The Shanghai Stock Exchange Index weighs 3,400 points, and the 15th daily limit of the agricultural, forestry, animal husbandry and fishing industry!Where does the A -share market go from?

Author:Securities daily Time:2022.07.05

Text | Zhang Ying Ren Shi Bi

On July 4, the three major A -share indexes collectively volatilized, and the Shanghai Stock Exchange Index re -stood on the 3400 -point integer mark. The turnover of the 8th consecutive trading day exceeded the trillion yuan. In terms of hotspots, the agricultural, forestry, animal husbandry and fishing industry has strongly strengthened, and 15 stocks have a collective daily limit. After the Shanghai Index re -stood on 3,400 points, where will the A -share market market go? On July 4, the three major indexes opened down and shocked, and the GEM index continued to lead. As of the close, the Shanghai Stock Exchange Index rose 0.53%to 3405.43 points, the Shenzhen Stock Exchange Index rose 1.29%to 13026.25 points, the GEM index rose 1.9%to 2834.69 points; Yuan; Northern Wells Capital to buy 4.514 billion yuan. Generally speaking, individual stocks of the two cities rose more. From the perspective of the 31 -category, 22 industries have achieved rising. Among them, the agriculture, forestry, animal husbandry and fishes industry has risen, reaching 6.68%, followed by medical creatures, and the increase has reached 3.86%. In addition, the electronics industry led a decline, a decline of 2.01%. In terms of daily limit board, on July 4, 102 stocks rose daily limit, of which 42 limit stock prices have risen more than 3 consecutive trading days. From the perspective of the industry, there are up to 15 daily limit stocks in the agricultural, forestry, animal husbandry and fishery industry, followed by the machinery and equipment industry, and the number of daily limit shares is 10. Tables: Rising on the 3rd consecutive day and today's daily limit Stocks: Ren Shibi's July 4th, the agricultural, forestry, animal husbandry and fishery industry related to pork, chickens and other segmented tracks have risen collectively, and the agricultural, forestry, animal husbandry and fishing industry rose 6.68%first. Among them, 15 agricultural, forestry, animal husbandry and fishing stocks including Zhenghong Technology, Hefeng Co., Ltd., Baiyang Co., Ltd., Xinwu Feng, Tiankang Biological, Tianbang Food, and Muyuan shares were collectively rising. On the news, on July 4th, the data monitoring according to the data of the pig price system of the Chinese pig farming net is as follows: The average price of pigs (varieties: outer three yuan) is 21.48 yuan/kg (10.74/catties), the price increases by 0.75 on July 3rd Yuan/kg, pig prices have reached a new year. Since the beginning of this year, the price of pigs has risen by nearly 30%. Since the low point last year, it has risen by nearly 10,000 yuan/ton. In terms of futures market, on July 4, the main contract of pig futures was 2209 to 22755 yuan/ton, and as of the close of 22695 yuan/ton, an increase of 7.71%. It has soared nearly 80 %, setting a new high since listing. According to the monitoring of the Ministry of Agriculture and Rural Affairs, the "200 Index 200 Index of Agricultural Products Wholesale Price" was 116.93 points, an increase of 1.08 points from last Friday. The "vegetable basket" product wholesale price index was 116.94 points, an increase of 1.27 points from last Friday. As of 14:00 pm today, the average price of pork in the national agricultural wholesale market was 25.74 yuan/kg, an increase of 4.8%over Friday. In this regard, Central Plains Securities stated that the fundamentals of the agricultural, forestry, animal husbandry and fishery industry in 2022 have improved significantly. The livestock breeding sector ushered in the cycle reversal, the international grain prices have repeatedly reached high, the planting industry chain is highly prosperous, the sales of grain seeds have risen, and the commercial application of biological breeding technology is further promoted. After the sector is adjusted in the early stage, the current valuation is relatively low, and it is expected to usher in the valuation return. He Jinlong, general manager of Glimon Investment, believes that the market has rebounded for 2 months, and the market market fluctuations and differentiation will increase. Investors should pay more attention to the impact of domestic liquidity changes. The pace of the Federal Reserve has not stopped, and the domestic economy is in the process of recovery. Investors should focus on the restoration of economic data. In the medium and long term, we should focus on the structural market rotation. Near the interim reporting market should pay attention to the fundamentals of performance, and the investment strategy arrangement is made from bottom to top. Liu Jixin, assistant to Rongzhi Investment Fund, a subsidiary of Rongzhi.com, said that the turnover of the two cities exceeded the trillion yuan in eight consecutive trading days, and the emotions of investors gradually recovered, and the market trend maintained shocks. On the one hand, with the influence of the epidemic, consumption has a chance to rebound rapidly; on the other hand, the economic upward economic upward, the automotive industry chain is one of the key. On the overseas side, the United States is still in the predicament of "whether it can be softened." In contrast, the attraction of A -share investment has increased sharply. Regarding the market outlook, Jufeng Investment Guins believe that under the continuous efforts of the steady growth policy, economic growth is expected to be better, and the overall market repair market is expected. However, the impact of the global US dollar contraction is still, and the domestic economic recovery is still yet to be confirmed, and the staged market may be repeated.