Midday assessment: Shanghai index fell slightly GEM index rose 0.94%, the steel industry led the rise, the concept of domestic chips active

Financial sector network on April 22 news morning A shares of the three major stock indexes opened high and weakened at the beginning of the plate green, 10 o'clock after the market stabilized and rebounded, the Shanghai index red after the shock consolidation, the GEM index continued to go higher and once rose more than 1%.

As of midday close, the Shanghai index fell 0.05%, at 3471.23 points, the Shenzhen Composite Index rose 0.5%, at 14221.71 points, the GEM index rose 0.94%, at 2944.42 points. Shanghai and Shenzhen turnover of 453.7 billion yuan; northward capital actual net outflow of 252 million yuan. The two cities 53 shares up, 5 shares down (including ST).

Industry sectors, iron and steel industry, coal mining, non-ferrous metals, electronic components, food and beverage rose ahead, shipbuilding, banking, civil aviation airports, craft commodities, agriculture and animal husbandry and fisheries fell ahead. Low-carbon metallurgy, medical beauty, Huawei automobile, 3D camera, gallium nitride and other concepts active plate.

Driverless concept again, the original internal distribution, Ankai Bus, Xiaokang shares, Huafeng shares, Huaxi energy stop;

New energy car plate active, Yinbao Shanxin, Beitel Technology, Beijing Quanhua, Zhenbang Intelligence stop;

Medical beauty concept to maintain the heat, Aoyuan Beauty Valley, Yangtze River Health, innovative health care stops, BeiTaiNi, LanZhi shares, etc.;

The concept of medical beauty to maintain heat, Aoyuan beauty Valley, Yangtze River Health, innovative medical stop, BeiTaiNi, LongZi shares, etc.;

Domestic chip concept rose, Silan Micro, in the crystal technology, national star photoelectric stop, core original shares, Tengxin shares, united SiZhuang, national science and technology micro performance;

Energy storage plate heated up, the power source stops, Shenghong shares, Zhiguang Electric, Sheng Yang shares rose more than 5%;

Food and beverage plate force, Gan Yuan food stops, the three squirrels touched a halt, Liangpin Puzi

Food and beverage plate force, Gan Yuan food stop, three squirrels touched a halt, Liangpin Pavilion, Yuanzu Foods, Pinwu Foods have risen;

Steel plate pulling up higher, Bayi Iron and Steel stops, MaGang, Valin Iron and Steel, Ansteel and other shares to follow up;

Stocks, a quarter of the net profit of the mother of pearl year-on-year growth of 81.78%, Teyi Pharmaceuticals for two consecutive days of stops;

Quarterly net profit of 128.32%, Hangzhou Oxygen Stock stops;

First quarter net profit year-on-year increase of 248% -262%, the world of science and technology rose;

First quarter net profit increased by 42% year-on-year, Shanghai Jahwa one word rose;

First quarter net profit of 88.02% year-on-year, Xinjie Electric rose;

China submarine shares for the third consecutive day of the 20% drop, after the shareholders of the mandatory closure of the position of Liu Yong led to a passive The company's shareholding was reduced by 680,000 shares.

Institutional Strategy

Hutchinson Investment Advisor: The direction of the Shanghai index is not yet clear, so the operation is still cautious and careful, waiting for the direction to be clear before making a choice, in 3496-3516 and above, reduce the position on the high side; on the contrary, the choice of the downward, then in the lower support zone batches of low sucking, but need to be accurate tempo, and reasonable control of the position.

Bryce Win: At present, the difficulty is still greater. But the medium-term need to be pessimistic, there will always be a breakthrough, now need only time. On the operation, because of the siphoning effect of the embracing stock, and strong but two days of subject matter rotation, so the short-term operation is more difficult, not very suitable for the opening of a new position. For the hands of the existing chips, you can swing operation, fall back and so low absorption, high need to reduce the position, idle trouble operation is not good, patience to hold.

Oriental Securities: Overseas because of repeated epidemics as well as too large an increase in short-term stock market fluctuations, but whether the epidemic variable or index rise, for the current stage of the A-share, are an advantage, domestic investors do not need to be excessively worried about this level of volatility, we emphasized in the early stage of the overseas risk, is a systematic risk, rather than the perturbation of a number of short-term factors; the operation of the The suggestion is to remain cautiously optimistic and lay out the upward trend of the technology and equipment manufacturing sector on a low basis.

Yue Kai Securities: March 9 on the Shanghai Composite Index reached 3328 low, since then in the 3360-3500 middle oscillation, the index is approaching the upper limit again, whether the index can break through, one lies in the toughness of the economic growth, as well as the performance risk, credit risk, international trade risk evolution, and the second lies in the follow-up to the first-quarter Politburo meeting of the monetary and fiscal policy, monetary liquidity marginal Tightening of the situation, whether the internal and external capital can provide incremental funds.