Zhongxin Jingwei Client, March 27th, Friday (27th) The Shanghai and Shenzhen markets gapped and opened higher, and subsequently maintained a narrow range of fluctuations. Concept stocks such as water conservancy, liquor, high-speed rail led the gains, and strong agricultural stocks in the previous period gave up. Gains. In the afternoon, the two cities fluctuated and moved lower. The Shanghai stock index narrowed, and the GEM index turned green.
As of the close, the Shanghai Composite Index reported 277.20 points, an increase of 0.26%, and the turnover was 253.631 billion yuan; the Shenzhen Component Index reported 10109.91 points, a decrease of 0.45%, and the transaction volume was 380.282 billion yuan; the GEM Index was 1903.88 points, a decrease of 1.21%.
On the board, transportation equipment, decoration, infrastructure, clothing and home textiles, cement manufacturing and other sectors led the gains; fishery, plantation, feed, airport, animal health and other sectors led the decline.
In terms of concept stocks, water conservancy construction, high-speed rail, infrastructure construction, railway infrastructure construction, cement, etc. led the gains, while aquatic products, cotton, agricultural planting, lithography machines, and genetic modification led the declines.
As for individual stocks, 1462 stocks rose, of which 98 stocks including Huadian International, Electroacoustic Co., Ltd. and Jianlang Hardware rose more than 5%. 2158 stocks fell, of which 101 stocks such as Venture Wellcome, Fanta Technology, and Yongyi Co. fell more than 5%.
Everbright Securities stated that three main lines are still recommended regarding the direction of subsequent allocation: those with low risk appetites pay attention to high dividend targets; investors focusing on one quarter, it is recommended to pay attention to pure domestic demand targets that are counter-cyclical, mainly including new and old infrastructure, automobiles And real estate; focusing on value investors for more than six months, you can consider reserve value stocks in consumer goods. As April is approaching, some of the March economic data will be surfaced, and the first quarterly reporting guidelines for listed companies will also be released. The first and second quarters of the industry will have less negative impact on fundamentals, and industries with greater certainty of performance. The company is expected to achieve relative returns in the near future.
Guotai Junan pointed out that in the short term, overseas epidemic prevention and control will affect the global trend, and it will inevitably bring short-term shocks to A shares. The configuration logic shifts from supply to demand, integrates the industrial chain boom and counter-cyclical policies, and lays out along the "growth value spiral." Looking at the short-term, style switching, it is recommended to over-provision traditional industries: building materials, machinery, automobiles, home appliances; in the medium term, growth value spiral, unforgettable technology: new energy, computers, communications, electronics. (Zhongxin Jingwei APP)
(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky and you must be cautious when entering the market.)