On February 10, the trend of the three major A-share indexes differentiated, and the Shanghai index maintained a volatile trend throughout the day. At the end of the day, it rose and turned red, closing positive for four consecutive days; Gem index (399006. SZ) fell significantly in several sessions, once down 3%, and the decline narrowed in the late session; The Shenzhen composite index also fell slightly.
As of the close, the stock index rose 0.17% to 3485.91 points; The Shenzhen composite index fell 0.73% to 13432.07; The gem index fell 1.98% to 2826.52.
disk core data list
1) in terms of volume and energy, the turnover of the two cities fell in large quantities, with a turnover of 936.4 billion throughout the day;
2) in terms of foreign investment, northbound funds showed a buying trend, with a net purchase of 4.52 billion yuan throughout the day;
3) the two cities ended the rise of more than 3000 shares for four consecutive trading days, and the number of companies with a decline of more than 5% also expanded from 12 yesterday to 123.
market focus stock
1) Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) once fell by more than 8% and fell below the integer level of 500 yuan, and finally closed down by 5.32%; Andon Health Co.Ltd(002432) (002432. SZ) once rose the limit in early trading, and then fried the board.
2) the digital economy Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) broke the board, Hengbao Co.Ltd(002104) (002104. SZ) 5 board relay, Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ), Szzt Electronics Co.Ltd(002197) (002197. SZ), Guangzhou Kingteller Technology Co.Ltd(002177) (002177. SZ) and so on rose one after another;
3) the capital construction unit continues to be active, Tangshan Jidong Equipment And Engineering Co.Ltd(000856) (000856. SZ) 5 links, Chongqing Construction Engineering Group Co.Ltd(600939) (600939. SH) 4 links, Huitong group (603176. SH), Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ) 4 links; However, the trend of the concept of civil explosion is divided, Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ) 7 sectors, Shanxi Huhua Group Co.Ltd(003002) (003002. SZ) 2 sectors, and none of the others has a daily limit.
Stocks in the two cities fell more or less, 2771 stocks fell and 1700 stocks rose.. Among them, there are 55 up limit (non ST) and 2 down limit (non ST).
Focus sector 123567}
On the disk, tourism hotels, digital currency, pork, large infrastructure, media and other sectors have become the main attack direction of funds.
digital currency
The digital currency sector that rose “Hi” yesterday is divided today. The leading stock Beijing Cuiwei Tower Co.Ltd(603123) was broken, the rear Hengbao Co.Ltd(002104) 5 connecting sectors were connected, Jc Finance & Tax Interconnect Holdings Ltd(002530) recorded 3 connecting sectors, and Guangzhou Kingteller Technology Co.Ltd(002177) , Szzt Electronics Co.Ltd(002197) harvested 2 connecting sectors one after another.
In addition to the strong trend of Lianban stocks, more than 40 stocks fell, Chase Science Co.Ltd(300941) (300941. SZ), Guangdong Tecsun Science & Technology Co.Ltd(002908) (002908. SZ) and other stocks fell by more than 4%, and the sector index finally closed green.
It is worth mentioning that, as one of the most important pilot scenarios of digital RMB, many large-scale digital RMB pilot activities have been carried out in the Winter Olympic scenario, and the whole consumption scenario has been covered within the competition area security line.
Stimulated by this news, the digital currency superimposed Winter Olympic concept stock Hylink Digital Solution Co.Ltd(603825) (603825. SH) has been active recently, recording three consecutive boards. In addition, Bing dwen dwen Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878.SZ) also recorded 4 even sectors.
tourism
Stimulated by the news of the Winter Olympics with fire ice and snow tour, A-share scenic spots and tourism sectors set off a tide of trading, China United Travel Co.Ltd(600358) (600358. SH), Caissa Tosun Development Co.Ltd(000796) (000796. SZ), Jiangsu Tianmu Lake Tourism Co.Ltd(603136) (603136. SH), Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (600706. SH), Utour Group Co.Ltd(002707) (002707. SZ) and other stocks rose.
It is worth mentioning that the tourism and hotel sector has increased by 19.38% in the last five trading days, ranking the first in the same period of the two cities. Among the 22 constituent stocks in the sector, 20 have increased by more than 10%, 6 have increased by more than 20%, and 2 have increased by more than 30%.
pork
Pork concept stocks have been active repeatedly recently, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) (603477. SH), Shenzhen Kingsino Technology Co.Ltd(002548) (002548. SZ) 2 connected boards, Fujian Aonong Biological Technology Group Incorporation Limited(603363) (603363. SH), Dongrui Food Group Co.Ltd(001201) (001201. SZ), Jiangxi Zhengbang Technology Co.Ltd(002157) (002157. SZ), Hunan New Wellful Co.Ltd(600975) (600975. Sh) trading limit.
On the news, the pig grain price ratio has entered the secondary warning range of excessive decline, and the national development and Reform Commission will start the collection and storage of pork reserves with relevant departments as appropriate. The agency believes that factors such as changes in the marketing rhythm of short-term farmers will affect the fluctuation of pig prices. Even if there is a periodic rebound, as long as it is a loss, the clearance of stocks will continue. Pork stocks are still in a very good configuration window period, and the decline of fertile sows in the following months will be the catalyst of the pig sector.
coal
Today, the coal sector bucked the downward pressure of futures and pulled up, Jizhong Energy Resources Co.Ltd(000937) (000937. SZ) rose by the limit. Citic Securities Company Limited(600030) said that under the background of policy regulation, the market coal price expectation has changed, putting pressure on the profit forecast and valuation level of the sector. At present, the valuation of the 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, and the international energy price is high. The catalyst for the rebound of the sector is relatively sufficient.
on the whole, the tourism, aquaculture and coal sectors leading the rise today are low or undervalued sectors, and there is a strong sense of capital risk aversion.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in large funds, media, secondary new shares and other sectors.
