On April 8, the A-share market fluctuated and divided. The stock index fell and turned red after rising. Nearly 1600 A-shares rose, of which 78 rose by the limit, led by the sectors of infrastructure, real estate and chemical industry.
As of the close, the Shanghai Composite Index rose 0.47%, while the Shenzhen Component Index and the gem index fell 0.11% and 0.33% respectively. The turnover between the two markets exceeded 920 billion yuan, including 414037 billion yuan in Shanghai and 512401 billion yuan in Shenzhen.
In terms of capital, the data show that there is a small net outflow of 626 million yuan from the North today, including a net inflow of 1.064 billion yuan from the Shanghai Stock connect and a net outflow of 1.69 billion yuan from the Shenzhen Stock connect. The net outflow of the main funds of the two cities was 17.301 billion yuan, and the warehouse building decoration and real estate industry was nearly 5 billion yuan.
capital construction and real estate sectors staged a rising tide
Today, 1553 stocks rose in Shanghai and Shenzhen, of which 78 rose by the limit; 3027 stocks fell, of which 20 fell by the limit. With the number of stocks rising on the Beijing stock exchange, nearly 1600 A shares rose.
Among the Shenwan level industries, building decoration, real estate and building materials industries led the increase, rising by 3.99%, 2.70% and 2.28% respectively. The media, agriculture, forestry, animal husbandry and fishery, medicine and biology industries led the decline, down 2.84%, 1.84% and 1.75% respectively.
In the building decoration sector, the Hualan Group Co.Ltd(301027) 307 , Shenzhen Strongteam Decoration Engineering Co.Ltd(002989) "triple board". In addition, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Communications Construction Company Limited(601800) , China Railway Construction Corporation Limited(601186) , China Railway Group Limited(601390) and other large infrastructure stocks rose sharply.
After yesterday's adjustment, the real estate sector rose again today, setting off a wave of limit. The price limit of Sichuan Languang Development Co.Ltd(600466) , Macrolink Culturaltainment Development Co.Ltd(000620) , China-Singapore Suzhou Industrial Park Development Group Co.Ltd(601512) , China Wuyi Co.Ltd(000797) , Cccg Real Estate Corporation Limited(000736) , Tianjin Tianbao Infrastructure Co.Ltd(000965) , etc. in the sector. Including China Wuyi Co.Ltd(000797) "six link board" Cccg Real Estate Corporation Limited(000736) 9 day 8 board, with a cumulative increase of 119.50% in recent 9 trading days Tianjin Tianbao Infrastructure Co.Ltd(000965) 16 day 12 board, with a cumulative increase of 221.02% in recent 16 trading days, making it the best stock in the market in recent 16 trading days.
Data show that as of the closing on April 6, the total market value of Shenwan real estate industry was 2.14 trillion yuan, an increase of 58 billion yuan over yesterday.
In addition, the building materials sector of the infrastructure and real estate industry chain also had multiple stock price limits, including Ningbo Fuda Company Limited(600724) , Goody Science & Technology Co.Ltd(002694) , Xinjiang Qingsong Building Materials And Chemicals(Group)Co.Ltd(600425) , Sichuan Golden Summit (Group) Joint-Stock Co.Ltd(600678) , Guangdong Sanhe Pile Co.Ltd(003037) , Hainan Ruize New Building Material Co.Ltd(002596) , among which Hainan Ruize New Building Material Co.Ltd(002596) "six link board".
For the infrastructure sector, Guotai Junan Securities Co.Ltd(601211) Securities believes that benefiting from the steady growth and overweight, the epidemic will ease into the peak season, and the infrastructure investment will accelerate the jump. The orders of leading infrastructure companies increased, and the performance is expected to exceed expectations.
basic chemical sector rose sharply
The chemical sector also rose sharply. Shenwanyi basic chemical industry index rose by 1.56%, the "20cm" limit of Jiangsu Boiln Plastics Co.Ltd(301003) , Kunming Chuan Jin Nuo Chemical Co.Ltd(300505) rose by more than 11%, and the "20cm" limit of Anhui Liuguo Chemical Co.Ltd(600470) , Poly Union Chemical Holding Group Co.Ltd(002037) , Hubei Xingfa Chemicals Group Co.Ltd(600141) and other stocks rose.
Recently, the price of chemicals has risen. According to the data of Baichuan Yingfu, as of March 31, the spot prices of monoammonium phosphate and diammonium phosphate were 338333 yuan / ton and 3640 yuan / ton respectively, up 9.73% and 1.11% respectively compared with the end of the previous year. As of April 1, mainstream manufacturers of 95% glufosinate raw powder offered 18 Shenzhen Zhongheng Huafa Co.Ltd(000020) 0000 yuan / ton, and the transaction reference price was raised to 175000180000 yuan / ton.
Wanlian Securities said that domestic demand and external demand resonate and superimpose cost support, and the high prospect of phosphate fertilizer is expected to continue in the short term. It is suggested to pay attention to relevant leading enterprises with cost advantages.
main fund exceeds 1.2 billion yuan to rush to raise Sany Heavy Industry Co.Ltd(600031)
According to the data, there was a slight net outflow of 626 million yuan from the North today, a net outflow of 17.301 billion yuan from the main funds in the two cities, a net inflow of 1616 stocks and a net outflow of 3054 stocks.
Among shenwanyi industries, the net inflow of main capital in construction decoration, real estate and mechanical equipment industries ranked first, with 2.814 billion yuan, 2.048 billion yuan and 646 million yuan respectively. The net outflow of main funds from pharmaceutical, biological, computer and media industries ranked first, with 6.958 billion yuan, 2.703 billion yuan and 2.605 billion yuan respectivelyP align = "center" the main capital flows of the industry today
In terms of individual stocks, the net inflow of Sany Heavy Industry Co.Ltd(600031) , Byd Company Limited(002594) , Hubei Yihua Chemical Industry Co.Ltd(000422) main funds ranked first, with 1.263 billion yuan, 779 million yuan and 580 million yuan respectively Sany Heavy Industry Co.Ltd(600031) is known as "mechanical Mao". It touched the daily limit today, closing up 9.12%, with a total market value of 163.7 billion yuan. As of 5:40 p.m. on April 8, according to the popularity list of individual stocks in China stock market news, Sany Heavy Industry Co.Ltd(600031) ranked first, up 91 places from yesterday.
Andon Health Co.Ltd(002432) , Tianqi Lithium Corporation(002466) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) main capital net outflow amount ranks first, with 1.051 billion yuan, 590 million yuan and 441 million yuan respectivelyP align = "center" Top 10 stocks of net inflow amount of main funds today p align = "center" Top 10 stocks of net outflow amount of main funds today
China Industrial Securities Co.Ltd(601377) said that at present, it is still an emotional repair window, and the index has been shaken and consolidated. We can focus on three directions: real estate, high dividends and the first quarter report exceeding expectations.
Lang Chengcheng, general manager of the research department of Furong fund, said that at present, the market valuation is at the bottom of the historical range, the boom track with high growth is generally adjusted by 20% - 30%, and the valuation has entered a reasonable range. The follow-up steady growth policy continues to work, which is expected to reverse the pessimism of the market. Maintain the judgment of the periodic bottom of the market. It is recommended to make a relatively balanced layout in the bottom grinding period and gradually shift from bargain hunting to growth.
