【 Today's trend 】
On March 1 (Monday), the market of the two cities opened high and went high 。 By the end of the day, the Shanghai Composite Index had risen 1.21% to close at 3551 points; The Shenzhen Composite Index rose 2.41% to close at 14857; The GEM rose 2.77% to close at 2994. 873.2 billion yuan was traded in the two markets throughout the day, compared with the previous trading day nine thousand and sixty-eight RMB 100 million decrease 33.6 billion yuan, which can be used for two consecutive days On the basis of shrinking, it has shrunk by 3.7% again today 。
The three major indexes collectively opened higher, with white horse stocks leading the gains, environmental protection engineering and paper making sectors leading the gains, and banking, securities and other major financial sectors opening weaker. Papermaking and chemical materials sectors led the strong growth, while scenic spots, tourism, environmental protection projects and other sectors led the growth. The fund wait-and-see mood was strong, and the intraday index remained high and consolidated.
In the afternoon, the three major indexes maintained the red market consolidation, rare earth permanent magnets continued to rise, the concept of coal increased, scenic spots and tourism ranked first, banks and securities sectors continued to suffer setbacks, market sentiment rose, and the earning effect was good. Near the end of the day, the index rose slightly, and the Shanghai index rose again to 1%.
[Market hotspot]
From the panel, Rare earth permanent magnet, organic silicon, new chemical materials and other sectors led the increase, while securities, banks and other major financial sectors showed weak performance. Individual stocks rose in general, with more than 10% increase in the two markets and more than 100 stocks, and only 500 stocks were green.
Hot spots: Rare earth permanent magnet. Many stocks, such as Northern Rare Earth, Shenghe Resources, Baotou Steel, Greenmei, Xiamen Tungsten, rose significantly.
The supply and demand of rare earth industry is tight, and the prosperity is rising. The demand end of rare earth in the world is concentrated in traditional vehicles, new energy vehicles, wind power and variable frequency air conditioners, and others include energy-saving elevators and industrial robots (12.180, 0.03, 0.25%), consumer electronics, etc. With the rapid growth of the production of new energy vehicles and electric two wheeled vehicles, the long-term installed capacity of wind power and the recovery of consumer electronics demand, the rare earth industry is booming. At present, the inventory of rare earth industry chain is low, the supply increment is controllable, and the tight supply and demand pattern will have strong sustainability.
【 Funds 】
Northbound capital bought 3.786 billion yuan in the whole day, ending three consecutive days of net selling; Among them, Shenzhen Stock Connect net purchased 2.869 billion yuan.
Level-2 data display ， Today, the main capital inflow of Shanghai and Shenzhen stock markets was 5.7 billion yuan, 344 million yuan in Shanghai stock market and 5.37 billion yuan in Shenzhen stock market. Compared with yesterday, it has increased significantly.
The sectors with the largest net inflow of main funds are electronic components, machinery industry, materials industry, electronic information and non-ferrous metals; The main sectors with the largest net outflow of funds are brokerage trust, banking, brewing industry, precious metals and pharmaceutical manufacturing.
Technical Analysis
From the perspective of the moving average system, the Shanghai Stock Exchange Index is supported by a 60 day line below and a 20 day line above, which runs between the two lines all day long; The index also continued to run between the 60 day line and the half year line. Bicity The turnover shrank again 。 From Shanghai Stock Exchange Index MACD indicators, The third green column appears on the daily line , 60 minutes green column Shorten, indicating that the rebound phase is adjusted 。
[Future view]
On the first day of March and the first day of this week, the market started well, which is a good omen. The probability of the K Line in March and the K Line in this week will be significantly increased. However, there are two other concerns:
First, the trading volume shrank for the third day in a row. If it is a good thing that the trading volume shrank in the first two trading days, and a decline in the volume is a good thing, then it is abnormal that the trading volume continues to shrink when it rebounds today, which means that there is not much capital involved in the rebound. The main capital suffered a big loss last week, and we dare not rush into it this week, only the non main capital, Hot money and retail investors participated in the rebound of low price small bills.
Second, today's rebound is only due to the support of the 60 day line, which is technically oversold. Since the beginning of November last year, the 60 day line has been the central support of the market, and there is strong support. In the next few days, we will consolidate around 3600, and then Will continue to go up 。 But the rebound must be matched with capacity 。
So on the whole, the market began to stop falling and stabilize, and we should pay attention to the change of capacity in the future. If the market continues to rise tomorrow, market sentiment will recover, and the rebound will continue.
Operation
Today, the earning effect rebounded sharply, and short-term sentiment was active. On the plate, Baotuan plate and core individual stocks rebounded collectively. Ningde Times, China Central Exemption and other sectors rose sharply. The main line of the market focused on the pro cyclical sectors such as chemical, paper making, rare earth, steel, and other sectors. The environmental protection, chip, agriculture, intelligent manufacturing and other sectors rose in a round. The market style is still dominated by the over fall rebound. The leading companies, Rendong Holdings and Jimin Pharmaceutical, both advanced to the fourth board.
Hurry to do a good job in this small rebound market, which is expected to continue to the NPC and CPPCC.
