On February 14, the three major stock indexes in Shanghai and Shenzhen accelerated their decline in the afternoon and collectively fell by more than 1%, rising slightly towards the end of the trading. Data show that as of the close, the Shanghai index fell 0.98%, the Shenzhen Component Index fell 0.76% and the gem index fell 0.52%.
In terms of sectors, securities, banks and other financial stocks led the decline, dragging down the index. Among them, China stock market news closed down 13.36%, and its total market value shrank by nearly 44.1 billion yuan in a single day. In addition, digital currency, real estate development, steel and other sectors led the decline; Covid-19 treatment, tourism, education, triplets and other sectors led the increase.
The turnover of Shanghai and Shenzhen stock markets today was 862.5 billion yuan, which continued to shrink compared with the previous trading day. Northbound funds sold a net 3.788 billion yuan throughout the day, including 1.37 billion yuan for Shanghai Stock connect and 2.418 billion yuan for Shenzhen Stock connect.
digital currency concept stocks stalled
The digital currency sector, which has been hot since the beginning of the year, stalled today.
According to wind data, as of the close, the digital currency index fell 2.01%, with as many as 30 component stocks floating green. The leading stock in the sector Beijing Cuiwei Tower Co.Ltd(603123) opened sharply lower today and finally closed the limit. As of the closing, the share price was reported to 25.34 yuan / share; On the previous trading day, the company’s intraday share price hit a record high of 30.50 yuan / share.
Another digital currency concept stock Guangzhou Kingteller Technology Co.Ltd(002177) once touched the limit after opening. However, near the end of the trading, the share price reversed and once touched the limit board. The “Earth Sky board” market was performed all day.
For the future investment of digital currency, Huaxi Securities Co.Ltd(002926) believes that in combination with the current scenario expansion process of the central bank, we should focus on it manufacturers of head banks at this stage. In addition, financial equipment manufacturers will also usher in large-scale transformation opportunities, and there are transformation expectations for Hard Wallet carriers such as cards, visual cards and bracelets.
three child concept stocks bucked the trend
On February 14, Dalian My Gym Education Technology Co.Ltd(002621) gained the limit for two consecutive trading days. As of the closing, the company’s share price was reported at 5.76 yuan / share, a new high in the last eight months; From January 28 to now, the company has harvested five daily limit boards in seven trading days, with a cumulative increase of 62.25%.
From the perspective of Dalian My Gym Education Technology Co.Ltd(002621) fundamentals, although the company expects the net profit attributable to shareholders of Listed Companies in 2021 to decrease significantly compared with the same period of last year, it still has a loss of 150 million yuan to 195 million yuan. In the view of some investors, Dalian My Gym Education Technology Co.Ltd(002621) which started the transformation to the field of early education a few years ago is now also one of the “three child concept stocks”, which may be an important driving force for the recent rise of the company’s share price. Statistics show that since 2017, Dalian My Gym Education Technology Co.Ltd(002621) has started the transformation to the education industry through the M & A and integration of high-quality education assets.
Including Dalian My Gym Education Technology Co.Ltd(002621) , many three child concept stocks in A-Shares also rose against the trend today. As of the closing, the three child concept sector ranked sixth in all concept sectors with a daily increase of 2.19%. Among the constituent stocks, Goldlok Holdings(Guangdong) Co.Ltd(002348) and Vtron Group Co.Ltd(002308) both rose the limit, of which Goldlok Holdings(Guangdong) Co.Ltd(002348) rose the limit four times in the last seven trading days, and mubang high tech, Royal Group Co.Ltd(002329) , Beingmate Co.Ltd(002570) , Annil Co.Ltd(002875) collectively rose. K-12 education concept stocks also closed up more than 2% today, and Zhejiang Sunriver Culture Co.Ltd(600576) of the constituent stocks rose by the limit.
In terms of news, during the Spring Festival, a questionnaire entitled “the cost of raising infants and young children under the age of 3” in Zhejiang attracted attention. Previously, at the press conference of the National Health Commission held on January 20, Yang Jinrui, deputy director of the population and family Department of the National Health Commission, said that in the next step, local departments will focus on the work of childbirth and parenting education most expected by the masses, launch a series of supporting measures, and make practical and hard moves, Further promote the implementation and effectiveness of the central government’s decision on optimizing Fertility Policies and promoting long-term balanced population development and various policies and measures.
the market does not have the conditions for systematic decline
Anxin Securities believes that the current market is at the bottom of the strategy and does not have the conditions for systematic decline. From the perspective of social finance, after the credit stabilizes and recovers, the market style gives priority to the characteristics of “value building”, which is also applicable to the probability of this round of social finance recovery. in this case of partial value, the allocation recognition of old infrastructure is still high, but it is not suitable to catch up with the targets that have risen more; At the current time point, it is suggested to focus on the large consumption sector with improved fundamentals and sufficient adjustment.
YueKai Securities pointed out that drawing on historical experience, A-Shares were restless in spring in the first quarter of this year, but the opportunity in the second half of the year was better. In terms of industry allocation, we can continue to explore the direction of steady growth that can be attacked and maintained, and continue to pay attention to new and old infrastructure and consumer industry opportunities to expand domestic demand; In the growth direction, the investment logic of the fundamentals of new energy vehicles has not been falsified, and it is difficult to participate in the short-term market, but it is still the main line of the investment layout in the long run.
