Today’s A-shares all stood up, and the investors were filled with tears. After so many days of decline, they finally ushered in the Jedi counterattack. Fund Jun also saw someone count yesterday that the decline of gem this year is almost the same as that of Russia!
The Shanghai stock index and the Shanghai stock index rose by nearly 2900.5% in May, exceeding the limit in 2019. Let’s take a look at what concerns the stock market today.
As of the close, the Shanghai index rose 2.49% to 295828 points, the Shenzhen Composite Index rose 4.37% to 106529 points, and the gem index rose 5.52% to 226971 points; The total turnover of the two cities was 917.7 billion yuan, and the net purchase of funds from the North was 4.359 billion yuan.
lithium battery, photovoltaic, semiconductor, military industry and other circuit sectors have raised the limit tide
The semiconductor sector rose across the board, with more than 30 shares including Shanghai Fullhan Microelectronics Co.Ltd(300613) , nano core micro, Will Semiconductor Co.Ltd.Shanghai(603501) , Starpower Semiconductor Ltd(603290) and so on rising by more than 10%.
Mianyang Fulin Precision Co.Ltd(300432) , Shenzhen Senior Technology Material Co.Ltd(300568) , Eve Energy Co.Ltd(300014) , Gotion High-Tech Co.Ltd(002074) , Chengxin Lithium Group Co.Ltd(002240) and other stocks rose by more than 50 or more than 10%.
The photovoltaic sector rose sharply, and more than 40 shares such as Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Risen Energy Co.Ltd(300118) , Ningbo Deye Technology Co.Ltd(605117) , Wuxi Shangji Automation Co.Ltd(603185) and so on rose by the limit or more than 10%.
The brokerage sector fluctuated lower, Harbin Hatou Investment Co.Ltd(600864) , Huaan Securities Co.Ltd(600909) , Nanjing Securities Co.Ltd(601990) , Guoyuan Securities Company Limited(000728) , Chinalin Securities Co.Ltd(002945) , Hongta Securities Co.Ltd(601236) , Huaxi Securities Co.Ltd(002926) fell by more than 5%. Analysts said that the market shock adjustment in the first quarter, the pressure on the self operated investment sector of securities companies dragged down the performance, and the overall net profit of the industry is expected to decline by 20%.
Reason for today’s rise Found
multiple news affected the opening of A-Shares on Wednesday:
1. On the evening of the 26th, the CSRC guided public funds to invest in value without style drift;
2. On the 26th, the central financial and Economic Commission made efforts to stabilize growth and promote infrastructure construction; It is also mentioned that we should guide market expectations, clarify policy guidance and principles, and stabilize market confidence. We should strengthen supervision and inspection, carry out follow-up and ask for results, and constantly improve the effectiveness of implementation.
3. The newly confirmed cases of the epidemic in Shanghai continued to decline significantly today, and the data in Beijing was better than expected.
4. In addition, according to a document issued by the investment department on the official website of the national development and Reform Commission, since this year, the national development and Reform Commission has resolutely implemented the decisions and arrangements of the Party Central Committee and the State Council, solidly done a good job in stabilizing investment with relevant parties, actively expanded effective investment and promoted the steady growth of investment. From the situation in the first quarter, the national investment increased by 9.3%, 4.4 percentage points higher than that in 2021, achieved a good start, achieved positive results in stabilizing investment, and made important contributions to the stable start of the national economy.
China Securities Co.Ltd(601066) strategy chief Chen Guo’s latest market view believes that the bulls are waiting for now. Today, the new data in Shanghai continued to decline significantly, the data in Beijing was better than expected, and the social surface in Shanghai was cleared in May and the prospect of residents returning to work in the prevention area is in sight. Chen Guo pointed out that the main logic to obtain income this year is to wait for low position + strong policy, and the latter can only wait until there is great downward pressure on the economy. Since the second half of last year, the tightening trend of real estate has been completely reversed. Now that the central level is determined to stabilize growth, it is inevitable that the follow-up efforts will continue to increase. On the 26th, the central financial and Economic Commission made efforts to stabilize growth, eliminated various differences and made every effort to promote infrastructure, showing its determination to promote economic growth this year. It especially emphasized the timely correction of problems, guided market expectations and stabilized market confidence, and also laid a positive tone for the important meeting on Friday.
The Sino Thai strategy believes that rebound rather than reversal: referring to the experience of Vietnam last year, the real reversal of Chinese factors still needs to wait for the change of epidemic policy; In terms of overseas factors, the inflection point of the Fed’s interest rate hike and table contraction is expected to be at least after the mid-term elections, and the real easing of the Russian Ukrainian war sanctions will be at the end of the year or early next year. Therefore, if the financial committee meeting represents the bottom of market liquidity, the bottom of this round of adjustment will be the “optimistic expectation bottom” of the market for fundamental factors. The overall style of the market will show the characteristics of rapid rotation along the direction of relative dispersion of institutional chips. Therefore, we should dare to bargain hunting layout.
According to the analysis of Huaxia Fund, the market has ushered in a big rebound. On the one hand, the epidemic situation in Shanghai has improved, and the number of newly diagnosed people has dropped significantly on April 26. In terms of epidemic prevention, it is clear to implement “limited personnel, limited areas and limited activities” in areas that have basically cleared the social surface. Under the easing of the epidemic, Shanghai is expected to gradually return to work and production. At the same time, the epidemic situation in Beijing is generally controllable, The previous worries of the market have been greatly alleviated; On the other hand, the cheapness of growth stocks is also an important reason for today’s strong rebound. In the previous micro strategy, we also mentioned many times that growth stocks have been very cost-effective after a sharp decline. The dynamic PE of many companies is even lower than the relatively strong stable growth main line stocks, while the growth is better, which is very attractive to the funds at the bottom.
After the short-term sharp decline and oversold of the index, the marginal improvement of the factors that suppress risk appetite is conducive to the transformation of investor sentiment to optimism and drive the rapid replenishment of OTC funds. The rebound may not be achieved overnight. Whether the market can confirm to get out of the bottom will ultimately need to confirm the change of the national epidemic trend after May Day, and whether the economic fundamentals can have a substantial improvement in the growth rate and structure of social finance under the relay of the steady growth policy. On the whole, with the overall market valuation falling into the historical bottom range, and with all kinds of pessimistic expectations fully digested, although the index may still be repeated, long-term investment opportunities have become more and more positive.
In the direction of rebound, the layout structure of cycle + growth is recommended. Growth stocks with high undervalued value and boom have strong elasticity. At the same time, driven by the main line of stable growth policy, the sustainability of stock price performance is also worth looking forward to.
one person with abnormal nucleic acid found in Sanhe, Hebei
global static management
According to the wechat official account of “wechat Sanhe”, the leading group office for the prevention and control of novel coronavirus infected pneumonia in Sanhe City, Hebei Province, issued a notice on April 27, saying that a person with abnormal nucleic acid test results appeared in Sanhe City on April 27. According to the needs of the epidemic prevention and control work, in order to effectively ensure the life safety and health of the people, after the research and judgment of the leading group for the response to the epidemic situation in Sanhe City, from 14:00 on April 27, The whole city shall be subject to the static management of the whole area, and the nucleic acid detection of all staff shall be carried out.
“unexplained cases of hepatitis in children in Beijing”, refute the rumor
Beijing Municipal Health Commission: the online transmission of “unexplained cases of hepatitis in children in Beijing” is false information
Guan response to false information about unexplained children’s hepatitis cases in Beijing
after verification by the Beijing Municipal Health Commission, the online transmission of unexplained cases of hepatitis in children in Beijing is false information.
There are no cases of hepatitis in children of unknown causes and deaths in our city . In view of the relevant case information reported abroad recently, in order to prevent an emergency and ensure the physical health and life safety of children in the capital to the greatest extent, the Beijing Municipal Commission of Health issued the notice on strengthening the treatment of unexplained children’s hepatitis cases, which aims to remind relevant medical institutions to be vigilant and pay attention to children’s hepatitis patients caused by unexplained causes. In case of such cases, we should find out the causes and strengthen treatment as soon as possible.
April 27, 2022
Changchun: social control will be gradually lifted from the 28th and normal production and living order will be restored orderly
On the afternoon of April 27, Changchun held the 70th covid-19 pneumonia epidemic prevention and control press conference to inform the latest progress of epidemic prevention and control.
At the press conference, Ma Yanfeng, member of the Standing Committee of Changchun municipal Party committee and executive vice mayor, introduced that after careful analysis and judgment, the municipal epidemic prevention and control headquarters decided to gradually remove the city’s social control and orderly restore the normal production and living order from 0:00 on April 28.
police response to Changsha Byd Company Limited(002594) jumping: true, under investigation and rectification
On April 27, Byd Company Limited(002594) employees said that there had been a series of jumping incidents in the company’s staff dormitory in Yuhua District, Changsha, Hunan Province in a week. The employee said that there were three jumping events in a week, and all the jumping people were employees in the factory. On the 27th, the staff of the local police station said that two building jumps occurred in the company’s staff dormitory on the 25th and 26th. The person who jumped on the 25th has unfortunately died. The person who jumped on the 26th was dissuaded by the police on the spot and is now safe. The staff said that relevant rectification work was being carried out on the park of Byd Company Limited(002594) company, and the case was under investigation.
Gazprom:
has completely suspended the supply of natural gas to Bulgaria and Poland
Gazprom said on the 27th that it had completely suspended the supply of natural gas to Bulgarian gas company and polish oil and gas company (pgnig) because it did not pay in rubles. Russia said it would resume gas supply after the other party agreed to use rubles to pay for natural gas.
It is understood that European countries rely heavily on imports of natural gas, and nearly 80% of Bulgaria’s and more than 40% of Poland’s natural gas are imported from Russia.
I hope A-Shares can rise well, at least let everyone have a happy May Day holiday.
