On February 23, the three major A-share indexes collectively closed up, and the gem index (399006. SZ) had the strongest trend, rising nearly 3% with the help of the collective rebound of track stocks; Both the Shanghai index and the Shenzhen Composite Index (399001. SZ) performed well.
As of the close, the stock index rose 0.93% to 3489.15 points; The Shenzhen Composite Index rose 1.90% to 13549.99; The gem index rose 2.82% to 2843.87 points.
list of disk core data
1) in terms of capacity, the transaction volume of the two cities increased significantly, breaking through trillion yuan again after a month;
2) in terms of foreign investment, northbound funds ended their flight and bought 1.422 billion yuan in the whole day;
3) the number of trading limit increased explosively today, with an increase of 39 shares compared with the trading limit of 50 shares on the previous trading day.
market focus stock
1) three child concept stock Dalian My Gym Education Technology Co.Ltd(002621) (002621. SZ) was staged on the ground and sky board, recording a 14 day 10 limit;
2) lithium ore concept Sichuan Yahua Industrial Group Co.Ltd(002497) (002497. SZ) was sealed after sector blasting, and the limit was raised for 2 consecutive days;
3) front row differentiation from east to west, Yimikang Tech.Group.Co.Ltd(300249) (300249. SZ) 20cm four connected sector, Ningbo Construction Co.Ltd(601789) (601789. SH) 6 sectors, Insigma Technology Co.Ltd(600797) (600797. SH) 4 sectors, Hengbao Co.Ltd(002104) (002104. SZ) high giant Yin;
4) the outbreak of some agricultural stocks, Zjamp Group Co.Ltd(002758) (002758. SZ) 3 board rear top, and Yunnan Yuntianhua Co.Ltd(600096) (600096. SH) first board.
Stocks in the two cities rose more and fell less, 3543 stocks rose and 961 stocks fell. Among them, there are 89 high limit (non ST) and 3 low limit (non ST).
focus sector
On the disk, semiconductor, photovoltaic, Eastern digital and Western computing and other sectors have become the main attack direction of funds.
return of semiconductor king
Today, the chip industry chain broke out, and lithography machines, gallium nitride, automobile chips, MCU chips and third-generation semiconductors rose sharply. More than 20 stocks in the sector rose by the limit or more than 10%. Konfoong Materials International Co.Ltd(300666) (300666. SZ), Kingsemi Co.Ltd(688037) (688037. SH), Naura Technology Group Co.Ltd(002371) (002371. SZ), Roshow Technoiogy Co.Ltd(002617) (002617. SZ), Red Avenue New Materials Group Co.Ltd(603650) (603650. SH) rose by the limit, Puya Semiconductor (Shanghai) Co.Ltd(688766) (688766. SH), Anji Microelectronics Technology (Shanghai) Co.Ltd(688019) (688019. SH), shengmei Shanghai (688082. SH), Crystal Clear Electronic Material Co.Ltd(300655) (300655. SZ) rose by more than 10%.
Founder Securities Co.Ltd(601901) believes that the full launch of the “counting from the east to the west” project will drive the development of the semiconductor chip industry chain from the three stages of “short”, “medium” and “long”. In addition, some analysts said that Ukraine’s global semiconductor raw material gas supply is tightening or pushing up the cost of the industrial chain. Considering that Ukraine and Russia are major producers of special gases for semiconductor manufacturing in the world, the White House had warned that the chip industry should be prepared for Russia’s supply interruption. Today, Sinolink Securities Co.Ltd(600109) also released a research report on the semiconductor material industry, saying that the tense relations between Ukraine and Russia and geopolitical risks may affect the supply of semiconductor materials.
new energy track stocks rebounded sharply
New energy track stocks also rebounded sharply. Photovoltaic and lithium battery stocks rose in turn, driving the market sentiment higher. Among them, the photovoltaic sector rose by nearly 4%, Wuxi Shangji Automation Co.Ltd(603185) (603185. SH), Anhui Xinbo Aluminum Co.Ltd(003038) (003038. SZ) and other daily limits. In terms of lithium batteries, Sichuan Yahua Industrial Group Co.Ltd(002497) recorded two consecutive boards, Anshan Heavy Duty Mining Machinery Co.Ltd(002667) (002667. SZ) harvested seven boards in eight days, Zhejiang Golden Eagle Co.Ltd(600232) (600232. SH) three boards in four days, Anhui Xinli Finance Co.Ltd(600318) (600318. SH) two boards in three days, Zhejiang Yongtai Technology Co .Ltd(002326) (002326. SZ) and other stocks recorded the first board limit.
On the news side, Wang Bohua, honorary chairman of China Photovoltaic Industry Association, said on the 23rd that driven by the huge reserves of China’s photovoltaic power generation projects, the newly added photovoltaic installed capacity may increase to more than 75gw in 2022, about 75-90gw. In addition, it is estimated that from 2022 to 2025, China’s average annual new photovoltaic installed capacity will reach 83-99gw.
east to West trend differentiation
Compared with the heat explosion table of the previous days, the number of East and West is cooling today, but it is still the sector with a large number of trading limits. The trend of continuous sector stocks is divided, Ningbo Construction Co.Ltd(601789) 6 continuous sector, Insigma Technology Co.Ltd(600797) , Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) (603912. SH), Black Peony (Group) Co.Ltd(600510) (600510. SH), Yimikang Tech.Group.Co.Ltd(300249) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) (000815. SZ), Beijing Zznode Technologies Co.Ltd(003007) (003007. SZ), Beijing Transtrue Technology Inc(002771) (002771. SZ) have recorded four continuous sectors.
The Hengbao Co.Ltd(002104) of the previous two consecutive boards fell 9.67% today, approaching the limit. It is worth mentioning that today’s after hours dragon and tiger list data show that the two institutions have a total of Hengbao Co.Ltd(002104) net purchase of 165 million yuan.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in agriculture, medicine, three children, education and other sectors.
