Today, a total of 64 shares rose by the daily limit, 16 shares failed to seal the board, and 22 shares failed to seal the board, with a sealing rate of 74%; China Wuyi and Hainan Ruize 6 consecutive boards, Zhongjiao Real Estate 9 days 8 boards, Nanguo Real Estate, Chu Tianlong 6 days 5 boards. On the market, 1554 stocks rose and 3027 stocks fell. Precious metals, chemical fertilizers and pan-infrastructure were among the top gainers, while aquaculture, medicine, and games led the decline.
Soochow Securities pointed out that the main line of certainty in the market this year is steady growth. since the first quarter, the trend of infrastructure, real estate and finance has been relatively strong. On the contrary, the growth direction of consumption, science and technology, which has shown strong performance in the past two years, has been obviously under pressure. on the one hand, it is due to the global interest rate hike, which suppresses the growth direction, on the other hand, the repeated domestic epidemic has a great impact on consumption. Active funds choose a stable growth direction of hot speculation, but still pay attention to short-term risks, there are a number of real estate company debt maturing in April, real estate fundamentals have not yet stabilized, the market speculation left. In the future, the short-term growth direction is broken and killed, which still needs to be avoided cautiously, especially the varieties that institutions are concentrated to sell, and the current market value stocks are relatively dominant. Before the Fed raised interest rates and landed in May, the market is still repeated. In operation, we can focus on the varieties that are fully adjusted in the early stage and cannot be falsified, or we can still focus on the varieties with sufficient pre-adjustment and can not be falsified in the first quarter, and the performance is in the direction of certainty.
Market Overview
Indicators show that the market short-term mood bidding rebounded slightly, mainly in the morning trading in the low labyrinth area below the wide shock, in the afternoon into the low labyrinth above. It has been repaired more than yesterday, but we need to beware of the risk of secondary freezing point.
In terms of individual stocks, China Wuyi and Hainan Ruize both advanced to 6 consecutive boards, Guotong shares 5 continuous boards, Nanshan holding 4 continuous boards, yesterday's secondary new shares Sheng Airlines shares and Lushan new materials both fell to the limit, and the gem of 2 consecutive boards yesterday also fell to the limit.
In terms of the index, bidding prices opened slightly higher, and the Prev fluctuated mainly near the flat line throughout the day, closing up 0.47%. The gem index fluctuated relatively, closing down 0.33%. The Kochuang 50 index continued to fall, approaching its base of 1000.
Northbound funds sold a total of 627 million yuan today. Of this total, a net purchase of 1.063 billion yuan was made in Shanghai and a net sale of 1.691 billion yuan in Shenzhen.
Focus plates and individual stocks
Real estate sector repeatedly active, sub-division of the reits direction led the rise. Reits concept stock Nanshan Holdings 4 connected boards, Blu-ray Development 2 connected boards, Qixia Construction, Nanfang shares, Huayuan Real Estate, Everbright Jiabao, Donghu Hi-Tech, Bohai shares, Guanghui Logistics, Airport shares, Zhongxin Group, Electronic City trading limit. Driving, mainly real estate as the current main line, capital focus is extremely high, a little good news will do more along. The first public offering REITs of this year, which went on sale yesterday, has a placement ratio of about 1.08%, setting a new record low for public placement of REITs products.
Real estate, home decoration direction, China Wuyi 6 board, New Hualian 3 board, China Jiaotong Real Estate 9 days 8 boards, Nanguo Real Estate 6 days 5 boards, Tianbao Infrastructure, Rongan Real Estate, Zhongtian hardcover, Yazhen Furniture, famous carving shares. In this direction, the involvement of funds is relatively deep, and there will be a lot of repeated opportunities behind, but the choice of individual stocks is slightly more difficult.
Rising and stopping in the direction of pan-infrastructure, Beixin Road Bridge 3, Huitong Group, Xinjiang Jiajian 2, Hualan Group, Xia Gong shares, Sinochem Rock and soil, Tengda Construction, Cathay Pacific Group, Tecai shares, Chengdu Road and Bridge, Poly joint trading. According to the investment data from January to February released by the National Bureau of Statistics, infrastructure investment increased by 8.1% year-on-year, 7.7% faster than the whole of 2021, the number of new projects increased by 1.1% over the same period last year, and the total planned investment in new projects increased by 62.8%. This means that the infrastructure industry has made a good start to 2022.
Cement direction continues to strengthen, Hainan Ruize 6 continuous board, Ningbo Fidelity 2 continuous board, Sichuan Jinding, Qingsong Jianhua, Ordos trading limit. Water conservancy stocks also have a good performance, Guotong shares 5 even board, Sanhe pipe pile, Zhongyan earth, Shenchi mechanical and electrical, Anhui construction limit. For the time being in terms of rising real estate, the height and space are relatively limited.
According to the agency, real estate is still a pillar industry of our national economy, and the industry itself and the industrial chain account for nearly 30% of GDP, but at present, under multiple regulation and financial difficulties, the impact on the economy may gradually enter a low drag stage. In view of the fact that recently, the government has frequently stressed stabilizing the economy, stabilizing growth, and preventing and controlling financial risks, while stabilizing the economy is in urgent need of stabilizing real estate, it is expected that the policy repair at both ends of supply and demand in the real estate industry will be accelerated, and will promote the optimization of the industry pattern and the further increase of concentration. High-quality housing enterprises are expected to usher in both quality and quality.
Fertilizer plate continued to ferment, six countries Chemical, Hongda shares, Xingfa Group trading, Chuanjinnuo, Chuanheng shares, Oriental Tower, such as once sealed. In this regard, the current core target is potassium international, late diving on the plate caused a larger negative feedback, next week can pay attention to whether it can be repaired.
The largest agricultural cooperative in the United States CHS Inc. Said Western sanctions against Russia could lead to disruptions in fertiliser supplies from Russia. Russia is the world's largest exporter of chemical fertilizer, and its exports of nitrogen, phosphate and potash are among the highest in the world, of which potash accounts for about 20% of the global supply. The Russian government has called on domestic producers to stop fertiliser exports, while international shipping companies are avoiding trade with Russia, making fertiliser products harder to obtain.
Analysis chart of today's daily limit:
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