I. disk view
The market rebounded, and the gem index rose by more than 5%, the largest one-day increase since February 2019. On the disk, the track stocks led by lithium battery rose sharply, and many stocks rose by the limit. Cyclical sectors rebounded collectively, and rare earth, chemical, coal and other sectors rose sharply. In terms of decline, the textile and garment sector continued to adjust. More than 3900 stocks rose in the two markets, with a turnover of 917.7 billion in Shanghai and Shenzhen today. In terms of sectors, hjt batteries, lithium batteries, small metals, chips and other sectors led the rise, while textile and clothing, real estate services, retail, trade and other sectors led the decline. As of the close, the Shanghai index rose 2.49%, the Shenzhen Composite Index rose 4.37% and the gem index rose 5.52%. Northbound funds bought a net 4.359 billion yuan throughout the day, including 129 million yuan sold by Shanghai Stock connect and 4.489 billion yuan bought by Shenzhen Stock connect.
II. message
[disclosure of the latest position list of pension: favored industries such as medicine, nonferrous metals and electronics] Cailian news agency, April 27, with the disclosure of the first quarterly report of Listed Companies in 2022 entering the peak, the latest shareholding trend of pension has gradually surfaced. According to statistics, as of April 27, among the companies that have disclosed the first quarterly report, the figure of pension funds appeared among the top 10 circulating shareholders of 55 companies, including 19 new pension companies, 18 increased their holdings, 7 decreased their holdings and 11 remained unchanged. In the second quarter of the year, 37 new and additional pension companies, mainly distributed in the sectors of medicine and biology, electronics, non-ferrous metals, mechanical equipment, basic chemical industry, building materials and other industries, with more than 3 companies. (SSE report).