Which stocks were related to the China stock market in the Russian-Ukrainian war?

On the whole, the conflict between Russia and Ukraine is a major negative, with a long impact and a wide range, but everything has two sides, some will fall and some will definitely rise. Here is a summary.

Specific to the A-share sector, the following summarizes four points from different angles:

1) from the perspective of stock market hedging, it is good for gold and non-ferrous metals;

2) Russia is a big energy country, and about 35% of natural gas in Europe depends on Russia for supply. The conflict between Russia and Ukraine will lead to an increase in oil and gas prices and a rise in the oil and gas sector;

3) According to the data of the International Grain Council, Ukraine is expected to become the third largest corn exporter and the fourth largest wheat exporter in the world in 20021and 2022; Russia is the largest wheat exporter in the world; The conflict between the two countries will also lead to an increase in the prices of corn and wheat, affecting the agricultural sector;

4) Ukraine is a major supplier of semiconductor raw materials gas in the world, including neon, argon, krypton, xenon and other gases, among which neon gas is supplied by Ukraine, accounting for nearly 70% of the global output. This conflict will promote the increase of wafer manufacturing cost in stages, and we can pay attention to the increase of semiconductor gas industry chain.