SMM5 March 22: the two cities opened low, and the indexes fell one after another after the opening. The three major A-share indexes all fell more than 1%. On the market, liquor stocks fell unilaterally, semiconductor stocks rose, and individual stocks in the two cities fell more than they rose, and the money-making effect was poor. Near the close of trading in the morning, the index continued to decline, the index fell nearly 2%, the concept of market theme was in the doldrums. In the afternoon, the decline of the three major indexes widened, with the Chuangshi Index and the Shenzhen Index falling more than 2%. On the market, individual stocks fell generally. Near the end of the market, the index rebounded slightly, and then continued to decline, photoresist, radio and television system changes. On the whole, the overall atmosphere of the market is getting colder, the concept of the theme is depressed, the wait-and-see mood of funds is strong, and the trading volume is shrinking.
As of the close, the Prev index fell 1.89% to 2813.77 points, with a turnover of 245.23 billion yuan; the Shenzhen Composite Index fell 2.22% to 10604.97 points, with a turnover of 347.49 billion yuan; and the gem index fell 2.52%.
Plates and individual stocks
In the afternoon, the rare earth permanent magnet plate continued to rise, Jinli permanent magnet pulled up the contact plate, Jiaozuo Wanfang sealing plate, Jintian Copper, Minmetals rare earth, Galaxy magnet and so on rose. In terms of spot rare earths, the market for rare earths is expected to increase gradually recently, with quotations from large factories rising day by day, and orders from downstream enterprises picking up somewhat, pushing up the price trend of rare earth varieties such as terbium.
Today, the net inflow of main capital into the top ten
Review of changes
Agricultural planting plate opened weak, fragrant pear shares fell 8%, Jinjian rice industry, new agricultural development, Tsuen Yin Hi-Tech and so on fell.
The concept of liquor is weakening, Shanxi Fenjiu is down 3%, Kouzi cellar, Luzhou laojiao, Shiyuan and so on are down 2%.
Semiconductors and components plate straight up, Taiwan shares, Runxin technology limit, Tianjin Pulin, World Games circuit and so on rose.
Agricultural planting plate rebounded, the new race shares rose more than 5%, Honghui fruits and vegetables, snow banyan biology, Longping Hi-Tech, Su Ken Nongfa and so on rose.
Satellite navigation pull up strong, Zhonghai up the limit, Huashan navigation, aerospace grand plan, the Big Dipper, and so on with the rise.
The three major indices collectively fell more than 1%, the Prev index fell more than 1.1%, and the gem index and Shenzhen Composite Index fell more than 1.2%.
Rare earth permanent magnet plate abnormal pull up, Jiaozuo Wanfang straight limit, Minmetals rare earth, Taihua shares, Jinli permanent magnet and so on.
The rare earth permanent magnet plate continues to rise, Jinli permanent magnet pulls up the contact plate, Jiaozuo Wanfang sealing plate, Jintian Copper, Minmetals rare earth, Galaxy magnet and so on rise.
Photoresist plate rebounded and pulled up, Yida shares rose by the daily limit, Jacques Technology rose 7%, Jetty Micro Power, Core Source Micro and so on rose.
The communications service plate has been pulled up, the radio and television network has risen by the daily limit, Hubei radio and television has risen by more than 7%, and Wutong Holdings, Zhongjia Bo Chuang, Shengbao, 365 net and so on have risen.
The natural gas plate was pulled up, the new natural gas rose by the limit, Dongfang Huanyu rose by more than 4%, and Shenzhen Gas, Changchun Gas, Guizhou Gas and so on rose.
[government work report: strengthening New Infrastructure Construction]
According to the government work report, we will strengthen the construction of new infrastructure, develop a new generation of information networks, expand 5G applications, build charging piles, promote new energy vehicles, stimulate new consumer demand, and promote industrial upgrading.
[government work report: prudent monetary policy should be more flexible and appropriate]
Government work report: prudent monetary policy should be more flexible and appropriate. With the comprehensive use of reserve requirement reduction, interest rate reduction, re-lending and other means, the growth rate of broad money supply and the scale of social financing was significantly higher than that of last year. Keep the RMB exchange rate basically stable at a reasonable and balanced level. Innovative monetary policy tools with direct access to the real economy must make it easier for enterprises to obtain loans and keep interest rates down.
[FTSE Russell: increase the inclusion factor of A shares to 25% for the publication of semi-annual index review results]
FTSE Russell will release the results of the semi-annual index review today, raising the A-share inclusion factor to 25% from the current 17.5%.
Another tuyere is about to rise! Beidou global networking ushered in the end of the year, Nuggets, smartphones and other three major areas]
Beidou navigation plate ushered in the tuyere. Wanlian Securities recently released the Beidou navigation industry depth report that Beidou global networking is about to be completed, Beidou industry to meet the allocation opportunity.
[NYSE spokesman: will not follow up on tightening IPO rules]
On the question of "whether it will follow up to tighten the IPO rules and strengthen the supervision of Chinese listed companies", a spokesman for the New York Stock Exchange said: "the answer is no. In terms of listing requirements, the NYSE has always followed the platinum standard and is pleased to see other exchanges raise their own standards. " Earlier, Nasdaq submitted a rule amendment to the US Securities Regulatory Commission to tighten listing standards for companies in some countries. In this regard, the US Securities Regulatory Commission said in an interview with Company e: "it will not comment on the issues under consideration."
Institutional point of view
Hualong Securities said that technically, the index is still in the 2850 2900 range shock consolidation, 2900 points around the volume rose at the beginning of the year when the dense trading area, the upper set of fastening plate pressure, it takes time to shock consolidation, digest floating chips. In the short term, we will focus on the support strength of the 2850 belt. On the whole, during the meeting, the market wait-and-see mood is stronger, the capital is also more cautious, the hot spots are scattered, and the rotation of the plate is accelerated. In the absence of hot spots to drive market sentiment and the lack of volume coordination, the market is still dominated by structural quotations. In operation, radical investors lower their expectations and participate in ultra-short-term participation. Focus on the positive signals released during the blockbuster meeting to capture the trading opportunities of relevant sectors and individual stocks; sound investors look more and less move, heavy positions are safe for high prices, and gradually reduce their positions, you can choose the opportunity to pay attention to the policy-related hot plate ETF.
Guangzhou Bandung said that the Prev 2850 color 2900 range is not only the bottom range of large-cycle consolidation since April 2019, but also a dense trading area when volume rose at the beginning of the year, and the breakthrough pressure should not be underestimated. At present, both the long and short sides are waiting for poor policy expectations and are unwilling to act rashly at this time, coupled with the recent increase in external pressure, which undoubtedly makes the wait-and-see mood of the market stronger. Therefore, it may be difficult to expect a big breakthrough in the index now. From a comprehensive point of view of various factors, the motherboard index in the absence of a major good landing, the breakthrough market is difficult to appear, more for the narrow range concussion. To successfully stabilize the Prev at 2900 points, we may have to wait until there is a big positive stimulus on the policy side.
Aijian Securities believes that this week, the continuous concussion of the stock index to sort out the balance of power between the long and short sides is neck and neck, and the stock index is back near the short-term moving average, but the gradual decline in trading volume indicates that the strength of the market to do more has slightly weakened. Among them, the gem index has a greater impact on market sentiment.
Guodu Securities analysis said that the market risk appetite decline space is limited, equity asset valuations will be supported. Under the effect of prosperity restoration, the valuation of A-shares is easy to go up and down, and it is expected that building materials, construction, 5G and other sectors related to major infrastructure construction and large consumption will perform prominently.
Caixin Securities said that US stocks continue to fluctuate, A-share confidence is unstable, the index continues to fluctuate, there is a lot of pressure in the region above 2900 points, and the market wait-and-see mood is heavier. If trading volume does not match the rebound volume of the index, the market trend is still not solid enough. The rotation of the market plate is more scattered, technology stocks are lack of upward motivation under the influence of overseas, counter-cyclical stimulation related sectors are also in the wait-and-see policy stage, compared to the higher performance certainty of food and beverage, medical biology is more favored by the market. From a configuration point of view, it is suggested that in the short and medium term, from the perspective of the marginal layout of safety, domestic demand can still be given priority to, and the logic includes counter-cyclical stimulus policies and consumer compensation, industries including medicine and biology, construction materials, electrical equipment, and construction machinery, as well as aviation and airports that are expected to be repaired with the recovery of the epidemic, the required consumption is currently highly valued, and you can pay attention to the individual stock opportunities of cars and household appliances in optional consumption. The logic of the medium-and long-term technology growth plate is more smooth, and there are opportunities worth paying attention to on the left and right sides of more stocks, including new energy, 5G, communications, media and so on.
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