On April 14, the three major indexes of A-Shares rose and fell differently. As of the close, the Shanghai index rose 1.22%, the Shenzhen Composite Index rose 1.27% and the gem index fell 0.02%.
On the disk, coal, Baijiu, COVID-19 antigen detection sector rose, chip stocks rose in the afternoon. Adjustment of Internet e-commerce, port shipping and other sectors.
Specifically, the coal sector rose sharply, Anyuan Coal Industry Group Co.Ltd(600397) , Shanxi Coking Co.Ltd(600740) , Pingdingshan Tianan Coal Mining Co.Ltd(601666) limit, power investment energy, Shanxi Coal International Energy Group Co.Ltd(600546) and other stocks followed suit.
Covid-19 detection concept stocks continued to rise, and many stocks such as Shanghai Labway Clinical Laboratory Co.Ltd(301060) , Zhejiangtailin Bioengineering Co.Ltd(300813) , Saili medical, Andon Health Co.Ltd(002432) , etc. rose by the limit.
Who said that a single dose of HPV vaccine can effectively prevent cervical cancer, Chongqing Zhifei Biological Products Co.Ltd(300122) fell 14% and Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) fell more than 9%.
[institutional perspective]
Chuancai Securities:
Overall, the overall valuation of A-Shares at the current time node is lower than the historical average, which has a certain allocation value. It is suggested to pay more attention to the direction of policy support, performance support and undervaluation, such as infrastructure, agriculture, energy industry chain, etc.
\u3000\u3000 Caida Securities Co.Ltd(600906)
Recently, the management has frequently released positive signals, which is conducive to market stability. On the 13th, the national Standing Committee issued a voice to timely use monetary policy tools such as RRR reduction to support the consumption of new energy vehicles. A shares may be stimulated to rebound at the bottom, which is a structural market. Investors should not chase high and focus on low-level blue chip stocks such as new energy vehicles and batteries.
Caixin Securities:
At present, the A-share market is still in the bottom grinding stage. In the short term, it is suggested to move less and watch more, focus on defense, and pay more attention to the fundamentals of the company. The main goal of China’s monetary policy in the second quarter is to broaden credit. The A-share market may continue the blue chip style of real estate, infrastructure, finance and other sectors.
