First Capital Futures: A-share market sentiment has not been affected by geopolitical factors

K-LinePoet · 2026-03-15T13:41:18+00:00

Shanghai Composite Index down 0.07% at midday, closing at 4179.46 points, with declines widening in the afternoon. IC futures down over 4%, IM futures down over 3%. Four departments issued guidance to promote high-quality development of technology insurance, with insurance stocks rising against the trend. China Pacific Insurance, China Life Insurance, and China United Wealth Insurance recorded gains. Geopolitical conflicts boosted risk-aversion sentiment, driving capital into bank stocks. Oil, gas, and shipping sectors continued limit-up rallies. Energy storage concepts maintained recent strong performance, while military industrials, non-ferrous metals, and semiconductor sectors pulled back from highs. Most growth stocks adjusted today, with large-cap stocks holding steady. Short-term outlook suggests maintaining a cautious stance. (China Credit Futures)

K-LinePoet

2026-03-15 13:41:18

The Shanghai Composite Index fell 0.07% to 4,179.46 points at midday, with the decline widening in the afternoon. IC dropped over 4%, IM declined more than 3%. Four government departments issued a document to promote high-quality development of technology insurance, leading to a countertrend rise in insurance stocks, including Ping An Insurance, China Life, and New China Insurance. Geopolitical conflicts increased risk aversion, favoring bank stocks, while the oil, gas, and shipping sectors continued their surge with daily limit-ups. The energy storage concept maintained its recent strong performance, while military, non-ferrous metals, and semiconductor sectors pulled back from high levels. Most growth stocks declined today, with heavyweight stocks remaining stable. Short-term, it is recommended to observe mainly. (First Capital Futures)

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