On the 25th (Friday), A-Shares collectively fell. As of the close, the Shanghai stock index fell 1.17% to 321224 points; The Shenzhen composite index fell 1.89% to 1207273; The gem index fell 2.52% to 263794.
This week, the Shanghai index fell 1.19%, the Shenzhen composite index fell 2.08% and the gem index fell 2.79%.
Shanghai index all day trend source: wind
On the disk, agricultural stocks collectively strengthened, with seed industry, forestry, agriculture, forestry, animal husbandry and fishery sectors and concept stocks such as pork, corn and soybeans active one after another, Zhongnongfa Seed Industry Group Co.Ltd(600313) , Jiangxi Zhengbang Technology Co.Ltd(002157) trading limit. In terms of news, the Ministry of agriculture and rural areas and the Ministry of finance have 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, keep a close eye on stabilizing the price and supply of agricultural materials, do a good job in agricultural disaster prevention, mitigation and relief, and stabilize the basic agricultural market.
The seed industry is known as the “chip” of agriculture. China International Capital Corporation Limited(601995) analysis indicates that the key is the increase in input costs caused by the rise in the prices of crude oil, chemical fertilizer and other bulk commodities. The superposition of the rise in external Shenzhen Agricultural Products Group Co.Ltd(000061) prices catalyzes the bullish sentiment of the market, which is expected to drive the further rise of Shenzhen Agricultural Products Group Co.Ltd(000061) prices such as corn. China’s seed production industry has ushered in changes and is gradually adjusting and strengthening in many aspects, including strengthening the protection and utilization of seed sources, strengthening innovation protection, promoting the development of biological breeding technology, etc. agriculture, especially seed production industry, will benefit from this and drive the improvement of investment sentiment.
Clothing, home textile, real estate, media, home appliances, retail, logistics and other sectors rose. Medical devices, biological products, electricity, semiconductors and other sectors led the decline; Baijiu stocks fell, Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) down, Anhui Golden Seed Winery Co.Ltd(600199) , Luzhou Laojiao Co.Ltd(000568) , Jiugui Liquor Co.Ltd(000799) , Shede Spirits Co.Ltd(600702) , Jinhui Liquor Co.Ltd(603919) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) and other collective decline.
As of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 17552823, with 86 trading limits and 23 trading limits.
In terms of individual stocks, the daily limit shares today are as follows: Luoyang Northglass Technology Co.Ltd(002613) (10.06%), Zhejiang Yatai Pharmaceutical Co.Ltd(002370) (9.99%), Hubei Radio & Television Information Network Co.Ltd(000665) (9.95%), Citychamp Dartong Co.Ltd(600067) (9.98%), Hunan Tyen Machinery Co.Ltd(600698) (10.08%). The down limit shares are as follows: China Meheco Group Co.Ltd(600056) (- 9.99%), Pku Healthcare Corp.Ltd(000788) (- 9.98%), Hefu China (- 10.00%), Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) (- 9.97%), Zhejiang Hisun Pharmaceutical Co.Ltd(600267) (- 10.00%).
The top five stocks with turnover rate are: Xiangming intelligent, Harbin Welding Huatong, Biyi, Huarong chemical and Jiangsu Jingxue Insulation Technology Co.Ltd(301010) , which are 62.978%, 59.428%, 56.595%, 49.117% and 48.530% respectively.
In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 100 million yuan, of which the inflow of Shanghai Stock connect exceeded 600 million yuan and the outflow of Shenzhen Stock connect exceeded 500 million yuan.
On the previous trading day (Thursday), the A-share market surged higher, encountered obstacles and fell slightly, the international situation continued to be volatile, investors’ risk aversion increased significantly, the Shanghai index was supported near 3236 points, the trading volume of the two pharmaceutical markets was 920 billion yuan, and the characteristics of the stock game became more and more significant.
Central China Securities Co.Ltd(601375) analysis points out that the current stock index has a weak upward attack, the regional pressure above 3250 is large, and investors have an obvious wait-and-see mentality. Whether the stock index can strengthen again in the future still depends on the boost of policies and the promotion of mainstream hot spots. It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. Investors are advised to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
China International Capital Corporation Limited(601995) believes that from a comprehensive point of view, 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.
