On February 7, on the first trading day of the year of the tiger, the three major indexes opened higher in the morning, but then the trend showed obvious differentiation. The Shanghai Stock Index maintained a strong shock, expanded its rise in the afternoon, the gem index rose and fell, and turned green in the afternoon; The rise of Shenzhen Component Index also narrowed.
As of the close, the stock index rose 2.03% to 3429.58 points; The Shenzhen Composite Index rose 0.96% to 13456.65 points; Gem index (399006. SZ) rose 0.31% to 2917.86 points.
disk core data list
1) in terms of capacity, the turnover of the two cities has warmed up, with a turnover of 823.1 billion throughout the day;
2) in terms of foreign investment, northbound funds ended the flight trend, with net purchases of 5.2 billion yuan throughout the day and net sales of more than 10 billion yuan for two consecutive trading days;
3) stocks in the two cities rose more or fell less, and more than 3400 stocks rose, with an increase of more than.
focus stocks
1) high level demon stocks continued to differentiate, Andon Health Co.Ltd(002432) (002432. SZ) fell by more than 9%, and Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) 2 connected boards;
2) Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) (000812. SZ), San Yang Ma (Chongqing) Logistics Co.Ltd(001317) (001317. SZ) and other early high demon stocks are active again;
3) a total of 87 shares rose by the daily limit today, an increase of 31 shares compared with the daily limit of 56 shares on the previous trading day.
Stocks in the two cities rose more and fell less, 3448 stocks rose and 1110 stocks fell. Among them, 87 were up limit (non ST) and 22 were down limit (non ST).
In terms of focus sectors: on the disk, large infrastructure, oil , Winter Olympics, steel and other cyclical sectors have become the main attack direction of funds.
large infrastructure
Large infrastructure sector broke out throughout the day, Shenzhen Institute Of Building Research Co.Ltd(300675) (300675. SZ), Hualan Group Co.Ltd(301027) (301027. SZ), Henan Provincial Communications Planning & Design Institute Co.Ltd(300732) (300732. SZ) 20cm limit, China Communications Construction Company Limited(601800) (601800. Sh; 01800. HK), Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669. SH), Anhui Transport Consulting & Design Institute Co.Ltd(603357) (603357. SH), Ningxia Qinglong Pipes Industry Group Co.Ltd(002457) (002457. SZ), Hongrun Construction Group Co.Ltd(002062) (002062. SZ), Shandong Hi-Speed Road&Bridge Co.Ltd(000498) (000498. SZ) and other stocks limit. Cement, steel, coal and other sectors related to infrastructure also rose sharply, Gansu Shangfeng Cement Co.Ltd(000672) (000672. SZ), Xinjiang Tianshan Cement Co.Ltd(000877) (000877. SZ), Zhejiang Kingland Pipeline And Technologies Co.Ltd(002443) (002443. SZ), Xinxing Ductile Iron Pipes Co.Ltd(000778) (000778. SZ) rose by the limit.
In terms of news, the relevant person in charge of the national development and Reform Commission said a few days ago that infrastructure investment should be carried out moderately in advance and the implementation of 102 major projects in the 14th five year plan should be solidly promoted. We will promote the construction of new infrastructure and increase support for the optimization and upgrading of traditional industries to high-end, intelligent and green. In addition, since January, the local two sessions have been held intensively. Focusing on stabilizing the economy and focusing on stabilizing investment has become a common feature of the local two sessions.
petroleum
Stimulated by the news that international oil prices rose for seven weeks, oil stocks rose all the way after opening higher, Haimo Technologies Group Corp(300084) (300084. SZ) and Deshi shares (301158. SZ) rose by 20cm, Sino Geophysical Co.Ltd(300191) (300191. SZ) rose by more than 12%, and Zhongman Petroleum And Natural Gas Group Corp.Ltd(603619) , China Petroleum Engineering Corporation(600339) (600339. SH), Xinjiang Beiken Energy Engineering Co.Ltd(002828) (002828. SZ), Geo-Jade Petroleum Corporation(600759) (600759. SH) rose by the limit. Giant Petrochina Company Limited(601857) (601857. Sh; 00857. HK) shares have rarely soared by more than 9%, and the market value has returned to the trillion level. China Petroleum & Chemical Corporation(600028) (600028. Sh; 00386. HK) also rose 4.4%.
It is reported that Brent crude oil futures rose by more than 4% in the past week, reaching a maximum of US $93.7/barrel, a seven-year high. WTI crude oil futures rose more than 5%, and the weekly line recorded a rise for the seventh consecutive week. For the reasons for the sharp rise in international oil prices, analysts generally believe that the first is that the tension on the supply side has boosted oil prices.
Winter Olympics
With the opening of the Beijing Winter Olympic Games, Winter Olympic concept stocks were “restless” again, Cultural Investment Holdings Co.Ltd(600715) (600715. SH), Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878. SZ), Beijing Caishikou Department Store Co.Ltd(605599) (605599. SH) and other stocks rose by the limit, Shenzhen Emperor Technology Company Limited(300546) (300546. SZ), Angang Steel Company Limited(000898) (000898. SZ; 00347. HK), Sichuan Huati Lighting Technology Co.Ltd(603679) (603679. SH) and so on.
Bing dwen dwen, the mascot of the Winter Olympic Games, is the most popular. Cultural Investment Holdings Co.Ltd(600715) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) two Bing dwen dwen “concept of the pier” together word limit.
According to the data, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) is a licensed retailer and manufacturer of Beijing 2022 Winter Olympic Games. Bing dwen dwen, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) has been panic buying of some winter Olympic charms. At the same time, Cultural Investment Holdings Co.Ltd(600715) is also a licensed manufacturer and seller of Beijing Winter Olympics Organizing Committee. It has the franchise production right of Winter Olympics derivatives in three categories: precious metals, handicrafts and ceramics, and the franchise retail right of all winter Olympics derivatives.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in steel, cement, prefabricated vegetables, domestic software and other sectors.
