Financial Highlights
1. The national development and Reform Commission and other three departments jointly remind and warn some iron ore trading enterprises.
2. The 19 listed banks made good profits in 2021.
3. 28 A-share real estate enterprises lost more than 79 billion last year, mainly due to price reduction.
4. In January, the retail sales of new energy passenger vehicle market increased by 132% year-on-year.
5. 39 listed companies received letters of concern, and the excessive provision for asset impairment became a “disaster area”.
A-share market overview
On Tuesday (February 15), the A-share market first depressed and then rose, with a slight shock. In the morning, the stock indexes of the two cities fell inertia. With the repeated oversold rebound of track stocks such as new energy, medicine and semiconductors, the stock index stopped falling and rebounded, the growth stocks that have fallen comprehensively recently rebounded, and the banking, real estate and cycle industries fell comprehensively, The structural market characteristics of the two cities are still relatively significant, and the Shanghai index basically shows the operation characteristics of first restraining and then rising throughout the day. The growth enterprise market rebounded sharply on Tuesday, and the performance of the component index was significantly stronger than that of the main board market.
Future research and investment suggestions
On Tuesday, the A-share market first suppressed and then rose, with a slight shock and rise. Taking on the inertia of the downward trend of the stock index the day before yesterday, the two markets fell slightly in the morning. With the overall rebound of track stocks such as new energy, medicine, semiconductor and Aerospace Military Industry, the stock index stabilized and rebounded. The performance of the gem throughout the day was significantly stronger than that of the main board market, and the growth stocks showed a comprehensive rebound trend. The financial, real estate and cyclical industries that have recently bucked the trend have declined across the board, and the structural characteristics of the market are still relatively significant. It is worth noting that although the track stocks rebounded in an all-round way, the trading volume of the two cities failed to be effectively enlarged, and the stock game characteristics are obvious. Whether the gem index can detect the periodic low point still needs to be verified.
It is expected that the Shanghai index is more likely to fluctuate slightly in the short term, and the GEM market is more likely to continue to rebound in the short term. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
