Jufeng investment adviser: Gem index fell 1%, and cyclical stocks performed strongly

panel overview

On Tuesday, A-Shares rose and fell, and the Shanghai index saw around 3200 points. On the disk, chemical fertilizer, pesticides and veterinary drugs, coal, agriculture, animal husbandry, feeding and fishing, oil, mining, railways and highways, non-ferrous metals, photovoltaic, electric power, shipping ports and other industries led the increase; Semiconductors, biological products, medical services, shipbuilding, commercial department stores, cement and building materials, precious metals, medical devices and brewing industries led the decline. In terms of subject stocks, glyphosate, locust control, transgenic, aquaculture, chicken concept, pork concept, phosphorus chemical industry, ecological agriculture, chemical raw materials, etc. led the increase; Cro, unified market, automobile chips, underground pipe network, covid-19 detection, gallium nitride, lidar and other industries led the decline.

message surface

first quarter GDP increased by 4.8% year-on-year, and the national economy started smoothly

According to preliminary accounting, China's GDP in the first quarter was 270178 billion yuan, a year-on-year increase of 4.8% at constant prices, and a month on month increase of 1.3% over the fourth quarter of 2021. By industry, the added value of the primary industry was 1095.4 billion yuan, a year-on-year increase of 6.0%; The added value of the secondary industry was 106187 billion yuan, an increase of 5.8%; The added value of the tertiary industry was 153037 billion yuan, an increase of 4.0%.

many places moderately liberalize the purchase and sales restrictions, and the downward trend of real estate sales will be alleviated

In response to the future trend of the real estate market, the spokesman of the National Bureau of Statistics said that although the current real estate sales are still declining, the decline in real estate sales in some areas is narrowing with the moderate liberalization of purchase and sales restrictions in many places and the reduction of the threshold for the use of provident fund. With the improvement of the long-term mechanism of real estate and actively meeting the demand for real estate housing, the downward trend of national real estate sales will be alleviated.

is the sixth wave breaking in history coming? The breaking rate of new shares in April exceeded 80%

The breaking rate of new shares listed in April is increasing. As of April 18, more than 80% of the 13 new shares listed in the month have broken. The seven new shares listed on the science and innovation board and gem last week (April 11-15, the same below) have all broken, and anda intelligence, Guanlong energy saving and C Junxin, which are the top losers, have all fallen by more than 20% in just a few trading days.

Jufeng viewpoint

Pre market judgment: integrated circuits, new energy vehicles, photovoltaic, wind power, biomedicine and other track stocks have just stopped falling and rebounded. If they continue to strengthen, A-Shares can really tamp the bottom

The three major A-share indexes opened mixed, with the Shanghai index opening down 0.11%, the Shenzhen Composite Index opening flat, the gem index opening down 0.13%, and glyphosate, GM, chicken raising, corn, coal and other slightly higher; Community group purchase, retail, property management, gold, duty-free shops, unified market, real estate, etc. opened at a low price of more than 1%. The real estate sector is seriously divided: yesterday's "sky floor" of Cccg Real Estate Corporation Limited(000736) , Chongqingyukaifaco.Ltd(000514) , Langold Real Estate Co.Ltd(002305) all call auction word limit, Risesun Real Estate Development Co.Ltd(002146) , Beih-Property Co.Ltd(600791) limit; At the same time, Everbright Jiabao Co.Ltd(600622) , Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) impacted the daily limit.

After opening, photovoltaic, wind power, lithium battery, motor and other track stocks continued to rebound, while the semiconductor sector led the decline due to the Will Semiconductor Co.Ltd.Shanghai(603501) limit. In addition, the cro sector performed poorly, and the gem index fell by more than 1%. The Shanghai Stock Index repeatedly saw around 3200 points due to sector rotation. Specifically, agriculture, chemical fertilizer, coal, steel, oil and other sectors rose, but insurance, shipping, decoration and other sectors fell

investment suggestions: at present, the factors that suppress the sentiment of A-share investors are still geopolitics, the contraction of the US dollar, China's epidemic and other factors. The steady growth policy will provide support for A-shares the central bank announced a 0.25% reduction in the reserve requirement, which was widely interpreted as lower than expected by the market. However, Shanghai announced to orderly promote the resumption of work and production of enterprises, weakening the recent panic of a shares; The lower than expected GDP in the first quarter strengthened the expectation of steady growth, so the market is still difficult to break the pattern of box shock the market bottomed again. From the perspective of market style, blue chips that underestimated the low price made up for the decline, and growth stocks that overestimated the high price oversold and rebounded medium term bargain hunting can focus on three main lines: first, companies whose quarterly growth exceeded expectations; Second, new and old infrastructure benefiting from steady growth; Third, aviation, airport, tourism and other sectors facing the inflection point in the post epidemic era. For some of the sectors that have risen sharply, they can be cashed at high prices.

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