China news, Jingwei, February 22 – the situation in Russia and Ukraine escalated and the global stock market fluctuated violently. On the 22nd, the three major A-share indexes fell collectively. The gem index once fell more than 2% and individual stocks fell generally.
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.
On the disk, media, hotel catering, airport shipping, medical equipment, household appliances, real estate, insurance, logistics and other sectors led the decline; NTF, cloud games, metauniverse, covid-19 detection, Internet lottery and other concept stocks fell.
Affected by risk aversion, gold concept stocks strengthened, Mclon Jewellery Co.Ltd(300945) rose by more than 15%, and many stocks such as Chenzhou City Jingui Silver Industry Co.Ltd(002716) , Jinan High-Tech Development Co.Ltd(600807) , Shanghai Yimin Commercial Group Co.Ltd(600824) , Huaiji Dengyun Auto-Parts (Holding) Co.Ltd(002715) , Western Region Gold Co.Ltd(601069) rose collectively, while China National Gold Group Gold Jewellery Co.Ltd(600916) , Shengda Resources Co.Ltd(000603) , Hunan Gold Corporation Limited(002155) rose one after another.
Everbright futures research report believes that the recent strength of gold lies in the escalation of geopolitical frictions between Russia and Ukraine and the accelerated allocation of safe haven funds. On the other hand, the anti inflation attribute of gold supports its rise, and the strong trend has not ended in the short term.
As of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 895:3769, with 62 trading limits and 10 trading limits.
In terms of individual stocks, the daily limit of stocks today is as follows: Szzt Electronics Co.Ltd(002197) (10.01%), Shandong Chiway Industry Development Co.Ltd(002374) (10.06%), Poly Union Chemical Holding Group Co.Ltd(002037) (10.03%), Western Region Gold Co.Ltd(601069) (9.97%), Hengbao Co.Ltd(002104) (9.97%). The down limit shares are as follows: Shenzhen Zowee Technology.Co.Ltd(002369) (- 10.00%), Kunwu Jiuding Investment Holdings Co.Ltd(600053) (- 9.98%).
The top five stocks with turnover rate are: Beijing Asiacom Information Technology Co.Ltd(301085) , newtag, Biao shares, Dajia Weikang and Beijing Dataway Horizon Co.Ltd(301169) , which are 74.892%, 74.232%, 68.097%, 56.408% and 53.577% respectively.
In terms of north capital, the net outflow of north capital throughout the day exceeded 3.6 billion yuan, including more than 2.5 billion yuan from Shanghai Stock connect and more than 1 billion yuan from Shenzhen Stock connect.
Shanxi Securities Co.Ltd(002500) according to the analysis, at the macro-economic level, the current market uncertainty mainly comes from overseas. First, the statement in the minutes of the US FOMC meeting is pigeon relative to the previous market expectations, driving the adjustment of global asset prices. However, the probability of the improvement of the US inflation data in the short term is small, and the Federal Reserve’s interest rate increase process may still have an impact on high assets, Passive foam extrusion; Second, the repeated fermentation of the conflict between Russia and Ukraine has promoted the rise of global risk aversion; Third, the UK and the European Central Bank continuously released the partial Eagle signal, breaking the previous market expectations.
Shanxi Securities Co.Ltd(002500) pointed out that on the whole, overseas liquidity recovery is still a definite event, and the overall rhythm is tight before and loose after. We must focus on the marginal changes in the global financial environment, especially in emerging market countries. At present, the volume of A-share market is slightly insufficient and the style is not clear. The impact of news on the performance of the sector is more obvious and frequent, mainly because investors have great differences in their judgment of the future market trend. It is suggested to pay attention to the decline of epidemic disturbance and some undervalued sectors expected to be repaired in the adjustment of steady growth in the short term, and focus on the value blue chip targets with better defense ability in the economic downturn environment.
