Today, a total of 64 shares rose by the daily limit, with 16 shares connected to the board and 22 shares failed to close the board, with a closing rate of 74% China Wuyi Co.Ltd(000797) , Hainan Ruize New Building Material Co.Ltd(002596) 6 connecting sectors, Cccg Real Estate Corporation Limited(000736) 9 days 8 sectors, Langold Real Estate Co.Ltd(002305) , Chutian Dragon Co.Ltd(003040) 6 days 5 sectors. On the disk, 1554 stocks rose and 3027 stocks fell; Precious metals, chemical fertilizers and pan infrastructure led the increase, while aquaculture, medicine and medical treatment and games led the decline.
Soochow Securities Co.Ltd(601555) pointed out that the main line of market certainty this year is steady growth. Since the first quarter, the trend of infrastructure, real estate and finance has been relatively strong. On the contrary, the growth direction of consumption, science and technology, which has performed strongly in the past two years, has been obviously under pressure. On the one hand, the global interest rate hike has suppressed the growth direction. On the other hand, the repeated epidemic in China has a great impact on consumption, The disk is active, and the funds choose the direction of steady growth, but we should still pay attention to the short-term risks. In April, the debts of many real estate companies expired, the real estate fundamentals have not stabilized, and the market speculation is on the left. In the aftermarket, the short-term growth direction needs to be carefully avoided, especially the varieties sold by institutions. At present, the market value stocks are relatively dominant. Before the Federal Reserve's interest rate hike falls in May, the market is still repeated. In terms of operation, we can focus on the varieties that have been fully adjusted in the early stage and can not be verified, or the prosperity of the first quarter is OK and the performance is deterministic, and carry out low absorption in batches.
Market Overview
Indicators show that the market's short-term emotional bidding rebounded slightly, with a wide range of shocks mainly below the downturn area in the morning and above the downturn area in the afternoon. It has been repaired compared with yesterday, but we need to beware of the risk of secondary freezing point.
In terms of individual stocks, China Wuyi Co.Ltd(000797) , Hainan Ruize New Building Material Co.Ltd(002596) both upgraded to 6-link board, Xinjiang Guotong Pipeline Co.Ltd(002205) 5-link board, Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) 4-link board, the secondary new shares Nanjing Shenghang Shipping Co.Ltd(001205) , Lushan Xincai both fell by the limit yesterday, and newtag, the gem with 2-link board, also fell by the limit yesterday.
In terms of index, the bidding price was slightly higher, and the Shanghai index fluctuated mainly near the flat line throughout the day, closing up 0.47%. The gem index fluctuated relatively greatly, closing down 0.33%. The Kechuang 50 index continued to decline, approaching the base of 1000 points.
Northbound funds sold a total of 627 million yuan today. Among them, the net purchase of Shanghai stock market was 1.063 billion yuan and the net sale of Shenzhen stock market was 1.691 billion yuan.
focus sectors and individual stocks
The real estate sector has been active repeatedly, led by the subdivided REITs direction. The concept shares of the concept shares of the concept of REITs are the concept shares of the concept shares of the concept shares of the concept shares of the concept of Hongda Xingye Co.Ltd(002002) 314 , Beijing Airport High-Tech Park Co.Ltd(600463) , China-Singapore Suzhou Industrial Park Development Group Co.Ltd(601512) , Beijing Electronic Zone High-Tech Group Co.Ltd(600658) limit. In terms of driving force, the main reason is that real estate, as the current main line, has a high degree of capital focus, and it will go long with the slight good news. The placing proportion of the first public offering REITs of this year sold yesterday was about 1.08%, which set a new low in the public placing proportion of public offering REITs products.
The direction of real estate and home decoration in the direction of real estate and home decoration in the direction of home decoration, 0 Shenzhen Quanxinhao Co.Ltd(000007) 97 \ daily limit. In this direction, the capital intervention is relatively deep, and there will be many repeated opportunities later, but the selection of individual stocks is slightly more difficult.
In the direction of infrastructure infrastructure, there was a flood of limit tides staged in the direction of the pan infrastructure direction, where the pan infrastructure direction staged a flood stop tide, the Hongda Xingye Co.Ltd(002002) 307307 628 , Poly Union Chemical Holding Group Co.Ltd(002037) limit. According to the investment data from January to February released by the National Bureau of statistics, infrastructure investment increased by 8.1% year-on-year, 7.7% faster than the whole year of 2021, the number of new projects invested increased by 1.1 times year-on-year, and the total planned investment of new projects increased by 62.8%, which means that the infrastructure industry has made a good start in 2022.
The cement direction continues to strengthen, Hainan Ruize New Building Material Co.Ltd(002596) 6 connecting sector, Ningbo Fuda Company Limited(600724) 2 connecting sector, Sichuan Golden Summit (Group) Joint-Stock Co.Ltd(600678) , Xinjiang Qingsong Building Materials And Chemicals(Group)Co.Ltd(600425) , Inner Mongolia Eerduosi Resources Co.Ltd(600295) . Water conservancy stocks also performed well, Xinjiang Guotong Pipeline Co.Ltd(002205) 5 Lianban, Guangdong Sanhe Pile Co.Ltd(003037) , Zhongyan Technology Co.Ltd(003001) , Senci Electric Machinery Co.Ltd(603109) , Anhui Construction Engineering Group Corporation Limited(600502) daily limit. For the time being, the height and space are relatively limited.
The agency said that real estate is still the pillar industry of China's national economy, and the contribution of the industry itself and the industrial chain to GDP accounts for nearly 30%. However, at present, under the multiple regulation and financial difficulties, the impact on the economy may gradually enter the low drag stage. In view of the recent frequent voices of the government emphasizing stabilizing the economy, steady growth and preventing and controlling financial risks, while stabilizing the economy urgently needs to stabilize the real estate, it is expected that the policy repair at both ends of supply and demand of the real estate industry is expected to accelerate, and will promote the optimization of the industry pattern and further enhance the concentration, and the high-quality real estate enterprises are expected to usher in both quantity and quality.
The chemical fertilizer sector continued to ferment, with Anhui Liuguo Chemical Co.Ltd(600470) , Sichuan Hongda Co.Ltd(600331) , Hubei Xingfa Chemicals Group Co.Ltd(600141) rising the limit, and Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) , Guizhou Chanhen Chemical Corporation(002895) , Qingdao East Steel Tower Stock Co.Ltd(002545) and other sectors closed at one time. In this regard, the current core target is Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , and the late diving caused great negative feedback to the sector. You can pay attention to whether it can be repaired next week.
CHS Inc., the largest agricultural cooperative in the United States, said that Western sanctions against Russia could lead to the interruption of fertilizer supply from Russia. Russia is the world's largest exporter of chemical fertilizers. Its exports of nitrogen, phosphorus and potassium fertilizers are among the highest in the world, of which potassium fertilizer accounts for about 20% of the global supply. The Russian government has called on Chinese producers to stop fertilizer exports, and international shipping companies are avoiding trade with Russia, making fertilizer products more difficult to obtain.
today's trading limit analysis chart:
