A shares rose across the board yesterday, the ChiNext Index rose 3.07%
The turnover of the two cities exceeded 1 trillion yuan
Guangzhou Daily News (all media reporter Lin Xiaoli) The A-share market has ushered in a rebound. Although the market has risen and fallen, but throughout the day, lithium batteries, wind power, photovoltaics, semiconductors and other track stocks rose sharply. At the same time, the turnover of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the first time since April 1, and the final turnover was about 1 trillion yuan. 1.07 trillion yuan, more than 230 billion yuan more than the previous trading day. As of the close, the three major A-share indexes rose across the board, with the Shanghai Index up 0.75%, the Shenzhen Component Index up 1.80%, and the ChiNext Index up 3.07%.
Batteries, energy metals, and complete vehicles are among the top gainers
In terms of industry sectors, batteries, energy metals, wind power equipment, semiconductors, and automobiles are among the top gainers, while communication services, agriculture, animal husbandry, feeding and fishing, diversified finance, engineering construction, and education are among the top decliners; in terms of themes, new urbanization, IGBT , automotive chips, Tesla, energy storage, CRO, lithium batteries and other concepts are relatively active. It is worth noting that many stocks in the Shanghai sector have daily limit, Xujiahui, Kaikai Industry, Shanghai Pharmaceuticals, Aixu, Baolong Technology, Fudan Fuhua, Shanghai Yanpu, Keboda, Leading Shares, Zhezhong Shares, Laimu Shares Wait for the limit.
In terms of news, the National Development and Reform Commission issued the “14th Five-Year Plan for Bioeconomic Development”, which proposed that with the goal of promoting key technological breakthroughs and the transformation and application of scientific and technological achievements, it should support leading enterprises in the biological field to lead the establishment of innovation consortia, undertake the construction of industrial innovation centers, Innovation platforms such as engineering research centers, technology innovation centers, and manufacturing innovation centers, and encourage innovation and entrepreneurship in the field of biotechnology to support the development of small, medium and micro enterprises.
In addition, recently, the Beijing Municipal People’s Government issued the “Beijing Transportation Development and Construction Plan during the 14th Five-Year Plan Period” (hereinafter referred to as the “Plan”). It is mentioned in the plan that in order to achieve stable and moderate decline after carbon peaks, energy conservation, emission reduction and carbon reduction work in the transportation sector will continue to advance in depth, the proportion of green travel will continue to increase, the transportation structure will continue to be optimized, and new energy vehicles will accelerate the replacement of traditional fuel vehicles.
Zhongyuan Securities pointed out that on Wednesday, the A-share market rose and fell, and rose slightly with fluctuations. Centaline Securities believes that the current average price-earnings ratios of the Shanghai Composite Index and the ChiNext Index are 12 times and 35 times, respectively, below the median level in the past three years; the trading volume of the two cities on Wednesday was 1,078 billion yuan, which is the average daily trading volume in the past three years. the median area of .
It is recommended to focus on infrastructure and photovoltaic sectors
Zhongyuan Securities predicts that the stock index will continue to fluctuate in the future as a whole, and at the same time, it is still necessary to pay close attention to the changes in policies, funds and hot spots leading the rise. Investors are advised to pay attention to investment opportunities in engineering construction, new energy, semiconductor and automobile industries in the short-term, and continue to pay attention to investment opportunities in low-valued blue-chip stocks in the middle.
Guosheng Securities believes that the index of the two cities has entered the bottom construction stage with a high probability, and the previous lows may be difficult to fall below, and the market is currently showing signs of passivation to the bad news. The overall valuation of the superimposed A shares has entered a relatively low range, and the opportunities outweigh the risks. , optimistic about the recovery rally in May. In terms of operation, the index is likely to enter the bottom construction, and the track stocks have also begun to stabilize and rebound. At the same time, with the continuous restoration of market confidence, the current market may have entered the stage of light index heavy stocks, and selected sectors and stocks may greatly increase excess returns. , it is recommended to focus on infrastructure in the direction of “steady growth” and the photovoltaic sector that is about to usher in the accelerated realization of volume and profit.