Today, a total of 77 shares rose by the daily limit, with 16 shares connected to the board and 21 shares failed to close the board, with a closing rate of 78% Guanghui Logistics Co.Ltd(600603) , Fujian Dongbai (Group) Co.Ltd(600693) 5 connecting sector, Better Life Commercial Chain Share Co.Ltd(002251) , Beijing Changjiu Logistics Corp(603569) 4 connecting sector, Yuhuan Cnc Machine Tool Co.Ltd(002903) , Andon Health Co.Ltd(002432) , Dalian Friendship (Group) Co.Ltd(000679) 3 connecting sector. On the disk, 3158 stocks rose and 1349 stocks fell; Coal, covid-19 testing, food and beverage, etc. led the increase, while tourism, port shipping, etc. led the decline.
Aijian Securities said that the market is still in shock consolidation, the weight related to steady growth performs well, the market value of small and medium-sized growth is relatively weak, the market is still in the game of stock funds and the sectors rotate. Geopolitical conflicts are repeated, the epidemic is still under control, and short-term uncertainty still exists, but the development trend is better. The market environment is basically stable and good, so it is not suitable to be pessimistic. Of course, uncertainties still exist, so the market mentality is still cautious, and the shock recovery will be the main rhythm. In this position, we are not sad or happy. We are more involved in market transactions, pay attention to the adjustment risk of high-level theme sectors, and pay attention to the sectors with low start signs.
Market Overview
Indicators show that the market short-term emotional bidding fell below the downturn area. Today, it mainly fluctuated in this range, and the overall fluctuation was significantly lower than that in the near future.
In terms of individual stocks, Dali Pharmaceutical Co.Ltd(603963) which led the rise yesterday closed down by 2.2%, Guanghui Logistics Co.Ltd(600603) , Fujian Dongbai (Group) Co.Ltd(600693) 5 board, Better Life Commercial Chain Share Co.Ltd(002251) , Beijing Changjiu Logistics Corp(603569) , Shanghai Shine-Link International Logistics Co.Ltd(603648) 4 board. Of the 18 stocks in the board yesterday, 8 continued to rise and 8 closed down, mainly logistics stocks.
In terms of index, the gem index fluctuated widely near the flat line, the Shanghai index and Shenzhen composite index showed strong performance, bidding opened higher, crossed the market in the morning, and fell slightly after rising in the afternoon. The transaction volume of the two cities continued to decrease, the northward capital was suspended and reopened on April 19.
focus sectors and individual stocks
The logistics sector is differentiated into a stock that comes from the differentiation of the logistics sector, and the price limit is a stock. The previous row was dominated by the standard of the connecting sector, with the Guanghui Logistics Co.Ltd(600603) 603 , Cmst Development Co.Ltd(600787) , Jiangsu Wanlin Modern Logistics Co.Ltd(603117) , China Railway Materials Company Limited(000927) , etc. fell by more than 6%. This direction has continuously strengthened. Today is the first great differentiation in the true sense. You can pay attention to whether there will be repeated opportunities in the follow-up.
The real estate sector has been repaired today, with the high standard of Cccg Real Estate Corporation Limited(000736) high opening and contraction on the board, Beih-Property Co.Ltd(600791) , Chongqingyukaifaco.Ltd(000514) 2 connecting board, Oceanwide Holdings Co.Ltd(000046) , Metro Land Corporation Ltd(600683) , China Enterprise Company Limited(600675) , Jinke Property Group Co.Ltd(000656) . In the afternoon, the heavyweight stocks represented by Poly Developments And Holdings Group Co.Ltd(600048) rose one after another. From the perspective of market behavior, the repair of the real estate sector today should be the selling point, and there should be many opportunities after full adjustment.
Covid-19 detects the strength of sectors detected by the 19-19-19-19-19, from the stronger sectors detected by the sector, Hongda Xingye Co.Ltd(002002) 432 \ up more than 10%. This direction is mainly driven by performance. The dynamic PE of Andon Health Co.Ltd(002432) is less than twice, and the performance of other covid-19 testing stocks is also very bright.
The coal sector continued to strengthen, Pingdingshan Tianan Coal Mining Co.Ltd(601666) , Anyuan Coal Industry Group Co.Ltd(600397) 2 connecting sectors, Shanxi Coking Co.Ltd(600740) , Yunnan Yunwei Company Limited(600725) , power investment and energy, Beijing Haohua Energy Resource Co.Ltd(601101) limit. This direction is also driven by performance. From the perspective of institutional positions, the track has been terrible. At present, it is mainly coal and gold that continue to stick to.
Chemical industry is expected to become a breakthrough for the organization, Shanghai Chlor-Alkali Chemical Co.Ltd(600618) 2 connecting sector, Inner Mongoliayuan Xing Energy Company Limited(000683) , Sichuan Hongda Co.Ltd(600331) , Northern Copper, Shandong Haihua Co.Ltd(000822) limit. The subject of today's trading limit is mainly soda ash, which can also be classified into performance, inflation and other directions. Since this year, it has been a speculative market, and the institutional ticket has been in a negative state. In the first quarter, it mainly adhered to the two sectors of coal and gold, and the chemical industry is more promising to become a breakthrough.
Yesterday, an organization came out to "work". Shanghai Chlor-Alkali Chemical Co.Ltd(600618) yesterday afternoon, the sector was pulled directly. Today, the whole direction of soda ash continues to strengthen and drive the large chemical sector. As for the direction of chemical industry, we also understand its logic. Funds are relatively recognized. If there is a platform to focus on, it is easier to form positive feedback China Securities Co.Ltd(601066) said that 1) on the supply side, Jiangsu Lianyungang Port Co.Ltd(601008) alkali industry has withdrawn 1.3 million tons. There may be a few expansion projects in the industry in 2022, but the continuous contraction of supply compared with that in 2021 is a deterministic event. 2) On the demand side, the downstream is mainly glass. The continuous increase of global photovoltaic installed capacity brings the demand for photovoltaic glass, which in turn drives the growth of soda ash demand, contributing to the net increase of 800000 tons of demand every year. At present, the main futures of soda ash is 3100 yuan / ton, which is significantly higher than the spot price. After the industry inventory falls, the price may have a large upward space.
On the whole, today's market is regarded as repair, and the direction of chips, food and covid-19 drugs are reversed. The performance and inflation direction are strong. You can pay attention to whether this direction can become a new breakthrough in the market.
today's trading limit analysis chart:
