Today’s index was weak, but subject stocks were active, the concept of digital economy was collectively repaired, and the tourism sector strengthened all day. Overall, individual stocks rose more and fell less today, with more than 3200 stocks rising in the two cities.
sector
Today, the disk was relatively clear, the concept of digital economy was collectively repaired, the tourism sector strengthened all day, and the new energy track stocks bottomed out.
The high-level stock Beijing Cuiwei Tower Co.Ltd(603123) reversed the daily limit, becoming the only high-level stock that did not make up the decline and reversed the daily limit recently, which stimulated the concept of capital return to the digital economy. As of the closing, concepts such as digital currency, big data, network security and data center rose by more than 1%.
From the news, all localities have seized the new track of digital economy. For example, Beijing proposed to deeply implement the implementation plan of digital economy benchmark city construction. Hebei proposes to build 25000 5g base stations, build Zhangjiakou national data center and build a national integrated computing network Beijing Tianjin Hebei hub node. Henan proposes to vigorously promote the construction of Digital Henan and strive for the growth of digital economy by more than 15% under the guidance of the construction of national big data comprehensive experimental zone; From the perspective of policy, according to the development objectives specified in the 14th five year plan for digital economy development issued recently, by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of the core industries of the digital economy will account for 10% of GDP; Technically, the concept of digital economy may be temporarily characterized as an oversold rebound, and the sustainability in the short term remains to be seen.
The new energy track basically resonates with the index, rebounding in a “V” shape first, and then falling in resonance with the index. Because track stocks are mostly trend oriented, they are closely linked with the index. It is worth mentioning that the wind power sector and sodium ion battery sector have the strongest trend in today’s new energy track.
In fact, on Wednesday, the wind power sector gathered the strongest sector effect when it collectively rebounded at the new energy track. Today’s sector effect is the strongest. It can be seen that the wind power sector maintains the situation of “the strong is always strong”; In addition, the logic of the strong performance of the sodium ion battery sector may be mainly related to the better than expected performance of Contemporary Amperex Technology Co.Limited(300750) . Although the price of upstream raw materials of lithium battery soared in 2021, the performance of power battery leading stock Contemporary Amperex Technology Co.Limited(300750) still exceeded expectations, mainly due to the outbreak of its sodium ion battery and energy storage business.
individual shares
Yesterday, the space height of Lianban stocks was compressed to 2 Lianban stocks, of which Poly Union Chemical Holding Group Co.Ltd(002037) , Suna Co.Ltd(002417) directly increased the limit this morning, which is a signal of weakness to strength. Stimulated by this, stocks such as Kingland Technology Co.Ltd(000711) , Shanxi Huhua Group Co.Ltd(003002) , Shenzhen Mason Technologies Co.Ltd(002654) , Xi’An Qujiang Cultural Tourism Co.Ltd(600706) have “anti nuclear” after the opening. Andon Health Co.Ltd(002432) as the core of emotion, it is naturally undertaken by funds. Its anti package trading limit once again gives a positive stimulus to short-term emotion. From then on, the “scissors difference” between the index yellow line representing small cap stocks and the index white line representing heavyweight stocks gradually increases.
In the afternoon Kingland Technology Co.Ltd(000711) succeeded in “Earth Sky board” and Shenzhen Asia Link Technology Development Co.Ltd(002316) was also pried off the limit, but the outcome of the two was different. According to the truth, Shenzhen Asia Link Technology Development Co.Ltd(002316) has continuously dropped the limit, forming a chip vacuum area. The resistance of “anti nuclear” should be smaller, but why hasn’t Shenzhen Asia Link Technology Development Co.Ltd(002316) been favored by funds? In fact, the limit warping is also a unique skill of the big man in Foshan. There are strict requirements for the limit pressing order, the warping speed and the trend after the warping, but the warping speed and the trend after the warping of Shenzhen Asia Link Technology Development Co.Ltd(002316) do not meet the requirements, so it may not be surprising that the stock finally seals the limit again.
future analysis
In terms of index, as of the close, the Shanghai index fell 0.97%, the Shenzhen composite index fell 0.53% and the gem index rose 0.07%. Northbound funds sold a net 12.466 billion yuan throughout the day, including 8.321 billion yuan for Shanghai Stock connect and 4.145 billion yuan for Shenzhen Stock connect. The turnover of Shanghai and Shenzhen stock markets today was 818.9 billion, a decrease of 4 billion compared with the previous trading day.
The back test of historical data found that on the last trading day before the Spring Festival in recent 10 years, the Shanghai composite index showed a pattern of 7 rises and 3 falls, with a rise probability of 70%. However, the performance of the final index was “astonishing” and showed an inverted “n” trend as a whole. Haitong Securities Company Limited(600837) said that there were many uncertain factors in the market before the festival, and the trading also tended to be cautious. From the historical data, the market funds were relatively active in February and March. With the reduction of market uncertainty, the market is expected to stabilize and rebound in February.
In terms of sentiment, it rose 3294, 206 more than the previous trading day; 56 trading limits (excluding ST shares and unopened new shares), an increase of 5 over the previous trading day; There were 16 fried boards, 3 less than the previous trading day; Gem / Kechuang board stocks rose by 4 limits, an increase of 1 over the previous trading day; The limit fell by 20, down 11 from the previous trading day.
This morning, digital economy, tourism and other popular themes rebounded strongly in recent days, and Poly Union Chemical Holding Group Co.Ltd(002037) , Suna Co.Ltd(002417) directly increased the limit, while Andon Health Co.Ltd(002432) fluctuated and reversed the limit. These disk details continued to stimulate the recovery of market sentiment. But the emotional gap appeared at 1:30 pm, Baijiu, banks, securities and other heavyweights weakened, leading to emotional and exponential resonance fell.
market highlights
1. China’s commodity futures closed up or down, and the main iron ore contract rose by more than 7%
On January 28, China’s commodity futures closed up and down in different ways. The main contract of iron ore rose by more than 7%, pulp rose by more than 5%, LPG rose by more than 4%, ferrosilicon, manganese silicon, coke and soybean oil rose by more than 3%, coke, thread, hot coil, glass and palm rose by more than 2%, and Shanghai aluminum, soybean meal and starch rose by more than 1%. Thermal coal fell more than 6%, Huyin and urea fell more than 3%, and crude oil and plastics fell more than 2%.
2. National development and Reform Commission: severely crack down on illegal price behaviors in coal spot and futures markets
On January 28, the national development and Reform Commission said that China’s daily coal output continued to maintain a high level. The coal supply of the national unified dispatching power plant continued to exceed the coal consumption. At present, the coal storage has reached 170 million tons, a record high. With the overall stability of market supply and demand, China’s coal spot and futures prices have risen too fast recently, which has an adverse impact on the stable operation of the coal market and the safe and stable supply of energy. The national development and Reform Commission has paid close attention to the changes in coal prices and has held a special meeting to deploy the work of stabilizing coal production, supply and price during the Spring Festival. At the same time, we will work with relevant departments to further strengthen market price regulation and supervision, severely crack down on illegal price behaviors in the spot and futures markets, and ensure that coal prices operate within a reasonable range.
