[stock market close] Prev index rose nearly 2% titanium dioxide, steel plate collectively rose

The index rose unilaterally throughout the day, with the Prev up nearly 2% against yesterday's negative line, individual stocks in the two cities rose generally, up more than 9% and nearly 100 stocks, and the market's profit-making effect rebounded sharply. The themes of the two cities are active across the board, with undervalued plates such as banking, insurance, and iron and steel strengthening, non-ferrous, chemical and other pro-cyclical plates rebounding sharply, rare earth plates rising again, afternoon funds returning to the concept of carbon neutralization, in addition, titanium dioxide, agriculture, agricultural machinery, airport shipping and other plates have soared, Guizhou Moutai and other collective stocks rebounded to repair; Individual stocks, Jinniu Chemical and other high-bid anti-limit, Rendong Holdings afternoon seal board, activate the market short-term popularity. On the whole, the market shrank and rebounded, and the sustainability remains to be verified. On the disk, the theme was red across the board, with titanium dioxide, agricultural machinery, iron and steel and other plates leading the rise.

As of the close, the Prev index rose 1.95% to close at 3576 points, the Shenzhen Composite Index rose 1.23% to close at 14932 points, and the gem index rose 1.04% to close at 2997 points. Shanghai shares have a net inflow of 6.419 billion, while Shenzhen stocks have a net inflow of 2.591 billion.

China Merchants Securities said that at present, the domestic and foreign economies are still on the way to recovery, and there has not yet been a substantial contraction in global monetary policy. After a sharp adjustment in the short-term market, expectations of rising inflation and tightening monetary policy have been digested to a certain extent. At present, there is little room for the market to continue to explore, and for high-quality assets, the attractiveness will gradually increase after a short-term sharp fall. In the short term, we can continue to focus on pro-cyclical sectors such as chemicals and non-ferrous metals, as well as insurance, banking and real estate with low valuations. in the medium term, we still recommend to focus on high-quality tracks such as big consumption, medicine, technology (including high-end manufacturing).

Soochow Securities analysis, this week is about to enter the two sessions, the market is expected to continue structural opportunities, especially to benefit from the direction of the two sessions and the 14th five-year Plan, such as the recent concept of carbon neutralization, short-term can still participate, but to control the rhythm, in addition, some of the leading technology cost performance is beginning to highlight, can be bargain-seeking attention, careful to catch up.

Guosheng Securities pointed out that in the short term, the overall risk has not been fully released, the current profit expectations should be reduced, offensive to defensive. In operation, stocks with high valuations, high expectations and high gains are temporarily avoided, facing the dual pressure of the current performance vacuum and liquidity tightening, so it is difficult to form a further driving force to catalyze the rise of stock prices. It is the right choice to pay attention to some small and medium-sized stocks with small gains, insufficient attention and poor expectations, as well as defensive sectors that have been undervalued for a long time, such as banking, real estate, insurance and so on.

[hot stocks] carbon neutralization concept stocks strengthen again and pay attention to the hot topics of "carbon" of the two sessions.

[hot stocks] rare Earth Plate strengthens Zhangyuan Tungsten Industry raises the price of rare earth multi-products by the daily limit.

[hot stocks] the iron and steel sector opened up sharply, New Steel shares and other stocks rose by the daily limit.