The market opened higher all day, led by the gem index. On the disk, the real estate sector was strong all day, and nearly 30 stocks in the sector rose by the limit. Real estate related building materials, cement, property and other sectors rose collectively. Brokerage sector rose sharply, Hongta Securities Co.Ltd(601236) limit. Heavyweights in several sectors rose collectively, Aier Eye Hospital Group Co.Ltd(300015) rose more than 10%, and Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) rose by the limit. In terms of decline, the agricultural related sectors that rose sharply yesterday collectively adjusted today. The overall rise was more or less, with more than 3700 stocks rising in the two cities. The turnover of Shanghai and Shenzhen stock markets today was 958.4 billion, 94.4 billion higher than that of the previous trading day. In terms of sectors, real estate, building materials, dental medicine, securities and other sectors led the increase, while agricultural planting, coal mining, chemical fertilizer, oil and gas mining and other sectors led the decline
sector
After yesterday’s differentiation and consolidation, real estate stocks received the return of funds only one day later, and the degree of return was much higher than expected. As of today’s close, nearly 30 stocks in the sector have been trading. Among them, Tianjin Tianbao Infrastructure Co.Ltd(000965) realizes 10 boards in 11 days, 6 Shanxi Taigang Stainless Steel Co.Ltd(000825) connecting boards and Cccg Real Estate Corporation Limited(000736) 6 days 5 boards. On the whole, the momentum of the real estate sector is like a rainbow, worthy of the strongest main line in the current market. But it should be noted that usually after the climax, there will be differentiation. According to past experience, the following two situations will generally appear in the subsequent differentiation: first, the strong in high-level stocks will remain strong, but those in the back row will become weak first. At that time, the response will still be from the perspective of eliminating the weak and retaining the strong; The second is the active withdrawal of funds from high-level stocks and flow to those low-level back-end stocks. At this time, the follow-up response direction should focus on looking for opportunities for back-end replenishment in the main sector.
On the other hand, the rise of real estate stocks today also successfully activated the collective rise of upstream building materials, cement, coating and other sectors. In fact, the real estate industry has a relatively large industrial chain, in which there is no lack of weight. Therefore, when the market speculation on real estate gradually extends upstream and downstream, the driving effect on the disk will further increase, which will contribute to the continuation of the overall heat of the sector.
In addition to the brilliance of the real estate sector, the track direction also swept away the haze of the previous days. In terms of news, the National Energy Administration issued the guiding opinions on energy work in 2022, which proposed that the proportion of non fossil energy in total energy consumption should be increased to about 17.3%. Stimulated by this news, the leading new energy stock Contemporary Amperex Technology Co.Limited(300750) opened sharply higher in the morning, laying a good foundation for the strong rebound of track stocks today. April is the intensive disclosure period of traditional performance reports. According to the performance forecast released at present, the overall performance of track stocks dominated by new energy stocks still maintains a high growth rate, and the overall prosperity of the industry has not declined. After a more in-depth adjustment in the first half of this year, the originally high valuation of track stocks has also been repaired. Therefore, funds may choose to flow back to those stocks with high performance growth certainty in the follow-up.
individual shares
At present, it is still in the cycle with Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) as the core Tianjin Tianbao Infrastructure Co.Ltd(000965) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) all set a new stage high in reverse contracting, which is a positive stimulus to China Meheco Group Co.Ltd(600056) , Zhejiang Construction Investment Group Co.Ltd(002761) and other early demon stocks. As the saying goes, “both prosperity and loss” and China Meheco Group Co.Ltd(600056) also hit a two wave high today, Zhejiang Construction Investment Group Co.Ltd(002761) is slightly weaker. Compared with today’s market, it is the trend of last Friday. China Meheco Group Co.Ltd(600056) , Zhejiang Construction Investment Group Co.Ltd(002761) these two stocks are not driven by other high-level stocks on the board, but continue to make significant adjustments. In this case, the space of high-level stocks on the board may be suppressed. Sure enough, when Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) rushed to the limit, many high-end stocks were significantly different in the late trading.
It is worth noting that as the Shenzhen Component Index rose by more than 3%, tomorrow Tianjin Tianbao Infrastructure Co.Ltd(000965) does not need to be suspended. Therefore, Tianjin Tianbao Infrastructure Co.Ltd(000965) sees the trend of tomorrow as a wind vane for the mood of short-term high-level stocks. When it rises again, the style of high-level stocks holding together with each other is expected to continue further. On the contrary, once it falls rapidly tomorrow, the high-level stocks will probably usher in a new round of differentiation.
In addition to the dual main line rotation of medicine and real estate, we can also pay attention to the opportunity of high delivery and stock conversion in the follow-up Tianjin Jinrong Tianyu Precision Machinery Co.Ltd(300988) today, it was successfully promoted to the third board. The stock belongs to high transfer and superimposes the local concept of Tianjin. There is still room for further rise in the future. As the market heats up, the overall speculative sentiment may further increase. Whether the stock can lead to a new round of high-speed market speculation in the follow-up is also worthy of continuous attention.
aftermarket analysis
In terms of index, as of the close, the Shanghai index rose 1.96%, the Shenzhen Composite Index rose 3.1% and the gem index rose 4.02%. Northbound funds bought a net 12.726 billion yuan throughout the day, including 6.352 billion yuan for Shanghai Stock connect and 6.373 billion yuan for Shenzhen Stock connect.
Today, the two cities ushered in the long lost general rally. The market stood on 5mA again in the form of rising price and volume, and the gem also approached the 30 day moving average again with a long red with volume. In today’s strong upward momentum, the index still has a certain upward momentum tomorrow. However, according to the early trend of the gem, every time it rises to the 30th line, it will fall under pressure. Therefore, it is worth paying more attention to whether it can make an effective breakthrough tomorrow, and the pressure level of 3330 on the main board is also the focus of follow-up attention. In addition, the net purchase of Beishang all day exceeded 10 billion, coupled with the overall rebound of the disk, which aroused the emotional agitation of the market for the arrival of the bottom reversal. In fact, the real bottom is often established after the event. At the moment when the short trend has not been reversed, it is undoubtedly too hasty to rush to say the bottom because of the sharp rise in a single day.
In terms of sentiment, it rose 3857, 2680 more than the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 79, an increase of 24 over the previous trading day; 29 fried boards, an increase of 3 over the previous trading day; Gem / Kechuang board stocks rose by 19, an increase of 11 over the previous trading day; There were 2 drop limits, 2 less than the previous trading day.
Today’s disk situation basically resonates with the market sentiment, rapidly rising all the way from the low to the high. However, it should be noted that this round of sentiment rise is relatively sudden and the overall situation is not stable. Once there is a great differentiation later, it will still face the risk of ebb tide.
market highlights
1. Central bank: increase financial support for important Shenzhen Agricultural Products Group Co.Ltd(000061) supply of soybeans and oilseeds
Financial Associated Press, March 30 – the people’s Bank of China issued the opinions on doing a good job in financial support in 2022 and comprehensively promoting the key work of rural revitalization, proposing to increase financial support for important Shenzhen Agricultural Products Group Co.Ltd(000061) supplies such as soybeans and oil.
Focusing on promoting the increase of soybean and oil production and the supply of “vegetable basket” products, optimize the allocation of credit resources and continue to increase credit investment. Relying on the main production areas and important logistics nodes, standardize the development of supply chain financial services, and increase financial support for the construction of important Shenzhen Agricultural Products Group Co.Ltd(000061) production and processing, warehousing and preservation cold chain logistics facilities. Actively develop financial products suitable for the characteristics of woody oil plants such as Camellia oleifera, appropriately relax the access threshold, extend the loan period, and support the large-scale planting of Camellia oleifera and the transformation of low yield forests.
2. Ministry of ecology and environment: this year, special actions will be taken to crack down on fraud of carbon emission data
Financial Associated Press, March 30 – Liu Youbin, spokesman of the Ministry of ecology and environment, said today that the quality of environmental data is the “lifeline” of environmental management. The Ministry of ecology and environment has always adhered to “zero tolerance” for fraud of carbon emission data and continued to maintain a high-pressure situation on fraud of environmental data, including carbon emission data. According to Liu Youbin, China’s carbon market has operated smoothly since the launch of online trading in July last year. At present, it is in an important period of development and cultivation.
