Test! On Tuesday (March 29), the three major A-share indexes continued to maintain the shock consolidation pattern. The Shanghai composite index remained above 3200. In terms of hot spots, the chemical fertilizer sector soared by more than 5%, and the collective limit of 10 agricultural stocks attracted much attention. Industry insiders generally believe that at present, A-Shares are in the bottom grinding period. How to grasp the investment opportunities?
On Tuesday, the three major A-share indexes collectively closed down. As of the close, the Shanghai Composite Index fell 0.33% to 320394 points, the Shenzhen composite index fell 0.46% to 1189508 points, and the gem index fell 0.06% to 259267 points; The total turnover of the two cities was 864 billion yuan; The net sale of northbound funds was 328 million yuan.
In terms of individual stocks, on Tuesday, the A-share market rose less and fell more. A total of 1177 stocks rose and 3490 stocks fell. Among them, on Tuesday, 70 stocks closed at the daily limit and 25 stocks fell by the limit.
Trading limit of individual stocks on Tuesday (March 29): p align = "center" tabulation: Zhang Ying
It is noteworthy that China's Hong Kong stock market continued to rebound, with the Hang Seng index rising by 1.12% and the Hang Seng state-owned enterprise index rising by 1.58%.
For the trend after the stabilization and rebound of a shares, institutions generally said that the market is still dominated by horizontal shocks, which is expected to gradually usher in the repair market.
China Securities Co.Ltd(601066) Securities believes that the market is expected to recover from disappointment in April, and the undervalued style may be relatively dominant. In terms of industry allocation, it can be mainly carried out in three directions: first, the planting industry chain accelerates the pig cycle of capacity elimination due to the upward feed cost; Second, there are still stable growth real estate leaders expected by the policy in the short term; The third is the booming photovoltaic, military industry and medicine (CXO / in vitro testing / vaccine / traditional Chinese Medicine).
Guotai Junan Securities Co.Ltd(601211) Securities believes that from a strategic point of view, spring will eventually come, and we should also be ready for the coming spring. However, the premise is that investors still need to defend and wait until the demand side policies and fundamental expectations are clear. To maintain the "empty cup" mentality, the short-term market is still dominated by sideways shocks. At the same time, another important factor that cannot be ignored is the transaction structure. The rise of investors' risk-free interest rate is making A-Shares enter the contraction game.
At the same time, public funds, private placement and other institutions also expressed optimistic views on the future market. Lang Chengcheng, general manager of the research department of Furong fund, believes that the impact of the short-term epidemic on the economy and the stagflation concerns caused by the continuous rise of commodities have begun to disturb market sentiment. At present, the market is in the bottom grinding period after a sharp decline. It takes time to repair market confidence under various bad "aftershocks". In the medium and long term, with the gradual bottoming of the economy, the growth sector is relatively dominant. At present, in the period when the economy is still under great downward pressure, it is recommended to allocate relatively balanced and switch to the growth sector on bargain hunting. At the same time, April will usher in the intensive disclosure period of the annual report and the first quarterly report, focusing on grasping the structural opportunities with performance exceeding expectations.
Xia Fengguang, manager of Rongzhi investment fund under private placement paipai.com, said that after the rapid bottom recovery, the market trend is somewhat tangled, and there is a strong atmosphere of caution and wait-and-see. Therefore, we should focus on the medium-term trend at this time. When the current A-share valuation is in the low quantile of the past 10 years, the emotional side is also suppressed at the low level, and the negative expectations are fully included. It is a relatively rare period of long allocation. The probability of medium-term upward is more dominant, and the cost performance of long A-shares is higher. In the industry sector, around the implementation of policies, the undervalued and stable growth sector is still an opportunity for performance. However, the possibility of greater flexibility lies in the theme driven. Some high growth stocks in the early stage are also in a state of oversold, which also has room for rebound.
In terms of hot spots, the chemical fertilizer sector led the rise on Tuesday, and several stocks such as Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Yihua Chemical Industry Co.Ltd(000422) and Hubei Yihua Chemical Industry Co.Ltd(000422) rose by the limit; Internet e-commerce, phosphorus chemical industry, aquaculture, planting and forestry were active; Hongmeng concept sector led the decline, with voice technology, wechat applet, MCU chip, building energy conservation and other sectors leading the decline. Today, wankai new materials landed on the gem, down 10.85%; Fujilai landed on the gem, up 37.72%; Tynkon landed on the gem, up 75.31%.
hot spot I: chemical fertilizer sector soared by more than 5% and 3 shares collectively rose by the limit
The chemical fertilizer sector topped the list on Tuesday, with an increase of 36.5% Hubei Forbon Technology Co.Ltd(300387) and Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) increased by more than 10%, 15.33% and 14.17% respectively Three concept stocks, including Anhui Liuguo Chemical Co.Ltd(600470) , Hubei Yihua Chemical Industry Co.Ltd(000422) and Anhui Sierte Fertilizer Industry Ltd.Company(002538) closed at the limit.
In terms of news, recently, the national development and Reform Commission, together with 11 departments and units, including the Ministry of industry and information technology, the Ministry of finance, the Ministry of ecological environment, the Ministry of transport, the Ministry of agriculture and rural areas, the Ministry of Commerce, the SASAC, the general Administration of customs, the General Administration of market supervision, the China Federation of supply and marketing cooperatives and the State Railway Group, issued a notice requiring local and relevant central enterprises to start from the supply, storage and marketing of chemical fertilizer products and other aspects by enhancing China's chemical fertilizer production and supply capacity Improve the transportation capacity guarantee level of chemical fertilizer and its production raw materials, actively do a good job in reserves, improve the circulation efficiency of chemical fertilizer, strengthen the supervision and coordination of agricultural materials market, and earnestly promote the reduction and efficiency of chemical fertilizer, so as to ensure the stable operation of chemical fertilizer supply and market, support agricultural production in spring and consolidate the foundation of summer grain harvest. Next, the national development and Reform Commission will pay close attention to the situation of China's chemical fertilizer market and urge the implementation of the notice together with relevant parties.
In this regard, Western Securities Co.Ltd(002673) believes that after the peak demand season in China, China's simple fertilizer is expected to increase profits through export, and the performance of relevant enterprises has obvious flexibility. Chinese compound fertilizer enterprises are expected to benefit from the price control of single quality fertilizer and the rise of demand side. Attention to phosphate fertilizer suggestions: Yunnan Yuntianhua Co.Ltd(600096) , Hubei Yihua Chemical Industry Co.Ltd(000422) , Hubei Xingfa Chemicals Group Co.Ltd(600141) ; Attention to potash fertilizer suggestions: Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Qingdao East Steel Tower Stock Co.Ltd(002545) , Qinghai Salt Lake Industry Co.Ltd(000792) ; Attention to nitrogen fertilizer suggestions: Hubei Yihua Chemical Industry Co.Ltd(000422) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Luxi Chemical Group Co.Ltd(000830) ; Attention: .
hot spot 2: batch limit of 10 agricultural stocks Fujian Wanchen Biotechnology Co.Ltd(300972) 20cm limit
On March 29, affected by the news of the package of agricultural support policies, agricultural stocks rose suddenly and performed strongly. As of Tuesday's close, aquaculture, agriculture, forestry, animal husbandry and fishery, pork concept, transgenic, seed industry, soybean, feed and other segments related to agriculture were among the top gainers, all exceeding 2%. Among 10 agricultural stocks, 10 agricultural stocks have a lot of agricultural stocks, among which 10 agricultural stocks have a lot of agricultural stocks, with the Fujian Wanchen Biotechnology Co.Ltd(300972) \ , St Toyo and other stocks also rose by the limit one after another.
In terms of news, the Ministry of agriculture and rural areas released on March 26 that, as an important measure to implement the Rural Revitalization Strategy, it will take multiple measures to promote the green development of agriculture and rural areas this year.
Regarding the investment opportunities in agricultural stocks, Guosen Securities Co.Ltd(002736) said that he was optimistic about the upward trend of grain price boom in 2022. On the one hand, it is good for the planting and seed sector. On the other hand, the rise of the cost of feed raw materials may accelerate the reversal of the pig price cycle, so it is optimistic about the investment opportunities of the pig sector. Specific targets: 1) planting sector: recommend Jiangsu Provincial Agricultural Reclamation And Development Co.Ltd(601952) , and pay attention to Heilongjiang Agriculture Company Limited(600598) . 2) Relevant Shenzhen Agricultural Products Group Co.Ltd(000061) section: recommend Cofco Sugar Holding Co.Ltd(600737) and pay attention to China Hainan Rubber Industry Group Co.Ltd(601118) . 3) Seed sector: recommended Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Beijing Dabeinong Technology Group Co.Ltd(002385) , Shandong Denghai Seeds Co.Ltd(002041) , etc. 4) Recommendations for pig breeding sector: Zhejiang Huatong Meat Products Co.Ltd(002840) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Tecon Biology Co.Ltd(002100) , Dongrui Food Group Co.Ltd(001201) , COFCO Jiakang, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , etc.
