The cyclical sector suddenly broke out, with coal stocks, port stocks and power stocks soaring, a rare limit of Shanghai International Port (Group) Co.Ltd(600018) with a market value of 130 billion, and China Merchants port of Hong Kong stocks once soared by more than 19%. Military industry, Baijiu, semiconductor and so on also increased significantly.
Demon stocks such as Henan Qingshuiyuan Technology Co.Ltd(300437) , Anhui Xinli Finance Co.Ltd(600318) and bull stocks suddenly stalled and plummeted, and Anhui Xinli Finance Co.Ltd(600318) which had been trading for five consecutive times suddenly collapsed in the morning.
Thanks to the riots of cyclical stocks, one hour after the opening in the morning, the major indexes rose and staged a general rise. Individual stocks also rose more or less, 2642 rose and 1712 fell. The Shanghai index rose 0.94%, the Shenzhen Component Index rose 0.86%, the gem index rose 0.34%, the Kechuang 50 index rose 1.07%, and the turnover of the two cities was 1.13 trillion yuan.
Hong Kong stocks once fell sharply in early trading, and then pulled up and narrowed their decline. Northbound funds bought heavily throughout the day, with a net purchase amount of 9.2 billion yuan.
The market value of coal, transportation facilities and electric power has reached 4 trillion yuan, which has become an important driving force for today’s hot market.
coal stocks soared 5.7%
Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) Jizhong Energy Resources Co.Ltd(000937) daily limit
The national development and Reform Commission solicited opinions on the signing of the long-term coal association in 2022, and the benchmark price may be raised to 700 yuan / ton. Coal stocks suddenly rose sharply around noon, with the sector soaring 5.7%.
Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) , Jizhong Energy Resources Co.Ltd(000937) and so on rose by more than 9% in China Shenhua Energy Company Limited(601088) with a market value of more than 100 billion, and power investment energy, Beijing Haohua Energy Resource Co.Ltd(601101) , China Coal Energy Company Limited(601898) , Shaanxi Coal Industry Company Limited(601225) rose by more than 5%.
port stocks jumped
130 billion Shanghai International Port (Group) Co.Ltd(600018) and other trading limits
Stimulated by the increase in rates, port stocks suddenly jumped higher and rose sharply. Ningbo Zhoushan Port Company Limited(601018) from January 1, 2022, some handling charges will be increased by 10%.
The leading port stocks with a market value of 130 billion Shanghai International Port (Group) Co.Ltd(600018) rarely rose by the limit.
Tianjin Port Co.Ltd(600717) , Ningbo Zhoushan Port Company Limited(601018) , China Merchants Port Group Co.Ltd(001872) also rose, and Guangzhou Port Company Limited(601228) , Qingdao Port International Co.Ltd(601298) also rose sharply.
the port of China Merchants Group of Hong Kong stocks rose more than 19%
COSCO Shipping Port also rose by more than 10%
China Merchants port and COSCO Shipping Port in Hong Kong stocks also soared by more than 10%. China Merchants port once rose by more than 19% during the session. At the closing of A-Shares at 3 p.m., China Merchants port in Hong Kong stocks was still about 18%.
power stocks rose
100 billion Huaneng Power International Inc(600011) rose sharply
Power stocks also rose sharply, with Huaneng Power International Inc(600011) limit of 100 billion market value and Gcl Energy Technology Co.Ltd(002015) , Cecep Solar Energy Co.Ltd(000591) , Shanghai Electric Power Co.Ltd(600021) limit.
China International Capital Corporation Limited(601995) pointed out that China’s power automation market will reach 189.2 billion yuan in 2024 and CAGR will reach 15% in 2020-2024. Considering the strong seasonality of revenue recognition of power automation equipment, it is considered that the fourth quarter will be a better configuration window period, and distribution automation and power Siasun Robot&Automation Co.Ltd(300024) track are mainly recommended.
high stocks suddenly stalled and plunged
5 connecting plate Anhui Xinli Finance Co.Ltd(600318) flash collapse limit
However, some high-level stocks generally stalled, Henan Qingshuiyuan Technology Co.Ltd(300437) , Anhui Xinli Finance Co.Ltd(600318) , Jiangsu Skyray Instrument Co.Ltd(300165) , Nanjng Yueboo Power System Co.Ltd(300742) and so on.
Recently, the Anhui Xinli Finance Co.Ltd(600318) of the four trading limits suddenly collapsed in the morning.
(China Fund News)
