In the first week of 2022, the three major A-share indexes were negative for four times, the Shanghai index fell 3600 points, and the gem index fell nearly 7%.
As of the closing on January 7, the Shanghai index reported 3579.54 points, down 1.65% week, the Shenzhen composite index reported 14343.65 points, down 3.46% week, and the gem index reported 3096.88 points, down 6.80% week.
Specifically, 41% of individual stocks rose within the week, 187 stocks rose by more than 10% and 324 stocks fell by more than 10%. Which stocks led the gains? Which stocks led the decline? 21 INVESTMENT link continues to provide you with perspective every week.
digital currency welcomes heavy benefits
annual report pre added shares bucked the market
Excluding the secondary new shares listed in the last month, in the current bull stock list, Boomsense Technology Co.Ltd(300312) (300312. SZ) won the title with an increase of 56.07%, and many stocks such as Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH), Sundy Land Investment Co.Ltd(600077) (600077. SH), Goody Science & Technology Co.Ltd(002694) (002694. SZ) increased by more than 40% in the week.
In the week when the concept of digital currency “stole the limelight”, four stocks including Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH), Shenzhen Emperor Technology Company Limited(300546) (300546. SZ), Guangzhou Kingteller Technology Co.Ltd(002177) (002177. SZ), Synthesis Electronic Technology Co.Ltd(300479) (300479. SZ) were on the bull list, with an increase of more than 33%. On the news side, on January 4, the digital RMB (pilot version) app was launched and opened to users in Shenzhen, Suzhou, xiong\’an and other 11 places. On January 6, the general office of the State Council “supported” the digital RMB, published the overall plan for the pilot of comprehensive reform of market-oriented allocation of factors, and proposed to support the pilot use of digital RMB in retail transactions, living expenses, government services and other scenarios.
Minsheng securities analysis pointed out that as a high-profile pilot scenario, the Winter Olympic Games is expected to become a milestone in accelerating the promotion of several currencies. Digital RMB brings opportunities for manufacturers in the issuance and circulation links, and bank it, acquirers and hardware manufacturers are expected to fully benefit.
After experiencing the downturn in 2021, the real estate sector changed its decline, and the wind sector index rose 4.18% in the first week of the year. Real estate stocks Sundy Land Investment Co.Ltd(600077) 4 Lianban and Shenzhen Wongtee International Enterprise Co.Ltd(000056) (000056. SZ) rose 33% this week and entered the bull stock list one after another. On the news side, a number of real estate enterprises confirmed that the relevant M & A loans will no longer be included in the relevant indicators of the “three red lines” for the debt bearing acquisition of the projects of the insured enterprises.
In addition, with the release of 2021 annual performance forecast, stocks with good performance expectations may usher in a round of market. When Shanghai Kaikai Industry Company Limited(600272) (600272. SH), Shenzhen Absen Optoelectronic Co.Ltd(300389) (300389. SZ), Beijing Hotgen Biotech Co.Ltd(688068) (688068. SH) disclosed the annual report pre increase announcement, they broke into the bull stock list of the current period, in which Beijing Hotgen Biotech Co.Ltd(688068) 2021 net profit pre increased by more than 16 times.
new energy track fell
5 photovoltaic stocks become “bears”
The market fell and the hot became cold.
Before New Year’s day, Shaanxi Meibang Pharmaceutical Group Co.Ltd(605033) (605033. SH) led the bear stock list in the current period, down 29.61% in the past week, Wenzhou Yihua Connector Co.Ltd(002897) (002897. SZ), Zhejiang Canaan Technology Limited(300412) (300412. SZ) all fell more than 25%.
The new energy track pulled back at a high level, and the photovoltaic sector led the decline. The sector index fell 8.05% this week. Five photovoltaic concept stocks, including Wenzhou Yihua Connector Co.Ltd(002897) , Hainan Drinda Automotive Trim Co.Ltd(002865) (002865. SZ), Shenzhen Hopewind Electric Co.Ltd(603063) (603063. SH), fell more than 20%. Due to the continuous favorable policies, the photovoltaic index has made rapid progress since the middle of 2021; On November 17, 2021, it closed up to the highest point in recent two years, and then entered the adjustment state. Zheshang Securities Co.Ltd(601878) believes that the demand for photovoltaic terminal installation will accelerate in 2022, and the industry will usher in a demand inflection point.
The concept of lithium battery, which is also a new energy track, also failed to escape the bad luck of decline. The sector index fell 6.96% this week, and concept stocks Sinomach General Machinery Science & Technology Co.Ltd(600444) (600444. SH), Haohua Chemical Science & Technology Corp.Ltd(600378) (600378. SH) were included in the bear stock list.
The pharmaceutical sector ushered in a “critical hit” in the first week of the year, and the relevant indexes fell 4.13% this week; Among them, the cro index fell 9.51% in one week, industry leaders such as Wuxi Apptec Co.Ltd(603259) (603259. SH), Asymchem Laboratories (Tianjin) Co.Ltd(002821) (002821. SZ) suffered Waterloo, and relevant concept stocks were also collapsed. Two cro concept stocks Pharmablock Sciences (Nanjing) Inc(300725) (300725. SZ) and Porton Pharma Solutions Ltd(300363) (300363. SZ) in the bear stock list fell by about 20%. Industry insiders believe that the current valuation of cro is too high. With the cooling of innovative drugs and the decline of valuation, the sector is not immune.
(statement: the contents of the article are for reference only and do not constitute investment suggestions. Investors operate accordingly at their own risk.)
(source: 21st Century Business Herald)
