In the first week of the year of the tiger, the Shanghai index rose 3.02% and the record index plunged 5.59%.
After the three major A-share indexes opened slightly lower on February 11, they walked out of the trend of differentiation again. Driven by the big finance and two barrels of oil, the Shanghai index fluctuated around the previous closing point, and once recovered the 3500 point mark in the morning; The decline of covid-19 detection sector dragged down the gem index, which once fell more than 1.7% in early trading. In the afternoon, pharmaceutical stocks continued to decline, Shanghai and Shenzhen stock markets returned to the decline, and the record index fell nearly 3% out of the unilateral decline.
By the close of February 11, the Shanghai Composite Index fell 0.66% to 3462.95 points; The Kechuang 50 index fell 1.57% to 1169.59; The Shenzhen composite index fell 1.55% to 13224.38 points; The gem index fell 2.84% to 2746.38.
At the end of the first week of the year of the tiger, the Shanghai Composite Index rose 3.02%, the Kechuang 50 index fell 4.85%, the Shenzhen Component Index fell 0.78% and the gem index fell 5.59%.
Wind statistics show that 595 companies in the two cities rose, 4032 fell and 77 were flat.
On February 11, the total turnover of Shanghai and Shenzhen stock markets was 991.5 billion yuan, an increase of 55.1 billion yuan compared with 936.4 billion yuan on the previous trading day. Among them, the turnover in Shanghai was 426.3 billion yuan, an increase of 21.3 billion yuan over 405 billion yuan on the previous trading day, and the turnover in Shenzhen was 565.2 billion yuan.
A total of 56 stocks in Shanghai and Shenzhen rose by more than 9%, and 38 stocks fell by more than 9%.
The total net inflow of northbound funds was 1.005 billion yuan on February 11. Among them, the net inflow of Shanghai Stock connect was 2.359 billion yuan and the net outflow of Shenzhen Stock connect was 1.354 billion yuan. So far, the total net inflow of funds from the north this week was 10.744 billion yuan, of which the net inflow of Shanghai Stock connect was 17.354 billion yuan and the net outflow of Shenzhen Stock connect was 6.61 billion yuan.
big finance and two barrels of oil
In terms of sectors, large undervalued financial institutions such as non bank finance and banks led by insurance were sought after by funds. Bank of Lanzhou (001227) and others rose the limit, China Life Insurance Company Limited(601628) (601628), Xiangcai Co.Ltd(600095) (600095) and others rose by more than 7%, and New China Life Insurance Company Ltd(601336) (601336), {601601601} (601601), Bank Of Chengdu Co.Ltd(601838) (601838) and others rose by more than 4%.
The petroleum and petrochemical sector led by two barrels of oil once rose higher, Petrochina Company Limited(601857) (601857) rose by more than 5%, China Petroleum & Chemical Corporation(600028) (600028) rose by more than 1%, Xinjiang Beiken Energy Engineering Co.Ltd(002828) (002828), Guanghui Energy Co.Ltd(600256) (600256), etc.
Covid-19 test sector fell by the top, Beijing Hotgen Biotech Co.Ltd(688068) (688068), Andon Health Co.Ltd(002432) (002432), Medicalsystem Biotechnology Co.Ltd(300439) (300439), Zhejiang Orient Gene Biotech Co.Ltd(688298) (688298), Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) (300832) and other sectors fell by more than 6%.
The cro sector has not stopped falling, Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) (688076), Hitgen Inc(688222) (688222), Boji Medical Technology Co.Ltd(300404) (300404), Shanghai Medicilon Inc(688202) (688202), Shanghai Haoyuan Chemexpress Co.Ltd(688131) (688131) and other sectors have fallen by more than 4%.
in the short term, we can focus on the recovery line and the digital economy
Guosheng Securities believes that the overseas market performed well during the Spring Festival, which significantly boosted investor sentiment. The opening of A-Shares in the year of the tiger became an important phased low point of the market as scheduled. After the festival, with the appropriate advance of the policy end, the Shanghai index is expected to return to the rising channel. Considering that the pattern of strong and deep weakness in Shanghai has not ended, it is suggested to maintain the allocation proportion of value higher than growth in investment. In terms of operation, before the effective upward breakthrough in the market, we should still control the overall position and be suitable for low absorption. “Stable growth” and “post epidemic era” will become the main logic driving the operation of the market. We should pay attention to traditional infrastructure such as building materials, as well as undervalued sectors such as banking and insurance. It is suggested to combine the performance and cost performance, and properly layout the digital economy, central enterprise reform, tourism hotels Theme sections such as air transportation.
Soochow Securities Co.Ltd(601555) believes that the gem index has been dragged down by the continuous sharp decline in Contemporary Amperex Technology Co.Limited(300750) and pharmaceutical direction, and there is no signal of stabilization in the technical side. In the short term, it is still recommended to wait and see carefully, while in the weighted blue chip direction, after the short-term positive rebound, we should also consider the possibility of the market stepping back. From the perspective of trading volume, the liquidity of the market after the festival has reached a higher level than that in the early stage, It means that the trading opportunities are decreasing, which is reflected in the fast rotation of sector themes on the disk, and it is difficult to participate. In terms of operation, it is recommended to light the index and focus on individual stocks, cautiously pursue the rise, and try to avoid crowded hot tracks. In the short term, we can focus on the recovery line and digital economy, and in the medium and long term, we should pay attention to the allocation opportunities of Hong Kong stocks.
