Today, a total of 48 shares were trading, 38 shares were fried, and the blocking rate was 56%; Kunming Longjin Pharmaceutical Co.Ltd(002750) 10 link board, Jinghua Pharmaceutical Group Co.Ltd(002349) 8 link board, Goody Science & Technology Co.Ltd(002694) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) 5 link board, gem Synthesis Electronic Technology Co.Ltd(300479) 2 link board. On the disk, 1110 stocks rose and 3400 stocks fell, with Yuan universe, sports and household appliances among the top gainers, and traditional Chinese medicine, military industry, semiconductor chips and electricity among the top gainers.
Soochow Securities Co.Ltd(601555) said that from the perspective of disk style, value stocks, whether large or small, crush growth stocks, which may be a correction to the market style of the past year. For individual investors, they might as well see more and move less before the current market is bright. For the market, especially some high-level varieties, we still need to remain vigilant. In terms of operation, it is recommended to control the position and moderately increase the configuration of low-level blue chips, so as to achieve balanced position. In the direction, we can focus on difficult reversal industries, big finance and new and old infrastructure, and chase up the rise carefully.
market overview
Indicators show that the market's short-term sentiment fell below the active area at the opening, continued to fall after shaking above the 0-axis in the morning, fell into a depressed area at one time, and rebounded slightly in the end.
In terms of individual stocks, Kunming Longjin Pharmaceutical Co.Ltd(002750) 10 Lianban led the rise, and the change of hands today has not exceeded last Friday; Jinghua Pharmaceutical Group Co.Ltd(002349) 8 Lianban, today's opening turnover is nearly 2.5 billion yuan. In addition, Goody Science & Technology Co.Ltd(002694) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) 5 and Synthesis Electronic Technology Co.Ltd(300479) 2, nearly 70 shares fell by more than 9%.
In terms of index, the Shanghai index closed down 1%, and the gem index once fell more than 3%. The turnover of the two cities was basically flat compared with yesterday. The gem index fell below the annual line for the first time since June 2019, when the point is near 1500.
Northbound funds bought a total of 3.046 billion yuan today. Among them, the net purchase of Shanghai stock market was 2.92 billion yuan and that of Shenzhen stock market was 126 million yuan.
focus sectors and individual stocks
The concept of meta universe continues to be active, Shenzhen Zqgame Co.Ltd(300052) , Hubei Radio & Television Information Network Co.Ltd(000665) , Dalian Zeus Entertainment Co.Ltd(002354) , Yunnan Tourism Co.Ltd(002059) , Meisheng Cultural & Creative Corp.Ltd(002699) , Xi'An Qujiang Cultural Tourism Co.Ltd(600706) limit. The core leader Shenzhen Zqgame Co.Ltd(300052) has been trading sideways for nearly two months. Today, the trading limit of the stock price came to the top edge of the box, which greatly boosted the mood of the whole plate. Its performance deserves continued attention. This stock is also the single stock with the largest increase in the concept of meta universe.
Hydrogen energy and fuel cell sectors became the first choice for capital return in the afternoon, Beijing Jingcheng Machinery Electric Company Limited(600860) , Fujian Snowman Co.Ltd(002639) , Lanpec Technologies Limited(601798) , Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) limit, and Lanzhou Greatwall Electrical Co.Ltd(600192) , Shanxi Meijin Energy Co.Ltd(000723) , Shouhang High-Tech Energy Co.Ltd(002665) , Changchun Zhiyuan New Energy Equipment Co.Ltd(300985) , Houpu Clean Energy Co.Ltd(300471) all changed significantly. At present, only in terms of repair, the sustainability and height and the cohesion of the plate need to be verified.
The Winter Olympics concept stocks performed strongly today, Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) 5 board, Guizhou Bc&Tv Information Network Co.Ltd(600996) 3 board, Beijing Kingee Culture Development Co.Ltd(002721) , Lander Sports Development Co.Ltd(000558) 2 board, and Lai Bai shares, Shanghai Challenge Textile Co.Ltd(002486) , Hes Technology Group Co.Ltd(002963) daily limit. From the perspective of market behavior, the theme is relatively small, with limited height and sustainability, and does not have the conditions for repeated speculation.
The index of traditional Chinese medicine sector led the decline, with more than 10 stocks in Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) , Xiangxue Pharmaceutical Co.Ltd(300147) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Lanzhou Foci Pharmaceutical Co.Ltd(002644) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Dali Pharmaceutical Co.Ltd(603963) , Teyi Pharmaceutical Group Co.Ltd(002728) , Jiuzhitang Co.Ltd(000989) falling by more than 9%, with Kunming Longjin Pharmaceutical Co.Ltd(002750) 10 linked boards, Jinghua Pharmaceutical Group Co.Ltd(002349) 8 linked boards, Xinlong Holding (Group) Company Ltd(000955) , Shandong Wohua Pharmaceutical Co.Ltd(002107) 2 linked boards. The plate has increased greatly recently. Today, the trading limit of individual stocks is mainly connected to the board, and the back stocks of yesterday's trading tide fell across the board. This direction is deeply involved in capital, and there will be many repeated opportunities later.
Overall, the continuous adjustment of the index was mainly affected by high-level sectors and individual stocks. The net withdrawal of 460 billion by the central bank after the festival also caused some negative feedback on the sentiment of funds, reducing the expectation of funds for easing in the first quarter. The logic of the new energy direction remains unchanged, and the risk is released for two consecutive trading days. For some stocks with release performance, you can pay attention to the opportunity of wrong killing. In the afternoon, the obvious direction of capital return is meta universe and hydrogen energy. After the recent hot plates fall, there should be opportunities for rotational repair.
daily limit analysis chart:
(Financial Associated Press)
