Some stocks are up 784%!In the first quarter, you lost 20,000 per capita, did you make money?
The first quarter of this year has ended. Under the influence of the new coronary pneumonia epidemic, global stock markets have plunged. How is the performance of A shares?From the data point of view, it is relatively stable. The Shanghai and Shenzhen stock indexes have not fallen by more than 10%. The GEM index has closed with a red plate. A shares are generally ranked high in the global stock market.Institutional point of view believes that under China’s earlier control of the epidemic, as well as favorable monetary and fiscal policies, A shares may become a global “safe haven” and the first choice for global capital redistribution.The global stock market fell A shares relatively “anti-fall” Since 2020, the global stock market fell across the board, many countries’ main stock indexes fell more than 30%.In comparison, the A-share market performed stably, with the Shanghai Composite Index falling 9 in the first quarter.83%, Shenzhen Component Index fell 4.49%, GEM index rose by 4.10%.Among them, the Shanghai Composite Index fell below 3,000 points, from 2,050 points at the end of last year to 2,750 points.At 3 points, it gradually decreased by about 300 points in the first quarter; the Shenzhen Component Index fell below 10,000 points, from 10,430 at the end of last year.77 points fell to 9962.3 points, a total of 468 points.The Growth Enterprise Market (GEM) indicated that it maintained its upward trend under the epidemic “Black Swan”.Since the beginning of February, the GEM index has risen continuously, quickly regaining the 2,000-point mark, and the highest rose to 2293 on February 25.46 points, a new high in nearly four years.Since then, it gradually began to close at 1871 on March 31.92 points.In other sectors, the small and medium-sized board refers to a gradual decrease of 1 in the first quarter.94%, Shanghai and Shenzhen 300 fell 10.02%, the largest decline in the Shanghai 50 index, reaching 12.20%.Overall, the performance of small-cap stocks is more stable.The A-share main index ranks top in the global stock market with a decline of no more than 10%, and the GEM index is unique against the trend.In contrast, for the US stock market, the Dow Jones Industrial Index fell 23 in the first quarter.At 20%, the S & P 500 fell 20.00%, the Nasdaq index fell 14.18%, the average decline of the three major stock indexes reached 19%.Among them, the Dow Jones Industrial Index reached a minimum of 18213 on March 23.65 points, which is more than 10,000 points lower than the February high.European stock markets are even more bleak than US stocks, and the FTSE 100 index fell 24 in the first quarter.80%, the German dax index fell 25.At 01%, the French cac40 index fell 26.46%, the three major indexes fell by more than 25% on average.In the Asia-Pacific stock market, the Nikkei 225 index fell 20 in the first quarter.04%, South Korea Composite Index fell 20.16%.In addition, the FTSE Singapore STI index fell 25.03%.Judging from the transaction situation, the average daily turnover of A-share and two cities in the first quarter was 859.8 billion, with a total of 49 transactions.87 trillion yuan, an increase of 47% in the past, the overall remains active.However, due to market adjustments, the cumulative net amount of capital going north in the first quarter exceeded 17.9 billion yuan.The concept stocks of masks rose significantly. Dawn shares harvested 18 daily limit epidemics. The impact on the stock market is obvious, and different industries have diverged.In the first quarter, the energy, finance, and real estate industries declined first, with an average decline of more than 10%, while healthcare and daily consumption industries saw growth.From the perspective of the concept segment, the concept segment of the wind mask gradually increased by 55 in the first quarter.98%, the pneumonia concept index also rose by more than 30%.From the perspective of individual stocks, the largest increase in the first quarter was Star Semiconductor, which increased by 784%; followed by Rockchip and Liangpin Shop, which increased by 443% and 422% respectively.Star Semiconductor was listed on the main board of the Shanghai Stock Exchange on February 4 this year, with an issue price of 12.It was 74 yuan, a daily limit for 23 consecutive trading days after listing, and closed at 160 yuan on March 6, an increase of more than 1000%.But then the Stars Semi-Conductor expected to fluctuate, closing at 112 on March 31.67 yuan.Among the top ten stocks that rose in the first quarter, there were 4 main board listed stocks, 3 science and technology board stocks, 2 GEM stocks, and 1 small and medium board stock.Among them, 9 stocks are new stocks listed this year, Dawn shares are the only non-new stocks.The growth of Dawn shares also stems from the concept of anti-epidemic, which is the largest manufacturer of medical mask cloth in China-polypropylene melt-blown material production enterprise.Since February 3 this year, Dawn shares have received a total of 18 rising stops, which has been 10 since the end of last year.69 yuan rose to 62, the highest point on March 10.5 yuan, up 480%.On March 31, the Dawn joint venture closed at 37.73 yuan, a gradual increase of 253% in the first quarter.The stock that fell the most in the first quarter was Boxin shares, which fell 60%; in addition, * ST Xinwei fell 53%, and Yanan Bicon fell 51%.Per capita loss of stockholders was 20,000 dozen, and the new highest income was 150,000. According to wind data, the end of March ended. There were 3793 listed companies in the stock market, with a total market value of 60.69 trillion yuan, a decrease of 3 from the beginning of the year.62 trillion.In terms of sub-sectors, the total market value of Shanghai A shares decreased by 3.04 trillion, the total market value of Shenzhen A shares decreased by 582 billion.However, the total market value of the GEM and the Science and Technology Board has increased, and the total market value of the GEM has increased by 273.6 billion to 6.41 trillion, the total market value of science and technology board increased by 285 billion to 1.16 trillion yuan.The increase in the total market value of the Science and Technology Board is mainly due to the continuous expansion of the market.A total of 24 stocks were listed on the science and technology board in the first quarter, and the number of stocks on the science and technology board has reached 94.If the per capita income of investors is calculated based on changes in market value, according to China Settlement Data, the number of investors who have opened A-share accounts as of February this year is 16045.170,000 people, calculate the per capita income of A-share investors in the first quarter of each year.250,000 yuan.From the point of view of new revenue, the highest gain in the first quarter of Starstar’s new revenue is also higher.After listing on February 4, it can reach the highest point of 163 on March 6.9 yuan, if the investor who holds the new winning sign holds up to this time, the maximum return of one sign can reach 15.120,000 yuan.In addition, the new revenue of the Science and Technology Board is still abundant.Among the new stocks listed in the first quarter, Huafeng Measurement and Control and Stone Technology had the highest profitability, and the biggest gain in the first signing was 13.630,000 yuan, 13.390,000 yuan.In addition, Oriental Biotech, Jiete Biotech, and Yinghantong ‘s three stocks have a maximum profit of over 60,000 yuan.How can the follow-up of A shares become a global safe haven?After entering April, European and American stock markets are still in decline.On April 1, the three major US stock indexes fell by more than 4.4%.European stocks also closed lower across the board.A shares remained relatively stable, with the three major stock indexes falling by less than 1% on April 1.On April 2, A-shares rose across the board.Can the A-shares remain “fixed” next?Qian Delong, chief economist of Qianhai Open Source Fund, said that the A-share market suffered a significant drop in the U.S. stock market in the early stage, and the Shanghai Stock Index fell from above 3000 points to more than 2,600 points, exploring the bottom of the market in recent years.As the global capital market stabilized and rebounded, and entered the second stage, the stock market was gradually reduced by the influence of the peripheral market. Recently, the sector represented by consumption and technology has begun to rebound.Especially in the consumer sector, because the impact of the epidemic on consumption is short-lived, once the epidemic has passed, there will be a retaliatory rebound in consumption, and consumer white horse stocks will usher in a better opportunity for recovery.The technology sector, which experienced a decline in the previous period, will also usher in a certain rebound opportunity.Founder Securities Research reported that the current macro-policy including monetary policy to release liquidity and fiscal policy to stimulate domestic demand constitutes a positive for the stock market, but also depends on the specific scale announced later.At the same time, there are also bearish factors in the stock market. The current epidemic is spreading globally and has not yet been curbed, affecting the orders of Chinese export companies and the substitution of financial market risks; the economic data and profit data of listed companies that will be disclosed in April in China may double the stock market.Therefore, after the macro policy hedges the losses after the epidemic, the stock market will be both positive and negative, or there will be a volatile market.Will A shares become a “safe haven” in global stock markets?Zhu Qibing, an analyst at BOC Securities, believes that since 2020, A-shares have maintained relative resistance and immunity against the backdrop of increased global stock market shocks. Therefore, only the internal and external epidemic trends have formed a contrasting interaction, and the market has become increasingly domestic.Severe counter-cyclical adjustments to loosen expectations in response to the impact of the epidemic.In the future, China’s economic fundamentals will determine whether A shares can truly become a safe haven for global capital.China ‘s anti-epidemic measures are quick and effective, the economic policy space is large and targeted, the advantages of RMB asset returns are obvious, and the economy ‘s room for maneuver to deal with external shocks hinders. These all reflect the importance of China ‘s economic growth and help to releaseA shares have the potential to become a safe haven for global funds.Sauna, Ye Wang Gu Zhijuan Editor Li Weijia Proofreading Li Shihui