Financial News on September 27th, A shares three major indexes opened high on Tuesday. In the early trading, the Shanghai Composite Index fluctuated and weakened many times and turned green, continuing to hit a new adjustment low. The ChiNext Index rose more than 1% and then fell back; the market continued to rise in the afternoon, the Shanghai Composite Index rose more than 1% and was close to 3100 points, and the ChiNext Index rose more than 2%.
As of the close, the Shanghai Composite Index rose 1.4% to 3093.86 points, the Shenzhen Component Index rose 1.94% to 11175.12 points, the ChiNext Index rose 2.23% to 2374.74 points, and the Science and Technology Innovation 50 Index rose 1.52% to 976.45 points. The total turnover of the Shanghai and Shenzhen stock markets was 666.204 billion yuan, and the actual net purchase of northbound funds was 3.272 billion yuan. 82 stocks in the two markets hit the daily limit (including ST stock ), and 7 stocks hit the daily limit. In terms of industry sectors, medical devices, tourism hotels, food and beverages, medical services, aviation and airports have gained a lot, while a few sectors such as energy metals, precious metals, , and coal industry have fallen; in terms of themes, dairy, pet economy, beer, CRO, condiments, traditional Chinese medicine and other concepts are active.
medical device and medical service sectors rose in the afternoon, Tongce Medical , Huada Intelligent Manufacturing, Xinhua Medical , Huakang Medical, Shangrong Medical, Dabo Medical , HiSko , Rongyu Group , Jianhui Information and other daily limits;
pharmaceutical stocks are active, Zixin Pharmaceutical , Longjin Pharmaceutical , Xinhua Pharmaceutical , Xinhua Pharmaceutical , Xinhua Pharmaceutical , Dali Pharmaceutical , etc. follow the rise;
food and beverage sector exploded, Sunshine Dairy, Liangpinpuzi , Zi Zi Yan Food , Jinzai Food, Laiyifen, Gaga Food, Miaokelanduo , Jiahe Food hit the daily limit;
Tourism hotel sector exploded in the afternoon, Huatian Hotel , Xi'an Food , Lijiang Shares , etc. hit the daily limit;
Brewing industry fluctuates upward, Kuaijishan , Lehui International, etc. hit the daily limit, Chongqing Beer , Jiuguijijijiu , etc. rise by more than 5%;
photovoltaic concept is more eye-catching, gongyuan shares, Jitai shares, Lianfa shares , Yinlong shares, Sunrise Oriental, Ganneng shares hit the daily limit;
sodium ion battery concept differentiates, Tongxing Environmental Protection, Xinzhu shares hit the daily limit, Shandong Zhanggu and Chuanyi Technology fell one after another;
smart grid concept heats up, Baosheng shares , Jicheng Electronics hit the daily limit, Zhongtian Technology , Xinfengguang, Baoxin Technology, Youfang Technology and other companies have the highest growth rate;
wind power sector has moved abnormally early in the trading session, Chuanrun shares hit the daily limit, Dajin Heavy Industry , Hengtong Optoelectronics , Guangda Special Materials, Haili Wind Power, etc. have risen by more than 5%;
individual stocks , signed a license and supply of paclitaxel for injection injectables in terms of , and signed a license and supply of paclitaxel for injection in the . The agreement, Shuangcheng Pharmaceutical hit the daily limit for two consecutive days;
Shengshi Trade plans to issue a partial acquisition offer to all shareholders, Huitong Energy hit the daily limit for two consecutive days;
Lanzhou Yellow River hit the daily limit again, and the company previously said that it has not planned major matters such as restructuring and backdoor acquisition in the near future;
signed an intellectual property transfer agreement with the silicate Institute, and Shanghai Xiba hit the daily limit;
wholly-owned subsidiary signed a "Business Cooperation Contract" with Tianyi Digital Life, and Lisheng Sports hit the daily limit;
plans to raise funds of no more than 828 million yuan from the actual controller of the company, and Boqian New Materials hit the daily limit;
Dongfang Shenghong's stock price hit the daily limit, with a turnover of more than 800 million yuan.
[Institutional Strategy]
Shanxi Securities : The volatile adjustment of A-shares since July is mainly affected by the decline in liquidity and marginal corporate profits. They are still in the medium-term adjustment stage, and it is likely to be difficult to quickly start a new round of trend markets. However, overall, the overall valuation of A-shares has entered a significantly undervaluation range. It is recommended to gradually lay out industries with high elasticity, strong profitability, and better growth potential and valuation repair space.
Hengtai Securities : As the National Day approaches, funds are under pressure to leave the market in the first half of the week, sentiment is expected to stabilize in the second half of the week, and finally Thursday and Friday are expected to usher in a red market. In terms of operations, the tourism, hotel and catering sectors will pay attention in the short term. As National Day approaches, confidence in the tourism market continues to boost. Considering that the domestic epidemic prevention tightens in the short term, it may guide tourism to turn to surrounding and local tourism, it has little impact on the sector's valuation. The inbound and outbound tourism market is expected to usher in a window period of steady recovery and steady recovery by the end of this year and the beginning of next year.
Northeast Securities : The current market is weak and is a relatively difficult stage; considering that the National Day holiday is imminent and the transaction volume will still be sluggish, it is expected that the market risk preference will not be high and the operation will be short-term. In the short term, we tend to control the position and wait for information catalysis of technical indicators and policy aspects; in terms of direction, we tend to have a balanced style, and we can focus on repeated rotations between military technology, hotel food, and real estate infrastructure new and old energy. In terms of direction, it tends to be more balanced. We can focus on the repeated rotation between military technology, hotel food, and real estate infrastructure new and old energy sources. That is, in the short term, focus on the rotation between military industry and technology under the game of big countries, hotel tourism transportation and other sectors where the epidemic will eventually pass, as well as the main lines that combine stable growth, hedging local currency depreciation, and anti-inflation, such as rotation between real estate infrastructure resource stocks.
