Market Overview - The A-share market is experiencing a downward trend, with the ChiNext index leading the decline [1] - Major indices opened lower, with the Shanghai Composite Index down 0.91% and the Shenzhen Component Index down 1.22% [3] - The overall market saw more than 3100 stocks decline, with sectors like agriculture, public utilities, food and beverage, real estate, and social services performing well, while household appliances, electronics, and automotive sectors lagged [3] Sector Performance - The top-performing sectors included agriculture (up 1.81%), public utilities (up 1.41%), and food and beverage (up 1.28%) [2] - Conversely, the worst-performing sectors were household appliances (down 2.65%), electronics (down 2.48%), and automotive (down 2.09%) [2] External Influences - The internal demand theme has become a market focus, influenced by external factors such as the U.S. "reciprocal tariff" plan announced on April 3, which imposes a 25% tariff on all foreign-manufactured imported cars and a 34% tariff on Chinese products [4] - The global market is under pressure due to these tariffs, leading to a weaker dollar and a decline in the Asia-Pacific stock markets [4] Market Outlook - The market is expected to face challenges due to the U.S. tariff policy, but the A-share market has shown resilience, with the Shanghai Composite Index only slightly down at the close [5] - The trading volume in the Shanghai and Shenzhen markets reached 1.14 trillion yuan, indicating a significant increase in activity [5] - Analysts suggest focusing on sectors such as non-ferrous metals, dividends, consumption, and TMT (Technology, Media, and Telecommunications) in light of the current market conditions [5]
市场震荡走低,创业板指领跌
Dongguan Securities·2025-04-06 23:34