This week, the market fluctuated upward driven by heavyweights such as banks and real estate. The Shanghai Composite Index rose 2.19%, the Shenzhen Component Index rose 1.29%, the gem index rose 1.10%, and the Shanghai and Shenzhen 300 index rose 2.43%. Despite the poor performance of A-Shares in the first quarter, Shanghai and Shenzhen A shares made a "good start" together on the first trading day in April. For the market next week, industry insiders believe that with the strength of first-line blue chips, the market is expected to rise in the short term, and the undervalued sector may become the focus of the main attention.
front line blue chips have strengthened
This week, the market showed a pattern of strong Shanghai and deep weakness, and the first-line blue chips mainly promoted the upward trend of the index. The CSI 300 index rose 2.43% this week, leading the major indexes. In terms of stocks, the top 10 weekly gainers for the week of the week of the week of the week of the week of the 300 component share capital of Shanghai and Shenzhen, with the top 10 among the top ten in terms of stocks, and the top ten for the week of the week of the week of the 300 component share capital of Shanghai and Shanghai and the top ten of the week of the week of the 300 component share capital of Shanghai and Shenzhen. The 6018760187 China Merchants Energy Shipping Co.Ltd(601872) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) . It is worth noting that with the continuous strength of the real estate sector, the first-line blue chips represented by China Vanke Co.Ltd(000002) rose sharply The China Vanke Co.Ltd(000002) annual report shows that the company achieved an operating revenue of 452.8 billion yuan in 2021, an increase of 8% year-on-year; The net profit was 22.5 billion yuan, a year-on-year decrease of 45.7%; The basic earnings per share is 1.94 yuan. The dividend ratio hit a record high. The company plans to distribute a total dividend of 11.28 billion yuan, accounting for 50.1% of the net profit attributable to the parent company.
Among bank stocks, the China Citic Bank Corporation Limited(601998) week rose nearly 15%, while the Bank Of Hangzhou Co.Ltd(600926) , Bank Of Jiangsu Co.Ltd(600919) week rose more than 9%. Baijiu sector first suppressed after this week, leading shares Kweichow Moutai Co.Ltd(600519) week rose more than 5%. The Kweichow Moutai Co.Ltd(600519) annual report shows that in 2021, the company achieved an operating revenue of 106.19 billion yuan, a year-on-year increase of 11.88%; The profit was 52.46 billion yuan, a year-on-year increase of 12.34%. It is worth noting that the performance growth of Kweichow Moutai Co.Ltd(600519) direct channels further accelerated, with an operating revenue of 24.029 billion yuan, a year-on-year increase of 81.49%, accounting for 22.6%, and only a year-on-year increase of 0.55% in dealers; At the same time, the sales volume of direct channels reached 5735.7 tons, with a year-on-year increase of about 46%. According to the announcement, Kweichow Moutai Co.Ltd(600519) plans to pay 216.75 yuan in 10, accounting for 52% of the net profit of the year.
sector differentiation increased
While the first-line blue chips rose, the differentiation of theme stocks that took the lead in the early stage has increased recently. Some of the real estate sectors, such as . While the second and third tier varieties represented by Tianjin Hi-Tech Development Co.Ltd(600082) are high and low, and the short-term funds have a strong willingness to settle at high prices. The pharmaceutical sector weakened significantly on Friday, with individual stocks falling by an average of 2.51% and the sector index falling by 1.71%. In addition, the differentiation of a number of strong stocks has increased recently, with Hunan Huasheng Co.Ltd(600156) , Wuhan Fingu Electronic Technology Co.Ltd(002194) , Zoneco Group Co.Ltd(002069) , etc. leading the decline.
The reporter noted that some subject stocks with eye-catching performance in the first quarter performed poorly after entering April, and there were obvious signs of short-term capital cashing. Statistics show that among the 24 stocks that rose by more than 100% in the first quarter, 15 fell by more than 3% on the first trading day in April; Nine fell by more than 9% on Friday, namely Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) , Shenzhen Emperor Technology Company Limited(300546) , Yimikang Tech.Group.Co.Ltd(300249) , Zhejiang Construction Investment Group Co.Ltd(002761) , China Meheco Group Co.Ltd(600056) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , wankongzhi, Luoyang Northglass Technology Co.Ltd(002613) .
Haitong Securities Company Limited(600837) an analyst told the reporter of Dazhong Securities Journal that at present, the market is still at the bottom of shock, and the subject stocks that rose sharply in the early stage obviously lack the financial support of the middle line. The individual stocks that led the rise in the second quarter are likely to emerge from the undervalued sector at the bottom.
pay attention to the low rise varieties
For the market next week, industry insiders believe that with the strength of front-line blue chips, a number of undervalued sectors may become the focus of the main focus. Mr. Chen, senior manager of Huaxin securities, told reporters that the conversion of strong stocks and weak stocks has accelerated significantly recently. It often rises and falls sharply the next day. In the current market, the speculation mode of short-term hot money converges, which often leads to "killing more". In the short term, the rise of banks and real estate sectors is still a supplementary action. The transaction volume of the two cities has not been significantly enlarged recently. It is difficult for heavyweights to continue to strengthen. In the future, it will still be dominated by shock consolidation. In terms of operation, investors should focus on the varieties with low and undervalued value, and do not blindly chase up and down.
Fei Xiaoping, an analyst at Dongguan securities, believes that in March, the manufacturing PMI fell to the contraction range, the production and demand at both ends weakened, and the import and export performance was sluggish. The price index rose continuously, and the PMI of small and medium-sized enterprises was below the boom and bust line. In the service industry, the epidemic has repeatedly disturbed the stable recovery of the service industry. However, with the steady growth policy of the national "two sessions", the service industry is expected to return to the boom and bust line in the future. The national standing committee recently stressed that it will deploy and make good use of government bonds, expand effective investment, and promote the improvement of weaknesses, increase the aftereffect and stable economic growth. It is expected that the follow-up infrastructure will continue to make steady growth, and the construction industry is expected to maintain a high outlook.
