Northbound Capital bought 8.445 billion yuan today, bought 709 million yuan from Sany heavy Industry, 454 million yuan from Ganfeng Lithium Industry, and sold 523 million yuan from Lixun Precision and 276 million yuan from BYD.
The three major A-share indexes rose sharply today, with the Prev closing up 2.18% to recover the 3600-point integer mark to close at 3608.34 points, a more than five-year high; the Shenzhen Composite Index rose 2.28% to close at 15460.03 points; and the gem index rose 2.83% to close at 3180.35 points. The turnover between the two cities exceeded 1 trillion yuan for seven consecutive days, reaching 1.09 trillion yuan today. Most of the industry plate closed up, brokerage stocks rose sharply.
For the future market trend, institutions have expressed their views.
Citic Construction Investment said that the first quarter of 2021 was the best stage of the year, with excellent market performance. Investors are advised to seize the current window, but pay close attention to the fluctuations brought about by the development of the epidemic, the pace of deleveraging and regulatory attitudes. In 2021, it is more important to choose the direction of the industry and stick to your views. Military industry, photovoltaic, new energy vehicles continue to be favored by the market; in the manufacturing industry, the new generation of information technology such as chip manufacturing, cloud computing, industrial Internet, high-end CNC machine tools and robots, aerospace equipment, marine engineering equipment and high-tech ships, advanced rail transit are worth adhering to for a long time. Leading companies with global competitiveness will receive a sustained premium.
Haitong Securities believes that the A-share market is expected to usher in fundamental and emotional resonance in 2021, and 2021 will be a big year for the stock market. The stock market will shift from a 20-year boom to a bubble driven by fundamentals and emotions in 2021, and this year will be a year for stocks. It is expected that the cumulative year-on-year growth rate of A-share net profit will continue to pick up to the third quarter of 2021, ROE will continue to recover to Q4 in 2021, all A-share net profit growth in 2021 is expected to be 15% year-on-year, and the A-share market peak may be in the second half of the year. The spring market has begun, medium-and short-term continue to pay attention to the post-cycle financial growth opportunities.
Huatai Securities expects that the smile curve effect of the spring market is expected to continue to deduce, and the certainty of the positive rate of return of the main index is higher; the differentiation of the industry is expected to converge with the countertrend buying of Beishui, and the differentiation of market capitalization may have marginal convergence after the Spring Festival; it is suggested to treat the variety of "hugging group" differently, considering both ends of capital and assets, and the pressure of electric new hugging group may be less than that of food and beverage plate.
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