In the morning trading on April 1, the three major indexes collectively opened low and then fluctuated stronger and turned red. As of the morning closing, the Shanghai index rose 0.62%, the Shenzhen Composite Index rose 0.88% and the gem index rose 0.59%.
In terms of funds, on the morning of April 1, northbound funds bought a net 4.254 billion yuan. In addition, as of March 31, the balance of two financial funds in Shanghai and Shenzhen was 1672839 billion yuan, a decrease of 6.813 billion yuan compared with the previous trading day. Among them, the financing balance was 1580691 billion yuan, a decrease of 5.737 billion yuan compared with the previous trading day; The balance of securities lending was 92.148 billion yuan, a decrease of 1.076 billion yuan compared with the previous trading day.
Table: two financial transactions in shenwanyi industry on March 31: p align = “center” prepared by Chu Lijun
For the future market, Huaan Securities Co.Ltd(600909) said that the oversold rebound in the short term is particularly promising, and the undervalued value is not pessimistic in the long term. On the one hand, market risk appetite is expected to improve due to external risk mitigation, and the internal stability policy will continue. On the other hand, there is no risk of short-term macro liquidity, and micro liquidity is expected to improve.
Hithink Royalflush Information Network Co.Ltd(300033) sector: with the advent of Qingming holiday, relevant sectors have received attention from the capital market. As of the morning of April 1, the hotel and catering sector led the rise, port shipping performed strongly, and NFT concept, duty-free stores, scenic spots and tourism, virtual digital people, mobile games, Airport shipping and other sectors performed actively.
Hotel and catering sector rose 5.53%
The hotel and catering sector continued to rise after the opening, and all stocks in the sector rose, including Jinling Hotel Corporation Ltd(601007) , Cloud Live Technology Group Co.Ltd(002306) , Xi’An Catering Co.Ltd(000721) collective daily limit.
Guolian Securities Co.Ltd(601456) said that since 2020, the consumer service industry has become the most severely damaged sector in the epidemic. With the continuous weakening of the impact of the epidemic and the continuous introduction of special favorable policies, the post epidemic recovery prospect of large consumer industry is bright, and this “evergreen” industry has ushered in a good opportunity for investment layout.
Minsheng Securities pointed out in its research report that it is suggested to pay attention to four main lines of recovery logic: first, recommend Zhejiang Ssaw Boutique Hotels Co.Ltd(301073) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) , and Huazhu group, which are at the bottom of the cycle and have a stable logic of long-term growth; Second, recommend Songcheng Performance Development Co.Ltd(300144) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) and China Cyts Tours Holding Co.Ltd(600138) , Wuxi Online Offline Communication Information Technology Co.Ltd(300959) which benefit from the increased penetration of leisure tourism and peripheral tourism, and Changbai Mountain Tourism Co.Ltd(603099) , which benefit from the increased attention of ice and snow tourism; Third, recommend hailun and jiumaojiu, which are expected to be repaired in the same store after the epidemic, have strong growth fundamentals, and are incubating new brands and new business forms. It is suggested to pay attention to Haidilao, Xiabu and Xiabu, the leading restaurant; Fourth, the tax-free sector benefiting from consumption return and consumption upgrading and the human services sector with obvious anti cyclical attribute are recommended, and China Tourism Group Duty Free Corporation Limited(601888) , Beijing Career International Co.Ltd(300662) , which have prominent leading barriers, are recommended.
Port shipping performed strongly
The port and shipping sector performed strongly, with six stocks including Jiangsu Lianyungang Port Co.Ltd(601008) , Shanghai International Port (Group) Co.Ltd(600018) , Chongqing port, etc. collectively trading.
In terms of investment opportunities, East Asia Qianhai Securities said that the rise in commodity prices has brought short-term operating pressure to the airline company, which is difficult to change the industry recovery driven by good medium and long-term demand; Under the influence of geopolitics, the demand for transport capacity of the shipping industry may increase, which is expected to support the rise of shipping prices.
