Tianyan analysts believe that technology stocks collectively adjusted in early trading, and Chinese software once fell to the limit, which had a greater impact on sentiment. Agricultural stocks stimulated by the good news bucked the trend and strengthened, and brokerage stocks also rose near midday. Agricultural planting, breeding, industrial hemp, medicine and other sectors were among the top gainers, while photoresist, electronic manufacturing, domestic software and other sectors were among the top losers.
On the market, China Unicom soared 9% at the opening. On the news, China Unicom and China Telecom are cooperating in the construction and sharing of 5G networks; the national defense and military industry sector rose rapidly at the opening, China Satcom rose more than 7%; cobalt concept stocks rose rapidly rose, Hanrui Cobalt hit the daily limit, and Huayou Cobalt rose more than 7%. Data showed that the prices of cobalt chloride and cobalt trioxide continued to rise recently; Chinese software once fell to the limit, and high-level technology stocks collectively fell, ZTE Communications, Xinyi Sheng, Goodix Technology, Bomin Electronics, etc. all fell sharply; agriculture, pork and other sectors rose today, Denghai Seed Industry was closed, and Tiankang Biotech was closed. Yesterday, the Central Committee for Deepening Reform reviewed and approved the " "Guiding Opinions on the Implementation of the Strategy for the Guarantee of Important Agricultural Products"; the Internet financial sector rebounded, and Great Wisdom has four consecutive boards, but the overall momentum is not strong; the concept of hydrogen energy strengthened at midday, and Houpu shares once hit the plate.
As of midday closing, the Shanghai Stock Exchange Index fell 0.36% to close at 3,013 points; the Shenzhen Component Index fell 0.64% to close at 9,938 points; the Shanghai Stock Connect had a net inflow of 1.022 billion, and the Shenzhen Stock Connect had a net outflow of 370 million.
[Fund Flow]
Today’s main net inflows are into industry sectors: pharmaceutical manufacturing, Agriculture, forestry, animal husbandry, fishery, pesticides and veterinary drugs, medical industry, food and beverages
Today’s main net inflows are into conceptual sectors: industrial hemp, pork, ecological agriculture, artificial meat, Monoclonal antibody concept,
Today's top ten major net inflows into individual stocks: China Satcom, Eastcom Peace , Great Wall Securities, OFILM, Great Wisdom, Minhe Shares , Harbin Hi-Tech , Denghai Seed Industry , Zhengbang Technology , Hanrui Cobalt
[Market Atmosphere]
[Midday daily limit stock analysis]
[Important reasons for the daily limit]
Wanxun Autocontrol (300112) Ministry of Industry and Information Technology: Accelerate the development of 5G and Internet of Things related industries, things Changes in the Internet sector. The company is a leader in industrial automation instruments and meters. It currently has the largest number of products and the most complete models in the domestic industry; its downstream customers are concentrated in metallurgy, building materials, coal, and non-ferrous metals.
Sande Technology (300515) Ministry of Industry and Information Technology: Accelerate the development of 5G and IoT-related industries, and the IoT sector changes to . The company's main business is coal quality analysis instruments and equipment and intelligent fuel management and control systems. Its downstream customers are mainly distributed in power production, third-party testing, mineral mining, and cement production.
Longjin Pharmaceutical (002750) Industrial hemp sector has changed. The company increased its capital to Yunnan Muya Agricultural Technology Co., Ltd. (Muya Agriculture) by RMB 15 million and obtained 51% of its equity. The main business of Muya Agriculture is the large-scale cultivation of industrial hemp.
Fu'an Pharmaceutical (300194) The industrial hemp sector has changed. On April 1, 2019, the company signed a "Cooperation Intention Agreement" with Red Realty LLC and Golden Way Investor, LLC. The company intends to carry out plant drug research and development and consumption industry chain layout in the field of industrial hemp.
[Lunch Announcement]
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