On January 12, all three major indexes in the A-share market closed red. As of the closing of the day, the Shanghai Composite Index closed at 3597.43 points, up 0.84%; Shenzhen composite index closed at 14421.20 points, up 1.39%; The gem index rebounded and stood above 3100 points, closing at 3136.69 points, up 2.64%. On the same day, more than 3300 stocks in the two cities rose, with a net purchase of 7.018 billion yuan by northward funds.
From the perspective of the industry, hotels, catering, scenic spot tourism and other industries performed strongly all day, and the new energy vehicle industry chain, medical devices, military industry, semiconductor and other sectors with serious correction also recovered. On the whole, the plate rotation speed is fast, and the steel, real estate, banking, traditional Chinese medicine and other plates have ushered in a rest. According to the data, among the 31 Shenwan level industries, the index of power equipment, non-ferrous metals and automobile industry ranked first, rising by 3.96%, 3.15% and 2.67% respectively on the same day; The construction materials, steel and real estate industry indexes led the decline, falling 1.54%, 1.42% and 0.66% respectively on the same day.
Boosted by the good news of the industry, the UHV concept performed strongly all day on the 12th. As of the close, Sinostar Cable Co.Ltd(300933) , Henan Pinggao Electric Co.Ltd(600312) , Dalian Insulator Group Co.Ltd(002606) , Guangzhou Baiyun Electric Equipment Co.Ltd(603861) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Changshu Fengfan Power Equipment Co.Ltd(601700) , Hunan Valin Wire&Cable Co.Ltd(001208) , Jinguan Electric Co.Ltd(688517) and other nearly ten stocks rose by the limit, China Xd Electric Co.Ltd(601179) , Beijing Sifang Automation Co.Ltd(601126) followed. It is understood that the annual work conference of State Grid Co., Ltd. will be held in the near future, and the UHV project and power grid digital construction will continue to be promoted as a key point. China Securities Co.Ltd(601066) analyst Zhu Yue predicted that during the “14th five year plan” period, the UHVDC project will accelerate, and the DC business revenue of converter valve, thyristor for high voltage DC valve and other related enterprises will exceed the peak in 2017.
In terms of the new energy vehicle industry chain, on January 11, the China Federation of passenger cars issued a report saying that the new energy subsidy policy in 2022 is a great positive. On the 12th, the industrial chain of new energy vehicles such as new energy vehicles, lithium batteries and automobile chips rose collectively. As of the close, Contemporary Amperex Technology Co.Limited(300750) rose by more than 5%, and several stocks such as Shenzhen Dynanonic Co.Ltd(300769) , Guoanda Co.Ltd(300902) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) followed.
