The value sector continued to shine.
Today, the trend of A-Shares continued to differentiate, the Shanghai stock index rebounded and closed red, and the gem index closed weak, down more than 2%. The traditional blue chip sector rose collectively and the growth sector fell sharply. As of the close, the coal index rose by more than 5%, and social services, steel, utilities and other sectors all rose by more than 2%. Power equipment sector fell the most, more than 3%, while electronics, food and beverage sectors all fell more than 1%.
In terms of heavyweights, the “Ning family” and “Mao family” saw a wave of decline, Contemporary Amperex Technology Co.Limited(300750) fell by more than 6%, and Wuliangye Yibin Co.Ltd(000858) fell by nearly 3%. The market value of the two families evaporated a total of nearly 300 billion yuan in a single day, and several stocks hit the limit. The value weight rose across the board, with the four major industrial and agricultural construction banks all rising by more than 1%. More than 10 white horse stocks today reached a new high since 2021.
“Ning nationality” and “Mao nationality” kill the tide
Contemporary Amperex Technology Co.Limited(300750) is not the stock with the largest decline among “Ning nationality” and “Mao nationality”. As of the close of trading, Wuxi Apptec Co.Ltd(603259) , Starpower Semiconductor Ltd(603290) , Naura Technology Group Co.Ltd(002371) and other stocks fell by more than 8%, and Luxshare Precision Industry Co.Ltd(002475) , Joinn Laboratories (China) Co.Ltd(603127) and other stocks fell by more than 6%. On the whole, more than 50 shares of the two families and only more than 10 shares rose. Among them, Wuxi Apptec Co.Ltd(603259) , Starpower Semiconductor Ltd(603290) , Luxshare Precision Industry Co.Ltd(002475) and other stocks hit the limit.
In terms of market value, the market value of the two families evaporated nearly 300 billion yuan in a single day today, and the value of several stock markets such as Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Wuxi Apptec Co.Ltd(603259) evaporated more than 10 billion yuan. After this round of adjustment, eight shares in the “Mao family”, including Wuxi Apptec Co.Ltd(603259) , Wuliangye Yibin Co.Ltd(000858) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , today hit a new low since 2021; The Hangzhou Tigermed Consulting Co.Ltd(300347) , Bloomage Biotechnology Corporation Limited(688363) , Topchoice Medical Co.Inc(600763) and other stocks in “Ning nationality” hit new lows.
According to the statistics of securities times · databao, in terms of the pullback range, Topchoice Medical Co.Inc(600763) , Bloomage Biotechnology Corporation Limited(688363) , Yihai Kerry Arawana Holdings Co.Ltd(300999) and Jiangsu Hengrui Medicine Co.Ltd(600276) , Sany Heavy Industry Co.Ltd(600031) , Aier Eye Hospital Group Co.Ltd(300015) and other stocks callback more than 60%, and Jiangsu Hengrui Medicine Co.Ltd(600276) , {60031}, Aier Eye Hospital Group Co.Ltd(300015) and {23456.
500 billion giant hit a new high
The market can pick up in the afternoon, mainly due to the rise of value stocks. Today, coal, steel, banking and other sectors rose across the board, with the coal index rising by more than 5%. The four major banks of China Agricultural Industrial Construction in banking stocks rose together, closing up more than 1% and CCB rose more than 3%. It is worth mentioning that the brokerage sector, known as the flag bearer of the bull market, also changed significantly, closing up more than 1%.
Looking back, more than 10 typical value leaders have reached new highs since 2021, including Bank Of China Limited(601988) , Bank Of Communications Co.Ltd(601328) , coal leader China Shenhua Energy Company Limited(601088) , infrastructure leader China Communications Construction Company Limited(601800) , transportation leader Air China Limited(601111) , China Southern Airlines Company Limited(600029) , China Eastern Airlines Corporation Limited(600115) . As a representative variety of value stocks, China Yangtze Power Co.Ltd(600900) with a market value of more than 500 billion yuan closed at an all-time high today.
white horse stocks are being continuously bought by the main force
“Ning nationality” and “Mao nationality” collectively fell, but the value of white horse stocks rose against the market. What signal does it reveal? Minsheng Securities said that behind the re adjustment of the mainstream track, the overseas factor is only the catalyst, and the loose consensus is the internal cause. Minsheng securities recommends nonferrous metals (copper, aluminum and gold), banks, crude oil (oil and gas exploitation and oil transportation), coal, real estate, textiles, clothing and steel.
The main capital flows also reflect market preferences. Data treasure statistics show that since this year, the main capital inflows into the top stocks are mostly value stocks. Among them, China Mobile attracted 11.2 billion yuan, ranking first. In addition, China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) , Ping An Insurance (Group) Company Of China Ltd(601318) , Industrial And Commercial Bank Of China Limited(601398) and other stocks attracted more than 1 billion yuan.
The main funds continued to flow into Baima shares, and , China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) and other stocks had a net inflow of main funds for more than 10 trading days during the year. On the contrary, the stocks of “Ning nationality” and “Mao nationality” suffered a headwind, China stock market news, Wuliangye Yibin Co.Ltd(000858) , BIA di and other stocks had a net outflow of more than 2 billion yuan during the year.
