Today, a total of 55 shares rose, 25 shares were fried, and the closure rate was 69%; Poly Union Chemical Holding Group Co.Ltd(002037) 7 connecting sector, Tangshan Jidong Equipment And Engineering Co.Ltd(000856) , Hengbao Co.Ltd(002104) 5 connecting sector, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Huitong group, Zhejiang Construction Investment Group Co.Ltd(002761) , Chongqing Construction Engineering Group Co.Ltd(600939) 4 connecting sector. On the disk, 1700 stocks rose and 2771 stocks fell; Tourism, aquaculture and airport shipping led the increase, while cro, medical services and hjt batteries led the decline.
Guosheng Securities believes that after the sharp decline is completed and the risk is fully released, the market is expected to usher in a breathing opportunity and have a good opportunity to rebound and do more. In terms of operation, the main decline of small and medium-sized stocks before the festival and the supplementary decline of large cap stocks after the festival have been completed, the risk release has been relatively sufficient, the market sentiment has obviously warmed up, the superimposed market volume can be enlarged, and the market main line focusing on infrastructure has emerged. Therefore, the short-term market may welcome the good opportunity of rebound and long, light the index and heavy stocks, and focus on infrastructure, power Opportunities for small and medium-sized stocks such as coal.
market overview
Indicators show that the market's short-term sentiment fell from above yesterday's active area to near the 0 axis. Today, it mainly oscillated in a narrow range near the 0 axis.
In terms of individual stocks, Poly Union Chemical Holding Group Co.Ltd(002037) , Tangshan Jidong Equipment And Engineering Co.Ltd(000856) , Hengbao Co.Ltd(002104) continued to the one-stop board, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Huitong group, Zhejiang Construction Investment Group Co.Ltd(002761) , Chongqing Construction Engineering Group Co.Ltd(600939) were promoted to the four boards. Yesterday, 11 of the 25 continuous board stocks continued to rise.
The index continued to show differentiation, with the Shanghai index rising 0.17% and the gem index falling nearly 2%. The gem index is mainly affected by Contemporary Amperex Technology Co.Limited(300750) . The recent performance of the stock is weak. Today, it once fell by more than 8%.
Northbound funds bought a total of 4.52 billion yuan today. Among them, the net purchase of Shanghai stock market was 5.271 billion yuan and the net sale of Shenzhen stock market was 750 million yuan.
focus sectors and individual stocks
The digital currency sector is divided, and the trading limit of individual stocks is mainly connected to the board. Hengbao Co.Ltd(002104) 5 connecting sector, Jc Finance & Tax Interconnect Holdings Ltd(002530) 3 connecting sector, Szzt Electronics Co.Ltd(002197) , Guangzhou Kingteller Technology Co.Ltd(002177) 2 connecting sector, Chase Science Co.Ltd(300941) , Shanghai Guao Electronic Technology Co.Ltd(300551) , Global Infotech Co.Ltd(300465) , Beijing Advanced Digital Technology Co.Ltd(300541) , Qitian Technology Group Co.Ltd(300061) , Newland Digital Technology Co.Ltd(000997) etc. fell by more than 3%. The sector had a trading tide yesterday, and today's differentiation is expected. At present, the capital intervention is deep, and there may be repeated in the follow-up.
Infrastructure stocks continued to be active, and water conservancy and underground pipe gallery stimulated by favorable conditions also performed well. Tangshan Jidong Equipment And Engineering Co.Ltd(000856) 5 connecting sector, Chongqing Construction Engineering Group Co.Ltd(600939) 4 connecting sector, Huitong group, Zhejiang Construction Investment Group Co.Ltd(002761) 4 connecting sector. In terms of water conservancy and underground pipe gallery, Shenzhen Water Planning & Design Institute Co.Ltd(301038) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) , Zhengping Road & Bridge Construction Co.Ltd(603843) limit. In terms of news, the supervision requires local governments to make up a number of special debt projects, focusing on urban pipe network construction, water conservancy and other fields.
The sewage treatment sector led the rise in early trading, Pubang Landscape Architecture Co.Ltd(002663) 3 connected to the board, Guangdong Shunkong Development Co.Ltd(003039) , Fujian Haixia Environmental Protection Group Co.Ltd(603817) , Haitian Water Group Co.Ltd(603759) limit. In terms of news, the national development and Reform Commission and other four departments required to accelerate the construction of urban environmental infrastructure, and increase the sewage treatment capacity by 20 million cubic meters / day by 2025.
The tourism sector rose intraday, Xi'An Qujiang Cultural Tourism Co.Ltd(600706) , Caissa Tosun Development Co.Ltd(000796) , Utour Group Co.Ltd(002707) , China United Travel Co.Ltd(600358) , Jiangsu Tianmu Lake Tourism Co.Ltd(603136) limit. In terms of airport shipping, Shenzhen Airport Co.Ltd(000089) , Guangzhou Baiyun International Airport Company Limited(600004) , Shanghai International Airport Co.Ltd(600009) , China Eastern Airlines Corporation Limited(600115) also showed performance. As the post epidemic line, these two sectors have been continuously active recently, and many targets have gone out of the trend.
Pork has been active repeatedly recently, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Shenzhen Kingsino Technology Co.Ltd(002548) 2 Lianban, Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Dongrui Food Group Co.Ltd(001201) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Hunan New Wellful Co.Ltd(600975) daily limit. According to the agency, the inventory determines the trend of the pig cycle, and there is a bottom shock in the downward cycle. It is expected that the pig price will improve in the second half of 2022. The second bottom of pig price in this cycle is expected to be between June and August 2022, and the second bottom of pig price is expected to be about 11-12 yuan.
Contemporary Amperex Technology Co.Limited(300750) continued to decline, falling more than 8% during the session. In addition, many high-level track stocks have also entered the state of covering the decline, and Robotechnik Intelligent Technology Co.Ltd(300757) , Arctech Solar Holding Co.Ltd(688408) , Ja Solar Technology Co.Ltd(002459) , Trina Solar Co.Ltd(688599) of the photovoltaic sector have seen large declines. In terms of capital behavior, it is mainly regarded as institutional position adjustment, and in terms of market behavior, it is regarded as making up for the decline.
Overall, the market is in a state of differentiation, entering a state of weak track and strong theme. Today's differentiation is within expectations. Maintain yesterday's view. After the closing and rising of more than 3300 shares for four consecutive trading days, it is necessary to be wary of short-term capital against interest in the past two trading days, and pay attention to the direction of capital return after adjustment.
daily limit analysis chart:
