Every reporter Zhao Yun every editor Peng Shuiping
On March 15, the market bottomed out all day, and all three indexes closed up slightly. The Shanghai Composite Index recorded 5 consecutive days. At the close, the Shanghai Composite Index rose 0.54%, the Shenzhen Component Index rose 0.6% and the Growth Enterprise Market Index rose 0.06%.
In terms of sectors, automobile disassembly concept, humanoid robot, metal copper and silicone were among the top gainers, while coal, Sora concept and CRO were among the top losers.
On the whole, stocks rose more and fell less, with more than 4,300 stocks in the whole market rising. The turnover of Shanghai and Shenzhen stock markets today was 944.5 billion, 62.7 billion less than that of the previous trading day, and the turnover fell below one trillion.
Northbound funds bought 10.326 billion yuan in the whole day, of which Shanghai Stock Connect bought 6.792 billion yuan and Shenzhen Stock Connect bought 3.534 billion yuan.
Today is the third Friday in March, which is the delivery date of monthly stock index futures.
MorningThe central bank issued a notice saying that the central bank carried out a 7-day reverse repurchase operation of 13 billion yuan, and the winning bid rate was 1.8%.At the same time, a one-year medium-term loan facility (MLF) operation of 387 billion yuan was launched, and the winning bid rate was 2.5%, which was the same as before.
Wind data shows that 10 billion yuan of reverse repurchase has expired today, and 481 billion yuan of MLF has expired.
existDelivery day effectoverlayThe funds are slightly tight.Under the influence of the Shanghai Stock Exchange 50, Shanghai and Shenzhen 300, CSI 500, CSI 1000 and other major indexes have been slightly adjusted in early trading; 40 minutes before the opening in the afternoon, the decline narrowed slightly, but it continued to fluctuate.
The change node appeared at 13:42, when a sudden wave of continuous buying pulled the index up significantly.
Since then, the market sentiment has gradually warmed up. Since this wave of rebound, the Shanghai Composite Index hasFriday’s Invincible Golden BodyIt’s also maintained,The Shanghai Composite Index has even been 5 consecutive days a week.Yes.
So who was at the bottom?
According to observation,First of all, there is a high probability that the "national team" will participate.Because SSE 50, CSI 300, CSI 500 and other broad-based ETFs have almost simultaneously increased their volume in the steepest pull-up section of the index.
Secondly, it is the accelerated bargain-hunting of northbound funds.
It is worth noting that in addition to the above-mentioned "national team", the funds involved in the explosion today alsoThere is a foreign giant.The figure, that is the world’s second largest index company.FTSE Russell（FTSE Russell）。
The company had previously announced that it would transfer 76 A shares to the index, the index.Changing positions happens to be today.(March 15th).
According to the market value at the end of February this year, after this round of adjustment, A shares will increase from about 5.71% to about 6.18% in the FTSE Russell Emerging Markets Index, and from about 0.55% to about 0.61% in the FTSE Global Index.
The author noticed that among these 76 newly transferred stocks, many stocks are available today.obviousTime-sharing transaction
for exampleCapital securities、Jianyuan trustIn a certain minute, a huge amount of buying suddenly appeared.
There are also imagesHigh-tech developmentsuchIn the minutes before the close, the stock price continued to increase in volume.
And,Late bidding stageThese stocks and even the whole market have seen huge purchases.
To be sure, this adjustment willBring incremental passive allocation of funds for A shares.It is a good thing.Some media reports pointed out that since the beginning of this year, foreign investment has continued to increase.Even in the crash in early February, foreign capital was not the main force to kill the crash.
In short, today’s market bottomed out and turned red, initially ending the continuous adjustment for many days this week, and planting optimistic expectations for next week’s market.
For the market outlook, some people pointed out that,The market has entered a critical stage..
First of all, the A-share market has rebounded a lot since 2635, and the yields of many institutions are also very impressive. In the future, there are only many variables in the whole environment, so at this stage, it is normal to have a cash mood. From the perspective of the overall market structure, artificial intelligence, new energy, consumption and nonferrous metals have also had a round of gains.This stage requires chip precipitation..
Secondly,A shares are entering a performance-intensive disclosure period.. On Wednesday, Industrial Fulian plunged in late trading because the expected performance on that day may not be as good as expected. However, the diving of the stock has greatly affected the market sentiment. Tonight, Contemporary Amperex Technology Co., Limited’s annual report will make a big debut. Although the performance forecast is good, the stock price is quite depressed this morning. In other words, if there is an expected rise, it will not move, and if it is less than expected, it will plummet. At such times, funds will be "awe-stricken".
Third,A number of policies are waiting to be introduced.. This morning, it suddenly came out that the policy details of the implementation methods and standards of the automobile trade-in action plan are being formulated. If it goes well, it is expected to be introduced in the second quarter. Subsequently, auto stocks changed. Beiqi Blue Valley approached the daily limit, and jiangling motors, Yaxing Bus, Jinlong Automobile, Jianghuai Automobile, Haima Automobile and China Heavy Duty Truck followed suit. There are many similar policies, such as the market value assessment plan of state-owned enterprises and central enterprises.
Fourth,Peripheral variables are increasing.. According to the Japanese news agency on March 14th, the Bank of Japan is expected to end the negative interest rate policy at its meeting in March, and make a final decision after the results of the spring wage negotiations are announced on Friday. The media reported that the Bank of Japan will end the negative interest rate policy at the interest rate meeting to be held next week, and pointed out that it will make a final decision after studying the preliminary findings of this year’s Spring Fight (spring salary negotiation between Japanese enterprises and trade unions, also known as "Spring Fight" by the market) on the 27th. At that time, it is not known how much impact it will bring to the global market.
Finally, let’s look at the plate.
Concept of automobile disassemblyIt rose more than 9%, ranking first in the A-share concept sector, setting off a wave of daily limit.
In the news, on March 13th, the State Council issued the Action Plan for Promoting Large-scale Equipment Renewal and Trade-in of Consumer Goods, which opened a new round of trade-in of consumer goods.The "Proposal" proposes that by 2027, the recycling volume of scrapped cars will be about doubled compared with 2023, the trading volume of used cars will increase by 45% compared with 2023, the recycling volume of used household appliances will increase by 30% compared with 2023, and the proportion of recycled materials in resource supply will be further improved.
The program also stimulatedEnvironmental protection plateToday is strong.
On the other hand,Cultivate diamondsPlate sumanthropomorphic robotThe plate is also more active when the market as a whole is weak, with the highest increase.
Regarding the former, since March, the market has been constantly spreading.Cultivate diamonds and raise pricesAccording to the news, some leading enterprises have reported that the current production and sales are full, and there is basically no inventory. The overseas demand continues to improve and the domestic recovery is also very good.
Wanlian Securities said that in the short term, the year-on-year growth rate of India’s cultivated diamond rough imports slowed down in January, and the export of cultivated diamond rough diamonds turned from negative to positive year-on-year, indicating that the demand for cultivated diamonds rebounded in January. In addition, the import of natural rough diamonds rose sharply year-on-year, and the decline of loose diamonds was narrowed year-on-year. However, the price of finished diamonds fell slightly, still fluctuating at a low level. In the medium and long term, with the gradual recovery of the macro-economy and the further popularization of the consumption concept of "please yourself", the downstream consumption demand of diamonds is expected to gradually recover. However, cultivated diamonds have the same composition and structure as natural diamonds, and have a greater advantage than natural diamonds in price. Combined with the education of downstream consumers by media and brands in recent years, the penetration rate of cultivated diamonds is expected to be further improved in the future.
As for humanoid robots,near futureThere are also new trends in the industry.
At the 2024 China Household Appliances and Consumer Electronics Expo, Haier Robot and Leju Robot jointly exhibited the first humanoid robot for family scenes in China — — Kuavo。 According to reports, Kuavo, as the first open source humanoid robot in HarmonyOS that can jump and adapt to multi-terrain walking in China, not only showed its control performance such as jumping and walking quickly, but also showed the hand operation results of washing, watering flowers, arranging flowers and drying clothes recently.
Open source securities said that there is no doubt about the prospect of humanoid robots in the case of giants entering the game. AI and software accelerate iteration, and hardware supply becomes the key to mass production of robots. Compared with the cognitive decision-making system whose performance has been greatly improved after AI empowerment, it is more difficult to acquire hardware with high reliability, high performance, light weight and low cost. No matter how the competition pattern of humanoid robot manufacturers is interpreted, mass production needs to be realized by reliable and low-cost hardware. The domestic supply chain with strong following, manufacturing and cost reduction capabilities is expected to usher in good results.
Cover image source: vision china -VCG211298090733
