The three major A-share indexes all closed up semiconductor chips and lithium electricity pulled up [stock market closing]

Today's index fluctuated slightly in the afternoon, coal, oil and gas plates pulled up, Zhongman Petroleum, Haohua Energy and so on rose by the daily limit. Recently, the over-falling high-prosperity track plate is active again, with semiconductor chips and lithium panels pulling up, and the Ningde era rose nearly 7%, with a turnover of 12.8 billion yuan. Shanghai and Shenzhen stock market turnover of more than 989 billion yuan, individual stocks are still generally down, more than 3100 green, the big ticket market is stronger than the small ticket market, the explosive board rate of nearly 50%, due to the performance is not as expected, Shi Da Shenghua and other stocks fell by the limit. On the market, coal, semiconductor chips, oil and gas, salt lake lithium extraction and other plates rose in the forefront, while education, medical beauty, ice and snow industry, pork and other sectors led the decline. By the close, the Prev index was up 0.39%, the Shenzhen Composite Index was up 0.52%, and the gem index was up 1.88%. Northbound funds bought 2.693 billion yuan net throughout the day, of which Shanghai Stock Exchange bought 2.198 billion yuan.

For the future market trend, institutions have expressed their views.

Haitong Securities pointed out that strategically, according to the news and technical aspects, the scissors gap between PPI and CPI further expanded, combined with the country's current power restrictions and production restrictions, the upstream raw material industry meets with the situation that the price increases do not rise, whether the performance growth rate can continue to be observed, it is suggested that investors should be cautious about the cyclical industry. While inflation began to transmit to the middle and lower reaches, taking the Haitian flavor industry as an example, the trend of rising prices of consumer goods has become more and more obvious, combined with the consumer plate to adjust the current position half a year later, we can adopt bargain-hunting layout. On the other hand, growth stocks, investors are advised to always pay attention to the central bank policy, focusing on reverse repurchase expiration sequel and MLF situation, after all, the growth sector can not be separated from the hotbed of loose capital.

Since August 2021, the average daily turnover of A shares has gradually moved up and then declined, and after September 28, the average daily turnover has further dropped to less than 1 trillion, which is significantly lower than the central level in recent months. And when there is no problem with the fundamentals, there has been a sharp pullback in the share prices of the cycle sector, which is behind the departure of trend traders and leveraged traders. The current market trading volume and price levels also return to the market just before trend traders enter the market. Fundamental investors should not make circular arguments for past market declines, nor should they worry too much about the disposal effect. Fundamental research the pricing power of cyclical stocks is returning. Investors should also recognize that cyclical stocks do not peak before commodity prices in the "stagflation bull".

China International Capital Corporation research newspaper pointed out that according to the requirements of the Ministry of Ecology and Environment and the General Administration of Market, from July 1, 2021, all diesel vehicles produced, imported, sold and registered must meet the national six a standards. At present, the market of light and heavy diesel vehicles has entered the sixth national standard stage in an all-round way. We believe that with the full landing of the sixth National Committee, the component manufacturers of the exhaust gas post-treatment plate ushered in a good opportunity for development.