China news, Jingwei, April 28 – on April 28, the three major indexes rose or fell. As of the close, the Shanghai Composite Index rose 0.58% to 297548 points. The Shenzhen Component Index fell 0.23% to 1062892 points. The gem index fell 1.83% to 222765. More than 3400 shares fell in the two cities.
On the disk, coal mining and processing, real estate services, property management and other sectors led the two cities. Education, transgenic, smart government and other sectors led the decline.
Real estate stocks took the lead in leading the recovery of the index, Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Langold Real Estate Co.Ltd(002305) , Cccg Real Estate Corporation Limited(000736) , Shenzhen Special Economic Zone Real Estate&Properties (Group).Co.Ltd(000029) and more than 10 stocks rose by the limit; Infrastructure stocks rebounded from shock, and Xinjiang Communications Construction Group Co.Ltd(002941) , Zhejiang Construction Investment Group Co.Ltd(002761) , etc. rose by the limit.
In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 2.3 billion yuan, of which the inflow of Shanghai Stock connect exceeded 1.8 billion yuan and that of Shenzhen Stock connect exceeded 400 million yuan.
In terms of individual stocks, the daily limit shares today are as follows: Hunan Development Group Co.Ltd(000722) (10.01%), Cccg Real Estate Corporation Limited(000736) (10.00%), Zhejiang Construction Investment Group Co.Ltd(002761) (10.00%), Xinjiang Communications Construction Group Co.Ltd(002941) (9.98%), Anhui Construction Engineering Group Corporation Limited(600502) (9.97%).
The down limit shares are as follows: Asahi bio (- 20.00%), Shenzhen Guohua Network Security Technology Co.Ltd(000004) (- 9.96%), Gome communications (- 9.95%), Jiangsu Shentong Valve Co.Ltd(002438) (- 10.03%), Beijing Quanshi World Online Network Information Co.Ltd(002995) (- 10.02%).
The top five stocks with turnover rate are: Hongde shares, aibulu, Shanghai Geoharbour Construction Group Co.Ltd(605598) , temus, Zhejiang Sunrise Garment Group Co.Ltd(605138) , which are 79.313%, 67.317%, 66.952%, 62.867% and 60.574% respectively.
On April 27, after continuous adjustment, the A-share market ushered in an oversold rebound. On the same day, the Shanghai stock index rose 2.49%, the Shanghai and Shenzhen 300 rose 2.94%, and the gem index rose 5.52%.
Ping An Securities believes that the layout of the short-term oversold rebound suggests paying attention to the industries with large previous decline, acceptable fundamentals and policy support, mainly focusing on the manufacturing industry chain, namely power equipment, national defense and military industry, electronics, non-ferrous metals, computers and mechanical equipment. Since the high point in December last year, the Shanghai stock index has declined by 24.27%, and the gem index has declined by 35.54%; Since April, the Shanghai stock index has declined by 9.04%, and the gem index has declined by 14.68%. From the perspective of industry adjustment, the adjustment range of electronics, power equipment and national defense industry since last year has been almost more than 40%, and the decline of automobiles, mechanical equipment, computers, non-ferrous metals and media has also been more than 30%. From the retreat since the high point in March, the decline of electronics, power equipment, national defense and military industry, computers and non-ferrous metals was also more than 30%.
Galaxy Securities Research Report believes that the configuration proposal in May has both attack and defense. The risk of rising commodity prices caused by the continuous supply shock caused by the geographical conflict between Russia and Ukraine can not be ignored. Meanwhile, at the beginning of May, the second interest rate hike and table reduction plan of the Federal Reserve were probably implemented, and the negative sentiment of investors has been basically reflected in the recent sharp decline of a shares. Although the external risk disturbance is still there, we should return our focus to China’s steady growth. Although the epidemic has disturbed China’s economic development, the tone of China’s steady growth will continue to work on the policy side, and investors’ concerns will return to China’s fundamentals. The dawn has come. We need to wait patiently for the policy to work, and investors’ expectations and confidence are restored. The proposed allocation strategy is to find high-quality targets with both attack and defense under the two main lines of steady growth and high prosperity.
(the opinions in this article are for reference only and do not constitute investment suggestions. Investment is risky and should be cautious when entering the market.)
