On the first trading day after the Tomb Sweeping Day holiday of a shares, the three major indexes differentiated throughout the day, the Shanghai index rose slightly, and the gem index opened low and fell by more than 1%. The real estate sector continues to be hot, and the steel, building materials, construction and home sectors follow up; Adjustment of semiconductor, power cell, photovoltaic and coal sectors.
Source: Hithink Royalflush Information Network Co.Ltd(300033) ifind
As of the close, the stock index rose 0.02% to 328343 points. The Shenzhen Component Index fell 0.45% to 1217291 points. The gem index fell 1.24% to 263391.
The rise of real estate stocks and education stocks was strong in the afternoon; Semiconductor and photoresist sectors led the decline. Overall, individual stocks rose more and fell less, with more than 3200 stocks rising in the two cities.
The real estate sector rose sharply again, Cccg Real Estate Corporation Limited(000736) 7 even the board. The sharp rise of the real estate sector also led to the collective strength of the real estate industry chain, and the collective rise of steel, building materials and other sectors.
In addition, the education sector was strong throughout the day, and GEM stocks Qtone Education Group(Guangdong) Co.Ltd(300359) rose by the limit.
In terms of decline, track stocks such as semiconductors were in the doldrums all day, Starpower Semiconductor Ltd(603290) fell by the limit.
In terms of individual stocks, the limit shares are as follows: Xinjiang Guotong Pipeline Co.Ltd(002205) (10.00%), Fujian Snowman Co.Ltd(002639) (10.04%), Beijing Jingcheng Machinery Electric Company Limited(600860) (10.01%), Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) (9.99%), Meisheng Cultural & Creative Corp.Ltd(002699) (9.95%). The down limit shares are as follows: Bethel Automotive Safety Systems Co.Ltd(603596) (- 9.99%), Wankong Zhizao (- 9.98%), Guizhou Yongji Printing Co.Ltd(603058) (- 9.99%), Cloud Live Technology Group Co.Ltd(002306) (- 10.05%), Tianjin Hi-Tech Development Co.Ltd(600082) (- 9.92%).
The top five stocks with turnover rate are: Lushan Xincai, Zhongfu Shenying, Sinodata Co.Ltd(002657) , taienkang, Tianjin Jinrong Tianyu Precision Machinery Co.Ltd(300988) , which are 77.417%, 72.482%, 51.587%, 46.663% and 44.649% respectively.
Citic Securities Company Limited(600030) pointed out that the data showed that house prices had significantly adjusted in the third quarter of 2021, but they have stabilized since the fourth quarter. The cases of Zhengzhou and other cities also show that the relaxation of policies has an obvious stimulating effect on transactions. If sales can recover, I believe the recovery of credit environment can be expected. I believe that the fundamentals can stabilize and improve in the second quarter, and the recovery of sales is also the premise of solving the credit problem.
Soochow Securities Co.Ltd(601555) said that it would continue to be optimistic about steel stocks in the medium term. Against the backdrop of historically high profits and historically low valuations, the possibility of carbon neutralization has brought the ceiling of industry supply. In addition, the raw material side has contributed cost dividends again, and steel stocks will usher in a wave of sector opportunities for double rise in performance and valuation.
according to the analysis of Everbright Securities Company Limited(601788) Research Report, the market may have a relatively positive performance in April. On the one hand, quarterly performance is still the supporting factor of the market, on the other hand, factors such as policies will also promote the repair of risk appetite. However, after the first quarterly report, the market may face some downward pressure. Under the downward pressure of profits, it is difficult for the market to have a positive performance, and the inflection point may not appear until the bottom of the economy. The short-term quarterly report exceeds the expectation, and individual stocks may have a good performance. In the medium term, pay attention to the industries that are expected to exceed the expectation.
