A-share year of the tiger has made a good start!
Oil and gas stocks broke the “Winter Olympics” and the performance of natural gas stocks broke the “Winter Olympics” this morning.
On the disk, the building decoration sector led the rise of the two cities, and the petroleum, petrochemical, steel and coal sectors led the rise; Social services, media, food and beverage sectors fell.
As of midday closing, the Shanghai Composite Index rose 1.91%, the Shenzhen Component Index rose 1.04% and the gem index rose 0.48%.
oil and gas sector “ride the wind and waves”
The sharp rise in international oil prices during the Spring Festival led to the collective strength of A-share oil concept stocks. Among them, Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , China Petroleum Engineering Corporation(600339) , Xinjiang Beiken Energy Engineering Co.Ltd(002828) , Geo-Jade Petroleum Corporation(600759) rose by more than 8%, and China Petroleum & Chemical Corporation(600028) , Ningxia Baofeng Energy Group Co.Ltd(600989) rose by more than 3%.
Galaxy Securities said that it is optimistic about the head enterprises in the petrochemical industry that carry out business layout and implement the performance increment brought by scale expansion. Since the beginning of the year, the adjustment of some targets is relatively large, which is the timing of layout.
In addition, the rare earth sector continued to rise, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , China Minmetals Rare Earth Co.Ltd(000831) once rose, and Rising Nonferrous Metals Share Co.Ltd(600259) , Shenghe Resources Holding Co.Ltd(600392) followed up.
The large infrastructure central enterprise sector broke out again, China Communications Construction Company Limited(601800) limit, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Metallurgical Corporation Of China Ltd(601618) , China Railway Group Limited(601390) and so on.
In the new energy sector, Byd Company Limited(002594) opened higher than 6% and closed up 7.1%. In January, the sales volume of new energy vehicles increased by 361.73% year-on-year.
many winter Olympic concept stocks rose by the word limit
“Cold resources” achieved “hot economy”, and the Winter Olympic Games also brought fire to relevant concept stocks, Cultural Investment Holdings Co.Ltd(600715) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , laibai shares, etc., with Cofco Engineering & Technology Co.Ltd(301058) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Shandong Nanshan Fashion Sci-Tech Co.Ltd(300918) among the top gainers.
By midday closing, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) closed the trading limit at 20.33 yuan / share, with a total market value of 4.501 billion yuan. Shuey Rhon Rhon, Bing dwen dwen, Bing dwen dwen, crystal ball, ice box pier blind box, badge (mascot motion modeling series, countdown series, folk custom Series), precious metals (opening countdown gold and silver bars) are all designed by the company on the 7 Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) 2 interactive platform. Products produced and sold.
The company also said that in view of the recent popularity of the above Winter Olympic licensed goods by the majority of consumers, the company has organized employees and factories to start production in an all-round way, made every effort to coordinate production capacity rationing, ensure the supply of Winter Olympic licensed goods, and try its best to meet the needs of the majority of consumers.
A netizen said in the stock bar of Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) : “congratulations on Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) becoming the biggest winner of the Winter Olympics.” Some Bing dwen dwen said, “can I get the ice pier pier open?”
performance explosion stocks fell by the limit in batch
Several companies were happy and several worried, and a number of performance explosive stocks also fell sharply this morning. The performance of Jiangxi Zhengbang Technology Co.Ltd(002157) , Dr.Peng Telecom&Media Group Co.Ltd(600804) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Jangho Group Co.Ltd(601886) and other explosive stocks fell by the limit, Lens Technology Co.Ltd(300433) fell by nearly 12%, and Luxshare Precision Industry Co.Ltd(002475) , Goertek Inc(002241) followed the decline.
On January 28, Lens Technology Co.Ltd(300433) disclosed the performance forecast for 2021. It is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be 2.007 billion yuan – 2.399 billion yuan, a year-on-year decrease of 51% – 59%. According to the performance forecast released on January 28, the expected net profit in 2021 is about – 19.7 billion yuan to – 18.2 billion yuan.
Suna Co.Ltd(002417) the “Earth Sky board” was once staged in the session. After the limit fell and opened, the limit rose in the session, after which three consecutive boards were staged. As of midday closing, Suna Co.Ltd(002417) was reported at 8.36 yuan / share, up 7.04%, and the turnover rate was as high as 50.28%.
In addition, due to the lower than expected box office of the Spring Festival, Wanda Film Holding Co.Ltd(002739) , Shanghai Film Co.Ltd(601595) , China Film Co.Ltd(600977) , Hengdian Entertainment Co.Ltd(603103) and other in-depth adjustments.
Looking ahead, Boc International (China) Co.Ltd(601696) said that in terms of industry configuration, the trend of new energy remained unchanged, the undervalued blue chip rebounded periodically, and the growth gradually entered the left configuration range. On the one hand, some undervalued sectors with long-term stagflation of stock prices and rebound of fundamentals in the early stage are expected to receive more capital attention; On the other hand, the new energy industry chain has profitability toughness and can obtain a certain valuation premium. Focus on investment opportunities such as specialization and innovation.
