Li Zhilin's double bottom was temporarily supported, and individual stocks rebounded first.

The double bottom was temporarily supported, and individual stocks rebounded first.

Market review:

Yesterday, A shares continued to fall, with a total turnover of 762.356 billion yuan in the two cities. A total of 1325 stocks rose, 2,743 stocks fell, * * * 85 stocks rose and 37 stocks fell. The market fluctuated at a low level in the afternoon yesterday. The index collectively fell more than 1%, more than 2,800 stocks fell, and nearly 50 stocks fell more than 9%. The market is seriously divided. On the disk, the index stocks such as Contemporary Ampere Technology Co., Ltd. continued to fall, and the funds were still mainly carbon neutral. The differentiation of high standards such as energy and sinoma energy saving in China Southern Power Grid has intensified. At the end of the session, the explosion board dived, and low carbon capture, carbon trading and forest carbon sink made up for the increase. Brokerage stocks pulled up support, and consumer stocks such as liquor rebounded. The concepts of medical beauty and natural gas changed in the afternoon, and the pro-cyclical sectors such as nonferrous metals, chemicals and aviation plummeted.

According to statistics from Wind, the main capital of the market flowed out of 45.608 billion yuan yesterday. Yesterday, the net inflow of northbound funds was 5.006 billion yuan.

Today's news:

The three major US stock indexes collectively closed down, with the Nasdaq down 2%, the lowest since March 10. The three major US stock indexes collectively closed down overnight, with the Nasdaq down 2.0 1%, the lowest since March 10. The Standard & Poor's 500 Index fell 0.55%, and the Dow fell 0.0 1%. Among American technology stocks, Snap fell more than 8%, Zoom fell more than 7%, Tesla fell more than 4%, and Apple fell nearly 2%. Popular Chinese stocks fell, Tencent Music fell by 27%, Vipshop fell by 2 1%, iQiyi fell by nearly 20%, Xpeng car fell by more than 15%, Li fell by more than 13%, Weilai car fell by more than 10%, and technology fell by more than/kloc-0. Game stations fell by more than 33%. Today, the US dollar index is 92.53 points, and the offshore RMB is 6.53. Hong Kong stocks were -0.03% this morning, and the Nikkei index was +0.79%.

The latest tune of the National Standing Committee! The manufacturing industry welcomes heavy profits and tax cuts of 80 billion yuan to promote R&D and innovation! On March 24th, the State Council senior officials presided over the the State Council executive meeting to deploy and implement policies such as increasing the R&D expense deduction ratio of manufacturing enterprises, encouraging enterprises to innovate and promoting industrial upgrading. Decided to further extend the loan repayment and interest policy and credit loan support plan of Pratt & Whitney small and micro enterprises until the end of this year; People's Republic of China (PRC) Vocational Education Law (Revised Draft) was adopted. (Agent China)

The US SEC once again plunged Tencent Music by 27%! Is the second listing coming to Hong Kong? In the news, the US Securities and Exchange Commission (SEC) issued the latest announcement that it has passed an interim amendment to implement the requirements of the Foreign Corporate Responsibility Act (HFCA Act) on information disclosure of listed companies. According to the analysis, the official notice of the SEC means that the Chinese stocks listed in the US will face greater pressure to withdraw from the market. (Securities Times Network)

40 trading days, 30 daily limit! This *ST company is afraid of the latest response: it is not recommended to buy. Since the beginning of this year, *ST Zotye has won 30 daily limit. According to the latest report, the company said that it is not recommended to buy again. In addition, a few days ago, the relevant staff of *ST Zhongtai said that the stock rose too much and the company's performance could not be sustained. Now the management of the company proposes to suspend trading. (e company official micro)

Coal stocks Zhengzhou Coal and Electricity, China Coal Energy daily limit, Yanzhou Coal, Xinji Energy, Anyuan Coal and Shaanxi Coal rose sharply.

Carbon-neutral concept stocks opened lower, and Sinoma's energy saving approached the limit. Energy-saving wind power, Hangzhou Garden, State Inspection Group and Jinshan shares fell more than 6%.

Clothing and textile concept stocks bid for multi-share new competitions, Smith Barney, Nippon Fashion, congratulations. Seven wolves, Meng Jie, Nanshan Shang Zhi, Bird of Good News, Mason Clothing, Blue Ocean House, etc. all opened significantly higher. H & M products have been taken off the shelves by many e-commerce, and Tianfeng Textile team thinks it is good for downstream domestic brands.

Central Bank: Set up carbon emission reduction support tools to incite more financial resources to tilt towards green and low-carbon industries. On the 22nd, the People's Bank of China held a symposium on credit structure optimization and adjustment of 24 major banks in China. The meeting emphasized the establishment of carbon emission reduction support tools to guide commercial banks to increase their support for carbon emission reduction investment and financing activities in accordance with the principle of marketization, and to incite more financial resources to tilt towards green and low-carbon industries. Commercial banks should strictly implement green financial standards, innovate industries and services, strengthen information disclosure, and timely adjust the allocation of credit resources. Further increase support for scientific and technological innovation and manufacturing, increase the proportion of manufacturing loans, and increase the credit supply of high-tech manufacturing.

Central Bank: Implement the prudent management system of real estate finance and increase financial support for housing leasing. The central bank held a symposium on credit structure optimization and adjustment of 24 major banks in China in Beijing. The meeting stressed that the total amount should be "stable", maintain a steady, reasonable and moderate growth of loans, and grasp the rhythm. Maintain the continuity and stability of credit support policies for small and micro enterprises, strengthen the capacity building of financial services for small and medium-sized enterprises, and realize the continuous "quantity increase, price decrease and area expansion" of inclusive small and micro loans. Promote the financial system to continue to make reasonable profits to the real economy, and the comprehensive financing cost of small and micro enterprises has steadily declined. Adhere to the positioning of "houses are used for living, not for speculation", maintain the continuity, consistency and stability of real estate financial policies, implement the prudent management system of real estate finance, and increase financial support for housing leasing.

The northward capital inflow accelerated, with a net inflow of 2 1 100 million yuan. In the early stage, northward capital continued to flow in, and up to now, the net inflow was 2155 million yuan.

The central bank launched a reverse repurchase operation of 654.38 billion yuan today, achieving zero delivery and zero return. The central bank's open market will carry out a 7-day reverse repurchase operation of 654.38 billion yuan today, with a winning bid rate of 2.2%. Because10 billion yuan reverse repurchase expires today, zero delivery and zero return are realized.

The financing balance of the two cities increased by 459 million yuan. As of March 24th, the financing balance of Shanghai Stock Exchange was 797,654.38+66 million yuan, a decrease of 663 million yuan compared with the previous trading day. The financing balance of Shenzhen Stock Exchange reported 7 1464 1 billion yuan, an increase of1122 million yuan compared with the previous trading day; The total turnover of the two cities was15118.07 million yuan, an increase of 459 million yuan over the previous trading day.

The market opened this morning 12: 3355, 3344 bottomed out, 3382 soared, and closed at 3366 before noon. SSE 50, CSI 300, SSE Composite Index, CSI 500, SZSE Component Index, SME Board, GEM and science and technology innovation board received -0.09%, -0. 13%, -0.0 1%, +0.24% and-0./kloc-0 respectively. Share price ratio: 7 16 803,11641107. There are 49 stocks that rose more than 10%, and there are 13 stocks that fell more than 10%. This morning, the turnover was 440 billion, 56.7 billion less than yesterday morning.

In early trading, A-share indexes bottomed out, the GEM index once fell below the platform low, and more than 50 stocks rose by more than 9%. The overall market sentiment was acceptable. On the disk, the main line of carbon neutrality ebbed in a large area, and individual stocks staged a downward tide. Shares such as Sinoma Energy Saving were robbed by funds as soon as they opened, but Xuedilong staged a floor. The overflow funds mainly flow to the low position, and some of them flow into the oversold white horse such as God-given materials, as well as low-position themes such as digital currency, textiles and clothing, and stock exchanges. In addition, the oversold tourist hotel sectors such as Taihai Nuclear Power and Zhengzhou Coal and Electricity reversed and their profits rebounded. On the whole, under the ebb tide of the main line, the funds began to disperse, and the continuity of the theme needs to be verified. On the disk, digital currency, intellectual property, tourism and other sectors were among the top gainers; Power, carbon neutrality, natural gas and other sectors were among the top losers.

After the continuous plunge, SSE 50, SSE 300, SZSE Chengzhi, SME board, GEM and Kechuang 50 all hit new lows on March 9, but SSE Index and SSE 500 were still above the previous lows. In early trading, the Shanghai Composite Index 16 was higher than 3328 points, and the double bottom was temporarily supported.

However, the eight major indexes rebounded from 10 to 1 1, but unfortunately the turnover fell again. The performance of stocks in the two cities was flat, but a number of stocks that had been bottomed out for a long time took the lead in rebounding.

Sunshine power supply: the highest price is 122.25 yuan, and the current price is 63.33 yuan, which is worse than 2 yuan.

Tongwei shares: the highest price is 55.69 yuan, and the current price is 30. 12 yuan, which is worse than 2 yuan.

Sirup: The highest price in 600 yuan is 330.5 yuan, which is worse than that in 30 yuan.

The highest price is 52.69 yuan, the current price is 27.26 yuan, and the lowest price has reached 26.3 yuan.

Aimeike: The highest price is 133 1.52 yuan, and the current price is 700.55 yuan (after the rights are restored), which is 34.5 yuan short.

Rong Sheng Petrochemical: the highest price is 47 yuan, the current price is 25 yuan, 1.5 yuan.

Hengli Petrochemical: The highest price is 50.2 yuan, and the current price is 26.94 yuan, which is worse than 2 yuan.

Tongce Medical: The highest price is 392.57 yuan, the current price is 228.5438+0 yuan, and the lowest price is 206 yuan, which is close to the waist.

My martial arts creature: the highest price is 98.08 yuan, and the current price is 54.35 yuan, which is worse than 5 yuan.

Goodway: The highest price is 375 yuan, and the current price 167 yuan has been halved.

BYD: The highest price is 273.43 yuan, and the current price is 162.74 yuan, which is worse than 25 yuan.

Arowana: The highest price is 145.62 yuan, and the current price is 75. 12 yuan, which is worse than 2 yuan.

Luxshare: the highest price is 83. 16 yuan, and the current price is 32.4 yuan, which has been halved.

Huayou Cobalt: The highest price is 1 16.52 yuan, and the current price is 6 1.65 yuan, which is worse than 2 yuan.

Yiwei Lithium Energy: the highest price 120 yuan, the current price is 69.76 yuan, 9.76 yuan short of the waist cut.

Recently, the new holdings under the banner of carbon neutrality, although the increase is huge, are still some old cyclical stocks, such as banks, steel, electricity, coal, chemical fiber, nonferrous metals and so on. The theme of carbon neutrality is a long-term goal. At present, the most uncomfortable thing about these cyclical stocks is that the industry is aging, the performance is lagging behind, and the plates of individual stocks are too big to stir up, which can't stimulate market interest and few followers.

The strong rebound after the double bottom is bound to be led by new market hotspots. I think, in the end, it will depend on the emergence of mid-cap stocks such as high technology, medicine and new consumption. Recently, the state 13 department held a joint meeting to study how to solve the high-tech shortcomings. For example, East China Computer, which injected major high-quality assets, continued to strengthen and once had a daily limit in early trading. Another example is Royal Bank Limited. Due to the digital currency concept, its market value has expanded from 3.3 billion yuan to 4.7 billion yuan, with a continuous daily limit of 4.4 1-6. 18 yuan. Previously, Wang Nan's energy resources increased by 10.8 times in two months, from 65438+ 18 in October to 1.40 yuan on March 24th. Similar to a large number of small and medium-sized stocks that have been dormant at the bottom for a long time, they are ready to move and may rise at any time. People can only do the band and price difference in these stocks and gain income in the depressed market.

Of course, people try their best to choose mid-cap stocks, technology stocks and consumer stocks that have not been damaged by institutions, and have excellent performance and greatly improved fundamentals among the Shanghai and Shenzhen 300 Index, Shanghai Stock Exchange 180 Index and FTSE Russell Index. Entering the stage of periodic report disclosure, public offering research is more intensive. Since March, nearly 2,000 cases have been investigated in Public Offering of Fund, an increase of 5 1% from the previous month. Among them, medicine, science and technology sectors and companies related to the concept of "carbon neutrality" have become the focus of investigation, and SMEs account for a relatively high proportion. Focus on pharmaceutical and technology stocks. Among the listed companies surveyed, small and medium-sized companies with market value below 20 billion account for 69. 12%.

Comparing the domestic Shanghai Stock Exchange Index (15.59 times), Shenzhen Stock Exchange Index (29.78 times) and Growth Enterprise Market Index (54. 16 times), as well as the global important indexes such as Nasdaq (53.75 times) and Standard & Poor's 500(39.70 times), we can find that the current P/E ratio of the Shanghai and Shenzhen 300 Index is 650. However, the profitability of Shanghai and Shenzhen 300 companies has increased from the net profit of 20 1 1 624099 million yuan to 3239889 million yuan of 20 19. Even in 2020, affected by the epidemic, its net profit is expected to remain above 3 trillion yuan.