on February 23, there was a general upward trend in Shanghai and Shenzhen, which swept away the haze of continuous decline before, and investor confidence also recovered. Among them, the stock index rose 0.93% to close at 3489.15 points; The Shenzhen Component Index rose 1.9% to close at 13549.99; The gem index showed the strongest trend, with an increase of 2.82% to close at 2843.87 points.
On February 23, there was a general upward trend in Shanghai and Shenzhen stock markets, and the gem rose by nearly 3%, sweeping away the haze of continuous decline before, and the market sentiment recovered.
Chips, semiconductors and other technology stocks set off a wave of trading limits, with the 100 billion giant Naura Technology Group Co.Ltd(002371) trading limit, Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) 20% trading limit; "Ningwang" Contemporary Amperex Technology Co.Limited(300750) rose by nearly 3% with a total market value of more than 1.2 trillion yuan; The auto index rose nearly 4% and Byd Company Limited(002594) soared 6%.
The education sector rebounded strongly, Kaiyuan Education Technology Group Co.Ltd(300338) , Dalian My Gym Education Technology Co.Ltd(002621) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) and other stocks rose by more than 10%. Among them, Dalian My Gym Education Technology Co.Ltd(002621) was staged on the Tiandi board, with a closing price of 8.11 yuan. The stock has risen by 10 in 14 trading days. Shenzhen Stock Exchange has issued a letter of concern to it.
"Youmao" Yihai Kerry Arawana Holdings Co.Ltd(300999) released its express report yesterday. The performance was lower than expected. After the opening, the share price plunged, falling 9% at one time and narrowing to 4.45% at the closing
track stocks rose comprehensively
Today, semiconductor, lithium battery, photovoltaic, wind power and other track stocks rose in an all-round way.
Science and technology topics such as chips and semiconductors broke out. The 100 billion giant Naura Technology Group Co.Ltd(002371) rose by the limit, Konfoong Materials International Co.Ltd(300666) , Kingsemi Co.Ltd(688037) by 20%, and Kingsemi Co.Ltd(688037) , shengmei Shanghai, Shanghai Fullhan Microelectronics Co.Ltd(300613) , Maxscend Microelectronics Company Limited(300782) , Tianyue advanced, etc. rose by more than 10%.
As for the reasons for the sharp rise of chips, the market analysis is as follows: the full start of the "counting from the east to the west" project has driven the development of the semiconductor chip industry chain. Ukraine's global semiconductor raw material gas supply is tightening or pushing up the cost of the industrial chain.
In addition, new energy track stocks rebounded collectively, Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , Tianqi Lithium Corporation(002466) all rose to varying degrees.
"Ningwang" Contemporary Amperex Technology Co.Limited(300750) rose by nearly 3% with a total market value of more than 1.2 trillion yuan.
The auto index rose by nearly 4%, Anhui Jianghuai Automobile Group Corp.Ltd(600418) rose by more than 7%, Byd Company Limited(002594) rose by 6%.
"Behind the rise, it is related to the improvement of market investment sentiment." Guo Shiliang, an independent financial commentator, said in an interview with the reporter of the international finance news that the short-term market investment sentiment of track stocks such as semiconductor lithium batteries has been repaired, and some bottom reading funds have entered the market, contributing to the short-term rebound trend
education stocks rebounded strongly
The education sector rebounded strongly, with Kaiyuan Education Technology Group Co.Ltd(300338) , Dalian My Gym Education Technology Co.Ltd(002621) , Shanghai Xinnanyang Only Education & Technology Co.Ltd(600661) , China Hi-Tech Group Co.Ltd(600730) rising by more than 10%, and Suzhou Kingswood Education Technology Co.Ltd(300192) , Sansheng Intellectual Education Technology Co.Ltd(300282) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) rising by more than 4%.
Among them, Dalian My Gym Education Technology Co.Ltd(002621) staged the Tiandi board, with a closing price of 8.11 yuan, and the stock has had 10 trading limits in 14 trading days.
It rose sharply for several days, which attracted the attention of the market and also made Dalian My Gym Education Technology Co.Ltd(002621) receive a supervision letter.
On February 23, the Shenzhen stock exchange sent a letter of concern to Dalian My Gym Education Technology Co.Ltd(002621) : "our department is concerned that the stock price of your company has risen sharply for many consecutive days since January 28, 2022. As of February 23, 2022, the cumulative increase has reached 128.45%, reaching the standard of abnormal fluctuation of stock trading for many times."
The Shenzhen Stock Exchange proposed to pay attention to and verify relevant matters according to relevant regulations, confirm whether there are major information that should be disclosed but not disclosed, and whether there are major changes in the fundamentals of the company.
Guo Shiliang believes that "the strength of education stocks is related to the oversold factors in the early stage. The market believes that at present, education stocks have fully reflected pessimism, and the market investment confidence has the need to gradually repair."
For the continuous sharp rise of Dalian My Gym Education Technology Co.Ltd(002621) , Guo Shiliang said that it is related to hot money speculation. The market believes that the current sentiment and valuation risk of education stocks have been fully released, and small cap stocks Dalian My Gym Education Technology Co.Ltd(002621) have been hyped in the market
"edible oil grass" fell sharply
On February 22, "Youmao" Yihai Kerry Arawana Holdings Co.Ltd(300999) released a performance express, which showed that the company's annual net profit in 2021 was 4.132 billion yuan, a year-on-year decrease of 31.1%.
Yihai Kerry Arawana Holdings Co.Ltd(300999) said in the announcement that the total profit of the company decreased by 30.9% year-on-year, mainly due to the rising cost of raw materials and intensified competition.
As soon as the performance came out, some investors questioned: can the profit of 4 billion support the market value of 300 billion? Will the next day's opening be "beaten"?
According to the data, as of February 10, 2022, there were more than 200000 shareholders in the stock. For 200000 shareholders, the night of performance release will be a sleepless night.
Sure enough, investors today "seek a hammer and get a hammer". After opening, Yihai Kerry Arawana Holdings Co.Ltd(300999) share price plunged, once plummeted by 9%, and the decline narrowed to 4.45% at the close
Document No. 1 helped raise agricultural stocks
In 2022, No. 1 central document was released last night, and it emphasized that two basic lines should be firmly guarded in ensuring national food security and not returning to poverty in a large-scale manner. Vigorously implement the soybean and oil production capacity improvement project; Ensure the supply of "vegetable basket" products.
Agriculture, forestry, animal husbandry and fishery opened high and went low throughout the day. The whole line was active in the morning. The Rural Revitalization sector opened significantly higher. The sector index once rose by more than 2%, and Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , Zjamp Group Co.Ltd(002758) both rose by the word limit; Hubei Forbon Technology Co.Ltd(300387) 20% flat board, Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) and others also rose strongly. In addition, Wanxiang Doneed Co.Ltd(600371) , Shenzhen Kingsino Technology Co.Ltd(002548) , Winall Hi-Tech Seed Co.Ltd(300087) and others fell by more than 4%.
"The No. 1 document helped agricultural stocks rise, but the trend of agricultural stocks in the A-share market lacks the basis for sustained and sharp rise, focusing on local structural opportunities." Guo Shiliang said
grasp the rotation rhythm of sectors
On February 23, there was a general upward trend in Shanghai and Shenzhen stock markets, which swept away the haze of continuous decline before, and investor confidence also recovered.
Among them, the stock index rose 0.93% to close at 3489.15 points; The Shenzhen Component Index rose 1.9% to close at 13549.99; The gem index showed the strongest trend, with an increase of 2.82% to close at 2843.87 points.
The market turnover returned to trillion yuan, reaching 1.04 trillion yuan, and the number of rising stocks exceeded 3600. The industry sector rose more or fell less, the semiconductor sector broke out, the education, battery and photovoltaic equipment industry led the increase, and the precious metals, mining industry and coal industry led the decline.
Yang Delong, chief economist of Qianhai open source fund, told the international finance news that recently, investors are advised to consider reverse investment, that is, when the market falls irrationally, it is a better investment strategy to arrange some adjusted high-quality leading stocks or high-quality leading funds through bargain hunting.
Guosheng Securities pointed out that at present, as long as the index no longer reaches a new low and maintains the range shock pattern, we can actively pay attention to the market hot spots, grasp the rotation rhythm of the sector, control the position and be cautious to be long. We can focus on the concept of counting from the east to the west, infrastructure, lithium extraction from salt lakes, Rural Revitalization and other sector opportunities.
Haitong Securities Company Limited(600837) according to the analysis, at present, although A-Shares face two core contradictions: the faster pace of interest rate hike by the Federal Reserve and the realization effect of China's steady growth, in the medium and long term, A-Shares are in the stage of strategic layout. In the short term, the main line of stable growth may perform slightly better, but after the subsequent economic stabilization is realized, growth stocks may return to the main line.
