On February 8, the three major indexes fell sharply in the morning, and the gem index (399006. SZ) fell by more than 4%. The market rebounded in the afternoon. The rise of financial stocks such as securities companies led to the rise of the Shanghai Stock Index (00000 1. SH), the decline of the gem also narrowed, and the Shenzhen composite index also warmed up.
As of the close, the stock index rose 0.67% to 3452.63 points; The Shenzhen composite index fell 0.98% to 13325.41 points; The gem index fell 2.45% to 2846.48 points.
disk core data list
1) in terms of capacity, the turnover of the two cities has warmed up, with a turnover of 878.8 billion throughout the day;
2) in terms of foreign investment, after buying 5.2 billion yuan yesterday, the net sales of 817 million yuan today;
market focus stock
1) high level demon stocks are active again, Andon Health Co.Ltd(002432) (002432. SZ) trading limit is reversed, and the digital economy concept Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH), Hengbao Co.Ltd(002104) (002104. SZ) is connected to the board;
2) large infrastructure construction strengthened again, Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ) 5 connected boards, Hualan Group Co.Ltd(301027) (301027. SZ) 2 connected boards, Chongqing Construction Engineering Group Co.Ltd(600939) (600939. SH), Zhongyan Technology Co.Ltd(003001) (003001. SZ), Shenzhen Grandland Group Co.Ltd(002482) (002482. SZ), Huitong group (603176. SH) and other stocks exceeded the limit of 10 shares;
3) lithium and pharmaceutical stocks were killed, cro leading stock Wuxi Apptec Co.Ltd(603259) (603259. SH) was close to the limit, and lithium leading stock Contemporary Amperex Technology Co.Limited(300750) fell by more than 6%.
Stocks in the two cities rose more and fell less, 3630 stocks rose and 949 stocks fell. Among them, there are 74 up limit (non ST) and 5 down limit (non ST).
focus sector
On the disk, coal, tourism hotels, big finance, Winter Olympics and other sectors have become the main attack direction of funds.
large infrastructure
Today, the large infrastructure sector strengthened again, and the sector lifted the limit tide. The Tangshan Jidong Equipment And Engineering Co.Ltd(000856) (000856. SZ) raised three connected boards, Hualan Group Co.Ltd(301027) , Zhongyan Technology Co.Ltd(003001) , Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ), Hongrun Construction Group Co.Ltd(002062) (002062. SZ), Huitong group, China Haisum Engineering Co.Ltd(002116) (002116. SZ), Chongqing Construction Engineering Group Co.Ltd(600939) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) (603616. SH), and Pubang Landscape Architecture Co.Ltd(002663) (002663. SZ), Goody Science & Technology Co.Ltd(002694) (002694. SZ), Ningbo Fuda Company Limited(600724) (600724. SH) recorded two connected boards.
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.
Specifically, taking the median P / E ratio as the valuation standard, among the 31 industries, the P / E ratio of steel industry is less than 10 times, and the P / E ratio of subdivided industries such as building materials and building decoration is also maintained within 20 times. Some analysts believe that undervaluation and policy resonance are the reasons for the continued strength of the infrastructure sector.
coal
Track stocks suffered a selling tide at the opening after the festival. Against this background, cyclical stocks represented by the coal sector became a safe haven for funds in the two trading days after the festival. Anyuan Coal Industry Group Co.Ltd(600397) (600397. SH), Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) (601001. SH) rose the limit successively, Pingdingshan Tianan Coal Mining Co.Ltd(601666) (601666. SH), Shanxi Coking Coal Energy Group Co.Ltd(000983) (000983. SZ), Shanxi Lu'An Environmental Energydev.Co.Ltd(601699) (601699. SH), power investment energy (002128. SZ) and other dozens of shares rose by more than 5%.
According to the latest data released by the national development and Reform Commission, since the third day of the first month, coal production in various regions has rebounded rapidly, and has basically returned to the pre holiday level. The coal storage of national unified dispatching power plants has remained at more than 165 million tons, an increase of more than 40 million tons over the same period last year.
Citic Securities Company Limited(600030) said that at present, the valuation of the coal sector is at a historical low, and the trend of coal price is stronger than expected. In addition, the performance forecast of some coal enterprises in 2021 is higher than expected, the international energy price is high and other factors, so the catalyst for the rebound of the sector is relatively sufficient.
tourism
The recovery trend of the industry accelerated, and the tourism sector rose sharply by 5%, Guangzhou Lingnan Group Holdings Company Limited(000524) (000524. SZ) recorded a triple board, Anhui Jiuhuashan Tourism Development Co.Ltd(603199) (603199. SH), Xi'An Qujiang Cultural Tourism Co.Ltd(600706) (600706. SH) and so on.
In terms of news, according to the calculation of the data center of the Ministry of culture and tourism, 251 million Chinese tourists traveled during the seven-day Spring Festival holiday in 2022, a year-on-year decrease of 2.0%, and recovered to 73.9% in the same period of the Spring Festival holiday in 2019 according to a comparable standard; China's tourism revenue reached 289.198 billion yuan, a year-on-year decrease of 3.9%, returning to 56.3% over the same period of the Spring Festival holiday in 2019.
Shanxi Securities Co.Ltd(002500) believes that judging from the repeated regional epidemics in China, it is recommended to grasp the phased market. China's tourism industry does not change the recovery trend, and the recovery process is repeatedly disturbed with the possible local epidemic. During this period, with theme investment and hot investment hotspots, the fundamentals of Companies in the industry showed continuous repair.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in the Winter Olympics, digital currency, securities companies and other sectors.
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