Cailian news agency, April 29, a total of 212 shares rose today, including 28 board shares, 38 failed to close the board, and the closing rate was 85% (excluding ST shares, delisted shares and unopened new shares). In terms of individual stocks, Hunan Development Group Co.Ltd(000722) 6 connected boards, Shanghai Xujiahui Commercial Co.Ltd(002561) , Shanghai Geoharbour Construction Group Co.Ltd(605598) 6-day 5-board, Zhejiang Construction Investment Group Co.Ltd(002761) , Hainan Shuangcheng Pharmaceuticals Co.Ltd(002693) , Aishida Co.Ltd(002403) , Shandong Xinhua Pharmaceutical Company Limited(000756) all 4 connected boards, and Hongde shares on GEM 2 connected boards. On the disk, 4411 stocks rose and 253 stocks fell, with Internet services, education, home appliances, new energy vehicle industry chain and military industry among the top gainers.
Guosheng Securities said that with the confirmation of the downward inflection point of this round of epidemic, the primary drive for risk preference repair has been turned on. Even if the current fundamental environment is more complex and the signal on the right side of the market has not yet appeared, A-Shares have entered the deep value range, and space is more important than time in front of strategic buying points. From the perspective of looking at the short and making the short, it is suggested to expand from two logics: oversold growth and post epidemic supply chain recovery; From the medium-term perspective, continue to pay attention to the three deterministic premiums; “Double stock recommendation + dividend” strategy, and “double stock selection + improvement” strategy.
Market Overview
Indicators show that the market’s short-term sentiment fluctuated mainly below the active area in the morning, strengthened synchronously with the index in the afternoon, and continued to rise above the active area.
In terms of individual stocks, Hunan Development Group Co.Ltd(000722) 6 Lianban led the market, Zhejiang Construction Investment Group Co.Ltd(002761) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Shuangcheng pharmaceutical, Shanghai Xujiahui Commercial Co.Ltd(002561) , Aishida Co.Ltd(002403) all 4 Lianban, and gem refers to Hongde 2 Lianban. Today, only 253 stocks fell, 80 stocks rose more than 11%, and 383 stocks rose more than 9%. Lianban stocks performed strongly, with a promotion rate of more than 50%.
In terms of the index, the collective auction opened higher. In the morning, it was mainly in the shock near the flat line. In the afternoon, it opened higher quickly and entered the state of unilateral strength. The Shanghai index rose 2.41% and the gem index fell 4.11%. The turnover of the two cities was enlarged to 965 billion yuan.
The total net purchase of northbound funds today was 4.246 billion yuan, which was mainly concentrated in Shenzhen market. From the point of time, it was mainly concentrated in the minutes of afternoon opening.
focus sectors and individual stocks
The new energy vehicle industry chain has ushered in the rising tide of the limit. The lithium battery direction Youngy Co.Ltd(002192) 3 connected board, Tianqi Lithium Corporation(002466) , 3-day 2 board, Sinomach General Machinery Science & Technology Co.Ltd(600444) , Yanan Bicon Pharmaceutical Listed Company(002411) , Hunan Corun New Energy Co.Ltd(600478) . In terms of auto parts, nearly 20 shares including Zhengqiang shares, Ningbo Hengshuai Co.Ltd(300969) , Ningbo Dechang Electrical Machinery Made Co.Ltd(605555) , Bethel Automotive Safety Systems Co.Ltd(603596) , etc. rose by the limit. In terms of news, 1) Byd Company Limited(002594) , Chongqing Changan Automobile Company Limited(000625) successively released the results of the first quarter, and the overall performance remained at a good level; 2) The general office of Guangdong Provincial People’s government issued a notice on printing and distributing several measures to further promote consumption in Guangdong Province on the 28th, adding 40000 car purchase indicators in Guangzhou and Shenzhen; 3) The development and Reform Commission of Guangdong Province issued the announcement of subsidies for the purchase of new energy vehicles, giving 8000 yuan / vehicle for the comprehensive use of new energy vehicles to qualified consumers.
Contemporary Amperex Technology Co.Limited(300750) released the results after hours. In the first quarter, the net profit attributable to the parent company was 1.493 billion yuan, a year-on-year decrease of 23.62% and a month on month decrease of 81.75%. Among them, the gross profit decreased sharply, which basically remained between 25% – 30% in previous years and decreased to 14.48% in the first quarter of this year. The impact of this performance on the market and the industry is much greater than that of Sungrow Power Supply Co.Ltd(300274) . During the holidays, many teams should release more professional interpretations, which interested investors can pay attention to.
Real estate, infrastructure, retail department stores and other sectors have performed well, and these directions have maintained high activity in the near future. The positive expectation will be fulfilled at noon today, and there may be other positive stimuli in the follow-up, but the height of the content will not exceed today, and the marginal utility may decrease.
E-commerce concept stocks rose by the limit in the afternoon, and nearly 20 shares including Aoki shares, Hangzhou Onechance Tech Corp(300792) , Shanghai Kaytune Industrial Co.Ltd(301001) , Beijing Zhidemai Technology Co.Ltd(300785) , Guangdong Saca Precision Manufacturing Co.Ltd(300464) , Fanli Digital Technology Co.Ltd(600228) , Nanji E-Commerce Co.Ltd(002127) , etc. rose by the limit. On the news, the meeting of the Political Bureau of the CPC Central Committee proposed to promote the healthy development of the platform economy, complete the special rectification of the platform economy, implement normalized supervision, and introduce specific measures to support the standardized and healthy development of the platform economy. In this direction, individual stocks are basically in a low position, superimposing difficulties and reversing expectations, or have the opportunity to get out of a wave of market.
On the whole, the market has ushered in a sharp rise again. Today’s performance is mainly driven by the news. Consumption, infrastructure and rescue are basically within expectations. Among them, “stepping up the planning of incremental policy tools” is a more noteworthy point. You can pay attention to whether there will be new content in the follow-up. In the “toolbox”, there may be other interesting tools in addition to stimulating consumption and investment in infrastructure.
today’s trading limit analysis chart:
