On March 25, the three major A-share indexes collectively fell by more than 1%. As of the closing, the Shanghai index fell by 1.17%, the Shenzhen Component Index fell by 1.89% and the gem index fell by 2.52%; Stocks in Shanghai and Shenzhen stock markets fell more and rose less, with a total turnover of 918.3 billion yuan; The net sales of northbound funds were 3.117 billion yuan. Looking back on the trend of the major indexes on Wednesday, the Shanghai index fell by 1.19%, the Shenzhen Component Index fell by 2.08% and the gem index fell by 2.79%.
On March 25, the market performance of shenwanyi industry sector was summarized p align = “center” prepared by Ren Shibi
In terms of industry, on March 25, six shenwanyi industry sectors rose, with the agricultural, forestry, animal husbandry and fishery industry sector taking the lead, reaching 1.08%. Textile and clothing, media, comprehensive, real estate, commercial trade and other industry sectors also rose against the market today; Power equipment, medicine and biology, food and beverage, communication and other industries all fell by more than 2%.
Trading limit of individual stocks on Friday (March 25): p align = “center” tabulation: Ren Shibi
For the trend after the stabilization and rebound of a shares, institutions generally said that the market has entered the bottom grinding period, and the opportunities outweigh the risks in the medium and long term.
China International Capital Corporation Limited(601995) said that some factors causing market adjustment have been actively resolved at the policy level, the fundamental signal is still weak, the potential inflection point may still need to wait for the effectiveness of the policy to achieve fundamental improvement, and the market may still repeat in the short term, but the stage similar to the sharp decline in the early stage may have ended, and the subsequent market may gradually enter the bottom grinding stage. Combined with the adjusted range, valuation and possible digestion of negative factors, the market opportunities in the medium-term dimension are greater than the risks. At present, the main line of “stable growth” may still have configuration value. In the medium term, with the gradual stabilization of growth and the gradual resolution of macro risks, the market may still focus on areas of more sustainable growth, and relevant fields such as high-profile scientific and technological innovation and manufacturing upgrading may be relatively dominant.
Hu Bo, manager of Rongzhi investment fund under private placement paipai.com, said that the overall market valuation of the current position has become reasonable, and the long-term investment value has begun to highlight, but there may still be a shock bottom seeking process at the end of the short-term market, which may still take some time.
Hao Xinming, manager of Fangxin wealth investment fund, said that after the continuous rebound of the market, a certain amount of profit chips have been accumulated. The impulse to cash in profits in the short term suppresses the momentum of continuing to attack. Today’s adjustment is also the performance of digesting this part of chips. The trading volume cannot increase with the rebound, and the market has not formed an obvious main line. Therefore, the rebound always appears structurally. At present, the short-term rebound still exists.
Yuan Huaming, general manager of Huahui Chuangfu investment, believes that even with the repair of recent countercyclical favorable policies, overseas geographical conflicts and repeated outbreaks in China still have a great suppression on investor sentiment. The A-share market is generally in the bottom grinding stage. An important feature of this stage is that there will be a make-up decline of strong sectors and varieties.
Hot spot 1: agriculture, forestry, animal husbandry and fishery sector led the rise, and four stocks including Zhongnongfa Seed Industry Group Co.Ltd(600313) rose by the limit
On March 25, the sector of agriculture, forestry, animal husbandry and fishery is the leading gainon the March 25, with the overall 1.08% rising 1.08% on the 25 March of March 25. On March 25, the sector of agriculture, forestry, animal husbandry, and fishery leading up on the 25 March of March. On March 25, the sector of agriculture, forestry, animal husbandry, animal husbandry, animal husbandry, animal husbandry, animal husbandry, animal husbandry, animal husbandry, animal husbandry, animal husbandry and fishery, which is a leading up, with the overall 1.08% rising 1.08% on the 25 March 25, which is a 1.08% on the whole, including the farming, pork, and ‘0000000000 Shenzhen Zhenye(Group)Co.Ltd(000006) 100000 Shenzhen Zhenye(Group)Co.Ltd(000006) 1 Nanning Sugar Industry Co.Ltd(000911) and other three stocks also increased by more than 7%.
In terms of news, on March 25, the Ministry of agriculture and rural areas and the Ministry of finance made clear the key work of grain production and a package of support policies in 2022, requiring all localities to go all out to ensure a bumper harvest of summer grain and wheat, do everything possible to expand the planting of soybean oil, pay close attention to stabilizing the price and supply of agricultural materials, unremittingly pay attention to agricultural disaster prevention, mitigation and disaster relief, stabilize the agricultural fundamentals, and provide strong support for promoting the stable and healthy development of economy and society.
Guosen Securities Co.Ltd(002736) said that thanks to the state’s subsidies and policy support for agricultural production, China’s agriculture can still maintain self-sufficiency. From the transgenic safety traits publicized by the Ministry of agriculture, the follow-up promotion rhythm of transgenic in China is expected to accelerate the landing. Referring to the continuous growth of soybean yield in the United States after the implementation of genetically modified seeds, China’s agricultural production efficiency is expected to enter a high-speed improvement channel after the implementation of genetically modified seeds, and build an agricultural power on the basis of ensuring food security.
Hot spot 2: textile and apparel industry strong throughout the day Shanghai Sanmao Enterprise (Group) Co.Ltd(600689) and other 9 shares trading limit
On Friday Friday, the textile and apparel industry sector on Friday, Friday Friday, the textile and apparel sector was a strong all day long on Friday, with an overall 0.98% up. On Friday Friday, the textile and apparel sector sector sector on Friday. The textile and apparel sector sector sector on Friday, the textile and apparel sector sector on Friday, the textile and apparel sector sector on Friday, the textile and apparel sector sector on Friday Friday, the textile and apparel sector sector sector on Friday Friday, the textile and apparel sector on Friday, a full day strong, with an overall up of 0.98% of a 0.98%, which is a 0.98% of a 0.98% for the whole. The Xiamen King Long Motor Group Co.Ltd(600686) 00689of the 689 thecollective trading limit, Jiangsu Jujie Microfiber Technology Group Co.Ltd(300819) also rose by 10.67%, and six stocks including Fujian Fynex Textile Science & Technology Co.Ltd(600493) , Zhejiang Bangjie Holding Group Co.Ltd(002634) , Anhui Huamao Textile Company Limited(000850) , Huafang Co.Ltd(600448) , Henan Xinye Textile Co.Ltd(002087) , Xinlong Holding (Group) Company Ltd(000955) also rose by more than 5%.
Zhongtai Securities Co.Ltd(600918) said that from the export data, the cumulative export amount of textile and garment from January to February 2022 increased by 8.7% year-on-year, an increase of 31.6% compared with the same period in 2019. By category, the export amount of textile and clothing products in February increased by 11.8% and 5.9% year-on-year respectively. Among them, clothing exports maintained growth under the influence of strong demand in the international market, rising prices, order return and other factors. With the continuous recovery of production capacity in Southeast Asia, and affected by the virus mutation in some overseas key markets and the re escalation of epidemic prevention and control, the export of epidemic prevention materials rebounded, and the export volume increased greatly from January to February. Long term optimistic about China’s leading sports brand with high industry prosperity, accurate differentiated positioning and perfect multi brand matrix.
(Editor: Qiao Chuanchuan and Zhao Ziqiang)
