The three major A-share indexes collectively rebounded to close at the top of the gains in lithium electricity, chemical industry, coal, etc. [stock market close]

Telah Terbit: Sep 30, 2021 15:19

The three major A-share indexes rebounded collectively. At one point, the gem index rose by more than 2.5%, and nearly 3800 stocks rose. Today, the turnover on the Shanghai and Shenzhen stock markets reached 950.4 billion yuan, failing to break through the trillion mark. Previously, it has exceeded 1 trillion yuan for 49 consecutive trading days, setting a record for the longest time in history. The electric power plate continued to pull up in the afternoon, individual stocks staged a rising and stopping trend; lithium electricity plate counterpulsed, chemical, coal and other periodic plates rebounded sharply; China can build a large shock, with a turnover of more than 10 billion yuan. On the market, PVDF, salt lake lithium extraction, Hongmeng, fluorine chemicals and other plates rose in the forefront, only banks, precious metals, securities plate floating green. By the close, the Prev index was up 0.9%, the Shenzhen Composite Index was up 1.63%, and the gem index was up 2.19%. From the third quarter, the Prev index fell 0.64%, the Shenzhen index fell 5.62%, and the gem index fell 6.69%. Northbound funds bought a total of 971 million yuan, of which Shanghai shares sold 642 million yuan and Shenzhen stocks bought 1.613 billion yuan.

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

On Wednesday, the market fell sharply on the outside disk and the effect of the National Day holiday fell again. The recent continuous decline made the accumulated profit disk further digested, the market risk was centrally released, and the backstepping and disk washing actions were done more thoroughly before the festival. The golden pit is highlighted, laying a good foundation for the rebound of the stock index after the festival. It is recommended that investors pay more attention to low undervalued varieties, especially the large blue chip sector represented by the Shanghai 50, the latest valuation of the index is only 13.36 times, the overall valuation level is low, and the recent technological form is gradually strengthening, which is expected to lead the market to take the lead in stabilizing and rebounding.

Guosheng Securities pointed out that the A-share structured market will continue for a long time, and the market is expected to stabilize in post-holiday shocks and be cautious in controlling positions before the volume can be re-magnified. Industries that maintain high-profile demeanor need to pay close attention, military industry and high-end manufacturing are fully adjusted, and there is a high probability of rising trend again; in addition, with the zero clearance of the epidemic and the rebound of inflation, the prosperity of the consumer sector is expected to usher in marginal improvement.

Shanxi Securities said that in the industry, the chip supply problem was superimposed from a high base last year, and it is expected that passenger car production and sales in the coming month will still be lower than the same period last year. However, with the peak of the epidemic in Southeast Asia, the chip supply problem will gradually ease, and the backlog of consumption is expected to pick up by the end of the year. In terms of new energy vehicles, the selection of new energy vehicles in cities with relatively perfect infrastructure has a high performance-to-price ratio, so the penetration rate of new energy vehicles will be gradually improved. It is suggested that we should pay attention to the new energy industry chain and the passenger car targets that new cars are issued frequently, such as Dangsheng Technology, Xin Wanda, Farah Electronics, Zhongding Co., Cunninghamia lanceolata Co., Enjie Co., Great Wall Automobile.

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