The trend of the external market continued to fluctuate, and the A-share market experienced a situation of "okay" index and "sharp fall" of individual stocks this week. After Tuesday's closing, the relevant departments focused on clarifying some views of micro, small and medium-sized enterprises, focusing on "this delisting indicator adjustment is aimed at increasing efforts to clear out zombie shells and black sheep, not for small-cap stocks." This news led to a collective rebound in the three stocks on Monday, but compared with the market of 1,000 shares, the rebound of the general rise seems to be only people in the A-share market who know "how cold"! Here you can pay attention to the small and medium-sized micro companies that have been mistakenly killed, whether there is a repair market, after all, it has fallen too badly!
With the vigorous development of new energy, robotics, aerospace, medical equipment and other industries, PEEK materials are expected to usher in rapid growth in terminal applications with excellent performance, and the demand for PEEK has broad prospects and a long production capacity improvement cycle. With the rapid growth of the demand for artificial intelligence computing power, domestic high-speed connection manufacturers will usher in more favorable development conditions, and the industrial development of humanoid robots and flying cars will be promoted, and the demand for PEEK lightweight materials will continue to increase.
The three major indexes collectively opened higher, and the stocks in the two cities rose more and fell less, and the theme sectors such as Sora, PEEK materials, and flying cars performed strongly, while the oil, banking, household appliances and other sectors performed poorly. Since the fourth quarter of 2023, the storage industry has picked up, downstream customer demand has continued to recover, the company's product sales have increased significantly year-on-year, and the price of storage products has continued to rise. The performance pre-increase shares have been repeatedly active, with 4 consecutive boards of shares, 2 consecutive boards of Rongtai Health, Lishang Guochao, Haomei New Materials, and Kehua Holdings, and Zhaomin Technology and BIWIN Storage opened more than 10% higher. On the news side, Lishang Guochao expects a net profit increase of 145%-161% year-on-year in the first quarter, and BIWIN Storage expects to turn losses into profits of 150 million yuan to 180 million yuan in the first quarter.
The Sora concept rebounded collectively, Annoqi, Digital Video and other stocks rose by more than 10%, Xinyada, Insai Group and other gains were in front, and in several recent CCTV news videos, the words "AI creation" were marked in the upper right corner, and AI-generated videos were selected. Low-altitude economic concept stocks have been repeatedly active, Jiangsu Jiaoke 20CM daily limit, Jindun shares, Zongshen Power and other shares rose more than 5%, held a low-altitude economic development promotion conference, at which a series of policy measures will be released, a number of relevant institutions will be unveiled and awarded, a number of fund projects and construction projects will be signed, and Suzhou low-altitude economic application scenarios will be promoted, so as to promote the high-quality development of Suzhou's low-altitude economy. The micro-cap stock index rose more than 7% in early trading, and nearly 200 stocks rose more than 9% in Shanghai, Shenzhen and Beijing.
The Shanghai Composite Index rebounded on Wednesday after the news was clarified, but the limit of stocks did not exceed 100, and there were still many stocks in the ST sector. From the perspective of the participation direction of institutional funds, banks, securities and other financial stocks have rebounded significantly, and the Chinese word is still the main force, indicating that even if there is a "good appearance", institutional funds are still involved in large-cap blue chips, which shows that the risk of small and medium-sized micro enterprises has not been lifted. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 3050 points.
The ChiNext index rose more than 2% intraday on Wednesday, and individual stocks in the two cities ushered in a general rise, but be careful that there is a diving trend in the afternoon, and some funds will leave the market by rebounding. This position should pay attention to the mobility of the theme plate, from the disk point of view PEEK, sora and other sectors of the rebound, is still the early stage of the technology stocks after the crash, funds are willing to participate in the investment opportunities of the over-falling sector, the current is still "troubled times", continue to wait for new opportunities. In the afternoon, pay attention to whether the ChiNext index can stabilize above 1780 points.
Lunchtime highlights:
1. The People's Bank of China launched a 7-day reverse repurchase operation of 2 billion yuan, and the winning interest rate was 1.8%. On the same day, 2 billion yuan of reverse repurchase and 170 billion yuan of MLF expired
2. As of April 16, the financing balance of the Shanghai Stock Exchange was 786.233 billion yuan, a decrease of 2.65 billion yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 698.438 billion yuan, a decrease of 4.744 billion yuan from the previous trading day, and the total of the two cities was 1484.671 billion yuan, a decrease of 7.394 billion yuan from the previous trading day.