The three major indexes opened lower and higher throughout the day, ushering in a good start in April. On the disk, the relevant sectors of the epidemic recovery strengthened, and the tax-free, airport, tourism and other sectors rose sharply. Port stocks strengthened, Nanjing Shenghang Shipping Co.Ltd(001205) 2 connected to the board. In the afternoon, the real estate sector strengthened again and Cccg Real Estate Corporation Limited(000736) 6 connected to the board. In terms of decline, pharmaceutical stocks were depressed throughout the day, and Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Pku Healthcare Corp.Ltd(000788) and other stocks fell by the limit. Overall, individual stocks fell more and rose less, and more than 2600 stocks in the two cities fell. The trading volume of the Shanghai and Shenzhen stock markets shrank by 73.5 billion today, two days lower than that of the Shanghai and Shenzhen stock markets. In terms of sectors, ports, duty-free shops, tourism, airports, mobile games and other sectors led the increase, while traditional Chinese medicine, covid-19 treatment, pharmaceutical commerce, building energy conservation and other sectors led the decline.
sector
Today's anti epidemic concept continues the decline of yesterday afternoon, China Meheco Group Co.Ltd(600056) following yesterday's "sky floor", the limit fell again, and the emotional side ushered in a comprehensive ebb tide. In fact, the concept of anti epidemic has accumulated large profit selling pressure after experiencing the band market. When the core high standard of funds becomes weaker, the funds will naturally choose to flee collectively, and it is inevitable that there will be a desolation of "falling trees and scattered monkeys". From the technical point of view, after yesterday's long shadow line, it fell again today, which can be regarded as a more standard weakening signal, which will continue the pattern of concussion and decline. Therefore, even if the subsequent short-term rebound occurs again, we should first consider on the side of risk control.
Combined with today's disk, there are roughly two flows of funds after escaping from the concept of anti epidemic. One is the post epidemic recovery line. It can be seen that sectors such as tourism, hotel catering and tax exemption have become active. In essence, it still reflects the high-low switching of funds. After more than one month's speculation on the concept of anti epidemic, the whole industrial chain has been fully explored, and the space for further upward speculation has been greatly suppressed, and the speculation expectation has been overdrawn. In contrast, the overall level of the post epidemic recovery concept is still low. Although the actual operation of relevant industries is still affected by the epidemic, the market first gives the expectation of the reversal of the plight of the industry.
The other direction is the weight based on wine making and real estate. The strength of the brewing sector was mainly stimulated by the news. Maotai's official new e-commerce platform "I Maotai" was officially launched and put into trial operation. According to the application results on the first day of APP trial operation, the number of applicants for the four products exceeded one million. Dispelled the market's doubts about the Baijiu industry's sales decline due to the epidemic. In addition, after a long time of in-depth consolidation, the overall valuation of the brewing sector has reached a relatively low level in history, which is also in line with the current style of avoiding high to low market.
In the real estate industry, against the background of the overall ebb tide of high stock sentiment, funds returned sharply again in the afternoon, among which Cinda Real Estate Co.Ltd(600657) , Cccg Real Estate Corporation Limited(000736) , Langold Real Estate Co.Ltd(002305) and other stocks rose by the limit, and the industry weight China Vanke Co.Ltd(000002) also rose by more than 9% in the session. As analyzed in yesterday's review, under the background that the high standards of other sectors have weakened one after another, the money loss effect of front row stocks in the real estate industry has not emerged, while those back row stocks have also strengthened, showing a more benign rotation within the sector. Overall, the current trend of real estate is in line with expectations, and the upward trend of shock is still expected to continue.
individual shares
The ebb tide of high-level emotional stocks has been in a large area. Yesterday, China Meheco Group Co.Ltd(600056) walked out of the "sky floor" and had been warned. Today, the limit of Zhejiang Construction Investment Group Co.Ltd(002761) one word is to determine the ebb tide mood. The high-level stocks that were happy in the morning trading yesterday became "jittery" for a time. High popularity standards such as Luoyang Northglass Technology Co.Ltd(002613) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) and so on all closed at the limit. As has been emphasized in the previous review, China Meheco Group Co.Ltd(600056) and Zhejiang Construction Investment Group Co.Ltd(002761) short-term cycle are two leaders. When they are confirmed to weaken, the subsequent market style may usher in a great change.
Compared with pharmaceutical stocks, the real estate sector is more powerful. Funds returned to real estate stocks significantly in the afternoon, Cinda Real Estate Co.Ltd(600657) is the pioneer of attack. Previously, Shanghai Tongda Venture Capital Co.Ltd(600647) was successfully closed at the opening stage of early trading. The speculation logic of both is to hype AMC, that is, real estate companies and trust companies adopt a new model of "equity transfer + custody operation", and the branch concept of this real estate deserves continuous attention.
aftermarket analysis
As of the close, the Shanghai index rose 0.94%, the Shenzhen Composite Index rose 0.91% and the gem index rose 0.28%. Northbound funds bought a net 4.421 billion yuan throughout the day, including 1.688 billion yuan for Shanghai Stock connect and 2.733 billion yuan for Shenzhen Stock connect.
With the large-scale weakening of high-level stocks, after the outflow of funds from short-term themes, some of them flowed back into the weight white horse and the track, resulting in obvious differentiation between large and small markets. Although the three major indexes closed red, the profit-making effect of the market has not been substantially improved. Among them, the Shanghai Composite Index has benefited from the continuous strength of the real estate sector, showing a trend of shock and rise. However, it should be noted that it will face the test of pressure level 3320 ± 20 in the future. Whether it can make an effective breakthrough is the focus of follow-up attention. In addition, today's shipping leader Cosco Shipping Holdings Co.Ltd(601919) was stimulated by the performance forecast of the first quarter, and the limit rise was extra eye-catching. This may give some enlightenment to the market: after the outflow of funds from short-term themes, whether to accelerate the return to those blue chips with high business cycle and high certainty of performance growth.
In terms of sentiment, it rose 2036, down 54 from the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 73, an increase of 26 over the previous trading day; 12 fried boards, 43 less than the previous trading day; Gem / Kechuang board stocks rose by 4, down 3 from the previous trading day; The limit was 0, unchanged from the previous trading day.
In the context of the weakening of a number of high-level emotional stocks, today's mood also fell slightly as scheduled, gradually approaching the freezing point. Before the market sentiment recovers, the response is still based on risk control.
market highlights
1. National Health Commission: always adhere to the general policy of "dynamic clearing"
Financial Associated Press, April 1. This afternoon, the joint prevention and control mechanism of the State Council held a press conference. At the meeting, MI Feng, spokesman of the National Health Commission, said that we should always adhere to the general policy of "dynamic clearing", wait for no time, be resolute and decisive, and implement various prevention and control measures in every link. We will accelerate the investigation of regional co investigators and risk personnel, do a good job in differentiated and accurate prevention and control at different levels, and curb the spread of the epidemic as soon as possible.
2. State Administration of market supervision: Trial Implementation of vehicle safety sandbox supervision system
Cailian news agency on April 1, the State Administration of Market Supervision issued a notice on the trial implementation of the vehicle safety sandbox supervision system. Vehicle safety sandbox supervision is a mechanism for in-depth safety testing of cutting-edge technologies applied to vehicles in the post market stage. The main purpose is to guide enterprises to find problems, improve design and reduce risks. The object of vehicle safety sandbox supervision is cutting-edge technologies such as environmental perception, intelligent decision-making and collaborative control used in vehicles, or new functions and modes such as automatic driving at all levels and remote upgrading.
