The market value of A-shares increased by more than 1.5 trillion yuan in April

The market capitalization growth of A-shares in April can be analyzed from several aspects. First of all, from the perspective of overall market performance, the A-share market showed a positive trend in April. For example, on April 26, the A-share stock indexes rose sharply, with the Shanghai Composite Index rising 1.17% to 3,088.64 points. This indicates that the market capitalization of the A-share market has increased significantly during the week.

Further, from the perspective of the performance of industries and individual stocks, the new energy industry chain, high dividends, high dividend assets, and stocks with annual performance exceeding expectations have benefited from economic recovery and steady growth. These factors usually attract more attention and investment from investors, which in turn drives the market capitalization of the underlying stock.

In addition, from a longer-term perspective, at the end of last year, various professional institutional investors held a total of 16 trillion yuan in the circulating market value of A-shares, an increase of more than 1 times in five years. Although this data is as of the end of last year, it reflects the long-term growth trend of the A-share market and the confidence of institutional investors in the A-share market.

However, it should be noted that despite the overall positive performance of the A-share market in April, there is also evidence that the market is differentiated, such as the CSI 300 rebounding slightly, while the CSI 500, the Science and Technology Innovation Board, and the Beijing Stock Exchange 50 collectively declined. This divergence may mean that not all sectors or individual stocks have achieved the same level of market capitalization growth.

To sum up, although the specific market value growth amount is not directly given, it can be seen from the information I searched that A-shares showed a positive growth trend as a whole in April, especially in the fields of new energy industry chain, high dividends, high dividend assets, and stocks with annual report performance exceeding expectations. At the same time, the long-term growth trend of the market and the confidence of institutional investors also supported the market capitalization growth in April. Therefore, it is reasonable to infer that the market value of A-shares increased by more than 1.5 trillion yuan in April.

Which sectors or sectors of the A-share market saw the most significant market capitalization growth in April?

In the A-share market in April, the industries or sectors with the most significant market value growth included traditional Chinese medicine, new energy vehicles, non-ferrous metals, big finance, engineering consulting services, education, computer equipment, plastic products, consumer electronics, etc. Specifically:

1. Traditional Chinese Medicine Sector: The performance of listed companies in the Chinese medicine sector has grown significantly, with 62 of the 73 listed companies releasing their 2023 annual reports, showing the strong performance of the industry.
2. New energy vehicle sector: In early April, the new energy vehicle sector strengthened across the board, driving a "good start" in the A-share market.
3. Non-ferrous metals and large financial sectors: Driven by the strength of new energy vehicles, non-ferrous metals, large finance and other weighted sectors, the three major stock indexes collectively opened higher and moved higher.
4. Engineering consulting services, education, computer equipment, plastic products, consumer electronics and other industry sectors: These sectors were among the top gainers in the market on April 17.

In addition, the basic chemicals, electronics, petroleum and petrochemicals, food and beverage, and transportation sectors are also recommended to be focused, which are based on macro analysis and industry growth expectations.

In the A-share market in April, the market value of traditional Chinese medicine, new energy vehicles, non-ferrous metals, big finance, engineering consulting services, education, computer equipment, plastic products, consumer electronics and other industries or sectors increased most significantly.

What is the specific contribution of the new energy industry chain to the market value growth of the A-share market in April?

The specific contribution of the new energy industry chain to the market value growth of the A-share market in April is mainly reflected in the following aspects:

1. The new energy vehicle sector strengthened across the board: On April 1, the strength of the new energy vehicle sector drove the overall rise of the A-share market, with the three major stock indexes collectively opening higher and moving higher, and the ChiNext index rising nearly 3%. This shows that the new energy vehicle sector had a positive impact on the market at the beginning of the month.
2. The popularity of Xiaomi cars has led the rise of related industrial chains: The launch of Xiaomi cars and market response have led to the rise of new energy vehicles, lithium battery industry chain and other related sectors, and the automobile sector has soared. This phenomenon shows that the development of new energy vehicles and their related industrial chains has a positive role in promoting the A-share market.
3. New car launches and the Beijing Auto Show: The launch of many new vehicles in March and April and the holding of the Beijing Auto Show (at the end of April) provided an intensive event catalyst for the new energy vehicle sector, further pushing the sector upward. These activities have increased the market's attention and interest in new energy vehicles, thereby contributing to the growth of market capitalization.
4. The sharp rise in the hydrogen energy sector: Affected by the news that hydrogen energy was included in the review of the energy law, on April 29, the A-share hydrogen energy sector collectively rose sharply, and many stocks rose to the limit. This change shows the development potential and market recognition of other segments in the new energy industry chain.
5. Tesla's stock price soars and its impact on the industry chain: Tesla's stock price has risen significantly and its potential benefits to the intelligent industry chain and Tesla's industry chain targets, reflecting the important contribution of corporate performance within the new energy vehicle industry chain to the market value growth of the entire sector.

In April, the new energy industry chain made a concrete contribution to the growth of the market value of the A-share market through the strengthening of the new energy vehicle sector across the board, the listing of new vehicles such as Xiaomi Auto and the leading rise of related industrial chains, the sharp rise in the hydrogen energy sector, and the soaring share price of Tesla. Together, these factors drove the overall upward trend of the A-share market in April.

How did high-dividend, high-dividend assets perform in April, and how much impact did they have on overall market capitalization growth?

The performance of high-dividend, high-dividend assets in April was generally positive. The A-share market has fluctuated widely this year, but the dividend sector under the low-valuation and high-dividend strategy has performed well, and the dividend index has risen by more than 12% since the beginning of this year. This shows that high-dividend, high-dividend assets are favored by investors in the market and have a positive impact on the market capitalization growth of the overall market.

In addition, brokerages are unanimously optimistic about the high dividend strategy in the list of gold stocks in April, and there are reports that high dividends and relatively low valuations have become one of the common reasons why many gold stocks are optimistic. This information further confirms the strong performance of high-dividend, high-dividend assets in April and their positive contribution to market capitalization growth.

At the same time, policy support also provides a strong guarantee for the performance of high-dividend and high-dividend assets. For example, the new rules on cash dividends issued by the China Securities Regulatory Commission (CSRC) and the continuous increase in policies such as the new "National Nine Articles" have provided policy support for the rise of dividend plans of listed companies. The implementation of these policies will help increase investor confidence in high-dividend, high-dividend assets, thereby promoting their value growth.

High-dividend, high-dividend assets performed well in April, not only gaining positive attention in the market, but also having a significant positive impact on the overall market capitalization growth. This trend has been widely recognized by policy support and market participants.

The performance of stocks that beat expectations in April and their contribution to market capitalization growth.

The performance of stocks with annual reports exceeding expectations in April and their contribution to market market value growth can be analyzed from the following aspects:

1. Performance of individual stocks exceeding expectations: According to evidence, there are 217 companies whose annual report performance forecasts have grown faster than market expectations, including Weiming Environmental Protection, Jinshiyuan, Yili Shares, etc. This suggests that in April, these companies that beat expectations could be favored by the market for their strong profitability and growth, driving stock prices higher.
2. Overall market performance: In April, the A-share market showed a pattern of strong Shanghai and deep weakness, the market tried to switch between high and low, superimposed on the good news of performance, low-level medicine and insurance were favored by funds, and the market performance was a hot spot and rapid rotation. This shows that in April, the overall market environment is conducive to the performance of individual stocks that exceed expectations, because these companies can often become the focus of the market and attract more investors' attention and investment.
3. Factors influencing market value growth: The growth of market capitalization of listed companies is directly affected by net profit and price-earnings ratio. For those companies whose annual earnings exceed expectations, the increase in their net profit will directly increase their market capitalization. In addition, as these companies have exceeded the consensus expectations of the market, their price-to-earnings ratios may be relatively low, which also provides favorable conditions for the growth of market capitalization.
4. Financial report effect: Entering the intensive disclosure period of financial reports in April, how will the market interpret it? Most brokerages believe that April is the month when the stock market is most concerned about the performance growth performance, and there is an obvious "financial report effect". This means that the performance of individual stocks that beat expectations in April will not only reflect their own strong profitability, but may also have a positive impact on the recovery of the market as a whole.

Stocks that beat expectations in their annual reports typically performed more positively in April, and their strong profitability and growth attracted a lot of attention from the market, driving higher stock prices and market capitalization growth. At the same time, the performance of these companies has also had a positive impact on the recovery of the entire market.

From the end of last year to April, the trend of the market value of A-shares held by professional institutional investors and the reasons for it.

From the end of last year to April, the trend of the market value of A-shares held by professional institutional investors and the reasons for them can be analyzed from the following aspects:

1. Trend: According to the information I searched, it can be seen that the proportion of market capitalization held by professional institutional investors in 2023 has decreased. Specifically, according to the research report of Li Lifeng's strategy team of Huaxi Securities, the shareholding ratio of domestic professional institutional investors increased from 18.76% in 2015 to 20.35% at the end of the third quarter of 2023. However, a report from Hexun.com pointed out that in the A-share market in 2023, professional investment institutions will show fluctuations in the market value of their holdings, and the holdings of professional institutions will decline by 4%. This suggests that the outstanding market value of A-shares held by professional institutional investors may have experienced a decline between the end of last year and April.
2. Causes:
3. Market environment: In 2023, the A-share market will be reflected in the structural adjustment led by the weak expectations, and the market volume can be significantly reduced. In this market environment, the money-making effect is concentrated in small and micro cap stocks, and the predominance of small cap style and value style under the stock game may lead to the weakening of professional institutional investors' confidence in the market, thereby reducing their investment in A-shares.
4. Economic and policy factors: In 2023, the economic environment at home and abroad will show a combination of weak domestic recovery + high inflation overseas. At the beginning of the year, the domestic economic recovery was expected to improve, but at the same time, some economic data performed strongly, and this complex economic environment may make professional institutional investors more cautious in investment decisions, resulting in a decline in the proportion of their holdings in market capitalization.
5. Relatively weak external market conditions: When the external market conditions are relatively weak, the proportion of market value held by professional investment institutions has decreased more seriously. This indicates that the unfavorable factors in the international market have also had a negative impact on the market value of A-shares held by professional institutional investors.

From the end of last year to April, the market value of A-shares held by professional institutional investors rose first and then fell, mainly due to the structural adjustment of the market environment, complex economic and policy factors, and the relative weakness of the external market. The combination of these factors has led to a reduction in the investment of professional institutional investors in A-shares during this period.