On the morning of the 28th, the three major A-share indexes operated in shock, and the Shanghai index fell by more than 1.5% in intraday decline. It turned green again after rising for a time near midday; The trend of Shenzhen Component Index and gem index is weaker.
As of midday closing, the stock index fell 0.13% to 320812 points; The index fell by 1190744% to the deep end; The gem index fell 1.63% to 259483.
On the disk, real estate stocks bucked the market and led the gains in the two cities. Many stocks such as Tianjin Realty Development (Group) Co.Ltd(600322) , Yango Group Co.Ltd(000671) , Dongguan Winnerway Industry Zone Ltd(000573) , Cccg Real Estate Corporation Limited(000736) , etc. rose by the limit. Coal, education, media, banking, port shipping, precious metals, steel and other sectors led the increase. Internet e-commerce, beverage manufacturing, national defense and military industry, power equipment, white appliances, airport shipping, semiconductors and other sectors led the decline.
Up to now, the rise and fall ratio of all trading stocks in Shanghai and Shenzhen is 17432854, with 58 trading limits and 16 trading limits.
In terms of individual stocks, the current limit shares are as follows: Yango Group Co.Ltd(000671) (10.10%), Tianjin Tianbao Infrastructure Co.Ltd(000965) (9.94%), Hubei Radio & Television Information Network Co.Ltd(000665) (10.05%), Meisheng Cultural & Creative Corp.Ltd(002699) (10.00%), Wuhan Fingu Electronic Technology Co.Ltd(002194) (9.97%). The down limit shares are as follows: Ningbo Deye Technology Co.Ltd(605117) (- 10.00%), Sailong Pharmaceutical Group Co.Ltd(002898) (- 10.00%), Zhejiang Ausun Pharmaceutical Co.Ltd(603229) (- 9.99%), Chongqing Pharscin Pharmaceutical Co.Ltd(002907) (- 9.98%).
The top five stocks of turnover rate are: Wankong Zhizao, Xingtong shares, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Fujia shares and temus, which are 59.490%, 48.373%, 48.102%, 47.774% and 37.378% respectively.
In terms of northbound funds, the net inflow of northbound funds in the morning exceeded 2.1 billion yuan, of which the inflow of Shanghai Stock connect exceeded 1.5 billion yuan and that of Shenzhen Stock connect exceeded 600 million yuan.
Last week, the market sentiment was still in the process of repair, the momentum of the index’s further rise was limited, and the callback pressure appeared. The two cities traded 4.76 trillion yuan a week, a month on month decrease of 792.9 billion yuan; Among them, the northward capital continued to flow out, with a net outflow of 12.779 billion yuan throughout the week.
Bohai Securities Analysis believes that after the emotional compensation brought by the meeting of the financial stability Committee, the market is once again plagued by many uncertain factors. The conflict between Russia and Ukraine is complicated and confusing, and the risk of external uncertainty increases; In China, the epidemic has a certain negative impact on the normal production and operation of enterprises. Under the background that the pressure of steady growth is rising due to external factors and China’s epidemic situation, the market may enter the stage of policy game. In the short term, the market will maintain the bottom shock situation before the policy effectively promotes the expected reversal. Industry allocation: Based on the judgment that the index will make up the gap downward, we can pay attention to the sectors with strong rebound after the gold stability meeting, such as coal, agriculture, forestry, animal husbandry and fishery, tourism, aviation, etc., or step back in resonance with the index to complete the adjustment; At the same time, in combination with the easy rise and fall of US inflation and the stagflation risk raised by the Fed’s interest rate increase, it is suggested to pay attention to the allocation opportunities of gold.
