A total of 63 shares rose today, 13 shares were fried, and the closure rate was 83% Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Ningbo Energy Group Co.Ltd(600982) , 5 connecting sectors, Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Jinzhou Port Co.Ltd(600190) 4 connecting sectors. On the disk, 2623 stocks rose and 1941 stocks fell; Sino Russian trade, oil and gas, traditional Chinese medicine, etc. led the increase, while semiconductor chips, military industry, tourism, etc. led the decline.
China Industrial Securities Co.Ltd(601377) said that the market ushered in phased repair. At present, as the market’s panic about the Fed’s interest rate hike has eased, the transaction congestion has dropped to an all-time low, the main funds have returned and increased their positions in advance, the incremental funds of ETF have continued to flow in, and the sectors such as medicine and the “new half army” have led the periodic repair of the market. However, the probability of “V-shaped” reversal in the short term is small, and March is still an important observation window. 1. The Fed raised interest rates and the trend of US bond interest rates. 2. On the Chinese side, the two sessions will also be held on March 4. 3. In the middle and late March, on the one hand, the prosperity indicators of popular tracks, such as the sales volume of new energy vehicles and the prospect of the first quarterly report, will be released one after another. On the other hand, China’s economic and financial data from January to February will also be released, which will become an important basis for the market to judge the effect of “steady growth” in the early stage and predict the rhythm and strength of follow-up policies. 4. The progress of the conflict between Russia and Ukraine and the price trend of bulk commodities such as oil prices.
Market Overview
Indicators show that the market’s short-term emotional bidding rebounded sharply, and the intraday trading was basically above the active area. Mainly affected by high-end stocks, although there were less than 900 high-end stocks at the opening of the bidding, there were only nearly 20 stocks with a decline of more than 5%, and then entered the state of repair.
In terms of individual stocks, Ningbo Energy Group Co.Ltd(600982) , Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Jinzhou Port Co.Ltd(600190) , Hyunion Holding Co.Ltd(002537) , five of the 10 stocks in the board continued to rise. Gem refers to Tong Petrotech Corp(300164) opening top one-stop board, and Renzhi shares reversed the limit.
In terms of index, the Shanghai index performed strongly, and the gem index and Shenzhen Composite Index deviated from the performance of individual stocks in the market. Gem index closed down 1.77%, mainly affected by Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) and pharmaceutical stocks.
Northbound funds sold a total of 776 million yuan today. Among them, the Shanghai stock market sold a net 451 million yuan and the Shenzhen stock market sold a net 325 million yuan. From the perspective of time sharing, the opening was a large-scale purchase. At one time, the net purchase exceeded 2 billion yuan, and then began to enter the state of net sale.
focus sectors and individual stocks
The traditional Chinese medicine sector strengthened intraday, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) , Jilin Zixin Pharmaceutical Industrial Co.Ltd(002118) , Shanghai Kaikai Industry Company Limited(600272) , Dali Pharmaceutical Co.Ltd(603963) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Liuzhou Liangmianzhen Co.Ltd(600249) . The sector had a big stir at the end of December last year. At that time, the leading targets were Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) and Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) . Recently, it began to be active again and again. Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) has approached the high point of the previous wave, and Lanzhou Foci Pharmaceutical Co.Ltd(002644) of Longyao has also performed well recently.
Oil and gas stocks rose sharply, Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) 5 board, Renzhi shares 5-day 4 board, Jiangsu Rutong Petro-Machinery Co.Ltd(603036) 2 board, Tong Petrotech Corp(300164) , Deshi shares, Maoming Petro-Chemical Shihua Co.Ltd(000637) , Xinjiang Beiken Energy Engineering Co.Ltd(002828) daily limit. On the news side, the price of crude oil futures rose sharply, the US oil rose 11% overnight and the oil distribution rose nearly 10%. In today’s session, the price of crude oil futures continued to rise, and the main oil distribution contract is now up more than 7% again, which has exceeded US $113.
From the performance of individual stocks, the funds are mainly focused on the upper cursor. The rising Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) is mainly engaged in oil and gas mining services, and the gem top opening Tong Petrotech Corp(300164) is mainly engaged in oil exploration and development. Nearly 65% of the revenue is in North America, and Jiangsu Rutong Petro-Machinery Co.Ltd(603036) , Deshi shares, Renzhi shares and Xinjiang Beiken Energy Engineering Co.Ltd(002828) are mainly engaged in upstream exploration and equipment.
Sino Russian trade stocks continued to strengthen, Xinjiang Tianshun Supply Chain Co.Ltd(002800) , Jinzhou Port Co.Ltd(600190) , Zhe Jiang Dong Ri Limited Company(600113) , Ningbo Marine Company Limited(600798) , China National Complete Plant Import And Export Co.Ltd(000151) , Beijing Changjiu Logistics Corp(603569) , Ningbo Water Meter (Group) Co.Ltd(603700) ., Jiayou International Logistics Co.Ltd(603871) , Hytera Communications Corporation Limited(002583) , Harbin Air Conditioning Co.Ltd(600202) , etc. This direction has also been strengthened today. The front two four Board targets, Zhe Jiang Dong Ri Limited Company(600113) , China National Complete Plant Import And Export Co.Ltd(000151) , Harbin Air Conditioning Co.Ltd(600202) anti package daily limit in the middle, and Hytera Communications Corporation Limited(002583) , Ningbo Water Meter (Group) Co.Ltd(603700) and other new faces in the back, assist.
Nuclear power, aluminum, agriculture and other sectors also performed well, and the overall resultant force was relatively weak. In addition, there are infrastructure, meta universe, photovoltaic, lithium and other sectors also rotate in the session, resulting in a relatively chaotic session.
Generally speaking, in addition to the direction of traditional Chinese medicine, the funds in today’s market mainly focus on the concept of China and Russia, from the diffusion of oil and gas to ports, shipping and logistics, and then to today’s Hytera Communications Corporation Limited(002583) , Ningbo Water Meter (Group) Co.Ltd(603700) such business stocks, and the sector is constantly expanding. From the current point of view, funds have begun to intervene in this area on a large scale, and you can pay attention to the opportunities to continue fermentation in the future.
today’s trading limit analysis chart:
