The market fluctuated throughout the day, rising and falling, and the three indexes fell slightly. On the disk, the chemical fertilizer sector rose sharply in the afternoon, and Anhui Liuguo Chemical Co.Ltd(600470) and other stocks rose by the limit. Internet e-commerce concept stocks rose, Nanji E-Commerce Co.Ltd(002127) and other trading limits. Agricultural stocks strengthened, Zhongnongfa Seed Industry Group Co.Ltd(600313) 3 Lianban. In terms of decline, technology stocks such as chips and consumer electronics collectively adjusted. Overall, more stocks fell and less rose, and more than 3500 stocks fell in the two cities.
sector
Agricultural stocks strengthened again in an all-round way, among which Hainan Jingliang Holdings Co.Ltd(000505) completed four boards, Zhongnongfa Seed Industry Group Co.Ltd(600313) realized three boards, Cnfc Overseas Fisheries Co.Ltd(000798) , Zoneco Group Co.Ltd(002069) , Tech-Bank Food Co.Ltd(002124) and other stocks rose by the limit. Agricultural stocks have recently stepped out of the independent market. On the one hand, it stems from the international food crisis caused by the conflict between Russia and Ukraine, and on the other hand, policy support has been made to ensure the production safety of China’s food. Guojun agriculture believes that 1) the crude oil price is high and the overall price is still expected to exceed expectations, laying the tone for the planting Shenzhen Agricultural Products Group Co.Ltd(000061) boom; 2) Affected by the late sowing of wheat, the output is expected to decline slightly in 2022. At the same time, the rise of wheat price weakens the effect of wheat replacing corn, geographical events affect corn imports, and the contradiction between corn supply and demand appears. It is expected that the high outlook of agriculture will continue.
The Internet e-commerce sector also strengthened again. The recent activity of this sector mainly benefited from the news of tariff exemption of some goods in Sino US trade. At present, in the early stage, under the influence of multiple factors such as the rise in the prices of shipping and raw materials, the emotional concerns brought by Amazon’s strong supervision and the higher consumption base of overseas e-commerce, the cross-border e-commerce sector was weak before, and the more tariff exemption this time will help boost the market’s confidence in the export trade environment. Therefore, from the perspective of fundamentals, companies with excellent product management ability and overseas brand awareness will benefit more.
Finally, let’s take a look at real estate. The real estate board has a short-term correction as scheduled. The leading stock Yango Group Co.Ltd(000671) fell by the limit due to the news of debt default. And Citychamp Dartong Co.Ltd(600067) , Yang Guang Co.Ltd(000608) , Sundy Land Investment Co.Ltd(600077) have formed the “a” top. However, the real estate sector as a whole has not been out of control, and there are still individual stocks such as Tianjin Hi-Tech Development Co.Ltd(600082) , Cccg Real Estate Corporation Limited(000736) and so on. Although the main line position of the real estate sector has not been shaken, with the weakening of high-level stocks one after another, the follow-up may accelerate the rhythm of high-low switching within the sector.
individual shares
The two nine board stocks, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) and Tianjin Tianbao Infrastructure Co.Ltd(000965) which have attracted much attention, failed to further realize 10 boards today, and the nine board space suppression maintained by Luoyang Northglass Technology Co.Ltd(002613) still exists. Different from the overall correction of the real estate sector today, the Chinese medicine sector actually rose in the afternoon and set off a rise in the limit. However, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) did not take this opportunity to complete the closure of the board. Instead, it fell quickly after rising, or reflected that some funds began to avoid the high and then go low. Under this market situation, the differences faced by the individual stocks rushing to the 9-link board and the 10-link board will further increase.
Recently, another high-standard stock Luoyang Northglass Technology Co.Ltd(002613) fell again today, with A-TOP doubt. Then the stock will enter a more critical stage of chip game. The better thing is that today’s leading pharmaceutical stock China Meheco Group Co.Ltd(600056) rose again, while infrastructure leader Zhejiang Construction Investment Group Co.Ltd(002761) was also scrambled for funds in the late trading. The return of funds obtained by these two popular targets also reflects that high-end stocks are gradually showing signs of stopping falling. Then whether closely followed Luoyang Northglass Technology Co.Ltd(002613) can stop falling and stabilize tomorrow? If so, please refer to Center International Group Co.Ltd(603098) .
aftermarket analysis
In terms of index, as of the close, the Shanghai index fell 0.33%, the Shenzhen composite index fell 0.46% and the gem index fell 0.06%. The net sales of northbound funds throughout the day was 328 million, including 89.88 million net purchases of Shanghai Stock connect and 418 million net sales of Shenzhen Stock connect. In the afternoon, the northward capital began to flow back, and the outflow range narrowed significantly.
At present, there is no clear stop signal on either the main board or the gem. Under the background of relatively weak market sentiment, the probability of further bottoming down is not low. Therefore, position control still needs to be paid attention to. However, in the process of the decline of the market shock, the theme is repeatedly active, and there are still structural opportunities in the market. Therefore, it is safer to follow the rotation rhythm of the disk, be patient and wait for the main theme callback to stop, and then consider the low connection after it is stable.
In terms of sentiment, it rose 1177, down 622 from the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 55, down 5 from the previous trading day; 26 fried boards, an increase of 1 over the previous trading day; Gem / Kechuang board stocks rose by 8, an increase of 5 over the previous trading day; There were 4 drop limits, 3 less than the previous trading day.
Today, the market sentiment remains in the doldrums. On the whole, it is still falling more and rising less, and the number of high-level stocks has also decreased to a certain extent. Because in the case of low market sentiment, it is still necessary to be cautious and patient, wait for the index to fall to the bottom, and it is safer to find an opportunity to enter the market after the sentiment turns around.
market highlights
1. The United States said it would investigate the tariff evasion of Chinese Cecep Solar Energy Co.Ltd(000591) component manufacturers. Response of the Ministry of foreign affairs
Financial Associated Press, March 29 – Foreign Ministry spokesman Wang Wenbin presided over a regular press conference. A reporter asked that the US side said on Monday that it would investigate whether Chinese Cecep Solar Energy Co.Ltd(000591) component manufacturers evaded us Cecep Solar Energy Co.Ltd(000591) tariffs by operating in four other countries. What’s the spokesman’s comment? Wang Wenbin said I didn’t know the specific situation you mentioned. What I want to emphasize is that the US side’s aggressive trade protectionism will interfere with and undermine the stability of the international industrial chain and supply chain and global cooperation in combating climate change. In the end, it will only eat itself and harm its own interests. We urge the US side to stop unreasonable crackdown on Chinese enterprises. China will take all necessary measures to safeguard the legitimate rights and interests of Chinese enterprises. (surging)
2. Ministry of industry and information technology: establish a relatively perfect intelligent manufacturing standard system in petrochemical industry by 2025
The Ministry of industry and information technology (MIIT) publicly solicited opinions on the guidelines for the construction of intelligent manufacturing standard system in the petrochemical industry (version 2022) (Draft for comments). By 2025, a relatively perfect intelligent manufacturing standard system in the petrochemical industry will be established, and more than 30 key standards in the petrochemical industry will be prepared and revised, basically covering basic commonalities, key petrochemical data and model technologies, key Petrochemical application technologies and other standards; For petrochemical sub industries such as crude oil processing, priority should be given to formulating standards for the application of new generation information technology in special scenarios such as production, management and service, so as to promote the wide application of intelligent manufacturing standards in the petrochemical industry.
