This morning, influenced by the general decline of zhonggai shares, Niu Yanjun was still lamenting that the old saying of A-Shares "don't pick up with a flying knife" was extremely correct, but he felt hasty in a few minutes in the afternoon!
At the opening of trading in the afternoon, the Shanghai and Shenzhen stock markets rose as fast as waking up, turning red at about 14:00 after about 70 minutes. Shareholders who work not completed the GEM may have the chance to breathe in a sigh of relief. The gem of the nine Yin manual is, after all, a "failure".
Gem K-line chart
The ox eye gentleman noticed that from March 1st, the GEM board was very rare, and it continuously collected 8 Yin lines (including yesterday's fake Yin line), and one pair of the nine Yin manual classics. In this regard, some netizens said last night: there has never been a "nine consecutive overcast" situation in the history of the gem, and it must rise today! He's right!
However, Niu Yanjun thinks it's a little early to be fully optimistic as soon as the market rises today.
Monthly K-line chart of Shanghai Stock Index
Enlarge the level a little. From the monthly K-line chart of Shanghai stock index combined with MACD indicators, it is still on the way of downward adjustment from the upper track, MACD is also dead cross from the high to the low, and the short-term continues to be more stable with rebound.
Today's strong reversal, Niu Yanjun believes that it has something to do with the premier's answer to the questions of Chinese and foreign journalists this morning. For example, today's rising medical and pharmaceutical, food and beverage, covid-19 detection and drugs, digital currency and so on are stimulated by some relevant information in the answer to the questions of reporters. You can do your homework by yourself.
today's rising ranking of concept sector
It is also worth noting that today, the covid-19 detection and in vitro diagnosis concept sectors both increased by more than 7%, which is particularly strong, which may be related to the change of covid-19 detection mode rumored in the market. If this is the case, Niu Yanjun thinks that we should pay attention to it. It is likely that the speculation logic of covid-19 related concept stocks will change significantly. So we should pay attention to the changes in the news and do some homework in advance.
In addition, today, although most sectors have recovered rapidly, the sectors including mining, energy metals and small metals have not improved. Niu Yanjun believes that this is related to the fact that the commodity market is more demon stocks than demon stocks and everyone is afraid of the market.
K-line chart of main days of energy crude oil futures in the previous period
Shanghai nickel daily K-line chart
For example, following yesterday's 13% decline, the main intraday decline of energy crude oil futures in the previous period again exceeded 10%, which was nearly 20% in two days compared with the intraday high on March 9.
Another example is the main force of Shanghai nickel, which rose by 27% for two consecutive days; Today, there was a direct limit at the opening, with a decline of 17%, which is really frightening! Bulk commodities are really not easy to play with. Such "demon nickel" can't be withstood by anyone!
"Demon nickel" seems to have fallen temporarily. Naturally, other small metals, energy metals and other stocks of A-Shares will be affected. Among them, the Jinzhou Jixiang Molybdenum Co.Ltd(603399) walk of lithium battery superimposed with the concept of small metal is the most ugly: yesterday opened high and walked low, the limit fell 15 minutes before the closing, and today it opened directly. There have been more than 320000 hands on the limit board, about 670 million yuan.
Niu Yanjun noticed that yesterday's limit of Jinzhou Jixiang Molybdenum Co.Ltd(603399) , I'm afraid there were prescient funds to "rush" ahead of schedule.
Picture source: Jinzhou Jixiang Molybdenum Co.Ltd(603399) announcement
After yesterday's closing, Jinzhou Jixiang Molybdenum Co.Ltd(603399) suddenly threw out an announcement on the share reduction plan of major shareholders. Huarong Rongda Futures - Shaanxi Guotou · jubaopen No. 66 securities investment collective fund trust plan - Huaxin Jinyu No. 1 directional asset management plan (hereinafter referred to as "jubaopen No. 66"), with a shareholding ratio of 10.23%, plans to reduce its holdings of no more than 6% shares, that is, no more than 30511418 shares, due to its own capital needs. According to yesterday's closing price, it is about 714 million yuan.
According to the data, "cornucopia 66" first entered the list of Jinzhou Jixiang Molybdenum Co.Ltd(603399) top ten circulating shareholders in 2017, ranking third. The number of shares held and the ranking of shareholders have never changed in the past four years. Therefore, such a reduction will inevitably make people a little flustered.
Jinzhou Jixiang Molybdenum Co.Ltd(603399) day K line diagram
But Niu Yanjun thought, if I were the major shareholder, I would have to run!
From January 7 to March 10, Jinzhou Jixiang Molybdenum Co.Ltd(603399) during the period from about 7 yuan / share to about 27 yuan / share, with an increase of 285%, nearly three times, reaching a new high in 9 and a half years! Judging from the increase list in 2022, Jinzhou Jixiang Molybdenum Co.Ltd(603399) ranked fourth, after Hefu China, Huitong group and Nanjing Hicin Pharmaceutical Co.Ltd(300584) , a concept stock of "anti covid-19 drugs". Such a huge profit, the major shareholders must be very flustered!
According to the data of yesterday's Dragon and tiger list, there is another situation of "hot money fleeing and retail investors taking over the offer": the three business departments of Dongcai Lhasa jointly bought a net total of more than 63 million yuan, but it is only worth the amount of net sales of Huatai Securities Co.Ltd(601688) Tianyaoqiao Road, Xuhui District, Shanghai. The net sales of front buy 5 and front sell 5 are 75 million yuan. From today's one word limit, it is very likely that the three business departments of Dongcai Lhasa will be covered.
