Double financing balance
As of February 21, the balance of the two financial institutions on the Shanghai Stock Exchange reported 916.651 billion yuan, an increase of 3.027 billion yuan over the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 806.537 billion yuan, an increase of 3.374 billion yuan over the previous trading day; The two cities totaled 172.3188 billion yuan, an increase of 6.401 billion yuan over the previous trading day.
Latest views
On Monday, A-Shares showed a shock pattern as a whole, and the concept stock of “counting from the east to the west” blowout; The decline of Contemporary Amperex Technology Co.Limited(300750) and China stock market news dragged down the gem index; Real estate stocks rose in late trading. As of the closing, the Shanghai Composite Index fell 0.15 points, the Shenzhen Component Index fell 0.09%, the gem index fell 0.79%, the Shanghai and Shenzhen 300 fell 0.36%, the Shanghai 50 fell 0.57%, and the China Securities 500 rose 0.47%. The number of gainers in the two cities was 3381, higher than the average value of 2537 last week and higher than 3055 in the previous trading day. The limit was 113, higher than the average value of 74 last week and 59 the previous trading day. The number of decliners in the two cities was 1136, lower than the average of 1952 last week and 1444 in the previous trading day. The number of drop limits was 6, lower than the average value of 13 last week and higher than one in the previous trading day. The net outflow of northbound funds was 3.522 billion yuan, with an average net outflow of 480 million yuan last week and a net inflow of 4.837 billion yuan the previous trading day. The turnover of the two cities was 901.516 billion yuan, with an average value of 843.588 billion yuan last week and 808.341 billion yuan the previous trading day. The volume of A-Shares contracted up and the volume fell. Although the volume energy fluctuated little, the trend belonged to this. At the end of the day, affected by the reduction of mortgage interest rates by banks in some areas of Guangzhou, the real estate sector was fully started, driving the index upward. For A-Shares alone, Monday’s return step provided a basis for the subsequent rise. However, after hours, affected by the news that Ukraine fell into the situation of exchange of fire again, the global financial markets shook again. The European and American stock markets, which had been rising well, suddenly took a sharp turn, and the Russian stock market once plunged 17%. Therefore, we believe that the fluctuation of the peripheral market may disturb the A-share market, but even if it falls, it is only the second bottom of the market. Overall, for the current A-share market, we should be optimistic.
Topic tracking
Today’s focus: counting from the east to the west, network security and energy storage
1. The theme of computing from the east to the West: on February 17, the national development and Reform Commission, the central network information office and other departments recently jointly issued documents, agreed to start the construction of National Computing hub nodes in 8 regions such as Beijing, Tianjin and Hebei, the Yangtze River Delta and the Yangtze River Delta, and planned 10 national data center clusters such as Zhangjiakou cluster. 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. “Computing in the East and computing in the west” refers to the construction of a new computing network system integrating data center, cloud computing and big data to orderly guide the computing demand in the east to the West. Western China is rich in resources, especially renewable energy, and has the potential to develop data centers and undertake the computing power needs of the East. After the start of the project, the performance of digital infrastructure, green energy and other sectors can be expected. Suggested attention: Capitalonline Date Service Co.Ltd(300846) (300846), Nova Technology Corporation Limited(300921) (300921)
2. Theme of network security: Recently, the State Council issued the “14th five year plan” for the development of digital economy. The plan has deployed eight key tasks, one of which is to focus on strengthening the digital economy security system, including enhancing the ability of network security protection, improving the level of data security, and effectively preventing all kinds of risks. The plan points out that we should strengthen the implementation of the requirements of synchronous planning, construction and use of network security technical measures to ensure the safe and orderly operation of important systems and facilities. Under the guidance of national policies, the scale growth of network security industry will enter an accelerated period. Suggestions: Hangzhou Cncr-It Co.Ltd(300250) (300250), Guangdong Aofei Data Technology Co.Ltd(300738) (300738)
