On March 31, the three major A-share indexes fluctuated and adjusted. The Shanghai Composite Index closed at 3252.2 points, down 0.44%; Gem index reported 265949 points, down 1.38%; Shenzhen composite index reported 1211825 points, down 1.19%.
From the disk point of view, coal, building materials and bank stocks remained strong, the concept of digital currency rose sharply in the afternoon, and strong sectors such as real estate and medicine rose and fell. The turnover continued to break through the two trillion yuan mark.
Data show that in March, the Shanghai Composite Index, Shenzhen Composite Index and gem index fell by 6.07%, 9.94% and 7.70% respectively. The A-share market ended in the first quarter, and the industry bull bear list, top ten bull stocks and top ten bear stocks were announced.
digital currency concept soared
real estate, medicine and other sectors rose and fell
On March 31, the three major A-share indexes fluctuated and adjusted, among which the gem index and Shenzhen composite index both fell by more than 1%. As of the close, the Shanghai Composite Index fell 0.44% to 325220 points; The Shenzhen composite index fell 1.19% to 1211825 points; The gem index fell 1.38% to 265949. The turnover of Shanghai and Shenzhen stock markets exceeded the trillion yuan mark.
Northward capital continues to flow in. According to the data, on March 31, northbound funds bought a net 1.053 billion yuan throughout the day, including 1.729 billion yuan for Shanghai Stock connect and 676 million yuan for Shenzhen Stock connect.
On the face of the disk, the concept of digital currency has soared in the concept of digital currency, with 3 Shenzhen Agricultural Products Group Co.Ltd(000061) \ \35 daily limit.
Coal, building materials, and banking stocks remain strong throughout the day, with strong strength for the entire day. The Hongda Xingye Co.Ltd(002002) 596 %.
Strong sectors such as real estate and medicine surged up and fell back, Everbright Jiabao Co.Ltd(600622) , Cinda Real Estate Co.Ltd(600657) , Tianjin Realty Development (Group) Co.Ltd(600322) , Nanjing Pharmaceutical Company Limited(600713) , Hpgc Renmintongtai Pharmaceutical Corporation(600829) and other stocks opened the trading limit, China Meheco Group Co.Ltd(600056) approached the closing limit, closed the trading limit in the morning, and almost staged a “sky floor” market within the day.
industry bull and bear list released
coal sector led gains
In the first quarter, the three major A-share indexes fell, with the Shanghai index, the gem index and the Shenzhen composite index falling by 10.65%, 19.96% and 18.44% respectively.
From the perspective of industry performance, in the first quarter, four of the 31 industries in Shenwan level rose. Coal, real estate, comprehensive and banking sectors increased by 22.63%, 7.27%, 3.45% and 1.66% respectively.
Performance of the top ten industry indexes with A-share growth in the first quarter
It is worth mentioning that the leading coal and real estate sectors performed very well in the second half of March.
Among the falling industries, the index of electronics, national defense and military industry, automobile, household appliances and food and beverage sectors led the decline, with a decline of more than 20%.
Performance of the top ten industry indexes of A-share decline in the first quarter
top ten bull stocks announced
architectural decoration, medicine and biology
Although the A-share market performed poorly in the first quarter, there were many bull stocks. After excluding the new shares listed in the year, the increase threshold of the top ten bull stocks in the first quarter reached 134.72%.
Performance of the top ten stocks in the first quarter
According to the data, the top ten bull stocks in the first quarter were Zhejiang Construction Investment Group Co.Ltd(002761) , Huitong group, Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , Fujian Start Group Co.Ltd(600734) , China Meheco Group Co.Ltd(600056) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) , Shenzhen Emperor Technology Company Limited(300546) , Lihang technology, Beijing Cuiwei Tower Co.Ltd(603123) . Among them, Zhejiang Construction Investment Group Co.Ltd(002761) increased the most, 374.20%.
From the perspective of industry distribution, two stocks ( Zhejiang Construction Investment Group Co.Ltd(002761) , Huitong group) in the architectural decoration sector have entered the ranks of the top ten bull stocks, and their growth rates rank first and second respectively. Two stocks ( China Meheco Group Co.Ltd(600056) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) ) in the pharmaceutical and biological sector have also entered the ranks of the top ten bull stocks.
top ten bear stocks released
ST shares and media sector are “hardest hit areas”
Data shows that, after excluding the new shares listed within the year, the top 10 bear stocks in the first quarter after the data show that the top 10 bear stocks in the first quarter, after excluding the new shares listed within the year, the data data show that the top 10 bear stocks in the first quarter after the new shares listed within the year, in the first quarter, the top 10 bear stocks in the first quarter in the first quarter, in the order of the first quarter after the data show that data shows that, after excluding the new shares listed within the year, the top 10 bear stocks in the first quarter, in the order of the data data show that after excluding the new shares listed within the year, after excluding the new billion out of the year that was listed in the year, the following in the order of the top 10 bear stocks in the first quarter: the new billion out of the new billion from the market, Luxi Chemical Group Co.Ltd(000830) 0083 Luxi Chemical Group Co.Ltd(000830) 0083 Luxi Chemical Group Co.Ltd(000830) 00835 Northeast Electric Development Company Limited(000585) , with a decrease of more than 52%.
Performance of the top ten stocks in the first quarter
Among the top ten bear stocks mentioned above, there are six ST stocks. In addition, delisting Xinyi, which entered the delisting consolidation period, fell the most, with a decline of 74.38% in the first quarter. From the perspective of industry distribution, there are three stocks in the media sector and two stocks in the electrical equipment sector.
A-Shares with a total market value of 86 trillion yuan
Kweichow Moutai Co.Ltd(600519) still the “first brother”
Data show that as of the end of the first quarter, the total market value of A-Shares was 86.33 trillion yuan.
As of the closing of the closing of the 31 closing on the 31 closing date of the 31 closing on the 31 closing date of the 31 closing date of the 31 closing date of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the closing of the end of the closing of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the end of the closing of the closing of the end of the end of the 31 31 31 31 of the closing of the end of the closing of the closing of the closing of the closing of the end of the closing of the closing of the end of the 31 of the the total market value ranks among the top ten of A-Shares in turn.
The total market value of Kweichow Moutai Co.Ltd(600519) is 2159404 billion yuan, and the market value of Industrial And Commercial Bank Of China Limited(601398) , Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank Co.Ltd(600036) , China Construction Bank Corporation(601939) , Agricultural Bank Of China Limited(601288) is in the range of 100 billion yuan to 170 billion yuan.
The above six are members of the “trillion market value club”, and the market value of the other four stocks is above 800 billion yuan.
The total market value of A-Shares ranked among the top ten stocks in the first quarter
market expected to warm up
a-share structural rebound is expected
At present, the weakening of the impact of overseas market fluctuations on the A-share market is superimposed on the announcement of China’s economic data in the first quarter. Many industry insiders said that with the warming of market expectations, the structural rebound of A-share can be expected.
Xu Fei, an analyst at Wanlian securities, said that in combination with the operation of enterprises from January to February, the industry leaders with performance support are in an advantageous position. It is expected that the macro liquidity will remain stable, the liquidity of the A-share market will be worry free, and the pressure of foreign capital outflow will be reduced. With the warming of market expectations, risk appetite is expected to improve, and pay attention to the sectors with upward prosperity.
Everbright Securities Company Limited(601788) analyst Zhang Yusheng believes that positive factors in the market are brewing and is optimistic about the performance of the A-share market in April. Under the influence of various risk factors, the market performed poorly in March, but at present, the influence of various risk factors is weakening, and the positive factors of the market are gradually accumulating. In addition, when April enters the earnings season, historically, companies with better than expected earnings tend to perform better.
In terms of industry configuration, Xu Fei suggested paying attention to the relevant sectors of “stable growth” and the rebound opportunities in growth sectors, such as semiconductors, artificial intelligence, new materials, cloud computing and other fields.
Zhang Yusheng said that he paid attention to industries and individual stocks whose performance may exceed expectations. In addition, we can tap “steady growth” and investment opportunities in the direction of consumption
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