Today, a total of 46 shares rose by the limit, 24 shares were fried, and the blocking rate was 66%; Chengbang Eco-Environment Co.Ltd(603316) 7 connecting sectors, Ningbo Construction Co.Ltd(601789) , Anhui Golden Seed Winery Co.Ltd(600199) 5 connecting sectors, Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) , Insigma Technology Co.Ltd(600797) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Zjamp Group Co.Ltd(002758) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) , Beijing Zznode Technologies Co.Ltd(003007) , Beijing Transtrue Technology Inc(002771) , Shanghai Yanhua Smartech Group Co.Ltd(002178) , Inesa Intelligent Tech Inc(600602) , Black Peony (Group) Co.Ltd(600510) are all 3 connecting sectors. On the disk, 895 stocks rose and 3769 stocks fell; Cultivation of diamonds, precious metals, oil and gas, and lithium extraction from salt lakes led the increase, while yuancosmos, covid-19 testing, hotels, medicine and medical treatment led the decline.
China International Capital Corporation Limited(601995) indicates that "steady growth" is approaching the time point of the two sessions, and external risks still need to be paid attention to. We once again observed the introduction of the "steady growth" policy. The national standing committee meeting held on February 14 confirmed the measures to promote steady industrial growth and rescue the service industry, and the three major documents on steady growth were issued in the following days. Many real estate policies have also shown signs of relaxation. "Steady growth" ushered in a number of favorable policies, but it is also gradually approaching the time point of the two sessions. External risks still need attention. We believe that the Federal Reserve has a high probability of starting a continuous interest rate increase cycle after March. Compared with 2015, it is more similar to 1994. The yield of 10Y US bonds may not peak and fall after March. The pressure of subsequent inflation and interest rate increase is still large. Pay close attention to the trend of RMB exchange rate. Meanwhile, the increasingly tense situation in Ukraine may also have a new impact on global risky assets.
market overview
Indicators show that the market's short-term emotional bidding has fallen sharply, and the opening once fell below the 0 axis. Today, it is mainly in a wide oscillation between the 0 axis and the lower part of the active area.
In terms of individual stocks, Zhejiang Construction Investment Group Co.Ltd(002761) was suspended, and Chengbang Eco-Environment Co.Ltd(603316) 7 companies led the rise. Gem Yimikang Tech.Group.Co.Ltd(300249) , Capitalonline Date Service Co.Ltd(300846) were all three companies, and Anshan Heavy Duty Mining Machinery Co.Ltd(002667) and Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) fell behind today. Lianban stocks are mainly based on the concept of counting from the east to the west, and most of them continue to top the word board. Among the 28 stocks of Lianban yesterday, 16 stocks continued to rise and 10 stocks closed down.
In terms of the index, it entered a sideways state after falling from a low opening in the morning. The intraday fluctuation was relatively small. The Shanghai index closed down 0.96% and the gem index closed down 1.29%. The turnover of the two cities increased compared with yesterday, totaling 978.3 billion yuan.
Northbound funds sold a total of 7.34 billion yuan today. Among them, the Shanghai stock market sold a net 4.242 billion yuan and the Shenzhen stock market sold a net 3.098 billion yuan.
focus sectors and individual stocks
The concept of East number and West calculation is differentiated. The trading targets are mainly connected stocks, Ningbo Construction Co.Ltd(601789) 5 connected stocks, Capitalonline Date Service Co.Ltd(300846) , Yimikang Tech.Group.Co.Ltd(300249) , Black Peony (Group) Co.Ltd(600510) , Shanghai Yanhua Smartech Group Co.Ltd(002178) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Inesa Intelligent Tech Inc(600602) , Insigma Technology Co.Ltd(600797) , Beijing Zznode Technologies Co.Ltd(003007) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , Beijing Transtrue Technology Inc(002771) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) 3 connected stocks, Guangxi Radio And Television Information Network Corporation Limited(600936) , Zjbc Information Technology Co.Ltd(000889) , Szzt Electronics Co.Ltd(002197) 2 connected stocks. From the perspective of individual stocks, today's profits and losses are of the same origin. Some open targets continue to rise and fall sharply after high opening.
The infrastructure sector is also in a state of sharp differentiation, Zhejiang Construction Investment Group Co.Ltd(002761) was specially suspended, Chengbang Eco-Environment Co.Ltd(603316) 7 connected sectors, Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , China Haisum Engineering Co.Ltd(002116) connected sectors, Poly Union Chemical Holding Group Co.Ltd(002037) reversed the limit, Anhui Transport Consulting & Design Institute Co.Ltd(603357) , Shenzhen Institute Of Building Research Co.Ltd(300675) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) fell by more than 7%.
Oil and gas stocks have been active repeatedly recently, mainly affected by crude oil and Ukraine Russia events, Hunan Heshun Petroleum Co.Ltd(603353) , Xinjiang Xintai Natural Gas Co.Ltd(603393) , Xinjiang Hongtong Natural Gas Co.Ltd(605169) limit. Brent crude oil continued to rise and is now approaching $99.
Data show that Russia, the United States and Saudi Arabia are the world's top three oil producing countries, with a daily output of nearly 10 million barrels. However, unlike Russia and Saudi Arabia, the energy consumption of the United States reaches 17 million barrels a day, which is a pure importer of crude oil. By the end of 2021, the United States needs to import nearly 600000 barrels of crude oil from Russia every day. For Europe, nearly 40% of natural gas and 25% of crude oil need to be imported from Russia.
The precious metal sector also performed well, mainly focusing on risk aversion, Western Region Gold Co.Ltd(601069) , Chenzhou City Jingui Silver Industry Co.Ltd(002716) , Huaiji Dengyun Auto-Parts (Holding) Co.Ltd(002715) , Shanghai Yimin Commercial Group Co.Ltd(600824) , Jinan High-Tech Development Co.Ltd(600807) limit, and gold futures have also continued to rise recently.
The market is active and the risk appetite of funds is high. The number of funds in the East and the number of funds in the West have continued to rise. Yesterday, there were targets with crazy money making effects such as Jiali convertible bonds and ningjian convertible bonds. Today, there are also targets such as Yokogawa convertible bonds, Xintian convertible bonds, Shenglu convertible bonds and Huatong convertible bonds. And the speculation mood extended to the secondary new shares. Newtage stopped temporarily for the second time in the session, boasting that the shares followed the rise and stopped temporarily.
On the whole, there are many uncertain factors in the near future. Affected by overseas events, the opening is low today, the overall undertaking is not weak, and the market turnover is enlarged. If there is a panic market tomorrow, it should become a capital game point. After adjustment, the capital should continue to focus on hot topics, and you can pay attention to the direction of return.
daily limit analysis chart:
