[daily focus Review] the explosion rate soared in the afternoon, lithium storage core continued weak performance and continuous fermentation in the direction of delivery.

Today, a total of 53 shares rose by the daily limit, 15 connected shares, 48 failed to seal the board, with a sealing rate of 52%; Tianbao Infrastructure 12-day 11 board, Haitai Development 6 board, Zhongjiao Real Estate 7-day 6 board. On the market, 2063 stocks rose and 2479 stocks fell. Digital currency, water conservancy and real estate were among the top gainers, while lithium batteries, non-ferrous metals and photovoltaic were among the leading declines.

Guohai Securities pointed out that the bottom of this round of policy has already appeared, and the high probability of the bottom of the market will lag behind. At present, A shares are still in the bottom stage, and the confirmation of the signal of the bottom of the market needs to see the further development of unconventional policies or the stabilization of the macroeconomic bottom. and the slow release of overseas negative disturbances. For A-shares from the bottom of the policy to the bottom of the market, although the return of the broad-based index is still negative, and with the emergence of a strong industry to make up for the decline, the maximum slope of the market decline has passed, and structural opportunities are beginning to emerge gradually. A-shares are not without opportunities. The sector with clear policy expectations and the most deterministic performance is the main line leading the rise in this period.

Market Overview

Indicators show that short-term sentiment bidding in the market rose directly to the active vicinity, continued to rise at the start of trading, and closed unilaterally near the 0 axis in the afternoon. Early trading performance, pay attention to the real estate as the representative of the connected stocks, the emergence of more top word board.

In terms of individual stocks, Tianbao Infrastructure continued to shrink its volume and rose 11 boards in 12 days, Panlong Pharmaceutical closed down more than 8%, and 10.9 billion of China's pharmaceutical turnover staged a "sky floor". Haitai develops 6 continuous boards, China Jiaotong Real Estate 5 continuous boards, Chongqing Development 4 continuous boards, and Jinrong Tianyu, which had 3 consecutive boards yesterday, closed up 7%.

In terms of the index, the bidding group opened low, the Prev index was relatively strong, all mainly fluctuated in a narrow range above 3250, and the gem index closed down 1.38%. The turnover of the two cities increased compared with yesterday, totaling 1.0091 trillion.

Northbound funds bought a total of 1.053 billion yuan today. Of this total, a net purchase of 1.729 billion yuan was made in Shanghai and a net sale of 676 million yuan in Shenzhen.

Focus plates and individual stocks

The digital currency plate continued to strengthen in the afternoon. Zhongke Jincai 3 continuous board, Chu Tianlong 2 continuous board, Qitian Science and Technology, Hengbao shares and Cuiwei shares rose by the daily limit, while Xiongdi Technology, New Capital, Shensi Electronics and digital certification rose by more than 10%. There have been changes in this direction for several days in a row, which is similar to the previous hydrogen energy, sports and traditional Chinese medicine, mainly for the expectation of good news. On the news side, the 70th chairman's meeting of the 13th CPPCC National Committee was held in Beijing on the 29th. Mu Changchun, director of the Institute of Digital money of the people's Bank of China, was invited to deliver a report entitled "the Application of Digital currency."

The real estate sector continues to be active, with 11 boards in 12 days for Tianbao Infrastructure, 6 boards for Haitai Development, 5 boards for China Communications Real Estate, 4 boards for Chongqing Development, Nanguo Real Estate, China Wuyi 2 Lianban, Sunshine shares, Shentiandi A, Sunshine City, World Union Bank and so on. The overall performance continued to be expected, and there was some differentiation this afternoon, with a lot of rising and limiting bids.

Water conservancy sector was stimulated by the news to open stronger, Guotong shares, Zhengping shares, entrepreneurial environmental protection, Shenchi mechanical and electrical, Shunna shares, Bohai shares, Guangdong hydropower trading limit. On the face of the news, the Premier of the State Council presided over an executive meeting of the State Council on 29 March, calling for compacting measures to reduce responsibilities and resolutely prevent major and serious security accidents; to make good use of government bonds to expand effective investment and to promote economic growth; and decided to start a number of new water conservancy projects with ripe conditions to improve water resources security and disaster prevention and reduction capabilities.

According to the agency, the National standing Committee specifically pointed out that water conservancy projects are livelihood projects, development projects, and safety projects. This year, a number of water conservancy projects, such as the follow-up project of the South-to-North Water transfer Project, have been included in the planning and conditions are ripe, and the annual water conservancy investment can be about 800 billion yuan. Based on this, it is estimated that water conservancy investment will increase by about 5.6% in 2022 compared with the same period last year. 2022 is the last year of concentrated construction of 150 major water conservancy projects, and only 62 projects have been started by the end of 2021, with a foundation; and water conservancy projects are mainly supported by the central government, and the project is funded, so it is expected that water conservancy pipe network, construction and waterproofing, additives and other industries are expected to benefit.

Send the direction to continue to ferment, gem Jinrong Tianyu ignited emotions yesterday, Zhilai Technology, Xin Test Standard, Shahe shares, Sheng Hang shares, Fulai new materials rose the limit, Jiangsu Boyun, Zhongqi shares, Antarctic Light rose more than 10%. Speculation mood and extended to the direction of high dividends, gem Zhendong Pharmaceutical, Yayi Technology both rose the limit. At present, this direction is relatively independent, funds begin to extend to the direction of the first quarter report, and the performance forecast will be completed before April 15. Stocks with high certainty can pay more attention to latent opportunities.

Generally speaking, there is a certain money loss effect in today's market, mainly in the direction of medicine and scenery lithium storage core, the latter is already in a downward trend, yesterday pulled back today to return to the downward track, the impact on the short-term mood of the market is relatively limited, drugs are the biggest main line of the market in the previous few months, continue to weaken after the strength of the real estate sector, and there may be opportunities for anti-withdrawal, but the plate effect may be relatively weak. It is more focused on some stocks driven by performance or other events.

Analysis chart of today's daily limit: