Foreword of Shanghai Asia Business Investment Consulting: No fear of market ups and downs, deciphering funds on the Dragon and Tiger List, tracking the movement of first-line hot money and institutional funds, and identifying short-term hot spots and strong individual stocks.
market sentiment
The Shanghai Index fell back today, and the decline expanded to 1% in the afternoon, falling below the 3,300-point mark. The Shenzhen Component Index and the ChiNext Index fell by nearly 2%. Communications and satellite navigation sectors fell, Feiling Kesi fell more than 10%, Huamai Technology fell by the intraday limit, MeiG Smart, Kexiang shares, Kingsignal, Higer Communications, etc. fell more than 5%. Military stocks collectively dropped, with China Shipbuilding Hanguang falling over 9%, Hengjiu Technology and Yaxing Anchor Chain falling over 7%. The blue chip stocks headed by the Chinese prefix continued to be active. CNOOC’s intraday daily limit, the stock price hit a new high since its listing. The daily limit, the Bank of Xi'an once touched the board. In terms of sector concepts, combustible ice, new urbanization, banks, ST and other sectors bucked the trend and strengthened, while CPO, optical communications, automotive chips, and 6G sectors were among the top losers. The total turnover of the two cities was 932.7 billion yuan, a decrease of 18.2 billion yuan from the previous trading day. In general, individual stocks fell more than rose, with less than 500 stocks rising in the two cities, and more than 4,500 stocks falling, showing a general decline in individual stocks. In terms of individual stock sentiment, the ratio of rise and fall of individual stocks in the two cities is 431:4454, and the ratio of stocks with daily limit and lower limit is 30:1. Looking at the market, the Shanghai Stock Exchange Index fell back after rising, and effectively fell below the 5-day moving average. After finishing at a high level for two consecutive days, it caused a relatively large damage to the market as a whole. However, from the perspective of the medium-term structure, as long as the Shanghai Stock Exchange Index does not effectively break below the box-shaped bottom of 3220±20 in the process of this round of correction, then in the medium-term, it is still necessary to look at the structure of the range arrangement first, and there is no need to be too pessimistic. Generally speaking, the rotation of hotspots is still the main theme of the current market, and we should pay attention to structural opportunities amid index fluctuations.
Data source: Financial Associated Press
Today's infrastructure sector is eye-catching, and Ruihe and CMEC are trading at their daily limit. Industry insiders believe that the keynote in 2023 and the next three years will still be to strengthen the overall planning of infrastructure projects and increase infrastructure investment. We can look forward to the release of stronger demand for infrastructure investment, the scale of special bonds is expected to further expand, and the financial support for infrastructure investment is expected to continue to strengthen. The new model of infrastructure investment driven by special bonds will continue to be demonstrated. The leading construction central enterprises are at low valuations, and their market share is accelerating. It is expected to usher in the resonance of expected improvement and performance release.
Data source: Straight Flush
Funding focus
Dragon and Tiger decryption:
According to the data analysis of the Dragon and Tiger List funds on March 7, the top five net purchases of funds on the Dragon and Tiger List are Sanbian Technology, Conch New Materials, Hendy Pharmaceuticals, Dabo Medical, and Dongfeng Motor, with a net purchase of 73.27 million yuan. .
The above data comes from Flush, and the stocks involved in the article are for display only, not as sharing reminders, and do not constitute investment advice, and operate at your own risk.
2. The top three funds in the Dragon and Tiger List
①Sanbian Technology (002112) , today won the top spot in the Dragon and Tiger List of Funds, the sector it belongs to: electric equipment, with a net purchase of 73.27 million yuan, and institutional purchases are obvious. Reasons for the list: Securities with a daily increase deviation of 7%; securities with a daily turnover rate of 20%. 1. According to the research report of Zheshang Securities, the energy storage and power market in February counted the winning bid results of 16 energy storage projects, with a total scale of 815MW/3094MWh. The number of projects increased by 167% year-on-year and 78% month-on-month, and the scale increased by 1402% year-on-year and 20% month-on-month. 2. The company is mainly engaged in the production, repair, maintenance and sales of transformers, motors, reactors, low-voltage complete sets of electrical equipment, and power transmission and transformation equipment. The main products include oil-immersed power transformers, resin-insulated and H-class impregnated dry-type transformers, Type petrochemical special transformers, combined substations, buried transformers, wind farm combined transformers, amorphous alloy transformers, single-phase self-protection transformers, cable branch boxes, ring network cabinets, switch cabinets, special transformers, etc. 3. Part of the company's combined transformers are supplied to photovoltaic companies for photovoltaic power generation. The "energy storage converter booster integrated machine" developed by the company is mainly used for photovoltaic power station system stability, energy backup, etc., and is currently being promoted to the market. 4. The company took the lead in the trial production of 35kV and 110kV smart transformers for smart substations in China, and continued to carry out the research and development of optical fiber temperature measuring transformers with State Grid Wuhan Nanrui Company. 5. The company's variable current generation and pressure integrated machine products are mainly used in the energy storage industry.
Data source: Straight Flush
②海螺新材（000619），资金净额买入7180万元，所属板块：建筑材料。上榜原因：日涨幅偏离值达7%的证券。1、公司主要从事中高档塑料型材、门窗等的生产、销售以及科研开发，产品包括白色、彩色、木纹共挤、木塑复合和覆膜异型材以及系统门窗、被动窗、卷帘窗、百叶窗等，主要用于门窗加工制作及房屋装饰装修。 2、公司开发了铝合金光伏配套支架，可用于附着在建筑物上的太阳能光伏发电系统（BA?PV）。 公司下属控股子公司河南海螺嵩基新材料有限公司于2018年建成投产，主要从事光伏支架、光伏边框等太阳能光伏配套材料以及建筑铝型材的制造销售，目前已积累了一定的技术储备，且合作客户稳定。 3、23年2月，公司拟向控股股东海螺集团定增募资不超过5亿元，投资并购夯实双主业发展。公司实控人为安徽省国资委。
数据来源：同花顺
③亨迪药业(301211），净额买入5417万元，所属板块：化学制药。上榜原因：有价格涨跌幅限制的日换手率达到30%的证券。 1、公司原料药产品主要为非甾体抗炎类原料药布洛芬和右旋布洛芬，是全球6大主要的生产厂商、国内2大主要的生产厂商之一，国内市占率第二，略低于新华制药。公司布洛芬原料药的生产能力为3500吨/年。 2、公司是辉瑞公司美国基地米力农原料药的供应商；21年亨迪药业作为湖北省抗疫用重点药品产业链生产企业，布洛芬原料药被列为抗疫用药。3、公司主营化学原料药及制剂产品的研发、生产和销售，形成了以非甾体抗炎类原料药为核心，心血管类、抗肿瘤类等特色原料药为辅助的产品体系。
数据来源：同花顺
3.机构资金参与前五个股：
今天机构资金参与度前五名中最高的股票是亨迪药业，公司所属行业化学制药。公司为全球非甾体抗炎类原料药行业领先企业，尤其是布洛芬原料药和右旋布洛芬原料药，是全球主要的生产厂商之一。公司经过多年的积累，在产品质量保证和全球产品注册申报方面，具备较大优势。国内注册认证方面，公司先后通过国内注册申报取得了布洛芬，右旋布洛芬，托拉塞米等52个药品的国内批准文号，通过了国家新版GMP认证。
数据来源：同花顺
4.龙虎榜风口资金游资参与前五个股：
今日龙虎榜风口资金中前五只股票全部涨停。新炬网络（计算机应用）得到赵老哥和量化基金的关注；金海通（半导体及元件）得到宁波和源路和粉葛游资的关注；世嘉科技（通信设备）得到赵老哥和成都系游资的关注；蓝科高新（专用设备）得到量化基金和苏南帮游资的关注；四川黄金（贵金属）得到红岭路和新生代游资的关注。
数据来源：同花顺
个股高度
连板个股：今日连板股总数有3个，较上一个交易日没有变化，两市最高连板四连板中公高科（建筑装饰）。近期市场观望情绪明显，资金面出现分歧，A股盘中震荡明显，缺乏趋势性，个股连板数量也是一直维持个位数。不过从时间节点看，目前春季行情已经进入鱼尾阶段，而5%的经济目标，说明今年经济增长更重质而非量，一些数据需要等待验证，短期市场行情需要震荡整固，行业轮动较快，建议投资者适当控制仓位，等待更明确的信号。
参考资料：同花顺、财联社
上海亚商投资顾问有限公司（简称亚商投顾），成立于1994年，是中国证监会特许证券投资咨询机构（许可证号：ZX0072）。
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