On February 22, after the three major A-share indexes opened low, they suffered a weak shock throughout the day, led by the gem index (399006. SZ), which fell by more than 2% during the session, and the Shanghai index and Shenzhen composite index also fell collectively.
As of the close, the stock index fell 0.96% to 3457.15 points; The Shenzhen composite index fell 1.29% to 13297.11 points; The gem index fell 1.38% to 2765.91.
disk core data list
1) in terms of capacity, the turnover of the two cities has been enlarged, with a turnover of 978.3 billion throughout the day;
2) in terms of foreign investment, after a net sale of 3.52 billion yuan yesterday, northbound funds sold another 7.34 billion yuan today;
3) the number of trading limit today fell by a precipice, which was 50 shares lower than the trading limit of 100 shares on the previous trading day.
market focus stock
1) the performance exceeded expectations and Sichuan Yahua Industrial Group Co.Ltd(002497) (002497. SZ) was sealed on a flat board;
2) the East counts the west, the front row stocks continue to be strong, Zhejiang Construction Investment Group Co.Ltd(002761) (002761. SZ) emergency suspension, Ningbo Construction Co.Ltd(601789) (601789. SH) relay closure of 5 boards, Yimikang Tech.Group.Co.Ltd(300249) (300249. SZ), Capitalonline Date Service Co.Ltd(300846) (300846. SZ) and other 20cm triple boards, Shenzhen Dvision Co.Ltd(300167) (300167. SZ) 20cm first board;
3) covid-19 detection concept Andon Health Co.Ltd(002432) (002432. SZ) 2 board broke today after accelerating, closing down more than 5%.
Stocks in the two cities showed a general decline pattern, with nearly 3700 stocks falling and only 887 stocks rising. Among them, there are 50 up limit (non ST) and 2 down limit (non ST).
focus sector
On the disk, the sectors such as counting from the east to the west, gold and lithium have become the main attack direction of funds.
counting East and West
The trend of “counting from east to west” is divided today, but it is still the sector with the largest trading limit. It is mainly composed of linked board stocks, Ningbo Construction Co.Ltd(601789) 5 linked board stocks, Capitalonline Date Service Co.Ltd(300846) , Yimikang Tech.Group.Co.Ltd(300249) , Black Peony (Group) Co.Ltd(600510) (600510. SH), Shanghai Yanhua Smartech Group Co.Ltd(002178) (002178. SZ), Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996. SH), Inesa Intelligent Tech Inc(600602) (600602. Sh; 900901. SH), Insigma Technology Co.Ltd(600797) (600797. SH), Beijing Zznode Technologies Co.Ltd(003007) (003007. SZ), Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) (000815. SZ), Beijing Transtrue Technology Inc(002771) (002771. SZ) Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) (603912. SH) 3 connecting sectors, Zjbc Information Technology Co.Ltd(000889) (000889. SZ), Szzt Electronics Co.Ltd(002197) (002197. SZ) 2 connecting sectors.
However, compared with yesterday’s collective rally, nearly half of today’s individual stocks began to fall behind. Hylink Digital Solution Co.Ltd(603825) (603825. SH), Beijing Asiacom Information Technology Co.Ltd(301085) (301085. SZ), Jiangsu Shagang Co.Ltd(002075) (002075. SZ) fell by more than 5%.
gold
Due to the continuous influence of geopolitical tension, the varieties of risk aversion are heating up. Among them, the gold sector is pulled higher, Western Region Gold Co.Ltd(601069) (601069. SH) two sectors in four days, Chenzhou City Jingui Silver Industry Co.Ltd(002716) (002716. SZ) and other trading limits, Hunan Gold Corporation Limited(002155) (002155. SZ), Shandong Humon Smelting Co.Ltd(002237) (002237. SZ), Chifeng Jilong Gold Mining Co.Ltd(600988) (600988. SH) and other stocks are among the top gainers.
In addition to the short-term factor of market sentiment, Hua’an Fund pointed out that there are three allocation logic of gold at present. The first is the sustained high inflation environment, which has brought widespread inflation concerns. Historical data show that gold has the characteristics of fighting against high inflation environment. Second, gold has strong technical momentum. The last breakthrough of $1900 / ounce was eight months ago. After breaking through this key resistance level, the momentum effect at the trading level is relatively strong. Third, gold is not afraid of raising interest rates this year. Its negative effects have been priced in the decline of gold prices last year. The process of raising interest rates in 2015 also reflects that the landing of raising interest rates will be the starting point of the medium and long-term upward trend of gold.
lithium
Today, the lithium sector was active all day, Sichuan Yahua Industrial Group Co.Ltd(002497) , Tibet Summit Resources Co.Ltd(600338) (600338. SH) rose by the limit, Chengxin Lithium Group Co.Ltd(002240) (002240. SZ), Youngy Co.Ltd(002192) (002192. SZ) rose by more than 7%, and Tianqi Lithium Corporation(002466) (002466. SZ), Ganfeng Lithium Co.Ltd(002460) (002460. SZ) followed.
In terms of news, the performance of “lithium mining leader” Sichuan Yahua Industrial Group Co.Ltd(002497) in the first quarter of 2022 burst the table, with a year-on-year increase of more than 1000%, and the three-month net profit exceeded that of last year. On the same day, Sichuan Yahua Industrial Group Co.Ltd(002497) also disclosed the performance express in 2021. The company’s net profit was 925 million yuan, a year-on-year increase of 185.5%.
According to public data, the average price of battery grade lithium carbonate increased by 10000 yuan / ton to 448000 yuan / ton on February 21, with a cumulative increase of 12% last week. China’s lithium salt supply-demand relationship has entered a substantial state of supply exceeding demand. It is difficult to release the production capacity of Qinghai Salt Lake in cold weather. Chile’s lithium carbonate export volume was low in the fourth quarter of last year, resulting in insufficient lithium carbonate arrival in the first quarter of this year.
other trading stocks
According to the industry, other trading stocks are scattered in infrastructure, three tires, Baijiu and other sectors.
