A shares fell on the hot search! The Shanghai index fell below 3400 points, and the ChiNext board plunged 4.3%! Foreign capital fled nearly 10 billion, and white horse stocks smashed the market
Introduction The situation in Russia and Ukraine is disturbed, the market risk aversion is heating up, a few sectors such as gold and oil and gas are strengthening against the trend, the theme of assisted reproduction continues to be active, large consumer sectors such as home appliances and liquor lead the market, and popular track stocks such as lithium batteries and semiconductors have also fallen sharply.
Today's A-shares followed the external market synchronously fell sharply, the three major stock indexes unilaterally declined throughout the day, the Shanghai index closed below 3400 points, and the ChiNext board fell by more than 4% throughout the day. On the disk, the situation in Russia and Ukraine is disturbed, the market risk aversion is heating up, a few sectors such as gold and oil and gas are stronger against the trend, the theme of assisted reproduction continues to be active, large consumer sectors such as home appliances and liquor lead the market, and popular track stocks such as lithium batteries and semiconductors have also fallen sharply. Overall, the two cities fell more than 3700 stocks, the turnover exceeded one trillion yuan for three consecutive days, and foreign capital fled more than 8 billion yuan throughout the day.
Specifically, Europe and the United States consider banning the import of Russian oil, international oil prices soared sharply, A-share gold, oil and gas and other sectors bucked the trend, Chifeng gold, Shandong gold, Tongyuan oil, intercontinental oil and gas and other stocks have gone higher.
The government work report pointed out that the supporting measures for improving the three-child birth policy, the theme of assisted reproduction continued to be active, and the common pharmaceutical industry and Dajia Weikang rose and stopped by 20% for two consecutive days, Yuexin Health 4 boards, and heavy pharmaceutical holdings 2 boards.
Large consumer sectors such as home appliances and liquor led the decline in the market, with Moutai in Guizhou falling by more than 4%, and Stocks such as Chongqing Beer, Tsingtao Beer, and Taoli Bread fell in the front.
Lithium battery and other track stocks also fell heavily, the leading Ningde era fell more than 7%, Shi Dashenghua, Pilot Intelligence, Hengdian Dongci, Rongbai Technology and other stocks fell heavily.
From the perspective of individual stocks, the two cities rose 831, fell 3744, 71 rose flat, a total of 64 shares in the two cities rose and stopped, a total of 28 shares fell to the limit.
As of the close, the Shanghai index fell 2.17% to 3372.86 points, trading 458.2 billion yuan; the Shenzhen component index fell 3.43% to 12573.43 points, trading 566.4 billion yuan. The ChiNext index fell 4.30% to 2630.37 points.
Funding trends
Today's net outflow of northbound funds was 8.272 billion. From the perspective of the main capital trend, today's main funds focus on precious metals, coal, infrastructure and other industries, and the main net inflow of individual stocks include Yun Aluminum Shares, Chifeng Gold, China Metallurgical and other stocks.
Highlights review
1. General Administration of Customs: The total value of mainland imports and exports in the first two months of this year increased by 13.3% year-on-year
The General Administration of Customs announced today (March 7) that the total value of the mainland's imports and exports in the first two months of this year increased by 13.3% over the same period last year, and foreign trade continued to maintain a good momentum. According to customs statistics, in the first two months of this year, the total value of the mainland's imports and exports was 6.2 trillion yuan, an increase of 13.3% over the same period last year. Among them, exports were 3.47 trillion yuan, an increase of 13.6%,; imports were 2.73 trillion yuan, an increase of 12.9%.
2. National Development and Reform Commission: Comprehensively promote green and low-carbon building materials and continue to support the consumption of new energy vehicles
Hu Zucai, deputy director of the National Development and Reform Commission, said at a press conference of the State Council's new office on March 7 that green consumption should be vigorously developed. Implement the Implementation Plan for Promoting Green Consumption recently issued by the National Development and Reform Commission. It is necessary to promote the expansion of the supply and consumption of green and low-carbon products. Comprehensively promote green and low-carbon building materials, continue to support the consumption of new energy vehicles, and encourage local governments to carry out green smart home appliances to the countryside and replace old with new.
3. National Development and Reform Commission: Accelerate the construction of more than 200 million tons of government-dispatchable coal reserve capacity, and add more than 5 billion cubic meters of gas storage facilities
Lian Weiliang, deputy director of the National Development and Reform Commission, said at a press conference of the State Council's new office on March 7 that it is necessary to accelerate the capacity building of more than 200 million tons of government dispatchable coal reserves, add more than 5 billion cubic meters of gas storage facilities, promote the national emergency standby and peak shaving power supply to reach more than 300 million kilowatts, and guide key energy production enterprises and large energy users to strengthen social responsibility reserves.
4. National Development and Reform Commission: Accelerate the reform of steady growth and expand domestic demand and promote the sustained recovery of residents' consumption
Lian Weiliang, deputy director of the National Development and Reform Commission, said at a press conference of the State Council New Office on March 7 that it would accelerate the reform of stabilizing growth and expanding domestic demand. Innovate the investment and financing system, promote the reform of the commitment system for enterprise investment projects, improve the level of investment facilitation, and better leverage social capital to expand effective investment. Promote the quality and expansion of consumption, further improve the consumption environment, and promote the sustained recovery of residents' consumption. Improve the system design of distribution according to factors, and promote the expansion of the size of middle-income groups.
5. Wang Jianjun, deputy to the National People's Congress and vice chairman of the China Securities Regulatory Commission: Pay close attention to the introduction of regulations on the management of private funds
Wang Jianjun, deputy to the National People's Congress and vice chairman of the China Securities Regulatory Commission, said when attending the plenary deliberation meeting of the Guangdong delegation that great importance should be attached to risk prevention and mitigation in the field of private placement, pay close attention to the introduction of regulations on the management of private funds, improve and perfect the system of pre-notification consultation, and strictly control market access.
After-market research and investment strategy
1, the index adjustment space is limited On the short term, it is still necessary to control the position
The index continues to fall rapidly after the opening of the market, or due to external market factors. However, the index adjustment space is limited, it is recommended that you do not have to panic too much, from a macro point of view, fundamentally speaking, A shares are different from the European and American markets. Domestic wide credit policy, stable growth is expected to be obvious. However, external markets have triggered market concerns about inflation, and short-term sentiment will also have an impact. Therefore, in the short term, it is still necessary to control the position and wait for the opportunity to adjust in place.
2. The valuation of A-shares has fallen to the bottom area of history
The failure of the "blitzkrieg" expectations of the Russian-Ukrainian conflict has increased market uncertainty. As The sanctions in Europe and the United States continue to break through the bottom line, causing global capital to tremble, the loss of emotional control prompts it to return to the home country in the short term, resulting in temporary blood loss of A shares, and the fermentation of the epidemic in Hong Kong has aggravated the weakness of Hong Kong stocks. We believe that both A-shares and Hong Kong stocks have fallen to the bottom of history from valuation to absolute value. After the market sentiment is released, it only takes an opportunity, such as the stimulation of domestic policies or the recovery of economic data such as annual reports and quarterly reports, and the international side is the temporary clarity of the Russian-Ukrainian conflict, and the possibility of retaliatory rebound in the market will increase.
3. The policy force is more clear, and the external impact is gradually becoming clearer
The positive objectives of the two sessions policy are clear, and the trend of further increasing the size of stable growth is clear; the Russian-Ukrainian event accelerates the inflation expectations to peak, and it is expected to see a turnaround in March, the "three bottoms" of the A-share market have been confirmed in turn, and the external shock will usher in the upward resonance of value and growth after the external shock is clear.
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