Today’s index is weak and the mood is strong. On the sector, the concept stocks of “counting East and counting West” continued to be strong, and the sector lifted the limit tide again. In terms of individual stocks, more than 100 stocks in the two cities rose by the limit or more than 10%, and the Zhejiang Construction Investment Group Co.Ltd(002761) 11 day 10 board.
sector
Today’s theme took turns to be active. In the morning, the concept stocks of “counting from the east to the west” staged a trading tide, and the concept of assisted reproduction rose sharply in the afternoon.
This morning, the concept stocks of “counting East and counting West” continued to strengthen on the basis of the trading tide on Friday, Ningbo Construction Co.Ltd(601789) , Capitalonline Date Service Co.Ltd(300846) , Yimikang Tech.Group.Co.Ltd(300249) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Transtrue Technology Inc(002771) , Zhenzhi technology, Black Peony (Group) Co.Ltd(600510) , Inesa Intelligent Tech Inc(600602) , Guizhou Bc&Tv Information Network Co.Ltd(600996) and other stocks rose by the word limit. 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.
At present, the concept stocks of “counting from the east to the west” still belong to the stage with particularly high emotional premium, that is, the short-term strength of individual stocks may take precedence over fundamentals. On the contrary, after the ebb of the concept of “East digital West computing” and adjustment for a period of time, if the market can rebound, it is expected that the priority of individual stock fundamentals will increase at that time. For example, in China Securities Co.Ltd(601066) , not all links of the industrial chain directly benefit from “East digital West computing”. From the perspective of causality, it is the application that determines the server, memory, data communication switch The demand of data communication optical module, and then the demand of server, memory and data communication switch determine the shelf speed and shelf rate of the data center.
The concept of assisted reproduction rose sharply in the afternoon, with Dakang Weikang and Honz Pharmaceutical Co.Ltd(300086) up 20%, and the main board stocks such as Everjoy Health Group Co.Ltd(002162) , Hanshang Group Co.Ltd(600774) , Suzhou Medicalsystem Technology Co.Ltd(603990) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Changjiangrunfa Health Industry Co.Ltd(002435) , Jiangsu Aoyang Health Industry Co.Ltd(002172) rose by the 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.
At present, the concept of assisted reproduction is the branch sector, which can also enjoy more emotional premium in the active stage of theme. However, the speculation of the branch sector may have certain limitations, that is, the follow-up funds will be reduced to the leading stocks for speculation, which is difficult to break out the overall market.
individual shares
Zhejiang Construction Investment Group Co.Ltd(002761) the trading limit was accelerated in the morning, but the board was fried many times near the noon closing and afternoon, which may be because some funds may stop profits in advance to avoid the risk of suspension. Because today’s Zhejiang Construction Investment Group Co.Ltd(002761) limit is to announce changes. Previously, the stock has changed its share price three times, and the main board stocks with four changes may be suspended. However, this does not mean that stocks with four stock price changes will be suspended every time. This is a bit random. Stocks such as Andon Health Co.Ltd(002432) , Guangdong Shunkong Development Co.Ltd(003039) are lucky to “hide” after four stock price changes.
As of the close, Zhejiang Construction Investment Group Co.Ltd(002761) successfully sealed the trading limit. If the trading of Zhejiang Construction Investment Group Co.Ltd(002761) is suspended after trading today, there may be two trends for follow-up stocks: 1) follow-up stocks adjust first and strengthen before Zhejiang Construction Investment Group Co.Ltd(002761) resumption; 2) The following stocks strengthened first and then weakened near the resumption of Zhejiang Construction Investment Group Co.Ltd(002761) . If the trading of Zhejiang Construction Investment Group Co.Ltd(002761) is not suspended after hours today, the capital probability will focus on the stock for group speculation tomorrow, but the market of low-level follow-up stocks may not be favored.
future analysis
In terms of index, as of the close, the Shanghai index closed flat, the Shenzhen Composite Index rose 0.09% and the gem index fell 0.79%. The turnover of Shanghai and Shenzhen stock markets today was 900.4 billion, 92.9 billion higher than that of the previous trading day. Northbound funds sold a net 3.52 billion yuan throughout the day, including 2.921 billion yuan for Shanghai Stock connect and 601 million yuan for Shenzhen Stock connect.
Today, northbound funds have been sold net. Heavyweights such as Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , China stock market news, Ping An Insurance (Group) Company Of China Ltd(601318) and other index heavyweights fell one after another, which may lead to the differentiation of today’s index, but the data of the number of gainers and limit makers in the two cities are very bright. On the whole, the index is weak and volatile, but the profit-making effect of individual stocks is strong. Previously, Haitong strategy said that compared with 2008, 2011 and early 2018, the current stock market valuation is low and the policy is loose. This year’s probability is not a bear market, but more likely a rest year in a long bull, which is a volatile market.
In terms of sentiment, it rose 3389, 328 more than the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 98, an increase of 49 over the previous trading day; 17 fried boards, 2 less than the previous trading day; Gem / Kechuang board stocks rose by 13, an increase of 7 over the previous trading day; The limit was 0, 1 less than the previous trading day.
The theme sectors bloom in many aspects. In addition to the most popular infrastructure sector, the theme sectors such as assisted reproduction, traditional Chinese medicine, real estate and lithium mine are also active in turn. In terms of individual stocks, more than 3300 individual stocks in the two cities rose, and more than 100 stocks rose by the limit or more than 10%. These market data all reflect the activity of sentiment. In short, in the current market of “light index and heavy individual stocks”, subject stocks may have the strongest profit-making effect.
market highlights
1. China commodity futures closed with Zheng coal up more than 6%
On February 21, China’s commodity futures closed, led by black, with Zheng coal up more than 6%, coking coal up more than 5%, Zheng oil of iron ore and soda ash up more than 4%, Zheng oil and coke up more than 3%, manganese silicon and palm up more than 2%, beans 2 and asphalt up more than 1%, and rapeseed meal and Zheng cotton up slightly; LPG fell more than 3%, pigs fell more than 2%, Shanghai zinc and urea fell more than 1%, starch and Shanghai aluminum fell slightly.
2. Convention on industrial self-discipline of meta universe: resolutely resist the use of meta universe for capital speculation
On 21 February, the official website of China Mobile communications union yuan universal Industry Commission issued the “Convention on the discipline of the yuan universe industry (the first session of the plenary session)”. The yuan universe business should be based on the service of the real economy, and resolutely resist the use of the concept of the Yuan universe hot spot to make capital speculation so as to avoid a market bubble. In addition, the Convention also proposes to strengthen the subject responsibility and stay away from the illegal mode. Resist illegal financial activities such as fabricating false yuan universe investment projects and issuing yuan universe virtual coins, stay away from new scams under the banner of Yuan universe games, be alert to the risk of speculation on new targets such as virtual real estate, and avoid the dissemination of bad information in Yuan universe projects.
