Today, the index rose slightly, but the mood fell sharply. Nearly 3000 stocks in the two cities fell, and the fried board rate was nearly 50%. On the sector, the track sector led by lithium battery rebounded, other track sectors such as photovoltaic, wind power and chips were also active, and the risk avoidance sector was active in the afternoon. In terms of decline, infrastructure stocks were divided throughout the day, and the digital currency sector rose and fell for adjustment.
sector
The market is still dominated by oversold style this week. On Monday, oversold popular stocks rebounded sharply, China Aluminum International Engineering Corporation Limited(601068) , Qiming Information Technology Co.Ltd(002232) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Yunnan Xiyi Industrial Co.Ltd(002265) , Lanpec Technologies Limited(601798) , Hunan Tyen Machinery Co.Ltd(600698) , Anhui Xinli Finance Co.Ltd(600318) , Shandong Chiway Industry Development Co.Ltd(002374) and other stocks hit the daily limit; On Tuesday, the overshooting effect of money making began to spread to the overgrowth growth track, including the development of diamonds, CRO, Baijiu, semiconductor, new energy and military industries. On Wednesday, the capital returned to a high level, and the capital construction sectors such as architectural decoration, prefabricated buildings, underground pipe network and water conservancy staged a rising tide; On Thursday, the funds returned to the growth track again, with the upstream industries of lithium batteries such as salt lake lithium extraction, phosphorus chemical industry and fluorine chemical industry as the rebound pioneer.
This week’s market is still dominated by the rotation style. General rotation market has an operation idea, that is, buy weak rather than strong. For example, the tourism sector continued to weaken after the daily limit on Monday; After the capital construction sector staged a trading tide on Wednesday, there was a collective differentiation on Thursday. In the context of this rotating market, the new energy track with the strongest performance today may have the greatest probability of differentiation tomorrow.
Finally, it is worth mentioning that local stocks in Zhejiang have performed strongly in recent days. The daily limit tide was staged the day before yesterday, yesterday and today. The Zhejiang Construction Investment Group Co.Ltd(002761) superimposed with the concept of big infrastructure came out of the 9-day 8-board. The logic of the outbreak of local stocks in Zhejiang may be stimulated by the promotion of the common prosperity demonstration area and the news that the Asian Games will be held in Hangzhou. Among them, the press conference on the promotion of the common prosperity demonstration area was held at 10 a.m. this morning, and Zhejiang local stocks did not get out of the good situation. In this case, we may pay attention to the opportunities extended by “common prosperity”. Guotai Junan Securities Co.Ltd(601211) the securities consumption research team believes that “common prosperity” is expected to become the main tone of the policy in the next decade and will have a far-reaching impact on the capital market and the consumer industry.
individual shares
Zhejiang Construction Investment Group Co.Ltd(002761) yesterday, the weak became stronger in the session. Today, only the strong and stronger met the expectation. This morning, the big order rose by the word limit, so as to get out of the strong trend of 9-day 8 board. As of the close, Zhejiang Construction Investment Group Co.Ltd(002761) has successfully reversed the package of 2 consecutive boards, and there may be momentum to rise tomorrow. According to experience, generally, as long as you successfully pass the second board of reverse package, the market probability will increase the premium the next day, because the transition from the first board to the second board of reverse package is the most difficult stage.
Completely different from Zhejiang Construction Investment Group Co.Ltd(002761) , the same high-level stock Poly Union Chemical Holding Group Co.Ltd(002037) opened low this morning and closed the limit. In fact, it may not be surprising that Poly Union Chemical Holding Group Co.Ltd(002037) was “nuclear button”, because the stock closed the trading limit at the end of yesterday, which not only shows that the short-term mood has reached a climax, but also shows that it has “degenerated” into a follower stock. Therefore, when the infrastructure sector is divided today, some follower stocks will naturally be eliminated. Because the probability of the next day of the climax is different. In most of the different trends, only the front row stocks can carry it down. For example, the front row stocks such as Zhejiang Construction Investment Group Co.Ltd(002761) , Chengbang Eco-Environment Co.Ltd(603316) , Ningbo Construction Co.Ltd(601789) rose one after another, and the back row stocks such as Hualan Group Co.Ltd(301027) , Poly Union Chemical Holding Group Co.Ltd(002037) , Huitong group, Zhejiang Communications Technology Co.Ltd(002061) fell one after another.
future analysis
In terms of index, as of the close, the Shanghai index rose 0.06%, the Shenzhen Composite Index rose 0.35% and the gem index rose 0.76%. The trading volume of Shanghai and Shenzhen stock markets today was 908.8 billion, 101.7 billion more than that of the previous trading day. The trading volume of the market in the afternoon was significantly enlarged. Northbound funds bought a net 1.72 billion yuan throughout the day, including 1.637 billion yuan in Shanghai Stock connect and 83.48 million yuan in Shenzhen Stock connect.
Before noon, foreign media reported that Ukraine shelled Lugansk region, the risk aversion in peripheral markets increased, and the A-share index also fell in the afternoon. In fact, with regard to the development of the situation in Russia and Ukraine, many institutions agree that Russia has no reason to launch an all-out war, but from time to time, the news of changes in the situation in Russia and Ukraine will continue to suppress the rebound momentum of the market. As of the closing, the Shanghai stock index was obviously under pressure on the 20th line, either up or down, or the choice with less resistance. At the same time, the back test of historical data found that the index is easy to fall on Friday after rising on Thursday. The reason may be that funds have the need to avoid uncertain news over the weekend in the fragile market environment.
In terms of sentiment, it rose 1580, down 1942 from the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 43, 27 less than the previous trading day; There were 42 fried boards, an increase of 13 over the previous trading day; Gem / Kechuang board stocks rose by 5, down 5 from the previous trading day; There were 11 drop limits, an increase of 11 over the previous trading day.
After the climax of short-term sentiment was confirmed yesterday, there was a demand for differentiation. Yesterday’s strong sectors such as infrastructure and covid-19 drugs differentiated as scheduled today, and the rate of individual stock explosion also reached an amazing 50%. Therefore, it is normal for today’s sentiment indicators to fall down. Since the fall in mood is expected, it is not ruled out that there is a possibility of mood repair tomorrow. Focus on whether the infrastructure sector can take the lead in repairing tomorrow.
market highlights
1. The closing glass of China commodity futures fell more than 5%
On February 17, China’s commodity futures closed with more losses and less gains. Soda ash and glass fell by more than 5%, jujube, PVC and eg fell by more than 3%, PTA and asphalt fell by more than 2%, hot coil and SS fell by more than 1%, and beans and sugar fell slightly; Soybean meal and soybean second-class rose by more than 2%, soybean oil and coking coal rose by more than 1%, and pigs and ferrosilicon rose slightly.
2. Zhejiang Province: if college students fail to start a business, the government will compensate them if the loan is less than 100000
On February 17, Chen Zhong, deputy director of the Department of human resources and social security of Zhejiang Province, said at a press conference today that college graduates who work in Zhejiang can enjoy living subsidies ranging from 20000 to 400000 or house purchase and rental subsidies. If college students want to start a business, they can borrow 100000 to 500000. If they fail to start a business, the government will compensate for the loan less than 100000, and 80% of the loan more than 100000. For college students engaged in housekeeping, pension and modern agricultural entrepreneurship, the government gives 100000 yuan of entrepreneurship subsidy. For college students working in these fields, the government gives 10000 employment subsidy per person per year for three consecutive years.
