On February 22, the three major indexes were depressed all day, and more than 3600 stocks in the two cities fell. As of the close, the Shanghai index fell 0.96%, the Shenzhen composite index fell 1.29% and the gem index fell 1.38%.
After the closing of a shares, the Russian stock market and other European stocks opened one after another, with the same sluggish performance. The Russian MOEX index fell sharply at the opening, falling more than 9% at one time, and then narrowed down; European stock markets opened sharply lower, with Germany’s DAX30 index down 2.63%, Britain’s FTSE 100 index down 1.62%, France’s CAC40 index down 0.91% and Europe’s Stoxx 50 index down 2.4%.
In terms of a shares, there are still many structural highlights in the market today. Eastern digital western concept stocks Capitalonline Date Service Co.Ltd(300846) closed three “20cm” limit in a row; N neutag stopped up twice in the session, closing up 221.6%; The lithium sector made a comeback, Sichuan Yahua Industrial Group Co.Ltd(002497) rose by the word limit, Youngy Co.Ltd(002192) rose by 7.45%, and the daily line was 8 consecutive positive.
It is worth noting that the volume of A-Shares rebounded and the decline narrowed in the last half hour.
the concept of East number and West calculation continues to be strong
On February 22, the concept of counting from the east to the West continued to be strong. Several stocks in the sector rose by the limit, and the leading stock Capitalonline Date Service Co.Ltd(300846) rose by the “20cm” limit for three consecutive days.
The project aims to build a nationwide integrated computing power network system, guide the centralized computing power demand in the east to the West in an orderly manner, and optimize the computing power layout.
Insiders pointed out that under the policy guidance, the migration of IDC (Internet Data Center) from super first tier or first tier cities to the central and western regions will become an important trend in the next few years.
The gem new stock n newtag listed today showed strong performance, and stopped upward twice in the session. The largest increase in the session was 294.5% and the closing rose 221.6%.
lithium mining sector rose against the market
Lithium sector is the biggest surprise on the disk today.
Affected by the large increase in the performance of the first quarterly report, the word Sichuan Yahua Industrial Group Co.Ltd(002497) rose by the limit. Since the rebound on February 9, the stock has risen by 39.26%.
Yesterday, Sichuan Yahua Industrial Group Co.Ltd(002497) disclosed the performance forecast for the first quarter. The company expects to achieve a net profit attributable to shareholders of listed companies of RMB 900 million-1.2 billion in the first quarter, with a year-on-year increase of 1053.67% – 1438.22%.
Youngy Co.Ltd(002192) rose 7.45%, and the daily line closed 8 consecutive Yang, with a cumulative increase of 33.32%.
In addition, Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Qinghai Salt Lake Industry Co.Ltd(000792) and other stocks also increased significantly.
Since the Spring Festival, the price trend of lithium carbonate has continued to be rapid, with an increase of more than 50000 yuan / ton compared with that before the festival in just two weeks. According to the Guotai Junan Securities Co.Ltd(601211) survey, the transaction price of battery grade lithium carbonate in the market has been concentrated at about 440000 yuan / ton, and that of industrial grade lithium carbonate is about 410000 yuan / ton; The transaction price of lithium hydroxide is about 380000-400000 yuan / ton. At present, large lithium salt manufacturers have also raised the quotation frequency, from the price change once a month to the current price change every two weeks or every week.
Galaxy Securities believes that from the published forecast of the annual report of 2021, the performance of leading enterprises in the lithium industry began to release significantly from the fourth quarter of 2021, while the prosperity of the lithium industry remained the same in 2022, and the lithium price remained strong and continued to rise, which made the performance of leading enterprises highly uncertain. Superimposed on the correction of the early share price of the lithium sector, the valuation and investment cost performance of the lithium sector is high at present, Supported by fundamentals and valuation, the lithium sector will usher in a strong rebound.
peripheral stock markets continue to be depressed
On February 22, the Russian MOEX index fell sharply at the opening, once falling more than 9%.
Since then, the Russian central bank said it was ready to take all necessary measures to support financial stability. The Central Bank of Russia said in a statement on its website that in order to adapt the financial sector to the increased volatility, the Central Bank of Russia allowed financial institutions to calculate mandatory ratios using the foreign exchange rate on February 18, and also allowed financial institutions to report the value of stocks and bonds at the price on February 18. Both measures will last until October 1. In addition, the Russian central bank is ready to take additional measures.
As of press time, the decline of the Russian MOEX index narrowed to 5.97%.
European stocks collectively opened lower, with Germany’s DAX30 index down 2.63%, Britain’s FTSE 100 index down 1.62%, France’s CAC40 index down 0.91% and Europe’s Stoxx 50 index down 2.4%.
As of press time, the decline of major European stock indexes had narrowed significantly, with Germany’s DAX30 index down 0.84%, Britain’s FTSE 100 index down 0.26%, France’s CAC40 index down 0.57% and Europe’s Stoxx 50 index down 0.96%.
Can A shares get out of the independent market?
Institutional sources said that historically, external sudden factors can only affect A-Shares from the emotional side, which is a short-term behavior. After the full adjustment of A-Shares in the early stage, the valuation and trading structure of growth stocks have been optimized, and the undervalued varieties are expected to continue to strengthen under the strengthening of the logic of steady growth. Both will continue to guide A-share rebound.
“China’s policy dominated by me is expected to drive A-Shares to deduce an independent market.” AI Xiongfeng, a strategic analyst, said there were no obvious negative factors in China. On the one hand, the downward performance this year has become the consensus expectation of the market and will not become the core factor leading the market. In addition, the performance trend is expected to be low before and high after, and it is expected to usher in a performance inflection point in the second half of the year; On the other hand, China’s current policy is also in the stage of continuous easing. With the decline of interest rates such as LPR, credit has gradually stabilized and rebounded, and the trend of wide credit is expected to continue.
