At the opening of trading on Tuesday, the three major A-share indexes collectively opened low. The Shanghai index rose in shock and fell below 3400 points after turning red. The Shenzhen Composite Index and the gem index opened low and went low. The gem index rebounded and closed down at the end of the afternoon. 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.
In terms of the Beijing stock exchange, individual stocks rose more and fell less today. As of the close, 48 stocks rose and 31 stocks fell.
hot sector
On the disk, tourism and hotels, diversified finance, household light industry, coal industry, decoration, shipping port and other sectors increased, while Tesla, lithium mining, electrical equipment, photovoltaic equipment, energy metals, batteries, wind power equipment, semiconductors and other sectors decreased.
disk interpretation
Zhongtai Securities Co.Ltd(600918) believes that after the festival, in the empty window period of "substantial interest rate increase" by the Federal Reserve, China's steady growth policies such as RRR reduction, savings force, social finance and other indicators stabilize, the market may open the "spring market". At the same time, considering the benefits of comprehensive registration system and steady growth on undervalued blue chips, the potential suppression of high valuation by the "hawks" of the Federal Reserve, and the strength and non record low of undervalued blue chips such as SSE 50 during the adjustment in January, the market after the Festival remains the main line of blue chips.
Cinda Securities said that February is the month with the highest winning rate in the first quarter of each year. There is a stable growth environment this year. The performance forecast period in January has also ended, and the winning rate in February is also good. Strategically, after this adjustment, the whole a (non-financial petroleum and petrochemical) Pb quantile decreased from 72% to 45%. The valuation is reasonable, but it is not very cheap. Steady growth is advancing, but it will take time to change the increasingly cautious profit concerns. Although China's macro interest rate has been declining, the micro capital environment is general. Therefore, strategic issues still need some time to digest. February is still a tactical monthly rebound.
message surface
the first batch of projects in Hebei xiong'an new area will be started in 2022
On the morning of February 8, xiong'an new area held the centralized commencement of the first batch of projects in 2022. The first batch of 43 centralized projects in xiong'an new area this year, with a total investment of 60.1 billion yuan. This batch of centralized construction projects show four characteristics: first, there are many major projects, 16 projects with a total investment of more than 50 billion yuan; Second, there are many industrial projects. The first batch of central enterprise relief projects such as Sinochem, China Huaneng and China Star network and the three industrial park projects of China Telecom Corporation Limited(601728) , China Mobile and China United Network Communications Limited(600050) are about to enter the construction site in an all-round way; Third, there are many industry city integration projects; Fourth, there are many public service projects.
7 shares announced the annual report, and the net profit of 3 shares doubled
As of February 8, seven listed companies have published their annual reports for 2021, of which five have a year-on-year increase in net profit, two have a decrease, five have a year-on-year increase in operating revenue, two have a decrease, and four have a Focus Lightings Tech Co.Ltd(300708) increase in net profit and operating revenue at the same time; Three companies doubled their performance, of which Focus Lightings Tech Co.Ltd(300708) increased the most, reaching 728.43%.
