[midday review strategy]
The index weakened in the morning, led by the gem index. As of midday closing, the Shanghai index fell 0.36%, the Shenzhen composite index fell 0.26% and the gem index fell 0.92%.
In terms of sectors, data center, cloud computing, communication services, network security and other sectors led the rise, while phosphorus chemical industry, cement, rare earth permanent magnet, CRO, banking and other sectors led the decline.
On the disk, the related concept stocks of “counting from the east to the west” continued to strengthen, and the sector lifted the tide of daily limit again, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Beijing Asiacom Information Technology Co.Ltd(301085) , Nova Technology Corporation Limited(300921) and other 20cm daily limit, Ningbo Construction Co.Ltd(601789) , Meiyun, Jiangsu Shagang Co.Ltd(002075) , Shijiazhuang Changshan Beiming Technology Co.Ltd(000158) and other daily limit. The sectors with the highest rise in the morning are related to “counting from the east to the west”. Three child concept stocks strengthened in the session, Honz Pharmaceutical Co.Ltd(300086) rose by more than 10%, and Dalian My Gym Education Technology Co.Ltd(002621) , Innovation Medical Management Co.Ltd(002173) , Vtron Group Co.Ltd(002308) , Jiangsu Aoyang Health Industry Co.Ltd(002172) rose by the limit. Blue chips generally adjusted today, dragging down the index.
Overall, individual stocks rose more and fell less, with more than 2700 stocks rising. The half day turnover of Shanghai and Shenzhen stock markets reached 5547 yuan, 61.3 billion yuan compared with the morning of the previous trading day.
[message plane]
1. The United States will expand LNG production, and 60% of its exports in January will be sold to Europe
The United States will expand the production of liquefied natural gas (LNG). It is estimated that the production capacity will reach about 100 million tons in 2022, with a year-on-year increase of about 20%, and the export volume will become the first in the world. New investment also restarted after three years, which is estimated to be the highest level in eight years. Europe, where demand is rising, is likely to get some of its exports. In Europe, the proportion of gas produced from the United States continues to increase. If “de Russia” makes progress, it will reduce the risk of economic security in Europe. At present, the export of natural gas from the United States to Europe has increased sharply. According to the statistics of Kepler, a survey company, about 60% of the U.S. LNG exports in January 2022 were sold to Europe, about 4.3 million tons, a significant increase of about 10% over a year ago.
