On February 15, the three major indexes of the A-share market rose across the board, and track stocks led the market rebound. The Shanghai Composite Index, Shenzhen Composite Index and gem index rose 0.50%, 1.69% and 3.09% respectively. On that day, the turnover of Shanghai stock market was 341.639 billion yuan and that of Shenzhen stock market was 485.859 billion yuan. Analysts said that the current A-share market is in a period of repeated bottom grinding. 2022 is a big year of steady growth. The frequent warm wind on the policy side will form a positive support for the market.
track stocks led the rebound
On February 15, track stocks led the market rebound. The number of rising stocks in Shanghai and Shenzhen was 2381, 68 stocks rose by the limit, 2081 stocks fell by the limit, and 18 stocks fell by the limit.
Among shenwanyi industries, power equipment, beauty care, medicine and biology industries led the increase, rising by 3.93%, 3.53% and 3.40% respectively; Coal, banking, petroleum and petrochemical industries led the decline, down 1.70%, 1.28% and 1.19% respectively.
Among the concept sectors, CRO, "Ning combination" and lithium battery negative electrode led the increase, while airports, online tourism, duty-free stores and other sectors led the decline, and the top gainers were the hot track sectors in the early stage.
In the cro sector, Porton Pharma Solutions Ltd(300363) rose by more than 17%, Pharmablock Sciences (Nanjing) Inc(300725) , Pharmaron Beijing Co.Ltd(300759) rose by more than 10%, and Joinn Laboratories (China) Co.Ltd(603127) , Wuxi Apptec Co.Ltd(603259) rose by the limit. In the "Nanjing portfolio" sector, Asymchem Laboratories (Tianjin) Co.Ltd(002821) and other stocks rose by the limit, Advanced Micro-Fabrication Equipment Inc.China(688012) , Imeik Technology Development Co.Ltd(300896) , Hangzhou First Applied Material Co.Ltd(603806) , Sungrow Power Supply Co.Ltd(300274) and so on. Contemporary Amperex Technology Co.Limited(300750) rose 3.74%, making it the stock with the largest contribution to the rise of the gem index on the 15th, and contributing 19 points to the gem index.
When the market rebounded on the 15th, the data showed that the net outflow of funds from the North exceeded 3.5 billion yuan on the 15th, of which the net outflow of funds from Shanghai Stock connect was 1.092 billion yuan and that from Shenzhen Stock connect was 2.453 billion yuan. From the perspective of the top ten active stocks of Shanghai and Shenzhen Stock connect on the 15th, Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) were net sold by northbound funds, with a net outflow of 729 million yuan, 530 million yuan and 396 million yuan respectively. China stock market news, Byd Company Limited(002594) , Sungrow Power Supply Co.Ltd(300274) ranked first in the net purchase amount of northbound funds, with net purchases of 386 million yuan, 341 million yuan and 307 million yuan respectively.
is in the strategic layout stage
For the A-share market, China Merchants Securities Co.Ltd(600999) chief strategic analyst Zhang Xia said that the growth rate of new social finance became positive in January, and the subsequent scale will gradually enter the upward cycle, which is conducive to improving investors' expectations of the performance of listed companies, which is one of the important conditions for the previous A-share market. 2022 is a big year of steady growth, with frequent warm wind on the policy side, which will form a positive support for a shares.
Zhang Xia believes that after the Fed's interest rate hike and other external factors are gradually implemented, A-Shares are expected to return to the upward cycle. From February to March, we can focus on the investment opportunities in industrial metals, petroleum, petrochemical, cement and other sectors that benefit from the steady growth force and the rise in commodity prices.
Li Lifeng, chief strategist of Huaxi Securities Co.Ltd(002926) said that the current A shares are in a period of repeated bottom grinding. The adjustment of the overvalued boom track can be called "late spring cold", and many factors restricting the strength of the A-share market need to be gradually digested. From the perspective of prolonging the time dimension, A-Shares are in the stage of strategic layout.
Lang Chengcheng, general manager of the research department of Furong fund, said that from the perspective of valuation, the valuation of TMT, medicine and other industries has entered the historical bottom range, the new energy sector has also begun to fall out of the cost performance, and the industrial trend is still upward. The relevant sectors of "stable growth" are expected to remain the focus of the market in the short term, and are relatively dominant in terms of marginal and relative returns. Short term recommendations for balanced allocation: first, the real estate chain sector, "new and old infrastructure" sector, as well as the undervalued consumption and finance sector; Second, pay attention to the leaders whose performance exceeds expectations in the growth track, such as automotive electronics, financial it, photovoltaic and so on.
