On Thursday, the three major A-share stock indexes were shaken back, and the Shanghai index was relatively strong with the support of heavyweights. Both the Shenzhen Component Index and the gem index fell by more than 1%. As of the close, the Shanghai composite index reported 325220 points, down 0.44%; The Shenzhen Component Index fell 1.19% and the gem index fell 1.38%. The total turnover of the two cities continued to increase compared with the previous volume, returning to more than 1 trillion yuan.
As of yesterday’s closing, the A-share market in the first quarter officially ended. From the index performance, the three major stock indexes fell across the board: the Shanghai Composite Index, the gem index and the Shenzhen composite index fell by 10.65%, 19.96% and 18.44% respectively. In terms of industry performance, in the first quarter, among the 31 Shenwan industries, the main line of “steady growth” such as coal, real estate and banking became one of the few rising sectors. Among them, the coal and real estate sectors led the increase, with the overall increase of 22.63% and 7.27% respectively. In terms of decline, electronics, national defense and military industry, food and beverage, electrical equipment and other early popular industries fell deeply.
Specifically, on Thursday, coal, building materials and bank stocks continued to remain strong, the concept of digital currency rose sharply in the afternoon, and the Qitian Technology Group Co.Ltd(300061) harvest rose by 20%.
In the afternoon, strong sectors such as real estate and medicine experienced shock and fall 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, and the leading stock China Meheco Group Co.Ltd(600056) opened the trading limit in the afternoon and plunged 9.64% as of the closing. In addition, lithium batteries and other track stocks fell into adjustment again, and Keda Industrial Group Co.Ltd(600499) and other stocks fell by the limit.
In terms of capital, on March 31, BEIXIANG capital bought a net 1.053 billion yuan again Kweichow Moutai Co.Ltd(600519) , China stock market news and Yunnan Energy New Material Co.Ltd(002812) received net purchases of RMB 656 million, RMB 336 million and RMB 213 million respectively Aier Eye Hospital Group Co.Ltd(300015) leads in net sales, amounting to 358 million yuan.
Looking forward to the future, the China Industrial Securities Co.Ltd(601377) strategy team said that the market probability will enter the window period of consolidation of index shock and gradual repair of investor sentiment. In terms of operation strategy, China Industrial Securities Co.Ltd(601377) believes that, on the one hand, the pressure of valuation and capital congestion of science and technology growth stocks has significantly improved. In the emotional repair window, investors are advised to configure the deterministic direction of performance at the “bottom”, such as photovoltaic, semiconductor, energy storage, etc; On the other hand, the direction of “steady growth” is clear, and there is still room for repair in banks, real estate, etc.
Western Securities Co.Ltd(002673) believes that prosperity is still the best defense. Structurally, the performance of the annual report and the first quarter report can be determined, and the prosperity track leaders of new energy, semiconductor, medicine and military industry are expected to usher in phased repair. At the same time, the necessary consumption sectors such as agriculture, food, textile and clothing under inflation expectations are still the main focus of the whole year. Along the clues of epidemic repair, offline economic recovery related industries such as social service, retail, catering, shipping and traditional media are ushering in the layout window period.
