"Mao index" and "Ning portfolio" both fell. Where is the capital flow?
On the morning of January 6, Contemporary Amperex Technology Co.Limited(300750) continued the weak trend, and Kweichow Moutai Co.Ltd(600519) fell below the 2000 yuan mark. The concept plates of "Mao index" and "Ning combination" fell by 1.43% and 1.40% respectively for half a day.
Boosted by the approaching winter Olympic Games, the concept plate of ice and snow industry performed strongly, and Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) in the plate increased the daily limit in the morning, realizing the daily limit for six consecutive trading days. At the same time, the large infrastructure sector is rising. Concept sectors such as cement manufacturing, large infrastructure central enterprises and western infrastructure dominated the list of gains. In addition, the Internet giant Tencent entered the digital RMB payment system, and the digital currency concept stock Guangzhou Kingteller Technology Co.Ltd(002177) pulled the daily limit.
Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) six link board
In the morning of January 6, the concept plate of ice and snow industry performed strongly.
According to CSI Taurus data, as of midday closing, the concept plate of ice and snow industry rose 3.44%; Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Fujian Snowman Co.Ltd(002639) all rose by the limit, Cofco Engineering & Technology Co.Ltd(301058) rose by 10.32%.
It is worth noting that Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) raised the limit in the morning, realizing the limit for six consecutive trading days, with a cumulative increase of 77.65% during the period.
Analysts said that the opening of the 2022 Beijing Winter Olympic Games entered the countdown, the capital market "Spring River water heating duck prophet", and relevant concept stocks received financial attention.
According to the Research Report on the development plan of ice and snow sports (2016-2025) issued by the General Administration of sports, by 2025, the total scale of China's ice and snow industry may reach trillion yuan.
Kaiyuan Securities said that the Beijing Winter Olympics is approaching, relevant events marketing, surrounding derivatives sales and other activities will be carried out gradually, and relevant companies in the industrial chain may enter the performance cashing period to continue to pay attention to the opportunities brought by the recovery of sports sector and offline sports activities.
Tencent's incoming digital currency sector is active
In the view of Anxin securities, the Beijing Winter Olympics is approaching, automatic driving and digital RMB or the two most certain technology "business cards". With the entry of Tencent, the digital currency sector in the A-share market became active.
According to the CSI Taurus data, in the morning of January 6, the digital currency concept plate set off a trading tide. Guangzhou Kingteller Technology Co.Ltd(002177) , Eastcompeace Technology Co.Ltd(002017) double plate initial straight-line rise limit; Beijing Cuiwei Tower Co.Ltd(603123) close at noon, close the daily limit and harvest the triple board.
On the news side, the digital RMB app was upgraded and updated, the digital RMB wallet of Weizhong Bank (wechat payment) was launched, and Tencent began to provide users with digital RMB services.
Anxin Securities said that the Beijing Winter Olympics is expected to become a milestone in the promotion of digital RMB. On July 8, 2021, the routine policy briefing of the State Council Information Office said that the Beijing Winter Olympic Games scene is the key area of the next pilot. With the Winter Olympic Games approaching, the Beijing Municipal Bureau of local financial supervision and the State Council recently successively issued relevant policies to support the promotion of digital RMB. The pilot scenes of digital RMB continue to expand and the promotion efforts continue to strengthen.
Anxin securities further pointed out that the digital RMB industry chain is divided into three links: issuance, circulation and management. The issue link is mainly the transformation of the bank's IT system; The circulation links mainly include the upgrading and replacement of hardware bank machines and POS machines, the promotion of hardware wallets, and the mode changes of payment end accounts and collection sides; The management links mainly include security encryption, KYC authentication, digital currency programming, etc.
the rise of large infrastructure sector
In the morning of January 6, the large infrastructure sector rose, and the conceptual sectors such as cement manufacturing, large infrastructure central enterprises and western infrastructure dominated the list of gains.
By midday closing, Anhui Honglu Steel Construction(Group) Co.Ltd(002541) had risen by more than 9%, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) had risen by nearly 9%, Gansu Shangfeng Cement Co.Ltd(000672) , Yonggao Co.Ltd(002641) had both risen by more than 6%.
According to Guosheng securities, infrastructure investment mainly hedges the decline of real estate and exports. It is expected that the growth rate of real estate and exports in 2022 will be lower than that in 2021, but it is resilient, which will force infrastructure investment to rebound significantly.
Guosheng Securities believes that in 2022, new and old infrastructure is expected to work together. The old capital construction direction can focus on four directions: the development of major transportation and water conservancy projects, the acceleration of clean energy, the transformation of coal and electricity and the overweight of underground pipe network. In the new infrastructure construction, data center, high-speed rail transit and 5g account for a relatively high proportion, and the charging pile has the fastest growth rate; Among them, data center and urban circle rail transit may be the two main increments.
Winter Olympics concept stock market: the in-depth participation of more than 50 A-share companies involves five key links!
Countdown a month! The opening of the Beijing Winter Olympics is approaching, and concept stocks take off early. These listed companies are actively preparing for the war
(China Securities Journal)
