Today, a total of 68 shares rose by the limit, 37 shares were fried, and the closure rate was 65%, with a total of 18 stocks connected to the board Luoyang Northglass Technology Co.Ltd(002613) 7 connecting sectors, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) 6 connecting sectors, Yango Group Co.Ltd(000671) 5 connecting sectors, Sinomach Automobile Co.Ltd(600335) , Xiwang Foodstuffs Co.Ltd(000639) , Rongan Property Co.Ltd(000517) , Shenzhen Grandland Group Co.Ltd(002482) 4 connecting sectors. On the disk, 2316 stocks rose and 2259 stocks fell; Cro, real estate, 5g and hydrogen energy led the increase, while pharmaceutical circulation, oil and gas, agriculture and digital currency led the decline.
Guosheng Securities pointed out that the overall valuation of A-Shares has entered a relatively low range. At this stage, the opportunity is greater than the risk, and there is enough space for the upward rebound in the future. In terms of operation, although the current index has a demand for stepping back, there is limited downward space. Among them, the probability of the Shanghai index this year will not fall below the recent low. Due to the ebb of the theme speculation of short-term board connection on the disk, the superposition market is about to enter the disclosure period of the first quarterly report. Stepping back on the index may switch the style to trend track sectors such as photovoltaic and lithium battery. Therefore, it is necessary to observe the changes of disk style, follow the changes of the market and grasp the rotation rhythm of the sector.
Market Overview
Indicators show that short-term market sentiment is all in the vicinity of the downturn, with little intraday fluctuation. You can pay attention to whether it will go down with the trend tomorrow. If it reaches the freezing point, it should be the game point of high wind biased funds.
In terms of individual stocks, high-end stocks continued to differentiate, with Sundy Land Investment Co.Ltd(600077) , Hefu China, Zhejiang Zhenyuan Share Co.Ltd(000705) , Sunny Loan Top Co.Ltd(600830) , Shanghai Yaohua Pilkingyon Glass Group Co.Ltd(600819) falling one after another Luoyang Northglass Technology Co.Ltd(002613) 7 Lianban led the market, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) 6 Lianban, Yango Group Co.Ltd(000671) 5 Lianban, China Meheco Group Co.Ltd(600056) afternoon diving closed down 7.63%.
In terms of the index, the collective bidding opened higher, rebounded again after a slight decline in the opening, and the intraday fluctuation narrowed compared with the previous one. The Shanghai index rose 0.34% and the gem index rose 1.03%. The transaction volume of the two cities decreased slightly compared with yesterday, and the K line continued to remain above the 5-day line.
Northbound funds sold a total of 194 million yuan today, which was in balance for two consecutive trading days. Among them, the Shanghai stock market sold a net 1.491 billion yuan and the Shenzhen stock market bought a net 1.297 billion yuan.
focus sectors and individual stocks
Stimulated by the good news, hydrogen energy concept stocks rose by the limit, Beijing Jingcheng Machinery Electric Company Limited(600860) 2 Lianban, Hengguang shares, Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Fujian Snowman Co.Ltd(002639) , Yangmei Chemical Co.Ltd(600691) and more than 10 other stocks rose by the limit. In terms of news, the national development and Reform Commission issued the medium and long term plan for the development of hydrogen energy industry (20212035). From the perspective of market behavior, the reform sector has been active repeatedly for half a year. After the top-level favorable landing, it may speed up the ending of the theme. After all, it is difficult for relevant concept stocks to perform in the short term. Even if there are relevant supporting policies in the future, the marginal effect will decrease.
The 5g concept shares have been significantly stronger in the early morning session, and the 5g concept shares have been significantly stronger in the early morning, with '0 Shenzhen Zhenye(Group)Co.Ltd(000006) 3 753 , Suzhou Chunxing Precision Mechanical Co.Ltd(002547) , Fiberhome Telecommunication Technologies Co.Ltd(600498) limit. In the afternoon, the Zte Corporation(000063) word board also failed to drive other sectors to continue to strengthen, and the fund's recognition of the change of direction is relatively low. The sector is not at the tuyere. Fortunately, the positions of relevant targets are relatively low, and the probability of one wave flow is high.
Zte Corporation(000063) midday announcement said that the court judgment was received on March 22, 2022 (US time), the probation period would expire on March 22, 2022 (US time) without any penalty, and confirmed that the term of office of the inspector would end on March 22, 2022 (US time). The agency said that the end of the five-year probation period is expected to reduce Zte Corporation(000063) annual management expenses by about tens of millions of dollars, and is also expected to help the emotional recovery of the sector.
The real estate sector continues to be active in the continued activity of the real estate sector, with the Tianjin Tianbao Infrastructure Co.Ltd(000965) Myhome Real Estate Development Group Co.Ltd(000667) , China World Trade Center Co.Ltd(600007) , Cccg Real Estate Corporation Limited(000736) limit. The sector has come out of a wave of market. In the short term, it is necessary to avoid the adjustment risk of high-end stocks. After the adjustment, there should be many repeated opportunities, which will probably be stimulated by events.
Pharmaceutical stocks represented by covid-19 medicine continued to be active. There was a strong correction yesterday, and many funds rebounded in early trading today. Due to the weakness of China Meheco Group Co.Ltd(600056) , Suzhou New District Hi-Tech Industrial Co.Ltd(600736) , Pku Healthcare Corp.Ltd(000788) these high-level stocks, the mood in this direction decreased in the afternoon. China's pharmaceutical industry is the core of this direction at present. The stock began to weaken unilaterally after 11:05 today, and then Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) fried the board, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) and other stocks with the highest early gains cooled down simultaneously.
On the whole, the market continues to adjust, and there are obvious signs of high-level and low limit switching. Although high-level stocks are highly differentiated, there is no a suicide. We can pay attention to whether popular stocks represented by China Meheco Group Co.Ltd(600056) can repair and reduce the loss effect tomorrow. The current short-term atmosphere of the market is good. After adjustment, you can pay attention to the direction of capital return.
today's trading limit analysis chart:
