Track stocks fell again, and there were groups of bull stocks in the traditional sector.
A shares once again staged Shanghai strong and deep weak market. As of the morning closing, the Shanghai stock index rose slightly by 0.08%, and the gem index fell more than 2%. In terms of sectors, traditional sectors such as agriculture, forestry, animal husbandry and fishery, real estate, transportation and oil led the increase; The high growth sector fell again, and the power equipment fell by more than 3%.
This year, the performance of "three high stocks" represented by growth stocks continued to be weak, and the high price to book ratio index, high price to earnings ratio index and high price stock index all fell by more than 12%. Correspondingly, the strength of the traditional undervalued sector, with low price to book ratio and low price to earnings ratio index rising by more than 3% during the year. The traditional sector can be described as a group of bull stocks. Huitong group, a secondary new share, has gained 21 trading limits in more than two months.
pork collection and storage started at any time, and the sector rose sharply
Last year's annual report predicted that the pork sector with huge losses ushered in a good time. This morning, the pork sector rose almost across the board, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) , Hunan New Wellful Co.Ltd(600975) , Dongrui Food Group Co.Ltd(001201) and other stocks rose by the limit, Shenzhen Kingsino Technology Co.Ltd(002548) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Jiangxi Zhengbang Technology Co.Ltd(002157) and other stocks rose by more than 5%, and Muyuan Foods Co.Ltd(002714) , known as "pig grass", rose by more than 6%.
In the week from January 24 to 28, the national average pig grain price ratio was 5.57:1, 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 supply and price stability in the pork market. The national development and Reform Commission said that will start the collection and storage of pork reserves with relevant departments 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.
According to the Citic Securities Company Limited(600030) Research Report, the arrival of the consumption peak on the eve of the Spring Festival promoted the slight recovery of pig prices. In the last week before the festival, the weekly average price of pigs sold nationwide was 13.90 yuan / kg, up 0.51% month on month. Citic Securities Company Limited(600030) believes that at present, the overall pig supply is still in the stage of surplus. With the traditional consumption off-season after the festival, it is expected that the downward pressure on pig prices will continue and the de production capacity will continue. at the level of listed companies, the worst performance point may have passed, and breeding stocks are facing emotional and performance repair. It is recommended to continue to focus on companies with stable operation and obvious cost advantage.
The share price of Contemporary Amperex Technology Co.Limited(300750) was insured at 500 yuan, and the average household loss after the holiday exceeded 1.5 million
A-share track stocks fell sharply again in the morning, and track themes such as Tesla, new energy vehicles and CXO concept all fell by more than 2%. Contemporary Amperex Technology Co.Limited(300750) fell sharply in the morning, closing down nearly 8% in the morning, and fell to the integer level of 500 yuan in the morning, hitting a new low in this round of adjustment.
Since then, Contemporary Amperex Technology Co.Limited(300750) has decreased by nearly 15% after the Spring Festival, and the market value has evaporated by more than 200 billion yuan. As of the third quarterly report of last year, the number of shareholders of the stock was 134200. According to rough calculation, the average household of Contemporary Amperex Technology Co.Limited(300750) shareholders has exceeded 1.5 million yuan since the Spring Festival. At the end of the fourth quarter of last year, more than 1680 funds held Contemporary Amperex Technology Co.Limited(300750) , holding 261 million shares in total. Based on this calculation, the total market value of fund holdings in 2022 evaporated by more than 26 billion yuan.
In addition to Contemporary Amperex Technology Co.Limited(300750) , some leading targets of track stocks fell sharply in early trading, Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Ja Solar Technology Co.Ltd(002459) , Beijing Kingsoft Office Software Inc(688111) and Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) , Sungrow Power Supply Co.Ltd(300274) fell by more than 7%, and Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) and other stocks fell by more than 5%.
undervalued stocks are popular, and leading stocks have gained 21 trading limits
This year, the performance of "three high stocks" represented by growth stocks continued to be weak. Many stocks such as Hunan Goke Microelectronics Co.Ltd(300672) , Pharmablock Sciences (Nanjing) Inc(300725) , Yingkou Jinchen Machinery Co.Ltd(603396) fell by more than 30% during the year, and the typical representative Asymchem Laboratories (Tianjin) Co.Ltd(002821) also fell by more than 30%. Undervalued sectors showed strong performance, with typical representatives such as China Communications Construction Company Limited(601800) , Citic Pacific Special Steel Group Co.Ltd(000708) and so on, rising by more than 20% against the market during the year.
Yingda securities expects that the trend of A-Shares in February may show a repair and recovery market, and the industry sectors benefiting from the steady growth policy and the expected rise of product prices may maintain an active trend. We can still pay attention to the performance of infrastructure, steel, banking, petroleum, petrochemical and coal sectors.
In fact, the blue chips in the traditional sector performed well, and the theme stocks Daniel stocks were also concentrated in the traditional sector. According to the statistics of securities times · databao, seven stocks have doubled this year. The largest increase is the secondary new share Huitong group , with a cumulative increase of nearly four times. Considering the daily limit board this morning, 21 daily limits have been harvested.
Among the doubled bull stocks, there are many traditional sectors, Beijing Cuiwei Tower Co.Ltd(603123) , Weibo hydraulic, Hujiang materials and other stocks are stocks in traditional industries. In addition, Poly Union Chemical Holding Group Co.Ltd(002037) , Macrolink Culturaltainment Development Co.Ltd(000620) , Kingland Technology Co.Ltd(000711) , Hongrun Construction Group Co.Ltd(002062) and other traditional stocks rose by more than 50% during the year.
