On February 21, more than 3400 stocks rose in the A-share market, with a turnover of more than 900 billion yuan. However, the Shanghai index and the gem index both fell, while the Shenzhen index rose slightly, showing a situation of “no rise in the index and rise in individual stocks” as a whole.
Stimulated by the news that many places reduced the down payment for house purchase and loan interest rate, several real estate stocks changed in the late trading, Guangzhou Pearl River Industrial Development Co.Ltd(600684) , Tahoe Group Co.Ltd(000732) strongly pulled up the closing board.
Due to the violation of letter phi, the Andon Health Co.Ltd(002432) , the chairman and Secretary of the board of directors, who were interviewed by the supervisor last week, recently regained the rise in the share price, and today, they rose the limit again and won two consecutive boards.
For the future market, industry insiders believe that there is a certain rebound opportunity in the short-term market, and the market sentiment will pick up.
late trading changes of several real estate stocks
According to the data of China Securities Taurus, near the end of the trading, the Guangzhou Pearl River Industrial Development Co.Ltd(600684) that continued to fluctuate at a low level today was directly pulled to the trading limit by multiple large orders with 10000 hands.
The time-sharing transaction data showed that after 14:31:22, there began a big bill raid Guangzhou Pearl River Industrial Development Co.Ltd(600684) . At 14:31:40, there were more than 10000 transactions, and then large transactions occurred frequently, less than half a minute. At 14:32:04, 15700 transactions sealed the price limit. Since then, although the board was opened between 14:46 and 47, it was soon sealed until the closing.
In Tahoe Group Co.Ltd(000732) , which continued to fluctuate after the high opening today, the trading limit was also raised under the “assists” of two large orders with more than 50000 hands, and two consecutive boards were harvested.
From the perspective of 31 Shenwan industries, the real estate sector closed up nearly 1% today. Including the above-mentioned stocks, as many as 103 stocks rose throughout the day.
Today afternoon, media reported that from today on, the four major state-owned banks will simultaneously reduce the mortgage interest rate in Guangzhou, and the down payment of some buildings in Foshan’s non restricted areas will be reduced to 20%. Guangzhou Pearl River Industrial Development Co.Ltd(600684) has its registered and office address in Guangzhou, and Tahoe Group Co.Ltd(000732) had its layout in Guangzhou before.
There are also media reports that the loan interest rate of the first house in Suzhou has been reduced to 4.8%. At the same time, a number of other banks reduced the interest rate of the first mortgage by another 0.05 percentage point to 4.9%. However, the down payment ratio of the first house loan of banks in the region is still 30%, which has not been adjusted compared with that before.
Andon Health Co.Ltd(002432) limit again
As one of the most popular stocks in early 2022, Andon Health Co.Ltd(002432) which once rose more than 1200% in two months rose again today.
According to the data of China Securities Taurus, after opening slightly higher today Andon Health Co.Ltd(002432) , the stock price continued to fluctuate. In the afternoon, the stock price rose rapidly and rose again, realizing two consecutive boards. As of the closing, the company’s share price was 73.10 yuan / share, with a market value of 35 billion yuan.
During the period from November 15, 2021 to January 17, 2022, Andon Health Co.Ltd(002432) has gained 28 trading boards in two months, with the highest increase of the share price of more than 1200%; Since then, although the share price has fallen, the Andon Health Co.Ltd(002432) share price has rebounded again since last week.
On the news side, last month Andon Health Co.Ltd(002432) the US subsidiary signed a purchase contract of about RMB 8.102 billion with the US ACC (US Army contract management command) for ihealth covid-19 antigen home self-test OTC kit products; On February 17, Andon Health Co.Ltd(002432) disclosed the progress announcement of the above contract. As of February 15 local time, American ACC had paid a total of nearly 3 billion yuan.
Andon Health Co.Ltd(002432) said in the announcement that the performance of the above contract will have a positive impact on the company’s operating revenue and operating profit in 2022. Prior to 2021, Andon Health Co.Ltd(002432) disclosed the annual performance forecast for 2021, which showed that the net profit of the company’s self testing OTC kit in 2021 was up by 271.40%-395.19% compared to the same period.
However, it is worth noting that just last week Andon Health Co.Ltd(002432) announced that after receiving the decision on administrative supervision measures issued by Tianjin Securities Regulatory Bureau, Liu Yi, chairman and general manager of Andon Health Co.Ltd(002432) and Wu Tong, Secretary of the board of directors of the company, were taken the supervision and management measures of supervision conversation due to incomplete disclosure of information.
more than 3400 stocks in the two cities rose
In other sectors, the computer and communication sectors benefiting from the concept of “counting from the East and counting from the west” led the increase by 3.30% and 2.93% respectively, while the coal sector rose by more than 2%, Shanxi Coking Coal Energy Group Co.Ltd(000983) , Shanxi Lu’An Environmental Energydev.Co.Ltd(601699) rose by more than 8%; Since the beginning of the year, the coal sector has increased by 13.82%, ranking first among the 31 Shenwan industries.
Today, a total of 901.75 billion yuan was traded in the two cities, which was significantly warmer than last Friday, and as many as 3420 individual stocks were popular. However, it is not difficult to see from the above-mentioned major stock indexes of the market, especially the gem index, that there is a situation of “index does not rise and individual stocks rise” in the market today.
According to the data, from the component stocks of the gem index, the Contemporary Amperex Technology Co.Limited(300750) with a weight of 20.06% closed down more than 3% again today, and the China stock market news with a weight of 7.31% fell more than 3%, dragging down the performance of the index.
there are still some rebound opportunities in the short term
For the future market of a shares, China Galaxy Securities Co.Ltd(601881) Securities believes that the market has a certain rebound opportunity in the short term. The social finance data in January hit a record high in a single month, which verified that the steady growth policy had achieved initial results and boosted market confidence to a certain extent. At the same time, since the end of 2021, high-end manufacturing, science and technology and other sectors have fallen significantly, there is a certain rebound space, there is upward momentum at the transaction level, and the market sentiment will pick up.
In terms of allocation, China Galaxy Securities Co.Ltd(601881) securities proposes to lay out three main lines: first, the logic of rise remains unchanged, and yuanuniverse, digital economy, new energy and electronics with rebound and repair power; Second, nonferrous metals, chemical industry, coal and other sectors with strong profit certainty and supported by commodity prices; Third, the balanced allocation of large finance, large infrastructure and other sectors with valuation and repair power and both offensive and defensive.
For the steady growth policy, Huatai Securities Co.Ltd(601688) believes that it has reached the second stage of the three stages of “inflection point, range and effectiveness”, and the market may continue to see through the market; In terms of configuration, it is suggested to maintain the dual main line configuration, that is, focus on non-financial central enterprises that benefit from China’s wide credit but are not subject to overseas tight currencies and smart car + data infrastructure.
