on February 21, the trend of the three major A-share indexes was divided, the market turnover reached 900 billion yuan, and more than 3400 stocks rose. Most of the industry sectors closed up, with education, traditional Chinese medicine and coal industries among the top gainers.
"Counting East and counting West" broke out!
On February 21, following the explosion on Friday, the super engineering sector of "counting East and counting West" set off a wave of limit again today, and the rise of the whole sector was close to the "10% limit". Several stocks such as Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Hangzhou Cncr-It Co.Ltd(300250) , Nova Technology Corporation Limited(300921) rose by 20%.
Fearless regulatory letter, "the largest demon stock in the year of the tiger" Zhejiang Construction Investment Group Co.Ltd(002761) increased the limit again, recording 10 limit boards in 11 days. On that day, the total net outflow of main funds and hot money funds exceeded 200 million yuan, and the net inflow of retail funds exceeded 100 million yuan.
The trend of infrastructure stocks continued to differentiate. In addition to Zhejiang Construction Investment Group Co.Ltd(002761) , Ningbo Construction Co.Ltd(601789) , Chengbang Eco-Environment Co.Ltd(603316) and other Zhejiang infrastructure stocks also rose one after another. The Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) which had increased by more than 90% in the previous week fell
"counting from the east to the west" broke out again
After detonating on Friday, the super project of "counting East and counting West" broke out again today, and the rise of the whole sector is close to the "10% limit".
In terms of individual stocks, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Hangzhou Cncr-It Co.Ltd(300250) , Nova Technology Corporation Limited(300921) , Guangdong Aofei Data Technology Co.Ltd(300738) and many other stocks rose sharply.
"Number" in "East number and West calculation" refers to data, and "calculation" refers to computing power, that is, the processing capacity of data.
Recently, the national development and Reform Commission, the central network and information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
Guo Shiliang, an independent financial commentator, said in an interview with the reporter of international finance that the real sense of "counting from the east to the west" may depend on the enterprise's R & D ability, patent achievements and the role played in this process. Among them, not all "East numbers" need to be "calculated in the west", which needs to be combined with the geographical location, market demand and other factors of the West. The speculation on this sector may still be short-term. The follow-up still depends on the specific policy support and the release of more substantive policies.
Guolian Securities Co.Ltd(601456) believes that the "East digital West computing" project will focus on supporting innovative contents such as green data center (green energy conservation, renewable energy and energy storage), efficient scheduling of computing power (Cloud Computing), and controllable innovation of computing power (domestic basic software and hardware, cloud platform, big data analysis). The project of "counting from the east to the west" will drive the demand opportunities of data center operation and civil engineering, it equipment manufacturing, information and communication, basic software and green energy supply in the industrial chain.
The brokerage believes that the demand for computing power in the whole society is still very urgent. Up to now, the scale of China's data center has reached 5 million standard racks. According to the investment of 100000-150000 yuan per standard rack, the total investment scale is about 500 billion-750 billion yuan. "Counting from the east to the west" involves central enterprises such as 4 cities, 8 provinces, 2 districts and three major telecom operators. It is assumed that about 50 demonstration projects will drive the investment scale of about 100 billion yuan
Zhejiang Construction Investment Group Co.Ltd(002761) 10 daily limit in 11 days
"The largest demon stock in the year of the tiger" Zhejiang Construction Investment Group Co.Ltd(002761) rose again, recording 10 trading boards in 11 days.
As of the close, Zhejiang Construction Investment Group Co.Ltd(002761) shares closed at 21.21 yuan / share. So far, Zhejiang Construction Investment Group Co.Ltd(002761) in the 11 trading days after the opening of the year of the tiger, a total of 10 trading limits were recorded, with a cumulative increase of more than 170% and a cumulative turnover rate of more than 257%.
The stock rose the limit at 9:36 and opened the limit for 21 times. As of the closing, the sealing fund was 65.8438 million yuan, accounting for 1.28% of its current market value.
In terms of funds, the net outflow of main funds on that day was 148 million yuan, the net outflow of hot money was 88.1089 million yuan, and the net inflow of retail funds was 113 million yuan.
Recently, Zhejiang Construction Investment Group Co.Ltd(002761) received a supervision letter. From February 7 to February 18, 2022, Zhejiang Construction Investment Group Co.Ltd(002761) share price rose continuously and disclosed the announcement of abnormal fluctuation of stock trading for three times. The company management department of Shenzhen Stock Exchange expressed concern about this and asked the company to confirm whether there are major information that should be disclosed but not disclosed, whether there are major changes in the fundamentals of the company, and check whether there is insider trading.
According to the data, Zhejiang Construction Investment Group Co.Ltd(002761) in 2019, most of them prefer to land in the capital market. Their main businesses are construction and industrial manufacturing, engineering services, infrastructure investment and operation supporting the main construction industry chain.
Guo Shiliang analyzed that, "Zhejiang construction's share price has soared, and we still need to treat this kind of demon stock rationally. Ordinary investors should not blindly follow the high-heeled trend, and follow the high-heeled trend after the surge. Once hot money institutions change their attitude, or quickly cool down due to intensive supervision, high-level pursuers may be very passive, and even stay in a high-level state for a long time, so investment still needs to be rational."
Thanks to the comprehensive factors such as the construction of common prosperity demonstration area, Hangzhou Asian Games and the drive of infrastructure sector, many infrastructure stocks in Zhejiang sector are favored by the market.
In addition to Zhejiang Construction Investment Group Co.Ltd(002761) , Ningbo Construction Co.Ltd(601789) (601789. SH), Chengbang Eco-Environment Co.Ltd(603316) (603316. SH), Yuancheng Environment Co.Ltd(603388) (603388. SH) and other infrastructure stocks also rose one after another.
In addition, among Zhejiang local stocks, Hangzhou Landscape Architecture Design Institute Co.Ltd(300649) (300649. SZ) began to fall on February 21, opening nearly 10% lower in the morning and closing down more than 4%. The previous week, the stock rose as high as 92%, including two 20cm trading limits
institutions: stick to the main line of steady growth
On February 21, the trend of the three major A-share indexes was divided, and the market turnover reached 900 billion yuan, with more than 3400 stocks rising.
Among them, the stock index closed down 0.15 points, or 0%, to 3490.61 points; The Shenzhen Component Index closed up 11.48 points, or 0.09%, at 13471.16; The gem index closed down 22.21 points, or 0.79%, at 2804.6.
Most of the industry sectors closed up, with education, traditional Chinese medicine and coal industries among the top gainers.
Citic Securities Company Limited(600030) believes that the steady growth policy has been comprehensively overweight, and the service industry rescue has supplemented the "short board". The overweight of the policy has promoted the spread of the market, and the concentrated position reduction and position adjustment of investors are coming to an end. The "three bottoms" have been confirmed in turn, adhering to the main line of the steady growth market and actively layout.
Gf Securities Co.Ltd(000776) said that the "good start" of the year of the tiger is expected to continue. At present, steady growth is still better. The logic of recovery after the epidemic continues to deduce, but the winning rate of growth is also improving.
