On February 17, the three major A-share indexes collectively closed up. In the afternoon, disturbed by the periphery, the index plunged slightly at the opening. The Shanghai index once changed from red to green, and the rise of the gem narrowed, and then the trend stabilized.
As of the close, the stock index rose 0.06% to 3468.04 points; The Shenzhen Composite Index rose 0.35% to 13422.9 points; The gem index rose 0.76% to 2839.83.
disk core data list
1) in terms of capacity, the turnover of the two cities has been enlarged, with a turnover of 908.8 billion throughout the day;
2) in terms of foreign investment, northbound funds ended the flight trend and bought a net 1.72 billion yuan all day today;
3) today, the rate of sector explosion in the two markets is close to 50%, a recent high.
market focus stock
1) the adjustment of large infrastructure construction does not affect the theme speculation, Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ) is sealed after frying the sector in the afternoon, recording 8 sectors in 9 days, Ningbo Construction Co.Ltd(601789) (601789. SH) 2 connected sectors;
2) the concept of lithium ore rebounded greatly, Yunnan Yuntianhua Co.Ltd(600096) (600096. SH) the first board, Tianqi Lithium Corporation(002466) (002466. SZ), Yongxing Special Materials Technology Co.Ltd(002756) (002756. SZ), Sinomine Resource Group Co.Ltd(002738) (002738. SZ) and other trading limits;
3) the concept of digital currency continued to callback, Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) exploded, Hengbao Co.Ltd(002104) (002104. SZ), Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) all fell by more than 8%.
Stocks in the two cities fell more and rose less. 2946 stocks in the two cities fell and 1580 stocks rose. Among them, 45 were up limit (non ST) and 11 were down limit (non ST).
focus sector
The capital of lithium, battery and environmental protection has become the main direction of attack.
lithium ore concept
The concept of lithium ore rose sharply on the 17th, Tianqi Lithium Corporation(002466) , East China Engineering Science And Technology Co.Ltd(002140) (002140. SZ), Jinyuan Ep Co.Ltd(000546) (000546. SZ), Jinzhou Jixiang Molybdenum Co.Ltd(603399) (603399. SH), Yongxing Special Materials Technology Co.Ltd(002756) , Sinomine Resource Group Co.Ltd(002738) , Shandong Fengyuan Chemical Co.Ltd(002805) (002805. SZ), Anshan Heavy Duty Mining Machinery Co.Ltd(002667) (002667. SZ) and other sectors were closed one after another. The most eye-catching sector is the strong limit of 140 billion market value Tianqi Lithium Corporation(002466) . According to statistics, this is the first time for lithium salt leader Tianqi Lithium Corporation(002466) to rise after three months. Previously, with the overall correction of overvalued new energy sector in the fourth quarter of last year, Tianqi Lithium Corporation(002466) retreated by more than 20% in a single quarter. Last week, its share price hit a new low of nearly 60 days.
On the news side, Tesla signed a large lithium ore purchase order with Australian lithium miners to purchase 100000 dry metric tons of spodumene concentrate in the first year. With the increasing expansion of lithium demand, salt lake brine lithium resources will be developed under the strategic demand of diversified types and supply guarantee. Guosen Securities Co.Ltd(002736) believes that the price of domestic battery grade lithium carbonate has accelerated to 382500 yuan / ton; The price of spodumene imported from China rose rapidly, and the spot price rose to US $2710 / ton. The prosperity of the lithium industry continues to improve, and now it has entered the most tense moment.
environmental protection
Today, the environmental protection sector set off a tide of limit trading, Qingdao Greensum Ecology Co.Ltd(300948) (300948. SZ), Bceg Environmental Remediation Co.Ltd(300958) (300958. SZ) 20% limit, Bgt Group Co.Ltd(300774) (300774. SZ), Henan Qingshuiyuan Technology Co.Ltd(300437) (300437. SZ) impacted 20% limit, failed to seal, Kingland Technology Co.Ltd(000711) (000711. SZ), Tus Environmental Science And Technology Development Co.Ltd(000826) (000826. SZ), Tianjin Lvyin Landscape And Ecology Construction Co.Ltd(002887) (002887. SZ), {603603603} (603603. SH), Qianjiang Water Resources Development Co; Ltd(600283) (600283. SH), Haitian Water Group Co.Ltd(603759) (603759. SH), etc.
The environmental protection sector can be seen as a continuation of the recent infrastructure theme investment, in which several stocks have the concept of sewage treatment at the same time. On the news side, the State Council issued a notice on carrying out the third national soil survey. The survey objects are the soil of cultivated land, garden land, forest land, grassland and some unused land. The general survey includes soil properties, types, site conditions, utilization status, etc.
gold
On Wednesday, US Eastern time, affected by geopolitical tensions, the international gold price rose rapidly. As of the close, Comex gold futures closed at US $1871.5/oz, up 0.82%. The main contract of Shanghai gold futures in China’s commodity market closed up 1.14%. At the same time, A-share gold stocks ushered in a general rise, Western Region Gold Co.Ltd(601069) (601069. SH), Hunan Gold Corporation Limited(002155) (002155. SZ) several stocks rose by the limit.
Just the day before, in anticipation of the easing of the situation in Ukraine, the international gold price fell sharply, and relevant concept stocks in the A-share market also fell collectively.
Wang Xiang of Boshi Fund believes that geopolitical events generally have a pulse impact on gold, but the sustainability is relatively poor. According to Wang Xiang’s analysis, the interest rate suppression in the gold market may be weakened. Therefore, although the boost momentum of the geopolitical pulse is not expected to rise, the interest rate suppression in the overall gold market may be weakened in the later stage, which is conducive to the gradual rise of the gold price center.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in infrastructure, tobacco, media, digital currency and other sectors.
