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The three major A-share indexes opened mixed on May 15. The two cities were weak in early trading and closed slightly low at noon. In the afternoon, the two cities came out of the downward trend of shock, and the decline expanded significantly.
From a market point of view, brokerage stocks led the decline, electricity, medicine, gas, semiconductors fell at the front, multi-modal AI, new energy vehicles, synthetic biological theme obvious pullback; real estate, home appliances, coal rose against the trend, the concept of low-level economy was partially active.
By the end of May 15, the Shanghai Composite Index was down 0%.LotomaxquebecThe Kechuang 50 index fell 1.42% to 749.47 points; the Shenzhen Composite Index fell 0.88% to 9583.54 points; and the gem index fell 0.9% to 1838.89 points.
A total of 1324 stocks rose and 3880 fell on the two cities and the Beijing Stock Exchange, according to Wind statistics.
On May 15, turnover on the Shanghai and Shenzhen stock markets totaled 761.1 billion yuan, down 63.5 billion yuan from 824.6 billion yuan the previous day. Of this total, turnover in Shanghai was 333 billion yuan, down 37.1 billion yuan from 370.1 billion yuan in the previous trading day, and 428.1 billion yuan in Shenzhen.
According to Dazhi VIP, a total of 40 stocks in the two cities and the Beijing Stock Exchange rose by more than 9 per cent and 10 fell by more than 9 per cent.
Brokerage stocks fell sharply, and real estate stocks led the two markets higher.
In the sector, brokerage stocks fell sharply, leading to the decline of non-Bank Finance in two cities, Zheshang Securities (601878) fell by the limit, and Guosheng Financial Holdings (002670), Huajin Capital (000532) and Pacific (601099) fell by more than 7%.
Power stocks fell, public utilities sector fell first, Xichang Power (600505) fell by the daily limit, Star Power (600101) and Leshan Power (600644) fell more than 8%, Huayin Power (600744) and Gansu Energy (000791) fell more than 6%.
Pharmaceutical stocks fell across the board, with Hongbo Pharmaceutical (301230) down more than 10%, Jimin Medical (603222), Huasen Pharmaceutical (002907), South China Biology (000504) and Zhixiang Jintai (688443) down more than 7%.
Real estate stocks led the rise in two cities, Everbright Jiabao (600622), Tiandi Source (600665), Yunnan City Investment (600239) and so on. I love my family (000560) and Binjiang Group (002244) rose by more than 5%.
Coal stocks made a comeback, with Huayang shares (600348), Jinjiao Coal Industry (601001) and Huaihe Energy (600575) up more than 2 per cent.
Building materials rose with the real estate stock, three trees (603737) rose by the daily limit, Beixin Building Materials (000786), Jianlang hardware (002791), Weixing New Materials (002372), Wanlishi (002785) and so on rose more than 3%.
The short-term index is still expected to rise in shock.
Guosheng Securities pointed out that the launch of special treasury bonds may support the country's "dual" construction direction, or have a medium-term impact on the market style; from a technical point of view, the short-term index is expected to be volatile upward, if it cannot be strengthened again this week, it may enter a new box shock operation (3100-3200 points), using interval shocks to digest the fastening disk around 3200 points. If you want to push the sky and quickly go up the conflict to break through the pressure zone around 3200 points, the coordination of replenishment and weight is the key. The driving effect of the resumption of trading of Guolian Securities on the brokerage plate or the index produces relatively obvious positive feedback, which mainly evaluates the linkage strength and persistence expectation; short-term attention to securities firms, meta-universe, medium special valuation, new quality productivity, network security and other directions.
Wanlian Securities pointed out that as the domestic economy continues to pick up, driven by a series of "trade-in" policies, the demand for industrial equipment and consumer goods in downstream industries is expected to be released. At the same time, China will speed up the development of new productive forces and cultivate new growth momentum, and the prosperity of the growth sector may gradually improve. It is expected that overall, the profitability of A-share listed companies is expected to pick up quarter by quarter. Structurally, the overall performance of the industry in the middle and lower reaches and the relatively excellent performance of earnings quality are expected to lead to the improvement of market expectations. It is suggested to pay attention to: (1) the performance of the industry in the middle and lower reaches has improved greatly, paying attention to the opportunities of light industry manufacturing, social services and other industries; (2) in the growth track, select electronics, communications and other industries with better performance in the field of TMT, and pay attention to industrial support policies, technological breakthroughs and commercialization.
Zhongyuan Securities believes that the current average price-to-earnings ratio of the Shanghai Composite Index and the gem index is 13.46 times and 31.03 times respectively, which is below the median level in the past three years, and the market valuation is still in a low area, which is suitable for medium-and long-term layout. The overall internal and external environment is conducive to the continued stabilization and improvement of the market, and the overall stock index is expected to maintain a volatile upward pattern in the future. at the same time, we still need to pay close attention to the changes of policy, capital and external factors. Investors are advised to pay short-term attention to investment opportunities in the automotive, pharmaceutical, consumer electronics, gaming and power industries.