A-share market opening express | A-share weak shocks! Weight loss drug stocks buck the trend and strengthen, Internet finance concept stocks active

On April 18th, A-shares showed weak fluctuations in the morning session. As of 9:55, the Shanghai Composite Index fell by 0.34%; the Shenzhen Component Index rose by 0.13%; and the ChiNext Index fell by 0.21%. EB Securities analysis believes that after the market rebounded for five consecutive trading days, some investors who bought at the bottom and made profits have left, resulting in a significant adjustment in the strong sectors recently, dragging down the entire market. In terms of the market, the real estate sector continued to be strong, with Tianjin Tianbao Infrastructure seeing three consecutive daily limits; the internet finance concept stocks surged, with Guangzhou Kingteller Technology hitting the daily limit; weight loss medicine concept stocks were active, with Kingchem rising by over 15%; chemical stocks were active again, with Guangdong Redwall New Materials hitting two consecutive daily limits; and the internet finance concept stocks also surged, with Guangzhou Kingteller Technology hitting the daily limit. On the downside, the precious metals, dairy, and logistics sectors had the largest declines in indexes. Looking ahead, Huaan stated that with the warming expectations of domestic macroeconomic policy hedging, clear stable market signals, liquidity protection, and improved risk appetite, the market is expected to continue to fluctuate slowly higher. Hot Sectors: 1. Real Estate Sector continued to be strong Tianjin Tianbao Infrastructure saw three daily limits, with Sanxiang Impression hitting the daily limit, and RongFeng Holding Group, Guangzhou Pearl River Development Group co., Ltd., Yunnan Metropolitan Real Estate Development, Chong Qing Yukaifa and others following the uptrend. 2. Weight loss medicine concept was active Kingchem rose by over 15%, with Xinjiang Bai Hua Cun Pharma Tech, Huadong Medicine, ChengDu Sheng Nuo Biotec, Hybio Pharmaceutical, Hebei Changshan Biochemical Pharmaceutical and others following the uptrend. Institutional Views: 1. Huaan: The market is expected to continue to fluctuate slowly higher Huaan believes that with the warming expectations of domestic macroeconomic policy hedging, clear stable market signals, liquidity protection, and improved risk appetite, the market is expected to continue to fluctuate slowly higher. The main driver of the current market rally is the expectation for macroeconomic policy after the negative news from tariffs has been digested. Therefore, the important meetings and policy arrangements around the end of April will be crucial time windows to observe the market changes, and it is expected that the market will continue to fluctuate slowly higher. 2. Orient: Focus on dividend sectors, import substitution sectors Orient believes that the risks of tariff impact have not been completely resolved, and the market may continue to experience high volatility, with limited short-term upside/downside potential. In terms of strategy, it is important to closely monitor policy trends and company financial report announcements, focusing on value dividend sectors with high earnings certainty, as well as import substitution sectors that can hedge against the impact of tariffs. 3. EB Securities: Market volume differentiation, hot spot rotation may continue EB Securities pointed out that after the market rebounded for five consecutive trading days, some investors who bought at the bottom and made profits have left, resulting in a significant adjustment in the strong sectors recently, dragging down the entire market. Looking ahead, the market turnover has continued to decline in recent days. Without new major news stimuli, the market may continue to shrink in the near future, and the structural market, as well as the style of hot spot rotation, may continue. This article is reprinted from "Tencent Self-selected Stocks", edited by GMTEight: Jiang Yuanhua.