[stock market close] the Shanghai Composite Index returned to 3600 points, non-ferrous, photovoltaic and other sectors rebounded.

The index fluctuated higher throughout the day, individual stocks rose, more than 3500 shares rose, nearly 100 shares rose more than 9%, the market moneymaking effect is obvious. On the plate, funds continue to focus on the pro-cyclical main line, with price increases as the core, titanium dioxide, non-ferrous metals, and chemical industries soar across the board, military and photovoltaic plates rebounding collectively in the early stages, and digital currency, medical beauty, securities, traditional Chinese medicine and other themes have risen sharply; on individual stocks, funds are clustered with market core assets such as Guizhou Moutai, Haitian flavor industry, golden dragon fish and so on. On the whole, the shrinking volume of the market has risen sharply, and the pre-festival effect is obvious. On the market, the theme was popular across the board, with medical beauty, military industry, titanium dioxide and other plates leading the rise.

As of the close, the Prev index rose 2.01% to close at 3603 points, the Shenzhen Composite Index rose 2.36% to close at 15630 points, and the gem index rose 1.71% to close at 3334 points. Shanghai shares have a net inflow of 1.252 billion, while Shenzhen stocks have a net inflow of 1.372 billion.

Guohai Securities said that the bullish market is expected to get off to a good start after the Spring Festival. In operation, it is suggested that investors can retain a certain position to hold shares for the holidays, investors in light positions can still appropriately intervene in undervalued leading stocks to get red packets for a good start, and investors in heavy positions can appropriately adjust their shareholding structure and disperse their allocations. in particular, some low-valued bank stocks and consumer stocks can be appropriately allocated to advance and retreat. In terms of opportunities, we believe that the post-holiday market is expected to usher in plate rotation, and the banking sector is expected to benefit from the sustained economic recovery, which is worth allocating; the concept of medical beauty and cars belong to the category of large consumption, and the trend of consumption upgrading in the future remains unchanged, which is also worth paying attention to.

In addition, Guosheng Securities pointed out that the 3450-3650 space box may be the main range of recent market shocks, and on the basis of economic recovery and the gradual promotion of the registration system, stocks of core assets dominated by large consumption, chemical industry and finance may be the main direction in the future. on the other hand, the performance of high-growth stack has improved steadily, and semiconductors, new energy vehicles, military industry and photovoltaic are also worthy of active attention.