On the morning of the 27th, nearly 4000 A shares fell, the collective limit of popular stocks in the early stage fell, the tide of short-term speculation funds ebbed, and bank stocks made efforts to protect the market.
In the Shenwan industry, only the coal sector rose; The computer sector led the market, while the media, mechanical equipment, household appliances and other sectors led the decline. As of midday closing, the Shanghai Composite Index fell 0.88%, the Shenzhen Component Index fell 1.52% and the gem index fell 1.67%.
the collective limit of popular stocks in the early stage
This morning, Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Jilin University Zhengyuan Information Technologies Co.Ltd(003029) , Shenzhen Infinova Limited(002528) , Xiamen Anne Co.Ltd(002235) and other popular stocks fell by the limit, and the short-term speculation funds ebbed.
Shenzhen Infinova Limited(002528) it closed at 4.16 yuan / share this morning, with a half day turnover of 155 million yuan. The previous two trading days, Shenzhen Infinova Limited(002528) continued to rise. On the morning of the 27th, Shenzhen Infinova Limited(002528) released a performance forecast. It is estimated that the annual attributable net profit loss in 2021 will be 900 million yuan to 1.35 billion yuan, a decrease of 1128.57% to 1642.86% over the previous year.
According to the announcement, Shenzhen Infinova Limited(002528) performance loss is due to the decline of the company’s overseas business, which is affected by the repeated global covid-19 epidemic and the company’s strategic sale of Canada Shenzhen Infinova Limited(002528) . In addition, the company acquired equity in the past to form a certain amount of goodwill. As of December 31, 2021, the goodwill balance of each subsidiary totaled 715 million yuan.
In the stock bar of Shenzhen Infinova Limited(002528) , a netizen said: “I was pressed the nuclear button, cut the meat and leave.” Some netizens also said: “give play to your imagination. For example, it was announced during the Spring Festival and billions of contracts were signed.”
The Xiamen Anne Co.Ltd(002235) who had previously harvested five consecutive trading boards fell the limit the previous trading day. Today, it continued to fall the limit at the opening, closing at 7.09 yuan / share, with a turnover rate of 1.18%. In view of the abnormal fluctuation of share price, Xiamen Anne Co.Ltd(002235) announced on January 25 that the company has noticed the recent attention of the market and investors to the company’s research on the application and development of NFT in the field of copyright, and the company’s share price has increased greatly. At present, the company’s application of NFT in the field of copyright is still in the research stage and has not had a significant impact on the company’s performance.
In addition, the new shares of Zhenlei technology landed on the science and innovation board today, and the lightning broke after the opening. The stock rose more than 11% during the call auction and fell 10.28% by midday closing.
strong support of bank stocks
This morning, Lanzhou bank immediately raised the limit, Qilu Bank Co.Ltd(601665) , Bank Of Nanjing Co.Ltd(601009) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) and so on.
In addition, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Communications Construction Company Limited(601800) soared, and the large infrastructure central enterprise sector rose sharply, Metallurgical Corporation Of China Ltd(601618) , China Energy Engineering Corporation Limited(601868) followed up.
The computer sector set off a limit decline tide, Beijing Teamsun Technology Co.Ltd(600410) , Beijing Vastdata Technology Co.Ltd(603138) , Shanghai New Centurion Network Information Technology Co.Ltd(605398) , Insigma Technology Co.Ltd(600797) , Yunnan Nantian Electronics Information Co.Ltd(000948) , Inspur Electronic Information Industry Co.Ltd(000977) , Beyondsoft Corporation(002649) and other stocks fell by more than 10%.
Citic Securities Company Limited(600030) said that the position boom of the computer industry has further warmed up from the bottom, and the diversification trend of companies with positions has continued. the key companies of cloud computing are still the main line of configuration, and the market continues to pay attention to the investment opportunities brought by the resonance of booming industries.
with rebound space
In terms of capital flow, the pharmaceutical and biological industry ranked first in the main net outflow on the 5th, with more than 12 billion yuan; Followed by the media sector, with 6.8 billion yuan; The non bank financial sector ranked third, with a net outflow of 4.5 billion yuan on the 5th. The power equipment sector was the sector with the largest net inflow on the 5th, exceeding 12.5 billion yuan.
Huaxin Securities pointed out that two weeks before the Spring Festival, A-share investors’ risk appetite has always been more cautious. Before the long holiday, investors prefer to put their bags in order to avoid the risk of uncertainty in the overseas market, especially this year. At present, A-Shares have reflected the expected risk in advance.
Galaxy Securities said that since the beginning of 2022, the A-share correction has released certain risks, and the current valuation has also fallen to a lower position, with room for rebound. At the same time, China is in the stage of gradually developing its steady growth policy. in the future, after investor sentiment stabilizes and some track risks are gradually released, the spring market driven by steady growth may gradually open.
