The Shanghai Index lost 3,200 points and the turnover of the two cities exceeded 1.18 trillion yuan to actively seize the opportunity to perform excellent shares in the callback

On Tuesday, affected by the decline in the market overnight and the news of the air, the stock indexes of the two cities opened low, and the Shanghai index and Shenzhen index fell fell more than 3%. The decline in the afternoon was slightly narrowed. On the 2nd, the turnover of the two cities was significantly enlarged, with a turnover of more than 1.18 trillion yuan; the net sold of more than 2 billion yuan in northbound funds was sold. Market participants believe that callback may be a good opportunity. The current market valuation level is still in a low state. Short -term adjustment points are often rare "golden pits". Focusing on green smart home appliances, automobiles, military, semiconductor, and automotive industry chains in the direction of steady growth.

A shares and Hong Kong stocks have fallen

On Tuesday, the Shanghai Composite Index fell 2.26%to 3186.27 points; the Shenzhen Stock Exchange Index fell 2.37%to 3186.27 points; the GEM finger fell 2.02%to 2678.62 points. In terms of Hong Kong stocks, the Hang Seng Index closed down 2.36%, the Hang Seng Technology Index closed down 3.01%, the education, automobiles, and technology sectors led the decline. New Oriental fell online nearly 9%, New Oriental fell 7.2%, Great Wall Automobile fell 6.6%, Xiaopeng Automobile fell 5.7 5.7 %, Bilibili fell 5.76%, Xiaomi fell more than 4%, and Shang Tang fell 4.3%.

Guotai Junan believes that the index gold needle bottoms, and the Shanghai Index leaves a long line of shadow. The negative emotions in the session are gradually digested, and the market is stronger. The transaction volume of the two cities exceeds 1 trillion yuan after 2 pm, reflecting the market's recognition of the current bottom area.

Market sources Xie Qin said that emergencies have led to a decline in A shares. The current market valuation level is still in a low state. The short -term adjustment point is often a rare "golden pit". Although the short -term expectations are decreasing and emotions have also been suppressed, and uncertainty has increased, it is undeniable that under the domestic economic recovery and loose policies, the basis and the good nature of the overall support have not changed. Investors can still actively seize the opportunities of low suction, focusing on green smart home appliances, automobiles, military, semiconductor chips, and automotive industry chains in the direction of steady growth.

British Securities Li Daxiao said that the Shanghai Stock Exchange Index fell more than 100 points in the morning, and the ratio of the decline exceeded 10: 1. In the face of market fluctuations, we must calmly and rational analysis and treatment. Adhering to the concept of rational investment in value investment, the long -term value of good stocks will eventually be realized.

The concept of the seed industry is active in the market

On Tuesday, the agricultural product processing sector rose, and the daily limit of Jinjian rice industry rose by more than 6%. The seed industry and food concepts are active in the market. On the news, the Ministry of Agriculture and Rural Affairs recently issued the "Abstract of the Fifth Meeting of the 13th National Committee of the CPPCC (Fifth Meeting of the Fifth Meeting of the National Committee of the CPPCC" (Agricultural Water Conservancy No. 372) Proposal Answer "proposed that it will implement the revitalization of the seed industry with relevant departments, solidly solid Promote the protection and utilization of seed resources, innovation in the seed industry, improvement of the seed industry base, the support of the seed industry, the purification action of the seed industry, and accelerate the self -reliance and self -reliance of the seed industry, and the self -reliance of the seed source.

The Ministry of Agriculture and Rural Division stated that the next step will be implemented in depth with relevant departments to implement the revitalization of the seed industry, and solidly promote the protection and utilization of seed resources, the innovation of the seed industry, the improvement of the breeding industry, the help of the seed industry, and the purification of the seed industry market, and accelerate the acceleration Promote the independence and self -reliance of the seed industry, and the self -reliance of the seeds; at the same time, it will increase work, innovate policies and measures to accelerate the construction of farmers' income guarantee mechanisms; together with relevant departments Supported by the key leading enterprise of agricultural industrialization.

The agency said that the seed industry is the "chip" of agriculture, which is the cornerstone of food safety. Policies have accelerated the process of commercialization of geneticization of frequency and improvement of genes. It is recommended to pay attention to leading enterprises with obvious advantages of genetically modified technical technologies and core breeding advantages. Northeast Securities stated that the legitimate sales of domestic modified seeds are expected to start as soon as the fourth quarter of this year, and the planting of genetically modified crops may begin in spring next year. However, the use of genetically modified soybeans and corn is still expected to be limited to processing raw materials and will not directly enter the field of food circulation. The promotion of genetically modified technology will drive the improvement of my country's corn, soybean production and planting income. Listed companies related to the planting industry chain are also expected to share technical dividends. Focus on the genetically breeding enterprises with a genetic transgenic traitable enterprise with the first advantage and the core competitiveness of the receptor variety.

Ping An Securities believes that the A -share market will continue to fluctuate. In the environment where domestic policies help transformation and development and maintain abundant liquidity, the main line of the mid -term structure will still be based on the scarce and high booming growth industry. Energy, new energy vehicles, industrial robots, intelligent driving and other demand industrial chains to find investment opportunities.

Short -term risk is quickly released

There was a sharp decline in the A -share market on Tuesday. The major stock indexes such as the Shanghai Composite Index and the GEM index have fallen by more than 2%, and the transaction value of the Shanghai and Shenzhen cities also exceeds trillion yuan, indicating that the market's throwing pressure is rapidly magnifying. However, although individual stock markets have fallen generally, there is no large -scale daily limit board, indicating that the short -term throwing is getting close to the end.

Bian Fengwei, director of the research department of Guotai Junan, believes that many people think that adjustment is related to some geographical issues. I think not only is this reason. The core reason for this wave of adjustments is that economic data is not expected.After the economic data recovered in June, the economic data in July did not reach expectations, and the high -level speech seemed to have reduced the economic goals this year. This is the core reason for this wave of adjustment.The main decline of this wave of adjustments was completed in the short term, and from the current point of view, related finance, real estate, machinery, and cement have fallen continuously.The market market needs to pay attention to when the adjustment is over, and the current reduction is not enough.During the adjustment process, you can pay attention to relatively underestimated things in batches, such as the fixed investment of ETFs, or gradually add some.Fan Jituo, chief strategy analyst at Cinda Securities, said that the probability of adjustment is close to the end. August-September, the market still had further rising power, and the private equity position had not yet been completed.

Reporter Huangdu

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