Monday, A-share shock adjustment throughout the day, the Shanghai index once returned to 3100 points. As of the close of business, the SSE index reported 3083.40 points, down 0.13%; SZSE index reported 11113.46 points, down 0.24%; GEM index reported 2375.21 points, down 1.25%. Turnover in Shanghai and Shenzhen amounted to 106.73 billion yuan, shrinking from the previous trading day.
On the disk, the pharmaceutical plate collective soared, traditional Chinese medicine stocks set off a wave of stops; real estate plate to continue the strong Friday, Jindi Group, Metro Holdings, Xinhua Lian and other stops; letter to create the concept of the afternoon rebound. The concept of supply and marketing, TOPCon battery, lithium salt lake and other plates were the top losers.
Funding, northward funds yesterday net buying 16.602 billion yuan, the largest single-day net buying amount since this year. Among them, the Shanghai stock pass net buying 8.303 billion yuan, Shenzhen stock pass net buying 8.299 billion yuan.
Property stocks and bank stocks rose
Buoyed by the recent multiple good news, yesterday's A-share, Hong Kong real estate sector performance is strong. As of the close of business, the Hong Kong stock market, DXN China soared more than 110%, Hongyang Real Estate, Tianyu Real Estate rose more than 50%, territorial Holdings, BGG rose more than 40%.A stock market, Yue Tai shares, Zhongtian services, Xinhua Lian, Xincheng Holdings, Jindi Group and other stops.
Banking plate is also active, but narrowed in the afternoon. As of the close, China Merchants Bank rose more than 6%, Ping An Bank, Bank of Chengdu, Bank of Ningbo rose more than 4%, Industrial Bank of China, CITIC Bank, Lanzhou Bank and other up.
Galaxy Securities said, support for the steady development of the real estate market, the financial 16 measures of the strength of the expected, conducive to dredge the financing channels of real estate enterprises, helping to steadily resolve the risk of good bank credit growth and asset quality improvement, superimposed on infrastructure, small and microenterprises, manufacturing and other areas of credit support unabated, optimistic about the valuation of the banking sector at low levels of configuration value, continue to recommend the Jiang, Zhejiang, Chengdu-Chongqing region, and so on. High-quality small and medium-sized banks.
Tianfeng Securities believes that the current low valuation of the banking sector has digested enough pessimistic expectations. Stabilizing growth policy benefits continue, overseas inflation slowdown reduces valuation adjustment pressure, bank stocks are expected to open the valuation of the upside.
Pharmaceutical industry chain rose
Yesterday, the entire pharmaceutical industry chain soared, as of the close of the pharmaceutical and biological plate as a whole rose 3.43%, leading the Shenwan 31 industries. The new crown drug concept, Hendi Pharmaceuticals, Guangshengtang 20% range stop, Kangzhi Pharmaceuticals rose more than 18%, Guizhou Sanli, Zhongsheng Pharmaceuticals, Ealing Pharmaceuticals, Xinhua Pharmaceuticals and other stop.
Vaccine plate, Kangxinuo soared 11.71%, Junshi biological, North China Pharmaceutical rose more than 7%; medical equipment plate, Jardine and Jiaye rose more than 19%, Kofu medical, wonderful medical, Ribon instrument rose more than 10%.
Galaxy Securities said, to further optimize the epidemic prevention and control work of the 20 measures recently released, the epidemic prevention and control policy optimization is conducive to the recovery of conventional medical demand and consumer health care demand recovery, we recommend that investors pay attention to the three main lines: First, the conventional medical business to resume growth; Second, consumer health care recovery; Third, the new crown vaccine and drug-related companies R & D progress.
Central Pacific Securities believes that in the epidemic prevention and control gradually and orderly optimization, public **** health prevention and control tools still play an important role, the relevant drug reserves, new vaccine research and development will be further accelerated to strengthen. At the same time, logistics, diagnosis and treatment, consumption, etc. is expected to accelerate the recovery, the fundamentals of the pharmaceutical plate is expected to continue to improve, gradually out of the bottom range. At present, the pharmaceutical plate just need attributes and price sex ratio is still prominent, optimistic about the plate structural slow bull market.
Northward funds single day net buying amount hit a new high this year
Northward funds net inflow of more than 10 billion yuan on Friday continued to substantial net inflow of 16.602 billion yuan yesterday, hitting a single day net buying amount hit a new high this year. Specifically, Guizhou Moutai, Midea Group, China Merchants Bank net buying amount of the top, respectively, were net buying 2.043 billion yuan, 1.257 billion yuan, 848 million yuan; LONGi green energy net selling amount topped the net selling amount of 0.34 billion yuan.
According to Minsheng Securities strategy team combing, last week, the northward funds configuration disk net buying 1.856 billion yuan, trading disk net selling 4.041 billion yuan. Industry, the two *** knowledge lies in the net buy non-ferrous, home appliances, banks, computers, food and beverages, transportation, steel, building materials and other sectors, while net selling electric new, electricity, real estate, electronics, military, coal, communications, textile and clothing and other sectors. Style, northward funds configuration disk and trading disk at the same time net buying large-cap and mid-cap value plate, net selling small-cap growth plate.
Shanxi Securities said that the current A-share overall valuation has entered a significant underestimation of the range, the fourth quarter of the domestic economy is expected to maintain stabilization of the good trend, and drive the market is expected to repair. With the domestic economic fundamentals in the fourth quarter gradually verified signs of warming, structural transformation is expected to continue the high boom logic of the track, such as new energy, military and Xinchuang, as well as fundamentals to repair the elasticity of the industry, such as precious metals, real estate, chicken, shipbuilding and part of the pharmaceuticals, etc., the performance of the market is worthy of expectation.