Boosted by China's policies, the Shanghai and Shenzhen stock markets opened higher today (March 23). At the beginning of the session, the stock index fluctuated, pulled up intermittently in the middle of the session, and there was a wave of diving near noon; In the afternoon, the stock index reversed the situation. With the outbreak of real estate and other sectors, the stock index gradually rose and the trend fluctuated strongly, and the gem index performed particularly well.
As of the close of Shanghai and Shenzhen stock markets all day, the Shanghai index rose 0.34% to 327103 points; The Shenzhen Composite Index rose 0.73% to 1240865 points; The gem index rose 1.03% to 271595.
From the disk point of view, the market of light index and heavy stocks continues, and the local profit-making effect still exists, especially the rising tide of energy stocks. In terms of industry, real estate, wind power equipment, traditional Chinese medicine, communication equipment, wine making, aerospace, photovoltaic, battery, automobile service and other industries led the increase; In terms of subject shares, CRO, leasing and trading, hydrogen energy, pumped storage, 5G, industrial gas and Baijiu have led.
In terms of funds, the central bank announced on March 23 that in order to maintain the reasonable and abundant liquidity of the banking system, the people's Bank of China launched a 20 billion yuan reverse repurchase operation by means of interest rate bidding on March 23, 2022, with a bid winning interest rate of 2.1%. In view of the maturity of 10 billion yuan of reverse repurchase today, the people's Bank of China has realized a net investment of 10 billion yuan in the open market.
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message surface
1. According to China Securities News, Zte Corporation(000063) issued an announcement at noon on March 23, confirming that on March 22, local time, the company received a court judgment, ruling not to revoke the probation of the company (i.e. the probation will expire on March 22, 2022 (US time) without any punishment), and confirmed that the term of office of the supervisor will end on March 22 (US time), which means Zte Corporation(000063) won the lawsuit.
2. According to the first financial report, the national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035). By 2025, a relatively perfect institutional and policy environment for the development of hydrogen energy industry will be formed, the industrial innovation ability will be significantly improved, the core technology and manufacturing process will be basically mastered, and a relatively complete supply chain and industrial system will be preliminarily established. Remarkable achievements have been made in the demonstration and application of hydrogen energy, great progress has been made in clean energy hydrogen production and hydrogen energy storage and transportation technology, and the market competitiveness has been greatly improved. A hydrogen energy supply system focusing on the nearby utilization of industrial by-product hydrogen and renewable energy hydrogen production has been preliminarily established. The number of fuel cell vehicles is about 50000, and a number of hydrogenation stations are deployed. Hydrogen production from renewable energy has reached 1 China Vanke Co.Ltd(000002) 00000 tons / year, which has become an important part of new hydrogen energy consumption and achieved carbon dioxide emission reduction of 1-2 million tons / year.
3. According to the securities times, the State Council issued a reply and agreed in principle to the implementation plan of the 14th five year plan for the construction of Beibu Gulf Urban Agglomeration. Beibu city city one belt, one road, should be built on the new West Coast channel. It will be deeply linked to the Yangtze River economic belt development, the Guangdong, Hongkong and Macau Bay area construction and other major strategies, and will promote the construction of free trade port in Hainan, and integrate into the "one belt and one road" initiative.
4. According to China Securities News, the people's Bank of China released the operation of the financial market in February 2022 on March 23. Data show that in February, transactions in the inter-bank money market totaled 88.7 trillion yuan, an increase of 45.9% year-on-year and a decrease of 20.5% month on month.
institutional views
For the current market, Central China Securities Co.Ltd(601375) said that the stock index is now poised to consolidate around 3250 points, and investors are actively looking for new low leading hot spots to accumulate energy for further long in the next stage. On Wednesday, the trading volume of the two cities is still less than trillion. The breakthrough of the future market still needs new incremental funds to continue to enter the market. Heavyweights and growth stocks are expected to become an important feature of the future market. It is suggested to pay close attention to the changes of policies and funds. It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. Investors are advised to pay close attention to the investment opportunities in new energy, communication, real estate and other industries in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Guosheng securities mentioned that the bottom signal appeared, the mood margin warmed up, and the trading structure was biased towards medicine and finance. On the one hand, the number of stocks under Cd and other indicators continued to fall to a strong low, and the number of stocks fell sharply to a record low; On the other hand, the interest rate hike boots have landed, the outflow of foreign capital has narrowed, the leverage sentiment has also repaired upward for three consecutive weeks recently, and the capital sentiment has released a certain marginal improvement signal. In terms of transaction structure, the transaction concentration has increased, the proportion of transactions between upstream (gold, copper, aluminum, lead and zinc) and mechanical equipment (energy and heavy equipment) has mostly decreased, the transaction focus has returned to medicine and finance, and the proportion of transactions such as chemical agents, securities, traditional Chinese medicine and in vitro diagnosis has increased.
Haitong Securities Company Limited(600837) believes that although the market still has repeated risks in the short term, there is no need to be overly pessimistic about the future performance of a shares. In the near future, the market may be at the bottom stage. In the future, with the accelerated improvement of new social finance and the easing of external negative factors, A-Shares are expected to usher in the starting point of a new round of upward cycle.
The agency further put forward suggestions and carried out layout in two directions: first, focusing on the traditional infrastructure with stable growth and the improvement of real estate investment, upstream resource products may benefit more from this round of steady growth, such as nonferrous metals, building materials, petroleum and petrochemical, etc; Second, focus on the steady growth of new infrastructure, such as photovoltaic, wind power, energy storage and hydrogen energy; Digital infrastructure, such as IDC, big data cloud computing, etc.
In addition, Hualong Securities pointed out that at the national level, policies related to hydrogen energy and fuel cells continue to be overweight to promote the promotion and application of hydrogen energy and fuel cells. China has become the world's largest producer of fuel cell commercial vehicles. Fuel cells have the advantages of clean and environmental protection, strong endurance, fast charging speed and low noise. Hydrogen energy sources are wide. In the long run, hydrogen fuel vehicles are expected to become an important part of the future automobile market.
