On April 23, the three major A-share indexes fluctuated and strengthened, and collectively closed higher. The ChiNext Index performed the strongest. As of the close, the Shanghai Composite Index rose 0.26% to 3474.17 points;

-, Market Overview

html On April 23, the three major A-share indexes fluctuated and strengthened, and collectively closed up. The ChiNext Index performed the strongest. As of the close, the Shanghai Composite Index rose 0.26% to 3474.17 points; the Shenzhen Component Index rose 1.00% to 14351.86 points; the GEM index rose 1.87% to 2994.49 points; the Shanghai and Shenzhen stock markets had a total turnover of 778.6 billion yuan; northbound funds bought 7.859 billion yuan in net; overall, stocks in the two cities fell more Increase less. In terms of Hong Kong stocks , the Hang Seng Index rose 323.41 points or 1.12% to 29078.75 points; the state-owned enterprise index rose 1.18% to 11067.84 points; the red chip index fell 0.2% to 4129.71 points. In terms of Asia-Pacific stock markets, the Nikkei 225 index closed down 0.6% at 29020.63 points; South Korea's KOSPI index closed up 8.63 points, or 0.27%, at 3186.15 points; Australia's S; P/ASX200 index April 23 (Friday) It closed up 5.30 points, or 0.08%, at 7060.70 points.

2. Industry Overview

The steel sector rose and strengthened in the afternoon, Bayi Steel hit the daily limit; the medical equipment service sector performed strongly throughout the day, Rejing Biological and other 4 stocks collectively hit the limit; national large fund holdings, titanium dioxide, Sectors such as third-generation semiconductors performed actively; the digital currency sector led the decline, and Chutianlong dropped to the limit; attractions and tourism, medical beauty concept, dairy industry and other sectors were among the top decliners.

Among the 28 first-level industries to which Shenwan belongs, only the four industry sectors of household appliances, steel, non-ferrous metals , and electrical equipment showed net inflows of main funds, with net inflow amounts of 579 million yuan, 351 million yuan, and 295 million respectively. billion, 160 million yuan. 24 industry sectors showed net outflows of main funds. Among them, the computer industry sector had the largest net outflow of main funds, with a net outflow amount of 3.086 billion yuan. Among the industry sectors with the highest net outflows of main funds were public utilities, real estate, non-bank finance, and electronics. , automobiles, the net outflow amounts were 2.507 billion yuan, 2.151 billion yuan, 1.951 billion yuan, 1.95 billion yuan, and 1.145 billion yuan respectively.

3. Watch individual stocks

As of the close, a total of 1,183 stocks in Shanghai and Shenzhen stock markets rose, 2,989 stocks fell, 79 stocks were flat, and 22 stocks were suspended. Including ST stocks, a total of 58 stocks reached their daily limit and 20 stocks reached their daily limit.

4. Northbound Fund Trends

The cumulative transaction volume of northbound funds this week was 451.07 billion yuan, with a net purchase of 21.024 billion yuan. Among them, the total net buying of and Shanghai Stock Connect was 6.792 billion yuan, and the total net buying of Shenzhen Stock Connect was 14.232 billion yuan.

Looking at a single day, the total transaction volume of northbound funds today was 89.677 billion yuan, and the net buying volume was 7.859 billion yuan. Among them, the total net buying of Shanghai Stock Connect was 3.81 billion yuan, and the total net buying of Shenzhen Stock Connect was 4.049 billion yuan.

In terms of active stocks, Kweichow Moutai, WuXi AppTec , Oriental Fortune , Ping An Bank , Sungrow Power had relatively large net purchases of northbound funds, with net purchase amounts of 688 million yuan, 635 million yuan, and 635 million yuan respectively. 567 million yuan, 553 million yuan, 518 million yuan. Northbound funds net sold Ping An , Tongwei Shares , Wuliangye , Luxshare Precision , and CATL . The net sales amounts were 942 million yuan, 157 million yuan, 45 million yuan, and 44 million yuan respectively. billion, 16 million yuan.

5. Brief description of the Dragon and Tiger List

After-hours data from the Dragon and Tiger List showed that the total net purchase of institutional seat funds was approximately 62.9479 million yuan. Among them, 11 stocks were net bought and 7 stocks were net sold. The stock with the largest net purchases by institutions is Huaya Intelligent, with a net purchase amount of approximately 36.4851 million yuan; the top net purchases by institutions include Bayi Iron and Steel, Yunda shares , Shengde Xintai and other stocks. The stock with the largest net sales by institutions was Mingwei Electronics, with a net sales amount of approximately 29.3911 million yuan.

6. Summary of Important News

National Development and Reform Commission: Under the framework of the Carbon Peak Action Plan, a series of new infrastructure projects for coal, electricity, steel, petrochemicals, chemicals, non-ferrous metals, building materials, construction, transportation, migrant workers, agriculture, and rural new infrastructure have been prepared and launched. implementation.

China Foundation Association: Long-term capital accumulation and long-term investment activities are inseparable from the support of tax policies. The association will further promote the improvement of relevant tax guidance policies and promote the formation of long-term capital .

The Seventh National Department: Standardize the order of the online live broadcast market, subdivide live broadcast publishers engaged in live broadcast marketing activities into live broadcast room operators and live broadcast marketers, clarify age limits and behavioral red lines, and regulate advertising activities related to live broadcast room operators and live broadcast marketers Specific requirements are put forward in terms of online and offline live broadcast venues, product and service information verification, virtual image use, and commercial cooperation with live broadcast marketer service agencies.

Cryptocurrencies fell collectively today, and Bitcoin continued to decline, falling below $48,000 per coin, continuing to hit a new low since March 6. Dogecoin html fell by more than 15% in 5 days, and today’s low fell by more than 60% from the historical high.

NAND Flash control IC manufacturer Phison: Increased prices for a full range of flash memory control chips and modules.

Public funds and northbound funds bought large amounts of bank stocks in the first quarter.

The China Securities Regulatory Commission issued IPO approvals for 3 companies. A total of 13 companies received approvals this week.

The Russian Central Bank raised the benchmark interest rate to 5%. It is estimated to be 4.75%.

Shenzhen Communications Institute: This week we will continue to focus on monitoring "Qitian Technology", which has experienced abnormal growth recently, and take regulatory measures in a timely manner

7. Key company news

Reports said that Baidu 's automotive joint venture " Jidu Auto " plans for the future Invest 50 billion yuan ($7.7 billion) over five years to produce smart cars. "Jidu Auto" plans to recruit 2,500-3,000 employees in the next 2-3 years.

Apple transfers order to Samsung OLED panel, LG, BOE

Aixu shares: plans to invest 18 billion yuan to build a new high-efficiency solar cell project with an annual output of 26GW

Xiaomi is reported to be considering investing in AI chip manufacturer Black Sesame Intelligent Technology .

Coca-Cola China responded to price increase rumors: There is currently no relevant information.

Chinese Academy of EngineeringThe list of valid candidates for the 2021 academician election was announced, and Maotai Chief Engineer was not included.

Li Chuyuan, chairman of Guangzhou Pharmaceutical Group, claimed that Baiyunshan Banlangen, a subsidiary of Guangzhou Pharmaceutical Group, has "miraculous effects" in treating the new crown epidemic. Sino-Singapore Micro-Comment: No need to wear a mask when drinking isatis ? It’s time for some pharmaceutical companies to take medicine!

media: OFILM was removed from Samsung Electronics supply chain.

Tianfeng Securities : The rumors of merger with Changjiang Securities are not true.

8. Institutional analysis

Dexun Securities pointed out that today's stocks have diverged significantly and the market has become seriously fragmented. The heavy holdings of institutions drove the index to rise sharply, but the performance of small-cap stocks was sluggish. More than 3,000 stocks in the two cities fell, and the recent hot spots were all out. Cryptocurrency and medical aesthetics both fell collectively, the market's short-term sentiment was weak, and there was insufficient motivation for funds to pursue higher prices. Steel, titanium dioxide, medical and other sectors were among the top gainers. As the disclosure of the first quarter report comes to an end, market sentiment has gradually stabilized, and the node for index selection direction may be approaching. From the two perspectives of fundamentals and liquidity, the first quarter data is basically within the range of market expectations, and the possibility of significant index fluctuations is low. The medium-term upward shock pattern has not been broken, and the market may still be expected to rise again after a shock break.

Yuanda pointed out that in the early trading, the Shanghai and Shenzhen stock markets showed a volatile upward trend after the opening of , and then fell back during the session. The overall trend was still volatile. Judging from the performance in the early trading, the strong performing sectors here are still the direction of the early institutional grouping. Brewing, medical, etc., but the weighted sector still did not show strong performance. Therefore, it can be judged from the early trading that today's attack is not too strong. In the intraday view, the weighted sector has been slow to exert its force, which will inevitably cause intraday shocks. In addition, The capacity is insufficient, and shocks are inevitable. From the current point of view, the weak state of Shanghai and the strong state of Shenzhen is still relatively obvious, but only the Shanghai Composite has not reached a new short-term high. Judging from the current market situation, funds are still abandoning highs and going low, then There is a comparative advantage between the indexes on the Shanghai Stock Exchange in the market outlook. At the same time, the Shanghai Stock Exchange has not shown a divergent trend in 30 minutes. So it can be judged that the index has reached a new high in the market outlook.

and Xin Investment Consulting pointed out that the opening opened slightly lower. After the external negative news was released, the index began to rise. Although the intensity was not strong, the mood was very stable. It fell underwater in the afternoon, mainly due to the influence of the theme. The overall environment was still worry-free. On the market , steel, technology, agriculture, COVID-19 detection and the Nifty 50 performed better overall. Correspondingly, digital currency, medical beauty, tourist attractions, and sub-new ones were relatively sluggish and ranked at the top of the decline list. Technically, the index continues to fluctuate, and volume energy continues to decline. Breakthroughs at this position are mainly subject to volume energy. The support below is strong, so the problem is not big. We are waiting for the outbreak next week. The performance of group tickets has begun to be disclosed. The rebound of some performance exceeding expectations can easily lead to the rebound of the entire camp. However, the quantity and capacity are now limited. If you want to make a collective increase, you will inevitably attract funds from the theme. The theme cannot find a direction now, and the group may exceed Expected, but we still can’t give up on the subject matter, especially cycles and medical beauty.

9. Transaction reminder

New stock subscription next Monday: Huatong Cable, Tongfei Shares, Sichuan Media

New shares listed next Monday: Roman Co., Ltd., Huali Group, Dongjian Technology

The winning number was announced on Sunday evening: Lianchai Technology , Zhongji United , Leo Planning, Jinrong Tianyu

16 shares will be lifted next Monday. Wencan Shares, Xianfeng Holdings, Xiangjia Shares, and Huacan Broadcasting and Television will have a larger market value

Today in the history of the capital market

2007 On April 23, the Shanghai Composite Index closed at 3710.89 points, and the total market value of A-shares in the two cities exceeded the 15 trillion yuan mark.