Chinanews client, Beijing, February 22 (Reporter Xie Yiguan) On the 22nd, the three major A-share stock indexes fluctuated downward. The ChiNext index fell more than 4% and fell below 3,200 points. The previous "drinking and taking medicine" market ceased. Continue to stage the "coal dance" market.

　　As of the close, the Shanghai Composite Index fell 1.45% to 3,642.44 points; the Shenzhen Component Index fell 3.07% to 15336.95 points; the ChiNext Index fell 4.47% to 3138.67 points.

A total of 2612 stocks in the Shanghai and Shenzhen stock markets rose, 112 stocks rose by the daily limit, 1458 stocks fell, and 12 stocks fell by the limit, maintaining the pattern of more ups and downs.

The GEM is just around the corner.

　　The enthusiasm for market transactions continued to rise. The turnover of Shanghai and Shenzhen stocks exceeded one trillion yuan, and the whole day turnover was nearly 1.3 trillion yuan.

Northbound funds changed from net inflow to net outflow in the afternoon, with a total net outflow of 1.114 billion yuan throughout the day.

Among them, the net outflow of Shanghai Stock Connect is 492 million yuan, and the net outflow of Shenzhen Stock Connect is 622 million yuan.

　　On the disk, benefiting from the expected economic recovery, the procyclical sector remained strong, with the steel, nonferrous, petroleum, and coal sectors leading the rise, and the nonferrous sector lifted a daily limit wave, and 20 related stocks such as Electrical Alloys, Hanrui Cobalt, and Tongling Nonferrous Daily limit.

A-share industry sector with the top gainers on the 22nd.

　　On the evening of the 21st, the No. 1 Central Document of 2021 was officially released. The document proposes to comprehensively promote rural revitalization and accelerate agricultural and rural modernization.

Affected by the news, on the 22nd, the agricultural sector as a whole strengthened, and individual stocks such as Shennong Technology and Fengle Seed Industry rose at their daily limit.

　　However, Baotuan stocks continued to pull back in the early stage, and liquor stocks collectively weakened. Kweichow Moutai's share price closed down nearly 7% and fell below 2,300 yuan. "Moutai fell sharply" on the hot search, Jiuguijiu and Shanxi Fenjiu fell to the limit.

Kweichow Moutai stock price chart on the 22nd.

　　"The central bank's currency supply has slowed down, and the M1 and M2 growth rate scissors have entered a high range, indicating that market transactions are active and market volatility has increased. It is expected that the market will be dominated by high fluctuations in the short term." Zhongyuan Securities analyst Zhou Jianhua said, suggesting short-term Super-equipped with non-ferrous metals, media and light industry manufacturing; in the medium and long term, they are still optimistic about consumption blue chips and technological growth.

　　In the view of Industrial Securities, economic recovery is the relatively definite main thread of the current market.

China's PPI has entered a positive and upward range year-on-year, and the mid-upstream cycle manufacturing profitability has quickly recovered.

At the same time, the global market sentiment has been relatively high recently and market risk appetite has increased.

In terms of configuration, it is recommended to focus on two main lines: one is China's supply of cyclical manufacturing products manufactured by advantages under the global recovery, and the other is the service industry in consumption.

　　Investment strategy Zhang Xia’s team believes, “Under the current environment of economic improvement, accelerated earnings growth, and weak liquidity, A-shares are gradually showing a return to value. From a micro point of view, domestic and foreign investment continues to enter the market after the holiday, and there will be more public offerings in the coming weeks The fund is to be issued, and the incremental capital is expected to help A-shares continue to rise." (End)