On February 21, the three major A-share indexes continued to differentiate, and the gem index (399006. SZ) fluctuated weakly under the drag of Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) falling by more than 3%; In the afternoon, the stock index once turned red after the rise of the theme sector in turn; The Shenzhen Composite Index performed slightly stronger and the red market closed higher.
As of the close, the stock index closed flat at 3490.61 points; The Shenzhen Composite Index rose 0.09% to 13471.16 points; The gem index fell 0.79% to 2804.6 points.
disk core data list
1) in terms of capacity, the turnover of the two cities has been enlarged, with a turnover of 900.4 billion throughout the day;
2) in terms of foreign capital, after net buying for two consecutive days, the northbound capital sold a net 3.52 billion yuan for the whole day today;
3) the trading limit of individual stocks rose significantly today, an increase of 48 shares compared with the trading limit of 52 shares on the previous trading day.
market focus stock
1) high standard stocks continued to be strong, Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ) 10 boards in 11 days, and covid-19 drug concept Andon Health Co.Ltd(002432) (002432. SZ) two boards after high-level adjustment;
2) the East counts the West and even raises the limit tide, Capitalonline Date Service Co.Ltd(300846) (300846. SZ), Yimikang Tech.Group.Co.Ltd(300249) (300249. SZ), Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) (603912. SH), Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) (000815. SZ), Beijing Transtrue Technology Inc(002771) (002771. SZ), Black Peony (Group) Co.Ltd(600510) (600510. SH), Inesa Intelligent Tech Inc(600602) (600602. Sh; 900901. SH), Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996. SH);
3) after a short rebound in the boom track, it weakened again today, and the sector Zhongjun Contemporary Amperex Technology Co.Limited(300750) fell by 3.32%.
Stocks in the two cities rose more and fell less. 3389 stocks in the two cities rose and 1138 stocks fell. Among them, there are 100 up limit (non ST) and 0 down limit (non ST).
Focus sector
On the disk, sectors such as counting from the east to the west, infrastructure and assisted reproduction have become the main attack direction of funds.
counting from the east to the West
The concept of “counting from the east to the west” continues to be sought after, and the sector has raised the tide of limit again, which can be called the hottest concept sector at the beginning of the year of the tiger. Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Sichuan Xun You Network Technology Co.Ltd(300467) (300467. SZ), Beijing Asiacom Information Technology Co.Ltd(301085) (301085. SZ), Nova Technology Corporation Limited(300921) (300921. SZ), Guangdong Aofei Data Technology Co.Ltd(300738) (300738. SZ) and other 20cm limit increases one after another. As of the close, more than 30 stocks in data center, computing power concept, cloud computing, big data, network security and other sectors rose by the limit.
Dongguan Securities believes that the data center industry chain is expected to fully benefit. The industrial chain of data center is long, including IT equipment such as servers and switches, supporting equipment such as heat dissipation and racks, data center construction, operation and maintenance, etc. The promotion of “counting from the east to the west” is expected to further stimulate the investment in the upstream and downstream of the industrial chain. It is suggested to pay attention to the relevant companies of the industrial chain.
infrastructure
Stimulated by the good news, the real estate sector rose in the afternoon, and Guangzhou Pearl River Industrial Development Co.Ltd(600684) (600684. SH), Tahoe Group Co.Ltd(000732) (000732. SZ), Black Peony (Group) Co.Ltd(600510) (600510. SH) rose the limit, driving the activity of infrastructure stocks. The leading stock Zhejiang Construction Investment Group Co.Ltd(002761) recorded 10 boards in 11 days, the front row Chengbang Eco-Environment Co.Ltd(603316) (603316. SH) pulled 6 boards, and the rear row Ningbo Construction Co.Ltd(601789) (601789. SH), Yuancheng Environment Co.Ltd(603388) (603388. SH) recorded 4 boards.
On the news, the four major banks cut the mortgage interest rate in Guangzhou at the same time. Among them, the interest rate of the first house was reduced from LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and LPR + 120bp (5.8%) to LPR + 100bp (5.6%). In addition, Nanning housing provident fund management center issued the detailed rules for the management and implementation of individual housing loans of Nanning housing provident fund, in which the down payment ratio of second house loans was reduced from 40% to 30%.
assisted reproduction
In the afternoon, the concept of assisted reproduction increased significantly, with the daily limit of Everjoy Health Group Co.Ltd(002162) (002162. SZ), Hanshang Group Co.Ltd(600774) (600774. SH), Suzhou Medicalsystem Technology Co.Ltd(603990) (603990. SH), Shandong Xinhua Pharmaceutical Company Limited(000756) (000756. SZ; 00719. HK), Changjiangrunfa Health Industry Co.Ltd(002435) (002435. Sz), Jiangsu Aoyang Health Industry Co.Ltd(002172) (002172. SZ), etc. Driven by this sentiment, the concept of three children also strengthened significantly. In the previous 9 days, the Dalian My Gym Education Technology Co.Ltd(002621) (002621. SZ) high rebound board of 7 boards and Innovation Medical Management Co.Ltd(002173) (002173. SZ) assisted in the daily limit.
On the news side, 16 assisted reproductive technology projects in Beijing were included in medical insurance reimbursement. Ping An Securities pointed out that the assisted reproductive drug market will be 23.4 billion yuan in 2025. At present, the assisted reproductive drug market is mainly imported products, and there is a large space for domestic replacement in the future. Kaiyuan Securities said that if some assisted reproductive technologies are incorporated into the medical insurance and three child policies, it is expected to quickly improve the penetration rate of assisted reproduction and expand the demand for assisted reproduction.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in covid-19 detection, education, media and other sectors.
