May 29, 2023 Evening Monday sunny
Summary of today's A-shares:
In today's A-share market, in addition to the Shanghai Composite Index slightly up 0.28% to 3588.91 points, the Shenzhen Component Index fell 0.8% to 14964.18 points, and the ChiNext Index fell 1.14% to 2749.49 points. Northbound funds made net purchases of 1.4 billion yuan. More than 3,300 shares fell.
Today's A-share market is not performing well, mainly due to the following aspects:
- First, the new energy track stock sector fell first, and the photovoltaic, wind power, lithium battery and other sectors all showed a sharp correction. Among them, Trina Solar announced that shareholders intend to reduce their total holdings of no more than 5.65% of shares, causing market concerns.
- Second, Sino-US relations are tense, and US President Joe Biden signed an executive order banning US investors from investing in 31 companies linked to the Chinese military. This has put pressure on some listed companies with Chinese stocks and A-shares.
- Third, the situation of epidemic prevention and control is still grim, and local cases and asymptomatic infections have appeared in many places in China. This has adversely affected consumer sectors such as tourism, catering and retail.
However, today's A-share market also has some bright spots:
- First, the special valuation sector stabilized, and PetroChina rose 7% to **6.01** yuan². Benefit from the rise in international oil prices and the expectation of domestic oil and gas reforms.
- Second, the performance of new stocks is strong, and new stocks on the science and technology innovation board such as Nanxin Technology, C Huahai Chengke, and C Yuntian Lifei have all achieved a limit increase. It shows the vitality and attractiveness of the science and technology innovation board.
In short, although today's A-share market is weakening overall, there are also some individual stocks and sectors that have performed well. In the current market environment, it is recommended that investors remain rational and cautious, pay attention to changes in fundamentals and policies, and choose high-quality stocks and sectors for layout.
Summary of today's operation:
- In the morning, Tengjing Technology (688195) and Gao Lan shares (300499) were bought during the concentrated bidding period as planned, and both closed up more than 5%. [Applause] [Applause]
- At noon, the Hengshuo shares (688416), CLP Motor (603988), and Xinyisheng (300502) held by Hengshuo shares (), CLP Motor () were comprehensively scored, and the lower rated Hengshuo shares and CLP Motor were sold, and Xinyisheng continued to hold shares.
- The 4 stocks selected by the "comprehensive scoring model of continuous stock selection", Hengshuo shares, Xinyisheng, Tengjing Technology and Gaolan shares all rose sharply on the second day. [Applause] [Applause]
Comprehensive rating of holding stocks
Tomorrow's Action Plan:
- Through the "comprehensive scoring model of continuous stock selection", 2 stocks were selected.
- Monday bids to buy Ehualu and CLP Port.