In the first trading week of the year of the tiger, the trend of the three major indexes differentiated, the Shanghai index warmed up and turned red, and the gem index continued to fall.
As of the closing on February 11, the Shanghai stock index reported 3462.95 points, up 3.02% on a weekly basis, the Shenzhen composite index reported 13224.38 points, down 0.78% on a weekly basis, and the gem index reported 2746.38 points, down 5.59% on a weekly basis.
Specifically, 64% of individual stocks rose within the week, 443 stocks rose by more than 10% and 212 stocks fell by more than 10%. Which stocks led the rise? Which stocks led the decline? 21 INVESTMENT link continues to provide you with perspective every week.
digital currency force upward attack
the capital construction sector lifted the limit tide
In the current bull stock list, Hengbao Co.Ltd(002104) (002104. SZ) topped the list with an increase of 61.1%, and 10 stocks such as Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (002878. SZ), Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ), Poly Union Chemical Holding Group Co.Ltd(002037) (002037. SZ) rose by more than 50% in the week.
Boosted by favorable policies, the digital currency sector made an upward attack that week, with six shares on the bull stock list, with an increase of more than 34%. Among them, Hengbao Co.Ltd(002104) gained 8 trading limits in nearly 10 trading days, and the share price of Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) also walked out of four consecutive boards. In terms of news, on February 8, the 14th five year plan for the development of financial standardization was issued, proposing to steadily promote the development of legal digital currency standard; The implementation plan on promoting the high-quality development of Beijing Urban sub center was also announced on February 11, proposing to actively promote the urban sub center to carry out the pilot of legal digital currency and explore the construction of digital asset trading places.
Also benefiting from the policy overweight, the infrastructure sector performed well in the week, and the concept stocks set off a wave of trading limit: Zhejiang Construction Investment Group Co.Ltd(002761) 5-board, Poly Union Chemical Holding Group Co.Ltd(002037) 8-board, Chongqing Construction Engineering Group Co.Ltd(600939) (600939. SH), Tangshan Jidong Equipment And Engineering Co.Ltd(000856) (000856. SZ) achieved 5-day 4-board and 8-day 6-board respectively. Recently, the relevant person in charge of the national development and Reform Commission said that infrastructure investment should be carried out moderately in advance and strive to form more physical workload in the first quarter; The guiding opinions on accelerating the construction of urban environmental infrastructure was also issued a few days ago, which deployed to accelerate the construction of urban environmental infrastructure; The central bank and the China Banking and Insurance Regulatory Commission recently jointly issued the notice on the exclusion of loans related to affordable rental housing from the concentration management of real estate loans, which made it clear that loans related to affordable rental housing projects were not included in the concentration management of real estate loans.
The infrastructure sector rose strongly. Guosheng Securities believes that the credit environment of the superimposed industry tends to improve, the promotion of infrastructure projects is expected to accelerate, the industry boom is expected to improve, and the sector welcomes the momentum of valuation improvement. Sealand Securities Co.Ltd(000750) also said that real estate and infrastructure are expected to start a new round of stable growth.
4x Bull Stock callback evaporated more than 10 billion
performance pre reduction, many stocks fell
In the week, 18 shares fell by more than 20%, of which Aba Chemicals Corporation(300261) (300261. SZ) led the decline, with a weekly decline of 44%, followed by Hunan Goke Microelectronics Co.Ltd(300672) (300672. SZ) and Beijing Zuojiang Technology Co.Ltd(300799) (300799. SZ), down 32.87% and 31.70% respectively.
The "bear stock" Aba Chemicals Corporation(300261) of this period was highly sought after by the market some time ago. Its share price has soared continuously since November last year. As of January 28, the range has increased by 433%. The reason for the sharp rise is that there is news on the market that the pharmaceutical intermediate carbonic anhydride developed and produced by the company can be used in the production of Pfizer covid-19 oral medicine. Aba Chemicals Corporation(300261) has repeatedly clarified its relationship with Pfizer, and the Shenzhen Stock Exchange has also issued attention letters several times, but it has not held down the rising momentum of the stock price. Aba Chemicals Corporation(300261) is known as the first "demon stock" in 2022.
Due to serious changes in the share price, Aba Chemicals Corporation(300261) has been suspended for verification twice on December 29, 2021 and January 17, 2022. On February 6, Aba Chemicals Corporation(300261) announced that it had no business contact and cooperation with Pfizer and did not supply carlon anhydride products to Pfizer. The trading resumed on February 7, and Aba Chemicals Corporation(300261) directly fell to the limit at the opening, and then opened the sharp decline mode. The market value evaporated by 11.6 billion yuan in five trading days.
It is worth noting that the performance of Aba Chemicals Corporation(300261) 2021 is lower than the market expectation. It is expected to deduct non net profit of 142 million yuan to 162 million yuan last year, with a year-on-year increase of - 1.54% to 12.33%.
Entering the performance forecast disclosure period, seven companies fell into the bear stock list due to the decline of share prices caused by the pre reduction of performance in that week, with a decline of more than 20%, of which Great Wall International Acg Co.Ltd(000835) (000835. SZ) fell by 20.99%. Great Wall International Acg Co.Ltd(000835) the performance forecast shows that the net profit loss in 2021 is expected to be 235 million yuan to 350 million yuan, the annual operating revenue is expected to be 1.8 million yuan to 2.3 million yuan, and the net assets at the end of 2021 are - 750 million yuan to - 1.1 billion yuan. The above three indicators have touched the delisting red line, or the listing will be terminated after the official disclosure of the annual report. As of the closing on February 11, Great Wall International Acg Co.Ltd(000835) had a total market value of 467 million yuan, the second lowest in the A-share market.
