Market Overview
Is the reduction of reserve requirements and interest rates on the way? Is the market imminent?
At present, the index is at a low level in the shock range of nearly one month, and there is a high probability of upward rebound. The news of RRR reduction was released last night. The short-term support point is still yesterday’s 32403235, and then look up at the 30 day moving average of 32603265.
Yesterday’s article “reproduction of this extreme scene, tomorrow’s a shares…” In, we said: when the market confidence is in the early stage of repair, it means that the market may enter a stage of stop falling and rebound. Today, the market also stops falling and rebounds as scheduled.
Facing the internal and external situation and hedging against the downward pressure of the economy, China’s monetary policy still adheres to the principle of “I” as the main tone, and there is still enough room for interest rate and reserve requirement reduction. Yesterday’s meeting called for reserve requirement reduction and expansion of consumption in key areas. We take the five RRR reductions since 2020 as an example. After the announcement of RRR reduction, the probability of subsequent rise of Shanghai stock index and gem is high.
At present, the index is at a low level, the overall valuation is at a low level, and the restorative market is expected to expand gradually. Looking back on the market in 2018, the Shanghai index deviated from the bottom twice in a row, with a 2440 bottom. At present, technically, the gem index also showed a bottom signal: two consecutive bottom deviations, which are rarely seen in history, which is worthy of our attention.
Therefore, on the whole, maintaining yesterday’s view, the weakness of the market has forced the regulators to come up with more favorable policies to stabilize market confidence. With the adjustment of anti epidemic policies and the multi angle force of stabilizing economic policies, we believe that the risk of further panic and fall in the market will be significantly alleviated.
stocks analysis
Strong market shares: strong market shares in a strong market share: followingthe following of the ‘ Guanghui Logistics Co.Ltd(600603) etc.
Guanghui Logistics Co.Ltd(600603) : unified big market + real estate. The company focuses on the investment, operation and supporting services of logistics park and the construction and operation of cold chain logistics projects. On this basis, the company continues to carry out the development and sales of residential and commercial real estate in stages.
Andon Health Co.Ltd(002432) : the performance of the first quarter report exceeded expectations, and the net profit in the first quarter is expected to be 14-16 billion yuan, with a year-on-year increase of 3670743% – 4196563%; In 2021, the company realized a net profit attributable to the parent company of 913 million yuan, with a year-on-year increase of 276.87%.
Better Life Commercial Chain Share Co.Ltd(002251) : infrastructure REITs + new retail. The company successfully issued the first phase of REITs “investment promotion, innovation and Finance – Haifutong – Better Life Commercial Chain Share Co.Ltd(002251) asset support special plan”, and reached in-depth cooperation with JD home in retail.
Beijing Changjiu Logistics Corp(603569) : unified big market. The company is a modern service enterprise providing comprehensive logistics services for the automotive industry Beijing Changjiu Logistics Corp(603569) taking the vehicle transportation business as the core, it provides customers with comprehensive logistics services in vehicle transportation, vehicle warehousing, parts logistics and other aspects.
Yuhuan Cnc Machine Tool Co.Ltd(002903) : Industrial Internet planning. The company is a leading enterprise in China in precision CNC grinding machines and CNC grinding and polishing equipment. Products are widely used in consumer electronics, automotive industry, new materials, instrumentation and other fields.
Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) : the performance of the first quarter report exceeded the expectation. The net profit attributable to the shareholders of the listed company in the first quarter of 2022 is expected to be between 31 million yuan and 35 million yuan, an increase of about 232% to 275% compared with the same period of the previous year.
Pingdingshan Tianan Coal Mining Co.Ltd(601666) : Geopolitics + inflation. It is the largest coking coal production base in central and southern China. The coal varieties mainly include 1 / 3 coking coal, coking coal and fat coal, and the products mainly include power coal and smelting clean coal.
Fujian Dongbai (Group) Co.Ltd(600693) : Dilemma reversal + consumption. The company is a comprehensive company focusing on department store retail. The company is mainly engaged in infrastructure and operation services in commercial consumption scenarios and logistics warehousing scenarios.
Fu Jian Anjoy Foods Co.Ltd(603345) : Dilemma reversal + food. The company is mainly engaged in the R & D, production and sales of quick-frozen hot pot products, quick-frozen noodles and rice products, quick-frozen dishes and other quick-frozen foods.
main trends
(risk warning: there are risks in the stock market, so investment should be cautious. The above contents are only for investors’ reference and are not used as the basis for investment decision-making.)
