Today, the three major indexes fell by more than 1%. On the sector, the concept stocks of tariff exemption staged a trading tide, and the concept stocks of cross-border e-commerce were strong all day; In addition, the real estate sector continued to be active, and the agricultural sector rose sharply stimulated by favorable conditions. In terms of individual stocks, more than 2800 individual stocks in the two cities fell, some high-level stocks plunged in the late trading, and China Meheco Group Co.Ltd(600056) and other stocks fell by the limit.
sector
This week's profit-making effect is mainly concentrated in two aspects: on the one hand, the core high-level stocks, the anti epidemic concept and the holding market of the real estate sector, and on the other hand, the low-level sector with a rising limit tide stimulated by the news.
The concept of "anti epidemic" and "anti epidemic" of the real estate sector rebounded sharply, but the concept of "anti epidemic" and "anti epidemic" of the real estate sector fell sharply this afternoon.
In fact, it may not be surprising that the anti epidemic concept failed to maintain a high level after the inertia soared. After all, the practice of funds ambushing medical stocks on Thursday and Friday to game the weekend epidemic news has occurred many times. This ambush "routine" may sooner or later lead to a loss of money effect.
In terms of the low-level and high limit sectors, stimulated by the news of "the United States resumes the tariff exemption list for imported goods from China" this morning, cross-border e-commerce, clothing, household appliances and other related concept stocks staged a high limit tide, Hunan Huasheng Co.Ltd(600156) , Shanghai Dragon Corporation(600630) , Shanghai Sanmao Enterprise (Group) Co.Ltd(600689) , Fujia shares were connected to the board one after another.
In fact, there are many low-level sectors with daily limit tide stimulated by similar news this week, but the persistence is more general. Stimulated by the release of "medium and long term plan for the development of hydrogen energy industry (20212035)", the hydrogen energy sector opened sharply higher in early trading on Wednesday, with Hengguang shares, Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Citychamp Dartong Co.Ltd(600067) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Lanpec Technologies Limited(601798) , and a total of more than 15 stocks rose by the close; Stimulated by the good news of " Zte Corporation(000063) winning the lawsuit", the 5g sector rose in the morning trading on Wednesday, Jilin Jlu Communication Design Institute Co.Ltd(300597) , Sichuan Huiyuan Optical Communications Co.Ltd(000586) , Beijing Tongtech Co.Ltd(300379) letter, Wuhan Fingu Electronic Technology Co.Ltd(002194) and other 10 shares rose, and Zte Corporation(000063) resumed trading in the afternoon.
individual shares
The core high-level market in early trading continued, and Luoyang Northglass Technology Co.Ltd(002613) which became a breaking stock yesterday rose the limit again, followed by Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Tianjin Tianbao Infrastructure Co.Ltd(000965) and Tianjin Tianbao Infrastructure Co.Ltd(000965) also advanced to the eighth consecutive board one after another. In addition, Wankong intelligent manufacturing, which imitates the San Yang Ma (Chongqing) Logistics Co.Ltd(001317) form, accelerated the daily limit this morning.
In short, the short-term atmosphere of yesterday and this morning is similar to that of last December when Andon Health Co.Ltd(002432) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) held together. This round of core stock held together first by Zhejiang Construction Investment Group Co.Ltd(002761) and China Meheco Group Co.Ltd(600056) and then spread to the leading stocks in other sectors.
However, it is worth noting that, as they are still in the cycle with Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) as the core, these two stocks are not driven by other high-level stocks on the board, but continue to make significant adjustments. In this case, the space for high-level stocks on the board may be suppressed. Sure enough, when Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) rushed to the limit, many high-end stocks differed sharply in the late trading, such as Jinghua Pharmaceutical Group Co.Ltd(002349) , Zhejiang Zhongxin Fluoride Materials Co.Ltd(002915) , Yango Group Co.Ltd(000671) , Shenzhen Grandland Group Co.Ltd(002482) , Wankong Zhizao, Chongqing Pharscin Pharmaceutical Co.Ltd(002907) .
aftermarket analysis
In terms of index, as of the close, the Shanghai index fell 1.17%, the Shenzhen composite index fell 1.89% and the gem index fell 2.52%. The turnover of Shanghai and Shenzhen stock markets today was 918.3 billion, a decrease of 1.8 billion compared with the previous trading day. Northbound funds sold a net 3.117 billion yuan throughout the day, including 776 million yuan for Shanghai Stock connect and 2.341 billion yuan for Shenzhen Stock connect.
Today, the three major A-share indexes fluctuated and adjusted throughout the day, and finally chose to adjust downward after a horizontal contraction of 6 trading days above the "policy bottom" formed on March 16. In fact, the back test of historical data found that most of the stock market fell below the tomb sweeping day over the years. Although the index is expected to bottom again next week, the policy bottom below is clear, and the closer it is to the top low or the more it can attract funds to undertake bottom reading.
In terms of sentiment, it rose 1755, an increase of 802 over the previous trading day. Excluding ST shares, unopened new shares and individual stocks of the Beijing stock exchange, the daily limit was 72, an increase of 11 over the previous trading day; There were 38 fried boards, an increase of 10 over the previous trading day; Gem / Kechuang board stocks rose by 4, an increase of 2 over the previous trading day; There were 9 drop limits, with an increase of 5 in the previous trading day.
Today's market sentiment rose first and then declined. In the morning, there were not only two popular sectors, real estate and medicine, which continued to be repatriated by funds, but also high-level stocks such as Luoyang Northglass Technology Co.Ltd(002613) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) . The market sentiment changed suddenly in the afternoon. The watershed between long and short lies in the continuous decline of the afternoon index, the continued decline of Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) and the continuous diving of sentiment indicators to the closing. In this case, the market sentiment may have the inertia of continuing to explore at the beginning of next week.
market highlights
1. China's commodity futures closed up or down, and Shanghai nickel rose more than 12%
On March 25, the closing price of China's commodity futures fluctuated. Shanghai nickel rose by more than 12%, soda ash rose by more than 5%, asphalt and glass rose by more than 4%, coke, iron ore, coking coal and ferrosilicon rose by more than 3%, manganese silicon, hot coil and apple rose by more than 1%. Pulp fell more than 4%, stainless steel, soybean II, soybean oil and urea fell more than 2%.
2. National Health Commission: completely block the community transmission of the epidemic and clear the social surface as soon as possible
On March 25, the joint prevention and control mechanism of the State Council held a press conference today. At the meeting, MI Feng, spokesman of the National Health Commission, said that we should continue to adhere to the general policy of "dynamic clearing". To prevent and control the spread of the epidemic situation, we should make every effort to prevent and control the spread of nucleic acid in the community, and improve the ability of emergency personnel to receive and respond to the epidemic situation as soon as possible.
