Shenqi Pharmaceutical Investment Management Co.Ltd(600613) , etc. have fallen by more than 9%.
While Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , on the one hand, the oversold demon stocks have become active in turn, Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Hubei Radio & Television Information Network Co.Ltd(000665) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , which is the extension of the high-low profit-making effect. On the other hand, it may not be surprising that Sundy Land Investment Co.Ltd(600077) repeatedly blasted the board, which touched seven consecutive boards. First, the stock was passively put on the board after the rise of the real estate stock limit, and its initiative was slightly weak; Second, the high-level stocks headed by Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) began to weaken, and the capital may avoid high demand; Third, the 7-board space restrictions created by Poly Union Chemical Holding Group Co.Ltd(002037) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) have not changed and broken through, and there may be a need to avoid high capital.
aftermarket analysis
In terms of index, as of the close, the Shanghai index rose 0.19%, the Shenzhen composite index fell 0.49% and the gem index fell 1.39%. The turnover of Shanghai and Shenzhen stock markets today was 962.8 billion, a decrease of 52.4 billion compared with the previous trading day. The net sales of northbound funds throughout the day were 922 million, including 357 million for Shanghai Stock connect and 565 million for Shenzhen Stock connect.
As soon as the index fell in the first two trading days, it was accepted by funds. Then the index naturally may run in the direction of minimum resistance. However, today’s index trend is lower than expected, and the index rose significantly in the afternoon, but it depends on the banking and securities sectors rather than the growth race. The growth track continues to adjust, which may indicate that the capital does not take the initiative to attack. As the large financial sector soared and became weak, the index also gradually fell.
In terms of sentiment, it rose 1972, 1243 less than the previous trading day. Excluding ST shares, unopened new shares and individual stocks of the Beijing stock exchange, the daily limit was 78, down 36 from the previous trading day; 28 fried boards, an increase of 5 over the previous trading day; Gem / Kechuang board stocks rose by 4, down 2 from the previous trading day; There were 8 drop limits, an increase of 8 over the previous trading day.
Market sentiment fell sharply, both because of the sharp adjustment of popularity concepts such as anti epidemic, and the loss effect of a number of medium and high-end stocks. As today’s high-level anti epidemic concept confirms the ebb tide, but the low-level real estate sector rises relay, and there are many trading stocks on the first board, the overall market sentiment cannot be characterized as a ebb tide for the time being. Tomorrow, we need to observe the trend of Sundy Land Investment Co.Ltd(600077) , Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) and Sundy Land Investment Co.Ltd(600077) if Sundy Land Investment Co.Ltd(600077) can break through the limit of connecting board and advance to 8-connecting board, it may stimulate Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) reverse package repair and drive the mood higher, otherwise the mood index may continue to fluctuate near the downturn area.
market highlights
1. Most of China’s commodity futures closed up, and crude oil was the top gainer
On March 22, most of China’s commodity futures closed higher, with crude oil leading the rise, with fuel oil rising by more than 7%, crude oil rising by nearly 7%, low sulfur fuel oil rising by more than 6%, rapeseed meal and palm rising by more than 4%, pulp, power coal and soybean meal rising by more than 3%, and asphalt, soybean II and apple rising by more than 2%. Iron ore, Shanghai nickel and coke fell by more than 3%, red jujube fell by more than 2%, and Shanghai tin, ethylene glycol and manganese silicon fell by more than 1%.
2. The Ministry of agriculture and rural areas held a department coordination meeting to study the work of stable production and supply of live pigs
On March 22, the Ministry of agriculture and rural areas held a department coordination meeting in Beijing on March 22 to analyze the current situation of pig production and study policies and measures to stabilize pig production. The meeting held that at present, the production of pigs is generally stable, the production capacity of fertile sows is maintained at a reasonable level, the supply of pork market is relatively loose, and the price of pigs has entered the downward range of the cycle due to the influence of supply and demand. In addition, due to the recent rise in the price of bulk feed raw materials and the continuous loss of breeding, many farmers have difficulties in operation. All relevant departments around the country need to work together to help farmers tide over the difficulties. The meeting called for strict implementation of the overall responsibility requirements of the province for stable production and supply of pigs and the mayor responsibility system of “vegetable basket”, take effective measures to resolve risks and challenges, and make every effort to do a good job in key work of ensuring production capacity and stabilizing production. We should strengthen the information monitoring and early warning of the whole pig industry chain, actively guide financial institutions to increase credit policy support, stabilize long-term support policies such as breeding land and environmental protection, accurately implement the regulation of pig production capacity and the regulation of frozen pork collection and storage, continue to do a good job in the normalization prevention and control of African swine fever, and promote the stable and healthy development of pig production.
