Market review: the index fluctuated in a narrow range, and the coal building materials bank led the increase
Today's index fluctuated narrowly. As of the close, the Shanghai index fell 0.44% to 3252.2, the Shenzhen index fell 1.19% to 1211825, and the gem index fell 1.38% to 265949. SSE 50 fell 0.57% and CSI 1000 fell 1.35%. In terms of sectors, coal (2.01%), building materials (1.42%) and banks (1.39%) led the increase, while power equipment (- 2.71%), non-ferrous metals (- 2.14%) and electronics (- 2.08%) led the decrease. The turnover of the two cities was 1009106 billion yuan, an increase of 5.29% over the previous trading day and 11.35% over the previous five days. 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.
Market focus:
On March 29, Premier Li Keqiang presided over an executive meeting of the State Council to make good use of government bonds, expand effective investment, and promote the improvement of weaknesses and the growth of the economy. The premier pointed out that keeping the economy running smoothly in the first quarter and the first half of the year is very important to achieve the annual goal.
Strategic suggestion: pay attention to the opportunities of infrastructure industry chain under the main line of steady growth
Today's index fluctuated narrowly, and more than 2500 stocks in the two cities fell. The net outflow of main funds was 21.291 billion yuan, mainly flowing into themes such as rural revitalization and real estate.
In terms of the general trend of a shares, the market sentiment has warmed up in the short term, and it is recommended to pay attention to blue chips and steady growth sectors with reasonable valuation in the medium term. The national standing committee will continue to emphasize the stable operation of the economy. At present, there is great pressure on steady growth. Some regions are still affected by the epidemic, and the issuance scale of local special bonds will remain at a high level in the second quarter. The meeting pointed out that we should adhere to the principle of benefiting both the present and the long term, increase investment in areas such as benefiting people's livelihood and making up for weaknesses, and support the construction of new infrastructure and other projects with increased potential and higher level. Reasonably expand the use scope of special bonds, and support public services and other projects with certain benefits on the basis of projects focused on transportation, energy, ecological and environmental protection, affordable housing projects and other fields. Adhere to the principle that funds follow the project, speed up the commencement and construction of the project, form the physical workload as soon as possible, use reform measures and market methods, give play to the role of special debt, attract more social capital investment and support the investment of private enterprises. In terms of real estate, the mortgage interest rate in Suzhou and other places was lowered, and the sales restriction policy in Harbin and other places was relaxed. Under the policy background of steady growth, it is suggested to continue to pay attention to structural opportunities in infrastructure construction, real estate, building materials, banking and other sectors.
