Today, a total of 43 shares rose by the limit, 42 shares were fried, and the blocking rate was 50%; Zhejiang Construction Investment Group Co.Ltd(002761) 9 days and 8 boards, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) , Chengbang Eco-Environment Co.Ltd(603316) are connected to 4 boards, and gem real estate testing is connected to 2 boards. On the disk, 1580 stocks rose and 2946 stocks fell, with precious metals, lithium extraction from salt lakes, phosphorus chemical industry and environmental protection leading the rise, while tourism, yuanuniverse and traditional Chinese medicine leading the decline.
Central China Securities Co.Ltd(601375) mentioned that the current market continues to be in the stock game stage, and the off-site capital has a heavy wait-and-see mentality. It still needs to be observed whether the track stocks and cycle industries can drive the stock index out of the market. It is suggested to pay attention to the changes of policy, capital and external market. It is expected that the stock index is more likely to be slightly sorted out in the short term. It is suggested that investors should wait and see in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
market overview
Indicators show that the market's short-term sentiment fluctuated mainly above the active area in the morning, quickly fell below the 0 axis in the afternoon, continued to fall in the late afternoon and closed below the depressed area.
In terms of individual stocks, yesterday's Zhengping Road & Bridge Construction Co.Ltd(603843) and Dalian My Gym Education Technology Co.Ltd(002621) of the five consecutive boards all closed down sharply. Yesterday's Poly Union Chemical Holding Group Co.Ltd(002037) and China United Travel Co.Ltd(600358) limit of anti package trading limit led to a significant reduction in the risk appetite of short-term funds in the market. The sealing back of Zhejiang Construction Investment Group Co.Ltd(002761) sector explosion in the late trading retained a heat for the market. Yesterday, Chengda Pharmaceutical Co., Ltd. oscillated around + 6% all day, and Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) exploded at the end of the day.
In terms of the index, the whole line rose after the low opening shock in the morning. Affected by the noon news, the afternoon opening fell sharply, the Shanghai index rose 0.06% and the gem index rose 0.76%.
Northbound funds bought a total of 1.72 billion yuan today. Among them, the Shanghai stock exchange bought a net 1.637 billion yuan and 83.48 million yuan of facilities.
focus sectors and individual stocks
Affected by the news of soil survey, the opening of relevant concepts was significantly strengthened, and the two connecting sectors of Shipu detection, Bceg Environmental Remediation Co.Ltd(300958) , Qingdao Greensum Ecology Co.Ltd(300948) , Tus Environmental Science And Technology Development Co.Ltd(000826) , science and engineering and energy department, Tianjin Lvyin Landscape And Ecology Construction Co.Ltd(002887) , Kingland Technology Co.Ltd(000711) , Beijing Sdl Technology Co.Ltd(002658) rose by more than 13%. 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.
According to the agency, the State Council issued the notice on carrying out the third national soil survey, which aims to truly and accurately grasp the basic soil data, so as to improve the quality and utilization level of soil resources. Looking back on history, China carried out the first and second censuses in 1958 and 1979 respectively. It is urgent to update the national soil resources survey data in the past 40 years. The general survey is to be completed from 2022 to 2025. The 14th five year plan for promoting agricultural and rural modernization also requires the investigation and treatment of agricultural soil pollution. It is expected that the prosperity of soil monitoring, testing and remediation is expected to increase significantly in recent years.
The concept of soil testing drives the whole environmental protection sector higher, and gardens and water treatment in the subdivided direction also have excellent performance today. In terms of garden construction, Chengbang Eco-Environment Co.Ltd(603316) 4 connecting board, huilv ecology, Yuancheng Environment Co.Ltd(603388) 2 connecting board, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) closed up nearly 15%. In terms of water treatment, Henan Qingshuiyuan Technology Co.Ltd(300437) , Qianjiang Water Resources Development Co; Ltd(600283) , Haitian Water Group Co.Ltd(603759) , Poten Environment Group Co.Ltd(603603) , Shenzhen Hekeda Precision Cleaning Equipment Co.Ltd(002816) limit, Bgt Group Co.Ltd(300774) , AVIC TEDA rose more than 12%.
Lithium battery stocks represented by lithium mines rose sharply, East China Engineering Science And Technology Co.Ltd(002140) , Sinomine Resource Group Co.Ltd(002738) , Yongxing Special Materials Technology Co.Ltd(002756) , Jinyuan Ep Co.Ltd(000546) , Shandong Fengyuan Chemical Co.Ltd(002805) , Tianqi Lithium Corporation(002466) , Jinzhou Jixiang Molybdenum Co.Ltd(603399) limit. In terms of news, the price of electronic lithium carbonate bill of lading has continued to rise recently, and today it once rose above 480 yuan / kg.
The strength of lithium battery sector has driven the rise of photovoltaic, wind energy and energy storage. At present, Fengguang lithium storage still has a certain convergence effect. It should be noted that the lithium stocks leading the rise at present have good performance support. Many targets can be calculated through production capacity and product price. The linkage of Fengguang lithium storage is expected to gradually decrease.
Infrastructure stocks were significantly differentiated, with Zhejiang Construction Investment Group Co.Ltd(002761) 9-day 8-board leading the rise, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) 4-board, Ningbo Construction Co.Ltd(601789) 2-board, Anhui Gourgen Traffic Construction Co.Ltd(603815) first board, Hualan Group Co.Ltd(301027) , Henan Provincial Communications Planning & Design Institute Co.Ltd(300732) , China Zhonghua Geotechnical Engineering Group Co.Ltd(002542) , Huitong group and Shenzhen Institute Of Building Research Co.Ltd(300675) falling by more than 8%. Gold concept rose in the afternoon, Western Region Gold Co.Ltd(601069) , Hunan Gold Corporation Limited(002155) , Beijing Kingee Culture Development Co.Ltd(002721) limit.
On the whole, after the rebound in the previous two trading days, there was a large selling pressure today, and the funds turned to Fengguang lithium storage represented by lithium mine. The performance of theme stocks is relatively active. Soil testing drives the whole environmental protection sector higher. There are more than 10 relevant trading stocks, and the low secondary new has also become a good bonus item. At present, the market is in an obvious stock game state, and the seesaw effect between different sector themes is also obvious.
daily limit analysis chart:
