Today, a total of 67 shares rose by the daily limit, including 19 shares connected to the board and 21 shares failed to close the board, with a closing rate of 76% (excluding ST shares, delisted shares and new shares not opened). In terms of individual stocks, Hunan Development Group Co.Ltd(000722) 5 boards, Citic Guoan Information Industry Co.Ltd(000839) 6 days 5 boards, Shanghai Xujiahui Commercial Co.Ltd(002561) , Zhejiang Construction Investment Group Co.Ltd(002761) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Shuangcheng pharmaceutical, Aishida Co.Ltd(002403) all 3 boards. On the disk, 1212 stocks rose and 3402 stocks fell; A few sectors such as coal, real estate and banking closed up, while education, aquaculture, agriculture, digital currency and securities led the decline.
Zhongtai Securities Co.Ltd(600918) believes that from the perspective of capital constraints, the meeting of the financial committee is the “bottom” of the market liquidity crisis, while the influencing factors of economic fundamentals have not reversed. The rebound represented by finance and real estate after the completion of this round of market adjustment is only the “ideal expectation” of the market for the inflection point of fundamentals. Combined with the unexpected epidemic prevention and control in China and its impact, The real policy bottom and market bottom are inseparable from the judgment of the inflection point of the epidemic and the change of liquidity trend. The trend inflection point of the epidemic in Shanghai (including the market’s confidence in the zeroing policy to defeat Omicron and achieve orderly resumption of work and production) and the substantive rescue inflection point of real estate enterprises will be the core driving force of this round of rebound.
Market Overview
Indicators show that the market’s short-term sentiment opened near the 0-axis, and was in a wide shock state. It once entered the upper part of the active area near midday.
In terms of individual stocks, Hunan Development Group Co.Ltd(000722) 5 Lianban led the rise, Citic Guoan Information Industry Co.Ltd(000839) 6 tian5 Lianban, Shanghai Xujiahui Commercial Co.Ltd(002561) , Zhejiang Construction Investment Group Co.Ltd(002761) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Shuangcheng pharmaceutical, Aishida Co.Ltd(002403) . The performance of Lianban stocks has obviously warmed up, and the promotion rate is more than 50%.
In terms of index, the collective auction opened low, and the Shanghai index performed strongly. It fluctuated near the flat line all day, closing up 0.58%. The gem index showed weak performance and closed down 1.83%, mainly affected by heavyweights such as Contemporary Amperex Technology Co.Limited(300750) , China stock market news, Wens Foodstuff Group Co.Ltd(300498) , Aier Eye Hospital Group Co.Ltd(300015) , Chongqing Zhifei Biological Products Co.Ltd(300122) .
Northbound funds sold a total net of 637 million yuan today. The overall difference between the two cities is small, showing a small “V” shape in terms of time sharing. Among them, the net purchase of Shanghai stock market was 459 million yuan and the net sale of Shenzhen stock market was 1.095 billion yuan.
focus sectors and individual stocks
The infrastructure sector continued to be active, Zhejiang Construction Investment Group Co.Ltd(002761) 3 board, Shenzhen Jianyi Decoration Group Co.Ltd(002789) 2 board, Shanghai Geoharbour Construction Group Co.Ltd(605598) 5 day 4 board, huilv ecology, Xinjiang Communications Construction Group Co.Ltd(002941) , Anhui Construction Engineering Group Corporation Limited(600502) daily limit. This direction strengthened sharply in the morning yesterday, and was “rolled in” by the rebound of track stocks. Today’s performance is a weak repair, which means a bit of following the trend of real estate.
The meeting of the central financial and Economic Commission said that infrastructure is an important support for economic and social development. We should coordinate development and security, optimize the layout, structure, functions and development mode of infrastructure, build a modern infrastructure system, and lay a solid foundation for building a modern socialist country in an all-round way. The agency said that on the basis of the 11th meeting of the central financial and Economic Commission held yesterday and in combination with the 23 measures recently issued by the central bank, this will help ensure the joint efforts of infrastructure projects and capital side, accelerate the implementation of major construction projects in the 14th five year plan and form a physical workload.
The real estate sector was once stronger again, with Hongda Xingye Co.Ltd(002002) 305 \ , Chongqingyukaifaco.Ltd(000514) , Financial Street Holdings Co.Ltd(000402) limit. Recently, the property market in many cities has shown signs of loosening. 1) the down payment ratio of the first house loan of a bank in Langfang area has been reduced from 30% to 20%; 2) Foshan Municipal Bureau of housing and urban rural development issued a notice that the purchase of houses will not be restricted after five years; 3) Zhengzhou launched a mortgage interest rate lower than the LPR of more than five years; 4) According to rough statistics, more than 30 cities adjusted their real estate policies due to urban policies in April.
The real estate sector continued to outperform expectations in the second half of March. In April, the sector peaked and entered the ebb tide period. The high-profile board stocks such as Yango Group Co.Ltd(000671) , China Wuyi Co.Ltd(000797) , Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) , Tianjin Hi-Tech Development Co.Ltd(600082) and so on are all a-kill, and the loss effect is also extremely fierce. From the perspective of market behavior, today’s performance is temporarily defined as anti pumping, coupled with yesterday’s rumor refutation, making use of the emotional difference to gain a first hand. Whether the sector can take another wave remains to be verified. Today’s first hand can arbitrage the funds that will benefit from the good news of the Expo holiday tomorrow. Therefore, tomorrow will be more passive. If there is no good stimulation in this direction during the May Day holiday, the opening after the festival may be another rush.
After yesterday’s general rise, today is basically based on short-term funds for profit, and only performance announcement stocks stand out forthe rest of theforthe , Andorra, Sanfangxiang, and many stocks that rose more than 10%. The first quarterly report is coming to an end. In addition to the individual stocks with better performance than expected, you can also pay more attention to the overall good industries.
On the whole, after yesterday’s retaliatory withdrawal, the market today mainly focuses on short-term funds for profit. You can pay attention to whether there will be sectors in the back that can stand out. The reversal of the market will not be achieved overnight. The non main line direction needs to be carefully pursued. The first pullback after panic decline is generally more violent, but we need to beware of the risk of double bottom.
today’s trading limit analysis chart:
