The Sino-Singapore Jingwei client reported on April 7th that the Shanghai and Shenzhen cities maintained a high level after opening high. The Shanghai stock market hit a high of 2819.55 points and a minimum of 2800.84 points. The net northbound capital inflow exceeded 8.5 billion yuan.
As of midday closing, the Shanghai Index reported 2812.14 points, an increase of 1.74%, with a turnover of 174.284 billion yuan; the Shenzhen Component Index reported 10384.43 points, an increase of 2.71%, and a turnover of 278.879 billion yuan; the GEM Index reported 1960.94 points, an increase of 2.85%.
Shanghai Stock Exchange morning trend source: Wind
On the disk, sectors such as fisheries, gold, aerospace equipment, agricultural product processing, and planting led the gains. Theme stocks were active across the board, with concept stocks such as aquatic products and digital currencies leading the way.
In terms of individual stocks, 3,659 individual stocks rose, among which 149 individual stocks, such as Shangying Global, Huaxin Cement, and Guorui Technology, rose more than 5%. 105 stocks fell, including 5 diamond stocks such as Yudia Diamond, Jimin Pharmaceutical, and Xintonglian, which fell more than 5%.
In terms of turnover rate, a total of 17 stocks have a turnover rate of more than 20%, of which Dibei Electric has the highest turnover rate of 39.8%.
In terms of capital flow, the top five inflows in the industry sector are computer applications, chemicals, chemical pharmaceuticals, electronics manufacturing, and food processing. The top five outflows are computer applications, electronics manufacturing, chemical pharmaceuticals, chemicals, and medical devices. The top five stocks that flowed into the top five were Soyut, Jinjian Rice, Xugong Machinery, Shenzhen Science and Technology, Shandong Gold, and the top five stocks that flowed out were Shenzhen Science and Technology, Renfu Pharmaceutical, Yuyue Medical, Hejia Medical, Search for special.
On the news, on April 3, the central bank announced that it decided to lower the deposit reserve ratio by one for rural credit cooperatives, rural commercial banks, rural cooperative banks, rural banks and urban commercial banks operating only in provincial administrative regions. The percentage point will be put into place on April 15 and May 15 in two separate steps, each time reduced by 0.5 percentage points, and a total of about 400 billion yuan of long-term funds will be released.
In addition, the central bank also decided to reduce the interest rate of excess reserves of financial institutions in the central bank from 0.72% to 0.35% from April 7. The central bank's current RRR cut is clear, and it is intended to guide the flow of funds to entities and ease the current liquidity dilemma of small and micro enterprises. Industry insiders said that looking ahead, the central bank's monetary policy tools and space are still ample, and a comprehensive RRR cut is still expected.
For the late trend of A shares, the CITIC Securities Strategy Qin Peijing team previously predicted that the A-share market will usher in a bottom inflection point in April. This week the team further pointed out that the three major signals that A-shares have bottomed out are gradually becoming clearer The value of is gradually recognized. Driven by the three factors of global capital re-allocation restart, rapid domestic fundamental replenishment, and strengthening of industrial capital and foreign capital inflows, A shares are expected to open the second round of this year's rise in April.
In operation, the old and new infrastructure and related technology leaders (5G, cloud computing, IDC, etc.) are still the main line of the year; in addition, it is recommended to focus on the low proportion of overseas business income, upstream supply chain / raw materials do not depend on imports, and the annual performance is determined Strong domestic demand-driven combination.
Southwest Securities Strategy's Zhu Bin team believes that with the gradual implementation of prevention and control measures in various countries, the development of the epidemic will enter a stable period in the next few weeks. The Shanghai index is around 2700 points, which is the bottom range of the market's resilience. In the future, the market will gradually show a shock pattern with a bottom and a top.
The team said that there are currently four directions worth configuring: one is a must-select consumer product industry leader with strong ability to resist economic downside risks, such as condiment leader, daily chemical product leader, liquor leader, etc .; second is to continue to introduce policies to stimulate Emerging industries, including the new energy vehicle industry chain, 5G industry chain, etc .; the third is the leading target of the pharmaceutical industry; the fourth is the target of high dividend yield. In addition, gold is worth continuing to configure.
Huatai Securities said that the inflection point of new cases in the world will remain the key factor in determining the direction of the market. Compared with overseas markets, A-shares have shifted from the previous anti-decline to the recent weakness, both rising and falling, reflecting the market's growing concerns about the outbreak of the epidemic. The uncertainty of the future epidemic will still suppress the risk appetite. There are currently three configuration ideas: one is the endogenous replenishment demand for corporate resumption, focusing on electronic components, home furnishing, non-ferrous new materials, etc .; the second is the countercyclical policy to promote demand, focusing on old infrastructure + real estate reinstatement to drive construction materials, construction steel, Construction; Third, the demand for offline consumption recovery, focusing on seed industry and post-culture cycle vaccines, liquor, food and beverage condiments and food. (Sino-Singapore Jingwei app)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)