Today, all three major indexes are down more than 1%. On the plate, tariff exemption concept stocks staged a rising and stopping trend, while cross-border e-commerce concept stocks were strong throughout the day; in addition, the real estate sector continued to be active and the agricultural sector rose sharply. On individual stocks, more than 2800 stocks in the two cities fell, some high-level stocks fell sharply in late trading, and many stocks, such as China Pharmaceutical, fell by the daily limit.
Plate aspect
This week's money-making effect is mainly concentrated in two aspects, on the one hand, the core high-level stocks, as well as the concept of anti-epidemic, the clustered market of the real estate sector, and on the other hand, the low plate which has staged a rising and stopping tide due to news stimulation.
In terms of the high-level Baotuan plate, the real estate sector and the concept of anti-epidemic rebounded this morning, but the concept of anti-epidemic fell sharply in the afternoon, and essence Pharmaceutical plunged sharply, thus setting up about 6 billion yuan of funds. it is obvious that the strength and toughness of the anti-epidemic concept is weaker than that of the real estate plate.
In fact, it may not be surprising that the concept of anti-epidemic has not been maintained at a high level after the habitual surge. After all, the practice of ambushing medical stocks on Thursday and Friday to gamble on weekend epidemic news has happened many times. This ambush "routine" may have a money-losing effect sooner or later.
In terms of the low level and the rising and stopping trend, stimulated by the news of the resumption of tariff exemption list of imports from China by the United States this morning, cross-border e-commerce, clothing, home appliances and other related concept stocks staged a rise and stop. Huasheng shares, leading shares, Shanghai Sanmao, Fujia shares have two consecutive shares.
In fact, this week similar news stimulation and staged a rise and stop tide of the low plate there are many, but persistence is more general. Stimulated by the news of the release of the "medium-and long-term Plan for the Development of hydrogen Energy Industry (2021-2035)", the hydrogen energy sector opened sharply higher in early trading on Wednesday. Hengguang shares, Lanshi heavy equipment, Guancheng Chase, Guangdong Hydropower, Beijing shares, Lanke Hi-Tech all rose by the limit, and more than 15 stocks rose by the end of the day. Stimulated by the news that ZTE won the lawsuit, the 5G plate was pulled up in early trading on Wednesday, with 10 shares rising by the daily limit of Jida Telecom, Huiyuan Telecom, Oriental Telecom, Wuhan Fangu, etc., and ZTE reviewed the daily limit in the afternoon.
In terms of individual stocks
In early trading, the core high-bid hugging market continued, and the shares of Northglass, which became a broken stock yesterday, rose again by the daily limit, followed by Panlong Pharmaceutical and Tianbao Infrastructure, which also advanced to eight consecutive boards one after another. In addition, Wankuanji, which imitates the form of three sheep and horses, accelerated the limit in one word this morning.
In short, the short-term atmosphere of yesterday and this morning is similar to the hugging market of Jiu'an Medical and Shaanxi Jinye in December last year. This round of core stocks was first opened by Zhejiang Construction Investment and China Pharmaceutical, and then spread to the leading stocks of other sectors.
However, it is worth noting that, as it is still in the cycle of Zhejiang Construction Investment and Chinese Medicine as the core, these two stocks are not driven by other high-level stocks, but continue to adjust substantially, in this case, the space of high-level stocks that are still connected may be suppressed. Sure enough, when Zhejiang Construction Investment and China Pharmaceutical rushed to the falling limit, there were significant differences in many high-level stocks in late trading, such as essence Pharmaceuticals, Zhongxin Fluorine, Sunshine City, Guangtian Group, etc., and Wanzhouzhi and Watson Pharmaceuticals also missed orders in the final bidding stage.
Future analysis
In terms of the index, by the close, the Prev index was down 1.17%, the Shenzhen index was down 1.89%, and the gem index was down 2.52%. Today's turnover on the Shanghai and Shenzhen stock markets is 918.3 billion, a decrease of 1.8 billion compared with the previous trading day. Northbound funds sold 3.117 billion net throughout the day, of which Shanghai shares sold 776 million and Shenzhen stocks sold 2.341 billion.
Today, the three major A-share indexes fluctuated throughout the day, and finally chose to adjust downwards after 6 trading days above the "policy bottom" formed on March 16. In fact, a review of historical data found that the stock market fell mostly before Ching Ming Festival over the years. Although the index is expected to double-dip next week, the bottom of the policy below is clear, the closer it is to the previous low or the more it can attract funds to take on the bottom.
On the emotional side, it rose 1755, an increase of 802 over the previous trading day. Excluding St shares, unopened new shares and individual stocks on the North Stock Exchange, 72 stocks rose by the limit, an increase of 11 over the previous trading day; 38 fried stocks, an increase of 10 over the previous trading day; gem / Science and Technology Innovation Board shares rose 4, an increase of 2 over the previous trading day; 9 fell by the limit, and 5 more than the previous trading day.
Today, market sentiment rises first and then suppresses. In early trading, both real estate and pharmaceuticals continue to be returned by funds, as well as high-level stocks such as Northglass shares, Tianbao Infrastructure and Panlong Pharmaceutical Co., Ltd. Market sentiment changed sharply in the afternoon, the long-short watershed lies in the afternoon index continued to fall, and Zhejiang Construction Investment, China Pharmaceutical continued to decline, sentiment indicators also continued to dive to the close, in this case, market sentiment may have the inertia to continue to decline early next week.
Focus on market news
1. Domestic commodity futures close with different ups and downs. Shanghai Nickel is up more than 12%.
March 25-domestic commodity futures closed up differently. Shanghai nickel rose by more than 12%, soda ash by more than 5%, asphalt and glass by more than 4%, coke, iron ore, coking coal and ferrosilicon by more than 3%, and manganese silicon, hot rolls and apples by more than 1%. Pulp fell by more than 4%, and stainless steel, soybean oil and urea fell by more than 2%.
2. National Health Commission: completely block the spread of the epidemic in the community and achieve social zero clearance as soon as possible.
March 25-the Joint Defense and Control Mechanism of the State Council held a press conference today. At the meeting, Mi Feng, spokesman for the National Health Commission, said that we should continue to adhere to the general policy of "dynamic zero clearance." We should improve the ability of epidemic monitoring, early warning and emergency response, scientifically organize nucleic acid and antigen testing, promote that infected people should receive as much as possible, and that close contact personnel should be separated, implement prevention and control measures in every link, and completely block the spread of the epidemic in the community. to achieve zero clearance of the social face as soon as possible.
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