On February 11, the three major A-share indexes fell violently, and the gem index fell again under the drag of Contemporary Amperex Technology Co.Limited(300750) . The gem index fell by 5.59% this week; The Shanghai index ended its fourth consecutive positive day and closed lower today, while the Shenzhen composite index also continued to fall.
As of the close, the stock index fell 0.66% to 3462.95 points; The Shenzhen composite index fell 1.55% to 13224.38; The gem index fell 2.84% to 2746.38.
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 991.5 billion throughout the day;
2) in terms of foreign investment, northbound funds showed a buying trend, with a net purchase of 0.5 billion yuan throughout the day.
market focus stock
1) Contemporary Amperex Technology Co.Limited(300750) fell again by 5%, with a cumulative decline of more than 17% this week;
2) Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ) 8 connected boards led the market, with a large-scale transaction of 600 million yuan today. Hengbao Co.Ltd(002104) (002104. SZ) was followed by 6 boards, and Huitong group (603176. SH) staged “Earth Sky board” and recorded 5 boards;
3) Andon Health Co.Ltd(002432) (002432. SZ) fell 9% and Bank of Lanzhou (001227. SZ) rose the limit.
Stocks in the two cities fell more and rose less. 3964 stocks in the two cities fell and 597 stocks rose. Among them, 51 were up limit (non ST) and 9 were down limit (non ST).
focus sector
On the disk, major infrastructure, digital currency, lithium extraction from Salt Lake, tourism, media and other sectors have become the main attack direction of funds.
large infrastructure
On the news side, at the beginning of the new year, many places have started major infrastructure investment projects with strong willingness to stabilize growth. In addition, the central economic conference held at the end of last year further emphasized the importance of steady growth and mentioned “moderately ahead of infrastructure investment”.
Market participants believe that with the recent decline of popular track stocks and the decline of market risk appetite, the infrastructure sector with large undervalued value is expected to become a safe haven for funds and continue to strengthen.
In terms of individual stocks, the front row Poly Union Chemical Holding Group Co.Ltd(002037) recorded 8 boards, the back row Huitong group and Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ) recorded 5 boards, and Shenzhen New Nanshan Holding (Group) Co.Ltd(002314) (002314. SZ) also received 2 boards.
lithium extraction from Salt Lake
Salt lake lithium extraction stocks rose strongly, China Aluminum International Engineering Corporation Limited(601068) (601068. SH), Sinomach General Machinery Science & Technology Co.Ltd(600444) (600444. SH), Vontron Technology Co.Ltd(000920) (000920. SZ) rose by the limit, and Jiangsu Jiuwu Hi-Tech Co.Ltd(300631) (300631. SZ), Tianqi Lithium Corporation(002466) (002466. SZ), Qinghai Salt Lake Industry Co.Ltd(000792) (000792. SZ) rose collectively.
On the news side, according to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials rose again yesterday. Among them, battery grade lithium carbonate rose 10000 yuan / ton, and the average price was 400000 yuan / ton. This is more than 40% higher than 280000 yuan / ton at the end of 2021; Compared with the same period last year, the increase was more than four times.
digital currency
Since the festival, digital currency has become a bright main line, and individual stocks have also risen in a large area. Among them, Hengbao Co.Ltd(002104) recorded six consecutive boards and achieved eight boards in 10 days, Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) recorded four consecutive boards, Guangzhou Kingteller Technology Co.Ltd(002177) (002177. SZ) also obtained three consecutive boards. According to the rise and fall after the festival (this week), Shenzhen Emperor Technology Company Limited(300546) (300546. SZ), Wuhan Tianyu Information Industry Co.Ltd(300205) (300205. SZ), Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH), Beijing Advanced Digital Technology Co.Ltd(300541) (300541. SZ) Stocks such as Shenzhen Forms Syntron Information Co.Ltd(300468) (300468. SZ) and Szzt Electronics Co.Ltd(002197) (002197. SZ) all saw large gains.
On the news side, the Beijing Digital RMB pilot has covered more than 400000 scenes of the Winter Olympics, with a transaction amount of 9.6 billion yuan. Changjiang Securities Company Limited(000783) according to the research report, the Winter Olympics accelerated the landing of the whole scene of several currencies, highlighting the investment opportunities in the industrial chain.
123567 {other shares}
According to the industry, other trading stocks are sporadically distributed in tourism hotels, media, banks and other sectors.
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