Zhongxin Finance, April 29 (Reporter Xie Yiguan) On the 29th, the last trading day before the "May 1st" holiday, the Political Bureau of the Central Committee held a meeting to analyze and study the current economic situation and economic work, and made the latest adjustments. The major stock indexes rose collectively, and "A shares" appeared on the hot search again.
During the session, the Shanghai Composite Index regained the 3000-point mark, and the ChiNext Index regained the 2300-point mark. As of the close, the Shanghai Composite Index closed up 2.41% at 3047.06 points; the Shenzhen Component Index closed up 3.69% at 11021.44 points; the ChiNext Index closed up 4.11% at 2319.14 point.
A-share closing performance.
Over 4,500 stocks in the two cities rose, more than 200 stocks rose by the daily limit, and only 262 stocks fell, with a full-day turnover of 960 billion yuan; northbound funds also flowed back in the afternoon, with a final net purchase of 4.246 billion yuan.
On the disk, industry sectors such as advertising packaging, Internet, software services, aviation, warehousing and logistics were among the top gainers; the real estate sector rose, and Heung Kong Holdings (600162.SH), Jinke (000656.SZ), Shenhenfang A (000029. SZ) and other 16 related stocks closed the daily limit.
In the concept sector, new retail concepts, cross-border e-commerce, and e-commerce concepts have exploded, and related stocks have set a limit-up trend.
Among them, in the concept of e-commerce, there are 23 related stocks including Aoki (301110.SZ), Antarctic E-commerce (002127.SZ), Suning Tesco (002024.SZ) and other related stocks.
Market analysis believes that the sharp rise of A shares and the dazzling performance of real estate stocks, Internet stocks, and e-commerce stocks were influenced by the news that "the Political Bureau of the Central Committee of the Communist Party of China held a meeting to analyze and study the current economic situation and economic work".
In terms of real estate, the meeting mentioned, "We must adhere to the positioning that houses are for living, not for speculation, support local governments to improve real estate policies based on local conditions, support rigid and improved housing needs, and optimize the supervision of pre-sale funds for commercial housing. Promote the stable and healthy development of the real estate market.”
In terms of the financial market, the meeting mentioned that "it is necessary to respond to market concerns in a timely manner, steadily promote the reform of the stock issuance registration system, actively introduce long-term investors, and maintain the stable operation of the capital market."
In terms of the platform economy, the meeting mentioned that "to promote the healthy development of the platform economy, complete the special rectification of the platform economy, implement normalized supervision, and introduce specific measures to support the standardized and healthy development of the platform economy."
Affected by the good news, not only A shares, but also Hong Kong stocks rose sharply.
The Hang Seng Index closed up more than 4%, and the Hang Seng Technology Index rose 9.96%.
Hong Kong technology stocks have soared. As of the close, Alibaba (9988.HK), JD. , Tencent Holdings (0700.HK) rose more than 11%, and Kuaishou (1024.HK) rose more than 8%.
China Galaxy Securities believes that although the epidemic has disrupted the development of the domestic economy, the keynote of stable domestic growth will continue to exert force on the policy side, and investors' focus will return to domestic fundamentals.
"The dawn has come, patiently waiting for the policy to take effect and investor expectations and confidence to be restored."
"All important factors are showing that the price/performance ratio of mid- and long-term allocation of A shares is at a high level." Kaiyuan Securities believes that we can be more optimistic about the future trend of the market.