On the 28th, the Shanghai and Shenzhen stock markets collectively opened low, followed by a volatile trend. Driven by bank stocks, the decline of the index narrowed. As of the close, the Shanghai Composite Index rose 0.07% to 321450. The Shenzhen Component Index fell 1.02% to 1194994 points. The gem index fell 1.66% to 259413. The real estate sector rose sharply, Tianjin Realty Development (Group) Co.Ltd(600322) and more than 10 other stocks rose by the limit, Tianjin Tianbao Infrastructure Co.Ltd(000965) 9 even the board.
On the disk, Hongmeng concept, real estate, Tianjin Free Trade Zone and other sectors led the two cities. Two wheeled vehicles, Internet e-commerce, small household appliances and other sectors led the decline.
As of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 17992813, with 71 trading limits and 36 trading limits.
In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 8.5 billion yuan, including 4.4 billion yuan from Shanghai Stock connect and 4.1 billion yuan from Shenzhen Stock connect.
In terms of individual stocks, the daily limit shares are as follows: Yango Group Co.Ltd(000671) (10.10%), Tianjin Tianbao Infrastructure Co.Ltd(000965) (9.94%), Zhongnongfa Seed Industry Group Co.Ltd(600313) (9.97%), Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) (10.00%), Hubei Radio & Television Information Network Co.Ltd(000665) (10.05%). The down limit shares are as follows: Sailong Pharmaceutical Group Co.Ltd(002898) (- 10.00%), Changzhou Xingyu Automotive Lighting Systems Co.Ltd(601799) (- 10.00%), Super Telecom Co.Ltd(603322) (- 9.97%), Zhejiang Ausun Pharmaceutical Co.Ltd(603229) (- 9.99%), Zhejiang Yongtai Technology Co .Ltd(002326) (- 10.00%).
The top five stocks with turnover rate are: Wankong Zhizao, Xingtong, FUJIA, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Xiangming intelligence, which are 81.240%, 61.411%, 55.284%, 55.023% and 49.846% respectively.
Northeast Securities Co.Ltd(000686) believes that the bottom of this year’s April continues to shake, and the growth related industries and some high boom industries may be stronger. First, in terms of market trend, the end of the market may be in May, and the trend of shock bottoming may be maintained in April: first, the disturbance of the conflict between Russia and Ukraine and the Fed’s interest rate hike may not be relieved until May; Second, China’s epidemic situation has repeatedly led to the stabilization and recovery of the economy and the implementation of the policy of maintaining growth may not be implemented until May. Secondly, in the direction of the industry, according to the historical recovery, the real estate, building materials, banking, etc. focused on the current growth policy, as well as some high boom industries such as medicine, military industry, TMT and new energy may be dominant.
In terms of configuration, Galaxy Securities suggests that the sectors with high prosperity, smooth logic and good long-term growth in military industry, new energy, semiconductor and other industries can carry out strategic layout, bargain hunting and pay attention to the rhythm of investment; Upstream resource products sector benefiting from global energy shortage; In 2022, there is still a strong opportunity for the economy to rebound under the tight supply and demand of resources. Undervalued + both offensive and defensive financial and real estate sectors.
