In terms of funds, northbound funds bought a net 5.03 billion yuan yesterday Tongwei Co.Ltd(600438) , Longi Green Energy Technology Co.Ltd(601012) , Zijin Mining Group Company Limited(601899) received net purchases of 421 million yuan, 343 million yuan and 184 million yuan respectively Kweichow Moutai Co.Ltd(600519) net sales ranked first, with an amount of 382 million yuan.
On Monday, the three major A-share indexes showed differentiation, the Shanghai index rose slightly, and the gem index once fell by more than 2%. As of the close, the Shanghai composite index reported 321450 points, up 0.07%; The Shenzhen Component Index fell 1.02% and the gem index fell 1.66%.
In terms of funds, northbound funds bought a net 5.03 billion yuan yesterday Tongwei Co.Ltd(600438) , Longi Green Energy Technology Co.Ltd(601012) , Zijin Mining Group Company Limited(601899) received net purchases of 421 million yuan, 343 million yuan and 184 million yuan respectively Kweichow Moutai Co.Ltd(600519) net sales ranked first, with an amount of 382 million yuan.
Yesterday morning, A shares opened, pressure, Baijiu, two major sectors to take the lead in adjustment, the three index quickly explored. Subsequently, driven by cyclical sectors such as real estate, coal and oil, the disk sentiment warmed up, and the Shanghai index rebounded and fluctuated. However, the gem index still fell significantly, and the market of the two cities showed a differentiation pattern.
Yesterday, Kweichow Moutai Co.Ltd(600519) opened lower, once plummeted by more than 5%, and the share price approached 1600 yuan / share. However, as the stock index rebounded, Kweichow Moutai Co.Ltd(600519) decline narrowed. As of the close, Kweichow Moutai Co.Ltd(600519) fell 1.73% to 166080 yuan / share. Under the influence of Kweichow Moutai Co.Ltd(600519) ‘s leading down, the Baijiu index was once retreated as a whole. Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) fell by more than 6%, Luzhou Laojiao Co.Ltd(000568) , Shede Spirits Co.Ltd(600702) fell by more than 4%, and Wuliangye Yibin Co.Ltd(000858) fell by 3.81%.
On the news side, according to the data of the “today’s wine price” platform, the prices of all kinds of Maotai liquor fell across the board from March 25 to 27, and the “22-year scattered flying” once fell to the price of 2500 yuan. It took less than half a year for the variety to fall from 3000 yuan to 2500 yuan, and other kinds of Chinese Zodiac wine and vintage wine also fell. However, the data on March 28 showed that Maotai prices had rebounded on that day. Some analysts believe that Maotai’s new e-commerce platform is about to go online, and the possible bad news has been exhausted.
Besides Baijiu, the new energy track shares have also been substantially adjusted. Leading stocks Contemporary Amperex Technology Co.Limited(300750) fell 3%, followed by Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Guangzhou Tinci Materials Technology Co.Ltd(002709) and others. At the same time, the real estate sector has raised the limit tide again. Tianjin Tianbao Infrastructure Co.Ltd(000965) has been nine connected boards, and many stocks such as Yango Group Co.Ltd(000671) , Tianjin Realty Development (Group) Co.Ltd(600322) and so on have risen the limit.
Coal, petroleum, petrochemical and other resource cyclical stocks strengthened one after another. The leading stock China Shenhua Energy Company Limited(601088) rose 7.51%, and the intraday increase was more than 8%. On the news side, China Shenhua Energy Company Limited(601088) recently again threw out a cash dividend plan of more than 50 billion yuan, far exceeding market expectations. Yankuang energy, Pingdingshan Tianan Coal Mining Co.Ltd(601666) and other stocks rose, while Petrochina Company Limited(601857) , China Petroleum & Chemical Corporation(600028) both rose by more than 3%.
Citic Securities Company Limited(600030) strategy team said that affected by the epidemic, the necessity and urgency of the “steady growth” policy have increased rapidly, and it is expected that a number of policy combinations will be gradually launched and form a joint force. Specifically, the policy options include: strengthening the backing of real estate policy, reinvigorating the total tools of monetary policy, reducing fiscal taxes and fees and accelerating the implementation of expenditure projects, accelerating the formation of physical workload of infrastructure investment, and the implementation of local government relief plans for micro entities.
It is suggested that the “low-level” and “stable varieties” should be in the main line of “low-level” and “relatively stable” growth, including the main line of “low-level investors’ valuation.
