Plates and individual stocks are still wonderful.
On the third day of the opening of the year of the tiger, after the thrilling experience of the first two days, although it was slightly stable on the whole this morning, there were still many ups and downs in individual stocks and sectors. The surge in the concept of digital currency has set off a wave of limit trading, and pork stocks are also rioting. China Mobile, a telecommunications giant with more than 1 trillion new shares, has set a record high. Bank of Lanzhou rose the daily limit for two consecutive days. The leading stock Jiangsu Hengli Hydraulic Co.Ltd(601100) with a market value of 100 billion fell by the intraday limit.
In the morning closing, the Shanghai Composite Index rose 0.4%, the Shenzhen Composite Index rose 0.68%, the gem index rose 0.01%, the Kechuang 50 index fell 0.14%, 3255 stocks rose and 1193 fell, with a turnover of 569.2 billion yuan between the two cities. In terms of industry sector, telecom operation, it equipment, nonferrous metals, media and software led the increase, while construction machinery and home furnishings led the decline.
The Hong Kong stock market was also very strong in the morning. At the closing of a shares, the Hang Seng Index rose by about 2%, the Hang Seng technology index rose by more than 3%, BiliBili rose by more than 8%, Alibaba rose by more than 6%, and Baidu and meituan rose by more than 4%. Northbound funds bought a net 2.1 billion yuan in the morning.
the central bank shot, and the stocks of digital currency concept soared
set off a limit tide
The central bank and others studied and formulated the information security standards of legal digital currency. Digital currency concept stocks soared this morning, with the rise of the sector as high as 7.98%. Individual stocks set off a wave of daily limit, and several stocks rose by 20cm.
Wuhan Tianyu Information Industry Co.Ltd(300205) , Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) 20cm rise limit, Synthesis Electronic Technology Co.Ltd(300479) , Xgd Inc(300130) , Tansun Technology Co.Ltd(300872) rise by more than 10%, and Guangzhou Kingteller Technology Co.Ltd(002177) , Hyunion Holding Co.Ltd(002537) , Yunnan Nantian Electronics Information Co.Ltd(000948) rise limit.
On the evening of August 8, the people’s Bank of China, the State Administration of market supervision, the China Banking and Insurance Regulatory Commission and the China Securities Regulatory Commission issued the 14th five year plan for the development of financial standardization. The plan proposes to study and formulate the information security standards of legal digital currency to ensure the storability, unforgeability, non repeated transactions and non repudiation in the process of circulation.
The plan proposes to steadily promote the development of legal digital currency standard. Comprehensively consider the security and credibility infrastructure, issuance system and storage system, registration center, payment transaction communication module, terminal application, etc., and explore the establishment and improvement of legal digital currency infrastructure standards.
national development and Reform Commission releases pork purchase and storage expectations
pork stocks rose sharply, with 300 billion mu yuan up more than 4%
The national development and Reform Commission released pork purchasing and storage expectations, and pork stocks rose sharply. Hunan Zhenghong Science And Technology Develop Co.Ltd(000702) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Shenzhen Kingsino Technology Co.Ltd(002548) and Tech-Bank Food Co.Ltd(002124) , Tangrenshen Group Co.Ltd(002567) , Shandong Delisi Food Co.Ltd(002330) , New Hope Liuhe Co.Ltd(000876) also rose sharply.
The leading pork stocks with a market value of 300 billion Muyuan Foods Co.Ltd(002714) rose by more than 4%.
In terms of news, according to the monitoring of the national development and Reform Commission, the national average pig grain price was 5.57:1 in the week from January 24 to 28, which was between 5:1 and 6:1 for three consecutive weeks, entering the level II early warning range of excessive decline set in the plan for improving the regulation mechanism of government pork reserves and ensuring the supply and price stability of pork market. The national development and Reform Commission will work with relevant departments to start the collection and storage of pork reserves as appropriate, and guide local governments to carry out the collection and storage according to regulations.
Industry insiders said that from the perspective of collection and storage over the years, the total amount accounts for a small proportion, the largest of which was 300000 tons in 2010. Therefore, it has little impact on supply and demand, mainly due to the boost to sentiment and a process of policy underpinning. The boost to the price still needs to return to the supply and demand of pork itself.
The trillion leading price limit hit another record high
China Mobile, a telecom operation giant with a market value of more than 100 billion yuan of new shares, suddenly rose the limit, and its share price hit a record high, with a market value of 1.44 trillion yuan.
China Mobile Migu has reached a cooperation with China Central Television to become the official broadcaster of the 2022 Beijing Winter Olympics. Migu introduced a number of well-known commentaries at this winter Olympics, of which Wang Meng is the most popular. With the first gold rush of the Chinese delegation to the hot search of the Winter Olympics, the “Wang Meng commentary” has become a phenomenal IP. Huang Jianxiang, her partner, not only formed a “golden combination” with Wang Meng, but also rushed to hot search after winning the Asian cup of the Chinese women’s football team, contributing huge traffic to Migu video.
Citic Securities Company Limited(600030) according to the latest research report, China Mobile is the leader of global operators, with the world’s largest communication network, and the number of mobile and broadband users ranks first in the world. The core competitiveness is prominent. From the perspective of industry, the company, as the leader of global operators, has a stable position, and has significant advantages in user scale and network resources; From a financial perspective, the company has outstanding profitability, good development of emerging businesses, continuous improvement of ARPU value and long-term growth; From the perspective of low cash flow and high-quality assets valuation, the current valuation of the company is still high. China Mobile is a high-quality core asset with both technology and consumption attributes. With the reconstruction of growth logic in the 5g era, it has great configuration value.
Bank of Lanzhou rose again
two consecutive daily limit
Although the overall weakness of bank stocks, after the daily limit yesterday, the daily limit again today.
100 billion LEADER flash collapse limit
Hydraulic faucet Jiangsu Hengli Hydraulic Co.Ltd(601100) was also a big bull stock before, and then the stock price fluctuated all the way down. This morning, it collapsed again and fell within the intraday limit. It closed down 9.5% in the morning.
On the news side, there was no obvious bad news.
