CrO (pharmaceutical R & D Contract outsourcing service organization) and Ning combination worked together, and the gem index soared by 3.09%.
The three major A-share indexes rose and fell at the opening on February 15. The Shanghai index opened low while the Shenzhen composite index opened high. After a short step back, the rebound of track stocks led to the shock rise of Shanghai and Shenzhen stock markets, and the gem index rose by 2.64% in half a day. Near the end of the day, the growth of the two cities expanded, and the record index rose by more than 3%. From the whole day, the pattern of strong Shenzhen and weak Shanghai was obvious.
By the closing on February 15, the Shanghai Composite Index rose 0.5% to 3446.09; The Kechuang 50 index rose 2.88% to 1203.12 points; The Shenzhen Composite Index rose 1.69% to 13345.63 points; The gem index rose 3.09% to 2816.44 points.
Wind statistics show that 2412 in the two cities rose, 2114 fell and 182 were flat.
On February 15, the two cities traded 827.5 billion yuan, a decrease of 35 billion yuan from 862.5 billion yuan on the previous trading day. Among them, 341.6 billion yuan was traded in Shanghai, 20.1 billion yuan less than 361.7 billion yuan on the previous trading day, and 485.9 billion yuan was traded in Shenzhen.
A total of 81 stocks in Shanghai and Shenzhen rose by more than 9%, and 17 stocks fell by more than 9%.
Northbound funds accelerated their departure in the afternoon, with a total net outflow of 3.544 billion yuan on February 15. Among them, the net outflow of Shanghai Stock connect was 1.092 billion yuan and that of Shenzhen Stock connect was 2.453 billion yuan.
cro continued to rebound, leading the two cities, and coal bank led the decline
In the sector, cro continued to rebound, leading the two cities, driving the rise of the pharmaceutical and biological sector. More than 10 stocks such as Wuxi Apptec Co.Ltd(603259) (603259), Chengda Pharmaceutical (301201), Honz Pharmaceutical Co.Ltd(300086) (300086), Jinghua Pharmaceutical Group Co.Ltd(002349) (002349), Guiyang Xintian Pharmaceutical Co.Ltd(002873) (002873) rose by the limit.
Contemporary Amperex Technology Co.Limited(300750) (300750) rose by more than 3%, driving the continued rebound of Nanjing portfolio, Joinn Laboratories (China) Co.Ltd(603127) (603127), Asymchem Laboratories (Tianjin) Co.Ltd(002821) (002821) and Advanced Micro-Fabrication Equipment Inc.China(688012) (688012) rose by more than 8%.
Bank stocks rose and fell, with Postal Savings Bank Of China Co.Ltd(601658) (601658), Industrial Bank Co.Ltd(601166) (601166), China Merchants Bank Co.Ltd(600036) (600036), Ping An Bank Co.Ltd(000001) (00000 1), Bank Of Chengdu Co.Ltd(601838) (601838) falling by more than 1%.
Coal stocks showed a sluggish performance, with power investment energy (002128), Jizhong Energy Resources Co.Ltd(000937) (000937), Yankuang energy (600188), Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) (601699), Shanxi Lanhua Sci-Tech Venture Co.Ltd(600123) (600123) falling by more than 3%.
the market once again entered the cost-effective configuration area
Guotai Junan Securities Co.Ltd(601211) believes that on the whole, the market shock rebounded, and the gem index recovered its five-day moving average and began to show signs of stopping the decline and stabilizing. Since this year, there has been a significant adjustment in the market, mainly due to the negative impact of the Fed’s higher than expected interest rate hike and the significant rise in overseas inflation. However, the monetary policy and economic recovery rhythm of China and overseas are not synchronized. The current market point has basically fulfilled the bad expectations, and the further downward space is relatively limited. At present, the market has once again entered the area of cost-effective allocation.
Therefore, operationally Guotai Junan Securities Co.Ltd(601211) , it is suggested that the direction with high certainty of bargain hunting layout is: first, banks, insurance and other value blue chips with high dividends; second, pay attention to the direction of infrastructure, building materials and other related economic underpinning.
If the Shanghai stock index did not rebound twice last week, it is possible to rule out one of the two rebounds of the Shanghai stock index; Gem refers to the cross star closing, which has formed a serious oversold at the daily level and also reached the vicinity of the weekly level support. The Shenzhen Component Index also deviates from expectations in the short term, and there is a rebound demand. After the emotional catharsis, the market may gradually usher in a restorative rebound. It is suggested to pay attention to position control before the formation of trading opportunities on the right. It is not suitable to chase up and kill down under the pattern of weak shocks. At the same time, it is also necessary to prevent the uncertainty of the progress of interest rate hike in the United States. Focus on major infrastructure sectors related to the main line of steady growth, tourism and hotel sectors in the post epidemic era, and short-term active digital economy, covid-19 medicine and other sectors.
Huaxi Securities Co.Ltd(002926) believes that it is currently in the stage of repeated bottom grinding and in the stage of strategic layout in the medium and long term. The current A shares are still in a period of shock and repeated bottom grinding. The adjustment of the A-share overvalued boom track is a “cold spring” after the general rise in the early stage. Many factors restricting the strength of the A-share market need to be gradually digested. For a longer period of time, A-Shares are in the stage of strategic layout. First, after nearly two months of release of market sentiment and short-term violent venting, the risk has been fully released; Second, the long-term sound and positive trend of China’s economy remains unchanged. At present, it is in the transmission period from wide currency to wide credit, and the follow-up steady growth policy is expected to gradually strengthen; Third, from the forecast of annual reports of listed companies, there are many structural highlights in the profits of A-share enterprises. In terms of allocation, attention should be paid to two main investment lines: first, the allocation of varieties of “stable growth” in policies, such as “banking, real estate, building materials and construction”; Second, “food and beverage, breeding, Shenzhen Agricultural Products Group Co.Ltd(000061) ” and so on. In terms of theme, focus on “new energy (vehicle), digital economy, seed industry”, etc.
