On the 18th, the long and short sides of A-Shares were locked in a stalemate. The Shanghai stock index once recovered the 3100 point mark, but immediately fell back. The three major stock indexes closed in green, and Kechuang 50 rose slightly by 0.36%. Air transportation, coal mining, phosphorus chemical industry and other sectors fell significantly, and bulls stuck to semiconductor, photovoltaic and other sectors. Industry analysts believe that the recent volume energy has been unable to effectively enlarge and suppress the performance of the index. It is expected that the short-term market will still fluctuate in a narrow range.
photovoltaic sector gradually stands out
In this round of track stock rebound, the photovoltaic sector gradually stood out. The news of European Photovoltaic Building Integration and the speculation of Shanghai Aiko Solar Energy Co.Ltd(600732) dilemma reversal have increased the attention of the short-term sector. On the 18th, the photovoltaic inverter and photovoltaic roof index rose by more than 2%, and the photovoltaic index rose by 1.96% Jiangsu Zhongli Group Co.Ltd(002309) , Clenergy(Xiamen)Technology Co.Ltd(603628) double connecting sector Trina Solar Co.Ltd(688599) , Longji green energy, Ja Solar Technology Co.Ltd(002459) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , etc.
In addition, power equipment, aircraft carrier, energy storage and other sectors were among the top gainers on the 18th. The auto sector rose and fell, and the vehicle index closed up 1.38%, up more than 4% during the session Great Wall Motor Company Limited(601633) rose 5.55% and was closed in the afternoon Sinotruk Jinan Truck Co.Ltd(000951) rose by more than 6% Saic Motor Corporation Limited(600104) , Byd Company Limited(002594) slightly decreased. The semiconductor equipment index rose 1.12%, with Suzhou Huaya Intelligence Technology Co.Ltd(003043) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Hangzhou Chang Chuan Technology Co.Ltd(300604) and others rising.
The trend of air transportation, coal mining, phosphorus chemical industry and other sectors was poor on the 18th, and the index fell by more than 2% China Shenhua Energy Company Limited(601088) , Shaanxi Coal Industry Company Limited(601225) , Yankuang energy, China Coal Energy Company Limited(601898) , Shanxi Coking Coal Energy Group Co.Ltd(000983) have declined one after another. Insurance index and bank index fell nearly 1%. Cro index, salt lake lithium extraction index and Baijiu index fell by more than 1% Kweichow Moutai Co.Ltd(600519) fell slightly, Wuliangye Yibin Co.Ltd(000858) fell more than 1%, and Bank Of Nanjing Co.Ltd(601009) fell more than 3%.
On the whole, on the 18th, stocks rose more or fell less, 2836 stocks rose, 1757 stocks fell, and the trading limit of 117 stocks still reached, indicating that short-term funds are still relatively active. The Shanghai Composite Index closed down 0.25%, the gem index fell 0.16% and the Shenzhen composite index fell 0.20%. The turnover of the two cities was 0.77 trillion yuan, and the net sales of northbound funds throughout the day was 2.277 billion yuan, continuing the inflow and outflow trend of the day and the next day for nearly seven trading days.
insufficient capacity or need to step back
On the 18th, the long and short sides of A-Shares were locked in a stalemate, and the stock index gained and lost 3100 points. After hours analysis of Yuanda investment consultant Wang Yuqian on the 18th showed that: “The daily line of the Shanghai stock index has broken through the downward trend since March 3, but at present, the capacity is insufficient. It is expected that there will be a demand for stepping back. In the short term, pay attention to the support near 3050 points. The gem includes the cross star, which also runs near the downward trend line since March 1 in the short term, and pay attention to the breakthrough strength. The Shanghai Stock Exchange 50 day line has not attacked the gap above, and the short-term trend has not been significantly reversed. If the market wants to break up in this position, the weight should be increased The performance of is also the key, so we should also observe the trend of the weight index in the follow-up. “
Soochow Securities Co.Ltd(601555) believes that at present, the market is close to the 3100 point integer level again. Since there are still many uncertain factors outside China in the recent stage, and there is no obvious inflection point event for the time being, a certain long and short sawing may be carried out around 3100 point in the near future. In terms of operation, investors can choose low positions for short-term operation of hot sectors, and choose the opportunity to increase their positions after the market stabilizes effectively.
On the 18th, although the index fluctuated in a narrow range around the flat line throughout the day, the theme sectors were active in turns, and the disk hot spots also rotated rapidly. In particular, in terms of individual stocks, the two cities reappeared the situation that the rise of 100 stocks stopped. In terms of strategy, Wang Yuqian suggested that investors should ignore the index and focus on individual stocks, focusing on mining individual stock opportunities from the perspective of stepping out of the bottom structure and showing a benign cooperation in recent trading volume. “Of course, given that the market is also facing a shock environment with support under pressure, we still suggest that we continue to do a good job in the management of positions, and we can attack and retreat.”
