Today, the index closed up across the board, with more than 3500 stocks rising in the two cities. On the sector, infrastructure stocks were strong all day, and the sector lifted the limit tide, with more than 20 stocks trading. In addition, the industrial machine, Cixin, rare earth permanent magnet, electric power, covid-19 treatment and other sectors are active in turns, and the hot spots of the sectors rotate rapidly.
sector
Infrastructure sector and digital currency sector are the two most active mainlines this month. When the growth track rebounded yesterday, there was a differentiation trend in both directions, but the status of the mainline has not changed yet.
The infrastructure sector and the digital currency sector were active together at the beginning of this month. The main rising times of the core stocks of digital currency represented by Hengbao Co.Ltd(002104) , Beijing Cuiwei Tower Co.Ltd(603123) and the core stocks of infrastructure represented by Poly Union Chemical Holding Group Co.Ltd(002037) , Zhejiang Construction Investment Group Co.Ltd(002761) coincided very much.
So which of the two main sectors is the strongest? According to experience, the infrastructure sector may be characterized as a resonance main line, and the digital currency may be characterized as a crossing main line. Generally speaking, the market crossing the main line often ends ahead of the resonance main line, so the sustainability of the infrastructure sector may be better.
Today, the trend of these two sectors may better verify this. The digital currency sector with favorable stimulus opened sharply higher, and quickly fell back after a simple rise after opening; The capital construction sector without positive stimulation rose sharply, and architectural decoration and prefabricated construction concept stocks staged a trading tide.
Tianfeng Securities Co.Ltd(601162) it is expected that the short-term style of the market is expected to continue to switch to undervalued varieties, and the prosperity of the infrastructure sector is expected to rise in the first quarter of this year. In the medium and long term, in view of the sustainability of the market in the infrastructure sector, Guotai Junan Securities Co.Ltd(601211) believes that historically, the market rarely lasts for the whole year, but the stable growth chain will rotate. From the historical experience, the first is the central enterprises of large construction and large infrastructure, and then the industrial materials, such as building materials, coal, nonferrous metals, steel and petrochemical. These sectors rotate, especially in leading companies, which are likely to have a market all year round.
individual shares
Yesterday's short-term mood was low, and today it turned into a climax. In early trading, the Zhejiang Construction Investment Group Co.Ltd(002761) rapid anti package trading limit. According to the unchanged leading position, anti package time in early trading, strong driving effect and other conditions, Zhejiang Construction Investment Group Co.Ltd(002761) anti package trading limit board is of good quality.
There are two points worth noting about the anti package limit of core high-level stocks: 1) whether the leading stocks can have a driving effect on the day of anti package. If the sector follower stocks weaken on the day of the leading reverse package, they will bite the leading, so that they have the expectation of making up the decline the next day. This failure case can refer to the anti package trading limit of Hubei Radio & Television Information Network Co.Ltd(000665) on January 7, but the yuan universe concept stocks were significantly adjusted on the same day, so Hubei Radio & Television Information Network Co.Ltd(000665) made up for the decline in the opening limit of the next day; 2) Whether the leading stocks take the initiative to rise on the day of reverse package. For example, Poly Union Chemical Holding Group Co.Ltd(002037) did not reverse the daily limit until the end of the trading after the daily limit tide of infrastructure stocks today. The quality of this reverse limit board is more general.
In terms of high-level stocks on the gem, Chengda pharmaceutical was promoted to the third consecutive board, and the profit-making effect of the stock was obvious, spreading to secondary new shares and pharmaceutical stocks. As of the closing, the trading limit of registered secondary new shares such as 3D Tiandi, Shipu detection, Jiayuan technology, Hualan Group Co.Ltd(301027) , Weide information and so on.
future analysis
In terms of index, as of the close, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.23% and the gem index rose 0.07%. The turnover of Shanghai and Shenzhen stock markets today was 807.1 billion, a decrease of 20.4 billion compared with the previous trading day. Northbound funds sold a net 1.623 billion yuan throughout the day, including 951 million net purchases of Shanghai Stock connect, 2.574 billion net sales of Shenzhen Stock connect, and net sales of northbound funds for three consecutive days.
After Russia announced its partial withdrawal yesterday, global market sentiment was significantly boosted, and the three major indexes of US stocks rose by more than 1%. As a result, the A-share market opened higher across the board, and the high opening range of the gem index was greater than that of the Shanghai index, but as of the closing, the closing and rising range of the Shanghai index was greater than that of the gem index. It can be found that after being stronger than the Shanghai index for two consecutive days, the gem index was overtaken by the Shanghai index today, which may indicate that the gem index is only an oversold rebound, and then the gem index may step back on expectations.
In terms of sentiment, it rose 3522, 1141 more than the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 70, an increase of 14 over the previous trading day; 29 fried boards, 2 less than the previous trading day; Gem / Kechuang board stocks rose by 10, an increase of 7 over the previous trading day; The limit was 0, down 13 from the previous trading day.
Today's mood improved significantly, mainly due to the anti package limit of Zhejiang Construction Investment Group Co.Ltd(002761) and Hengbao Co.Ltd(002104) in the morning, which stimulated the return of funds to a high level, which is conducive to the improvement of market risk appetite. The last sector Poly Union Chemical Holding Group Co.Ltd(002037) basically shows that the short-term mood has reached a climax. According to experience, the next day's probability of emotional climax should be differentiated, and the infrastructure sector may bear the brunt.
market highlights
1. PTA of China commodity futures closed down more than 3%
On February 16, China's commodity futures closed with ups and downs. Lu and PTA fell by more than 3%, asphalt and staple fiber fell by more than 2%, Douyi and red jujube fell by more than 1%, and starch and plastics fell slightly; SS rose by more than 3%, ferrosilicon and soda ash rose by more than 2%, hot coil and apple rose by more than 1%, and soybean oil and soybean meal rose slightly.
2. Eight departments including the Ministry of agriculture and rural areas: promote the merger and reorganization of pesticide production enterprises and cultivate a number of competitive large and medium-sized production enterprises
On February 16, the Ministry of agriculture and rural areas and other eight departments jointly issued the national pesticide industry development plan for the 14th five year plan. It is proposed that by 2025, the pesticide industry system will be more perfect, the industrial structure will be more reasonable, the supporting role for agricultural production will be continuously strengthened, and the level of green development and high-quality development will be continuously improved. Promote the merger and reorganization, transformation and upgrading of pesticide production enterprises, become bigger and stronger, and cultivate a number of competitive large and medium-sized production enterprises. By 2025, efforts will be made to cultivate 10 enterprises with an output value of more than 5 billion yuan, 50 enterprises with an output value of more than 1 billion yuan and 100 enterprises with an output value of more than 500 million yuan, and the output value of pesticide production enterprises in the park will be increased by 10 percentage points.
