share_log

A股午评:创业板指涨2.63% 面板概念、汽车整车、白酒板块领涨

A-share afternoon review: GEM index rose 2.63%, leading the panel concept, automotive, and liquor sectors

Gelonghui Finance ·  Mar 31 23:42

The main A-share indices opened high. As of the midday close, the Shanghai Index rose 1.02% to 3072.29 points, the Shenzhen Stock Exchange Index rose 2.35%, and the GEM Index rose 2.63%.

The main A-share indices opened high. As of the midday close, the Shanghai Index rose 1.02% to 3072.29 points, the Shenzhen Stock Exchange Index rose 2.35%, and the GEM Index rose 2.63%. More than 4,400 shares rose, and the two markets traded 652.4 billion yuan in half a day.

big

On the plateThe automotive sector fluctuated and boosted; BAIC Blue Valley rose more than 7%, and “trade-in” automobile consumption subsidy policies and promotions were launched in many places; the lithium ore sector continued to rise, and Jinyuan shares rose and stopped. Market research showed an increase of about 10% month-on-month in April; the panel concept collectively boosted, and multiple stocks such as TCL Technology rose. Agencies expected LCD TV panel prices of various sizes to continue to rise in April; the liquor stocks fluctuated and rebounded, with Laobaijiu rising by more than 7%; the airport shipping, farming, and power equipment sectors rose more than 7%. The coal mining and processing sector weakened, and Mountain Coal International fell by more than 9%; the road and railway transportation sector generally declined, and the Shandong Expressway fell by more than 4%.

big

The turbulence in the automotive sector boosted BAIC Blue Valley by more than 7%

BAIC Blue Valley rose more than 7%, JAC and Jinlong Motors rose about 6%, Changan Automobile and Yutong Bus rose more than 5%, and Cyrus, Great Wall Motor, Dongfeng Motor, and BYD all rose. On the news, according to China Central Radio and Television's Voice of China News and Newspaper Digest, many places have introduced “trade-in” automobile consumption subsidy policies and promotions to promote car consumption, shorten the consumer exchange cycle, and activate new momentum in the market. In addition to car purchase discounts offered by various car companies, Chongqing, Jiangxi, Zhejiang and other places have introduced corresponding government subsidies.

big

The panel concept collectively boosted the rise and fall of many stocks such as TCL Technology

Tianlu Technology rose and stopped by 20CM; Rainbow shares, TCL Technology, Vogue Optoelectronics, and Vicino rose or stopped; Shentianma A and BOE A rose more than 7%; Qingyue Technology, Tianshan Electronics, and Weida Optoelectronics registered the highest gains. According to the Guoxin Securities Research Report, the price of TV panels of all sizes accelerated in March, and it is expected that the price of LCD TV panels of all sizes will continue to rise in April. As LCD production expansion comes to an end, the industry will shift from being dominated by the supply side in the past (changes in production capacity) to being dominated by the demand side (demand for large, high-end, and diversified terminals). The cyclical nature of the industry will fade, growth attributes will show, and the profit stability of LCD panel companies is expected to gradually strengthen.

big

The lithium ore sector continued to rise, and Jinyuan shares rose and stopped

Jinyuan shares and Huayou Cobalt rose or stopped; Ganfeng Lithium rose more than 8%; Tibet Mining, Fulin Precision, and Tianqi Lithium all rose nearly 6%. CLP Environmental Protection, Tibet's Everest, and Shengxin Lithium Energy were ahead of the curve. According to the news, market research shows that on the basis that the battery and cathode production schedule recovered clearly in March and exceeded the January level, the overall schedule for lithium batteries increased by about 10% in April. Among them, the upstream lithium carbonate production schedule is rushing ahead. In April, the total output of major companies increased by more than 25% month-on-month. The monthly production schedule growth rate of leading companies was close to 70%, and there was a big gap in the production schedule growth rate within the industry.

big

Liquor stocks fluctuated and rebounded, and old liquor rose more than 7%

Laobai Dry Liquor rose more than 7%, Shunxin Agriculture and Yingjiao Gongjiu rose more than 5%, while Golden Seed Liquor, Shide Liquor, Luzhou Laojiao, Shuijingfang, and Shanxi Fenjiu followed suit. The Pacific Securities Research Report pointed out that the liquor industry is expected to recover, the demand side is resilient after the holiday season, and prices are strong and rising steadily from month to month.

big

The coal mining and processing sector weakened, and Mountain Coal International fell more than 9%

Mountain Coal International fell more than 9%, Hengyuan Coal and Electricity and Shaanxi Coal Industries fell more than 3%, and Xinji Energy, China Shenhua, Lanhua Science and Technology, Huayang Co., Ltd., Shanxi Coking Coal, and Shaanxi Coal followed suit.

big

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment