I. operation strategy
As of midday closing, the Shanghai index rose 0.94%, the Shenzhen Composite Index rose 0.3% and the gem index fell 0.62%. In terms of northward funds, the Shanghai Stock connect had a net inflow of 3.887 billion in early trading and the Shenzhen Stock connect had a net outflow of 666 million in early trading.
On the disk, data security, coal, underground pipe network, electric power, banking and other sectors led the rise, while covid-19 detection, medical devices, prefabricated dishes, traditional Chinese medicine, medical beauty and other sectors led the decline.
Digital economy concept stocks strengthened at the opening, but then fell back, including Surfilter Network Technology Co.Ltd(300311) , Synthesis Electronic Technology Co.Ltd(300479) , Beijing Dataway Horizon Co.Ltd(301169) , bidding shares, Wonders Information Co.Ltd(300168) , Strait Innovation Internet Co.Ltd(300300) 20cm limit, Jc Finance & Tax Interconnect Holdings Ltd(002530) , Northking Information Technology Co.Ltd(002987) , Beijing Join-Cheer Software Co.Ltd(002279) , Beijing Vastdata Technology Co.Ltd(603138) limit, etc. The intraday shock of the power sector strengthened, Shanghai Electric Power Co.Ltd(600021) , Sichuan Xichang Electric Power Co.Ltd(600505) rose by the limit, Huaneng Power International Inc(600011) , Jilin Electric Power Co.Ltd(000875) , Chongqing Fuling Electric Power Industrial Co.Ltd(600452) , Guangdong Electric Power Development Co.Ltd(000539) , Huadian Power International Corporation Limited(600027) , Jinneng Holding Shanxi Electric Power Co.Ltd(000767) rose by more than 5%. The intraday shock of the infrastructure sector strengthened, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Communications Construction Company Limited(601800) , China National Chemical Engineering Co.Ltd(601117) , Hongrun Construction Group Co.Ltd(002062) limit, China Railway Group Limited(601390) , China Energy Engineering Corporation Limited(601868) , China State Construction Engineering Corporation Limited(601668) , China Railway Construction Corporation Limited(601186) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Xinxing Ductile Iron Pipes Co.Ltd(000778) rose by more than 5%. In terms of decline, pharmaceutical stocks and prefabricated vegetable concept stocks fell sharply today, with more than 50 stocks falling by more than 10%.
Overall, individual stocks fell more and rose less, and more than 3000 stocks fell. The half day turnover of Shanghai and Shenzhen reached 800.8 billion yuan, 81.2 billion yuan higher than that in the morning of the previous trading day.
II. message plane
1. National development and Reform Commission: the long-term characteristics of China’s economy remain unchanged and will maintain stable, healthy and sustainable development
Jin Xiandong, spokesman of the national development and Reform Commission, said that the current external environment is becoming more complex, severe and uncertain. China’s development is also facing the triple pressure of shrinking demand, supply impact and weakening expectation, which has not been seen for many years. However, there are still many favorable factors and conditions for China’s own development. China’s economic development has strong toughness, great potential, broad prospects and long-term good characteristics. China’s economy has the foundation, conditions, confidence and ability to maintain stable, healthy and sustainable development.
