today, the three major indexes of A-Shares recovered collectively, “monkeypox concept stocks” rose sharply, and cyclical stocks were fully active. Analysts said that the A-share market has been at a medium and long-term low and will continue to fluctuate for the better on the whole
On May 23, the three major A-share indexes recovered in the afternoon. The Shanghai index rose 0.01%, the Shenzhen composite index fell 0.06% and the gem index fell 0.3%. More than 3400 stocks in the two cities were popular, and more than 100 stocks rose by the limit or more than 10%. The daily turnover of the two cities was 859.6 billion yuan; Northbound funds sold a net 5.744 billion yuan.
On the disk, the whole vehicle sector rose sharply in the afternoon, Zhongtong Bus Co.Ltd(000957) walked out of the seventh connecting sector, Anhui Ankai Automobile Co.Ltd(000868) , Yangzhou Yaxingmotor Coach Co.Ltd(600213) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) closed the daily limit; Intellectual property protection led the rise in the whole day, Dook Media Group Limited(301025) “20cm” limit, Central China Land Media Co.Ltd(000719) , Chengdu B-Ray Media Co.Ltd(600880) , Heilongjiang Publishing & Media Co.Ltd(605577) , etc; Salt lake lithium extraction sector rose sharply, Tibet Summit Resources Co.Ltd(600338) , Tibet Mineral Development Co.Ltd(000762) limit Palm Eco-Town Development Co.Ltd(002431) stage floor and ceiling. Monkeypox stocks rose sharply.
Analysts believe that at present, the A-share market has been at a medium and long-term low, so we need to be patient. There will still be some pressure on the external situation and China’s economy, but China’s policy level is warm, liquidity continues to be loose, and the overall position and valuation of the market are not high, so it will continue to fluctuate for the betterP align = “center” monkeypox concept outbreak
Monkeypox concept stocks rose sharply, Shanghai Zj Bio-Tech Co.Ltd(688317) “20cm” limit, Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) , youningwei and other stocks rose sharply. Then there was a partial decline, and the sector continued to be in the stage of divergence.
On the news side, Shanghai Zj Bio-Tech Co.Ltd(688317) said at the performance briefing that the company’s monkeypox virus nucleic acid detection kit had been sold to Oman, Congo, Uganda and other countries and regions in the past. The existing monkeypox virus kit products have sufficient material reserves. If the subsequent demand expands, the production plan will be adjusted quickly according to the order situation to meet the needs of customers.
Since the first case of monkeypox was first confirmed in Britain on May 6 this year, monkeypox virus has spread to more than 10 countries such as the United States, Canada and Australia. According to the who, the mortality of some monkeypox viruses may reach 10%.
At present, Shanghai Zj Bio-Tech Co.Ltd(688317) , Sansure Biotech Inc(688289) , Daan Gene Co.Ltd(002030) and other listed companies have announced that they have reserved monkeypox virus nucleic acid detection kits.
Dongguan Securities Research Report believes that many countries have found monkeypox cases, and there may be theme investment opportunities for short-term relevant testing reagent companies. In the medium and long term, we still need to return to fundamentals. It is suggested to pay attention to the high-quality stocks in the segments with good performance and sufficient growth potential or the high-quality leaders whose performance is expected to usher in an inflection point.
Guo Shiliang, an independent financial commentator, said in an interview with the reporter of the international finance news, “monkeypox has certain uncertainty, and the potential impact and transmission speed are still unknown, but the market may hype the concept stocks of testing agents or related vaccines, but the stock price trend depends on the subsequent changes of monkeypox. If the transmission impact is controlled, the concept hype may come to an end.”P align = “center” Zhongtong Bus Co.Ltd(000957) 7 connecting board
In the afternoon, the automobile sector strengthened as a whole, and the sector set off a wave of limit trading, Anhui Ankai Automobile Co.Ltd(000868) , Zhejiang Qianjiang Motorcycle Co.Ltd(000913) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Yutong Heavy Industries Co.Ltd(600817) , Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) , Jiangsu Tongda Power Technology Co.Ltd(002576) , Guilin Fuda Co.Ltd(603166) .
Among them, Zhongtong Bus Co.Ltd(000957) goes out of 7 connecting sectors. Guo Shiliang said, Zhongtong Bus Co.Ltd(000957) the market is dominated by hot money speculation, and low and medium market capitalization stocks are equipped with some popular concepts, which makes it easier to get market speculation.
Intelligent electric vehicle ETF (516380) rose strongly in the afternoon, rising 0.54% as of the close, rebounding more than 17% since the bottom of the stage on April 27.
Citic Securities Company Limited(600030) research report said that the global trend of vehicle electrification is clear, and overseas battery manufacturers accelerate the layout. High quality models of mainstream car companies have been launched continuously to improve the prosperity of the industry, and the upward trend of the industry is clearP align = “center” cultural media soared
Today, the cultural media sector led the rise in opening Dook Media Group Limited(301025) “20cm” limit, Zhejiang Daily Digital Culture Group Co.Ltd(600633) , Heilongjiang Publishing & Media Co.Ltd(605577) , People.Cn Co.Ltd(603000) , Zhejiang Huamei Holding Co.Ltd(000607) and other more than 10 stocks rose, with Jiangsu Zitian Media Technology Co.Ltd(300280) , Col Digital Publishing Group Co.Ltd(300364) and other stocks leading the rise.
Dook Media Group Limited(301025) 2021 annual report shows that the company achieved an operating revenue of 519 million yuan in 2021, with a year-on-year increase of 27.25%; The net profit attributable to the shareholders of the listed company was 672545 million yuan, a year-on-year increase of 30.46%.
In terms of news, the general office of the CPC Central Committee and the general office of the State Council issued the opinions on promoting the implementation of the national cultural digitization strategy, launched eight key measures to help the construction of cultural digitization infrastructure and service platform, and supported digital cultural enterprises meeting the attributes of science and innovation to be listed and financed on the science and innovation boardP align = “center” cyclical stocks are fully active
Affected by the adjustment of export policies in India and Indonesia, A-share cyclical varieties and cyclical stocks have strengthened in an all-round way, and chemical fertilizer, nonferrous metals and other sectors have been active. Among them, chemical fertilizer stocks Sichuan Guoguang Agrochemical Co.Ltd(002749) , Zhongnongfa Seed Industry Group Co.Ltd(600313) rose by the limit.
Non ferrous leading ETF (159876) rose 2.29%.
The salt lake lithium extraction sector continued to rise, with Tibet Summit Resources Co.Ltd(600338) , Tibet Mineral Development Co.Ltd(000762) rising by the limit, Tianqi Lithium Corporation(002466) rising by more than 8%, and Jinyuan Ep Co.Ltd(000546) , Zangger mining, Qinghai Salt Lake Industry Co.Ltd(000792) and other stocks rising.
On the news, on May 21, Tibet Mineral Development Co.Ltd(000762) announced that it was planning to transfer the equity of lithium salt company. The company said that the transfer of Baiyin Zabuye equity is conducive to optimizing the company’s industrial layout and resource allocation, improving asset structure, reducing control and investment risks, and is in line with the company’s strategic development plan and long-term interests.
Hithink Royalflush Information Network Co.Ltd(300033) data show that on Tibet Mineral Development Co.Ltd(000762) May 23, the net inflow of main capital was 297 million yuan, with an increase or decrease of 10.00%, and the net volume of main capital (DDE large single net / circulating shares) was 1.37%.
Citic Securities Company Limited(600030) believes that the high premium transaction of the equity auction of snowway mining highlights the high prospect of the current lithium industry and the fierce competition for lithium resources. Lithium ore has become the core link restricting the growth of lithium supply. The continuous rise of ore price supports lithium price, and lithium price is expected to stop falling and rebound in the middle of the year. It is suggested to select the target around the two main lines of lithium resource self-sufficiency rate and performance sustainability.
Analysts pointed out that the export policy adjustment of India and Indonesia may further aggravate the tight supply of global metallurgical products, and the price rise trend of bulk commodities may continue.
In Guo Shiliang’s view, “the activity of cyclical stocks reflects the risk preference of some funds and a certain market risk aversion. However, there is still a certain seesaw effect between cyclical stocks and growth stocks. The short flameout of cyclical stocks will guide funds to flow to growth stocks.”P align = “center” A-Shares have been at medium and long-term low
Looking forward to the future, institutions have expressed their views.
Liu Cunxin, assistant manager of Rongzhi investment fund under private placement paipaipai.com, told the reporter of the international finance news that the A-share market showed strong resilience under the warm wind of policy. The main reasons for the shock were: overseas funds’ concerns about high inflation and U.S. economic growth, the epidemic situation in various places began to be gradually controlled, government policies in all aspects, such as sending cars to the countryside, LRP cutting interest rates by 20bp, etc. At present, the market has been low in the medium and long term, so we need to be patient.
Tong Diyi, general manager of longying fuze assets, said that there are three main reasons for the recent upward market shock: first, after the substantial adjustment in the early stage, the market risk has been greatly released and the valuation has been more attractive; Second, the policy level has made continuous efforts and the purpose of stabilizing growth is clear, including the rate cut this time is higher than expected; Third, the trend of this round of epidemic situation. The most difficult period has basically passed. These three factors work together to promote the recovery of market confidence. In addition, there will still be some pressure on the external situation and China’s economy, but China’s policy level is warm, liquidity continues to be loose, and the overall position and valuation of the market are not high. Generally speaking, it will continue to fluctuate for the better.
Gecko capital fund manager Chen Wen believes that the U.S. economic data in April showed that the Fed’s economic policy still lags behind the fundamentals. A more radical tightening than expected is not impossible, and market sentiment continues to remain cautious. Market confidence has not yet recovered, but the general policy direction of encouraging domestic demand and developing infrastructure has been established, and relevant industries can focus on it. At the same time, the epidemic will have a great impact on the second quarter reports of many companies, and short-term fluctuations are both risks and opportunities.
