On April 8, the A-share market was shocked and differentiated, the Shanghai index fell intraday and then turned red, and nearly 1600 A-share stocks rose, of which 78 rose and stopped, and the infrastructure, real estate, and chemical sectors led the rise.
As of the close, the Shanghai Composite Index rose 0.47%, while the Shenzhen Component Index and the ChiNext Index fell by 0.11% and 0.33% respectively. The transaction volume of the two cities exceeded 920 billion yuan, of which 414.037 billion yuan was in Shanghai and 512.401 billion yuan in Shenzhen.
Source: CSI Taurus APP
On the capital side, Wind data shows that today's northbound funds have a slight net outflow of 626 million yuan, of which the net inflow of Shanghai Stock Connect is 1.064 billion yuan and the net outflow of Shenzhen Stock Connect is 1.690 billion yuan. The net outflow of the main funds of the two cities was 17.301 billion yuan, and the warehouse building decoration and real estate industry was nearly 5 billion yuan.
The infrastructure and real estate sectors have staged a rising tide
Today, 1553 stocks rose in the Shanghai and Shenzhen markets, of which 78 rose and fell; 3027 stocks fell, of which 20 fell to a stop. Coupled with the number of stocks rising on the North Stock Exchange, nearly 1600 A-shares rose.
In the Shenwan first-class industry, the building decoration, real estate, and building materials industries rose the most, up 3.99%, 2.70%, and 2.28% respectively. The media, agriculture, forestry, animal husbandry and fishery, and the pharmaceutical and biological industries fell the most, down 2.84%, 1.84%, and 1.75% respectively.
In the building decoration sector, Hualan Group's "20CM" rise and stop, COFCO Engineering rose by more than 10%, East Lake High-tech, Zhongyan Dadi, Mingdiao Shares, Beixin Road Bridge, Xinjiang Jiaotong Construction, Chengdu Road Bridge, etc., of which Beixin Road Bridge and Zhongtian Hardcover "Three Plates". In addition, china power construction, China communications construction, China railway construction, China railway and other large infrastructure stocks rose sharply.
After yesterday's adjustment, the real estate sector rose sharply again today, setting off a rising tide. In the sector, Blu-ray Development, Xinhualian, Zhongxin Group, China Wuyi, CCCC Real Estate, Tianbao Infrastructure and so on are up and down. Among them, China Wuyi "six consecutive boards"; CCCC Real Estate 9 days and 8 boards, the cumulative increase of 119.50% in the past 9 trading days; Tianbao Infrastructure 16 days and 12 boards, the cumulative increase of 221.02% in the past 16 trading days, the most bullish stocks in the market in the past 16 trading days.
Source: Wind
Wind data shows that as of the close of trading on April 6, the total market value of Shenwan's first-class real estate industry was 2.14 trillion yuan, an increase of 58 billion yuan from yesterday.
In addition, the building materials sector of the infrastructure and real estate industry chain also has a multi-share up-and-down, and there are many shares in the plate, such as Ningbo Fuda, Gudi Technology, Qingsong Jianhua, Sichuan Jinding, Sanhe Pipe Pile, Hainan Ruize, etc., of which Hainan Ruize "six boards".
For the infrastructure sector, Guotai Junan Securities believes that benefiting from steady growth and entering the peak season after the epidemic eases, infrastructure investment will accelerate its jump. Orders from leading infrastructure companies have increased, and their performance is expected to exceed expectations.
The basic chemical sector rose sharply
The chemical sector also rose sharply. Shenwan first-class basic chemical industry index rose by 1.56%, Jiangsu Boyun "20CM" in the sector, Chuanjinnuo rose more than 11%, intraday once "20CM" up and down, Six Nations Chemical, Poly United, Xingfa Group and other shares rose and stopped.
Recently, chemical prices have risen. Baichuan Yingfu data show that as of March 31, the spot prices of monoammonium phosphate and diammonium phosphate were 3383.33 yuan / ton and 3640 yuan / ton, up 9.73% and 1.11% respectively from the end of the previous year. As of April 1, 95% of the mainstream producers of phosphine glufolia flour quoted 180,000-200,000 yuan / ton, and the transaction reference price was raised to 175,000-180,000 yuan / ton.
Wanlian Securities said that the resonance of domestic demand and external demand is superimposed on cost support, and the high prosperity of phosphate fertilizer is expected to continue in the short term, and it is recommended to pay attention to relevant leading enterprises with cost advantages.
The main fund exceeded 1.2 billion yuan to raise Sany Heavy Industry
Wind data shows that today's northbound funds have a small net outflow of 626 million yuan, the net outflow of the main funds of the two cities is 17.301 billion yuan, 1616 stocks have received net inflows of main funds, and 3054 stocks have suffered a net outflow of main funds.
In the Shenwan first-class industry, the net inflow of the main funds in the building decoration, real estate, machinery and equipment industries ranked first, with 2.814 billion yuan, 2.048 billion yuan and 646 million yuan respectively. The net outflow of the main funds in the pharmaceutical and biological, computer and media industries ranked first, with 6.958 billion yuan, 2.703 billion yuan and 2.605 billion yuan respectively.
Today's industry's main capital flows
In terms of individual stocks, sany heavy industry, BYD and Hubei Yihua ranked first in terms of net inflow of funds, with 1.263 billion yuan, 779 million yuan and 580 million yuan respectively. Sany Heavy Industry is known as "mechanical Mao", today's intraday touched the limit, closing up 9.12%, the total market value of 163.7 billion yuan. As of 5:40 p.m. on April 8, the Oriental Wealth Individual Stock Sentiment List showed that Sany Heavy Industry ranked first, up 91 places from yesterday. In the list of snowball 24-hour hot stocks, Sany Heavy Industry also ranked first.
Jiuan Medical, Tianqi Lithium and Yiling Pharmaceutical ranked first in the net outflow of main funds, with 1.051 billion yuan, 590 million yuan and 441 million yuan respectively.
Today's main capital net inflow amount of the top ten shares
Today's main capital net outflow of the top ten shares
Industrial Securities said that it is still a window for emotional repair, the index is consolidated, and it can pay attention to the three directions of real estate, high dividends, and a quarterly report that exceeds expectations.
Lang Chengcheng, general manager of the research department of Furong Fund, said that the current market valuation is in the historical bottom range, and the high-growth boom track generally has a 20%-30% adjustment, and the valuation has entered a reasonable range. The follow-up stable growth policy continues to exert force, which is expected to reverse the pessimism of the market. Maintain the judgment of the market's phased bottom, and the grinding period is recommended to have a relatively balanced layout, and gradually shift from low to growth.
Source: China Securities News