Reporter of the Economic Business: Wang Haimin 未分类: Wu Yongjiu
Although the market in March showed a performance of first decline and then rise, as of today's closing (March 31), the main indexes of A shares still showed a significant decline in March.
With the closing of Hong Kong stock , the "report card" of various brokerage gold stock combinations in March 2022 was officially announced. According to statistics, in March this year, the average decline of 352 gold stock targets in the entire market reached 8.6%. During the same period, the Shanghai Composite Index fell 6.07%, the ChiNext Index fell 7.7%, and the Shanghai and Shenzhen 300 Index fell 7.84%.
and today is also the final day of the first quarter. Overall, the performance of securities companies' gold stock portfolios in the first quarter of this year was generally poor, and the worst-performing gold stock portfolio has fallen by more than 25% this year.
3 brokerage gold stock yields were bleak
According to statistics from each market, as of today's closing, the average decline of 352 gold stock targets in the market in March was 8.6%. During the same period, the Shanghai Composite Index fell 6.07%, the ChiNext Index fell 7.7%, and the Shanghai and Shenzhen 300 Index fell 7.84%.
It is worth mentioning that gold stocks that can achieve positive returns in March still account for a small number of them, with a total of 72 gold stocks recording positive returns, accounting for only 20.45%.
Since the beginning of this year, the performance of track stocks has continued to be weak. Although there was a weak rebound in February, the decline of most track stocks in March further expanded. According to Choice data statistics, as of the close of March 31, the declines in the track sectors such as electronics, computers, automobiles, military industry, food and beverages, and electrical equipment were higher. These industries are still the most common industries in the previous portfolio of various securities companies.
It is worth noting that the cyclical sector with relatively strong trends at the beginning of the year began to fall behind in March. According to statistics, the top 6 nonferrous metals , coal, basic chemical industry, petroleum and petrochemical, comprehensive and steel sectors, which ranked in the top 6 in February this year, showed obvious differentiation in March. In addition to the unique advantages of coal, the non-ferrous metals, basic chemicals, petroleum and petrochemicals, and steel sectors all experienced relatively obvious declines, with the non-ferrous metals sector falling by 12.6%, ranking second to the bottom among all industries.
Judging from the market performance this year, the popular gold stocks actively recommended by some securities companies have become the target of short-selling suppression, and this phenomenon was still continued in March. For example, in March this year, five brokerages recommended Huaneng International, and four brokerages recommended Wuliangye , Wingtech , and Northern Rare Earth . The rises of these four stocks in March this year were -21.2%, -18.4%, -30.3%, and -21.3% respectively.
two brokerage gold stock portfolio fell by more than 25% in the first quarter
According to statistics from each market, the top 10 brokerage gold stock portfolios in the industry in March yields are Guosen Securities monthly gold stocks, Minsheng Securities monthly gold stocks, Zhongtai Securities Guolian Securities monthly gold stocks, Huaan Securities monthly gold stocks, East Asia Qianhai Securities monthly gold stocks, Guosheng Securities monthly gold stocks, Huatai Securities monthly gold stocks, Great Wall Securities monthly gold stocks, Kaiyuan Securities monthly gold stocks.
It is worth mentioning that compared with February, it was found that Minsheng Securities and East Asia Qianhai Securities have ranked among the top 10 in the industry for two consecutive months.
data shows that the performance of the coal industry in March is the only one (the coal index rose 10.8% in March, ranking first among the 31 Shenwan first-level industries), and whether it is possible to accurately bet on coal stocks has become one of the key "winners and losers" in March yields. For example, the top three gold stocks in the industry, Minsheng Securities' monthly gold stocks and Zhongtai Securities' monthly gold stocks, which ranked in the top three in the industry in March, both successfully bet on coal stocks. Among them, Jinkong Coal Industry, a gold stock portfolio in Minsheng Securities in March, rose by 17.73% this month.
On the other hand, according to statistics, the top 10 securities companies with the highest yields in the industry are Guoyuan Securities monthly gold stocks, Anxin Securities monthly gold stocks, Guojin Securities monthly gold stocks, Northeast Securities monthly gold stocks, Industrial Securities monthly gold stocks, Dongguan Securities monthly gold stocks, Tianfeng Securities monthly gold stocks, Sichuan Finance Securities monthly gold stocks, China Merchants Securities monthly gold stocks, and Guangdong Securities 2 Monthly gold stocks. These brokerage gold stock portfolios all fell by more than 10% in March.
Today is also the final day of the first quarter. Overall, the performance of securities companies' gold stock portfolios in the first quarter of this year was generally poor. The worst-performing Founder Securities HTML html monthly gold stock portfolio and Guoyuan Securities monthly gold stock portfolio have both cumulatively declined by more than 25% this year, and the monthly gold stock portfolios of many securities companies have fallen by more than 20% this year.
Tomorrow the market will usher in its first trading day in April, and many brokerages have released their April strategy views and April gold stock combination in the past two days.
3 in March showed a performance of first decline and then rise. In mid-March this year, Kaiyuan Securities strategy team was the first in the market to propose that A-shares will usher in the rebound window. Recently, Kaiyuan Securities' strategy team still believes that this round of rebound is expected to continue.
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