Today, the three major indexes fell by more than 1%. On the plate, prefabricated vegetable plates maintained strong in the afternoon, and the number plate plate strengthened, and the Baijiu plate continued to go down in the afternoon. On individual stocks, individual stocks fell more and rose less, more than 3200 individual stocks fell, and the number of individual stocks fell in the two cities increased significantly in the afternoon. In addition, a number of high-level popular stocks exploded at the end of the session. In this way, the previous market high board Shanghai Kaikai Industry Company Limited(600272) call auction opened the trading limit and closed down 6.13%.
plate
The prefabricated vegetable plate and UHV plate just started yesterday staged a trading tide at the same time, but today the two trends are diametrically opposite. The prefabricated vegetable plate continued to rise sharply, and the plate staged a limit tide again; UHV plate opened high and went low, leaving only Dalian Insulator Group Co.Ltd(002606) a trading opening.
Why did the fund choose to continue to attack the prefabricated vegetable plate rather than the UHV plate? First, the profit-making effect of epidemic related sectors such as covid-19 detection and traditional Chinese medicine is spreading outward. In addition to the consumption attribute, the prefabricated vegetable plate may also have a certain relationship with the epidemic situation. Shanxi Securities Co.Ltd(002500) pointed out that the epidemic has led to changes in consumption habits. Secondly, the UHV plate belongs to the new energy track, and the overall trend of the recent new energy track is not sustainable, so the performance of UHV may be suppressed.
At the same time, when the index is weak, the low-level steady growth plate also comes out of the local active market, mainly banking, real estate, digital economy and other plates. For example, the indexes of banks and real estate sectors rebounded again in today's session, and digital economy concept stocks such as Skyworth Digital Co.Ltd(000810) , Raisecom Technology Co.Ltd(603803) , Tianjin Futong Information Science&Technology Co.Ltd(000836) , Synthesis Electronic Technology Co.Ltd(300479) rose by the limit.
individual shares
Today, except for Andon Health Co.Ltd(002432) , the trend of most high-level stocks is first rising and then restraining. Due to the large number of covid-19 test stocks following the trend yesterday, and stimulated by the news that "the covid-19 test boxes purchased by the two continents of the United States are company products, and the order is about 416 million yuan", the Andon Health Co.Ltd(002432) big order in the morning rose by the limit.
This strong emotion stimulated Goody Science & Technology Co.Ltd(002694) , Beijing Cuiwei Tower Co.Ltd(603123) , Shanghai Kaikai Industry Company Limited(600272) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Hubei Radio & Television Information Network Co.Ltd(000665) and other high-level stocks to touch the trading limit one after another. In the afternoon, the index continued to decline, but after Andon Health Co.Ltd(002432) stabilized the situation, Aba Chemicals Corporation(300261) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Beijing Cuiwei Tower Co.Ltd(603123) , Shanghai Kaikai Industry Company Limited(600272) and other high-level stocks rose or closed the limit one after another, and the funds returned to high-level stocks. The logic of return or the weakness of the index was conducive to emotional speculation, which was easier to attract funds to focus on these strong stocks.
As of the closing, Andon Health Co.Ltd(002432) successfully closed the trading limit, but at the same time, it was found that in addition to the first wave of main rising market, the accelerated increase each time was up to about four trading boards, and it was almost or about to reach the adjustment node tomorrow. At the same time, the index continued to decline at the end of the session, resulting in a number of high-level stocks such as Shanghai Kaikai Industry Company Limited(600272) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Goody Science & Technology Co.Ltd(002694) , Beijing Cuiwei Tower Co.Ltd(603123) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Hubei Radio & Television Information Network Co.Ltd(000665) diving one after another.
future analysis
In terms of index, as of the close, the Shanghai index fell 1.17%, the Shenzhen composite index fell 1.96% and the gem index fell 1.71%. The net outflow of northbound funds throughout the day was 585 million yuan, including a net inflow of 1.454 billion yuan from Shanghai Stock connect and a net outflow of 2.04 billion yuan from Shenzhen Stock connect.
The fluctuation rhythm of the index this week is basically up and down day by day. As of the closing, the three major indexes fell across the board and all fell by more than 1%. However, Zheshang Securities Co.Ltd(601878) Li Chao said that this week and next Monday are important window periods for interest rate reduction, so tomorrow's index does not rule out the possibility of rebound, but the process may be twists and turns. It is expected that the index needs to bottom first. But it needs to be understood that even if there is a rebound tomorrow, the probability is also a reversal of expectations. After all, bottoming is a process of repeated shocks. As for when the index stabilizes, you may wait for this signal, that is, it usually bottoms out. You need large cap stocks to stabilize first, rather than small votes to be active first.
In terms of sentiment, it rose 1241, 2114 less than the previous trading day; 56 trading limits (excluding ST shares and unopened new shares), 36 less than the previous trading day; 32 fried boards, an increase of 8 over the previous trading day; Gem / Kechuang board stocks rose by 4, down 3 from the previous trading day; There were 6 drop limits, an increase of 6 over the previous trading day.
At present, the emotional indicators are closely "tied" with high-level emotional stocks. Today, the emotional indicators did not fall sharply until the end of the trading, which is basically consistent with the trend of high-level stocks rising first and then restraining the diving in the end of the trading. Considering that there is an adjustment expectation tomorrow Andon Health Co.Ltd(002432) and there is an expectation that the high-level stocks with broken boards will continue to make up for the decline today, market sentiment may continue to weaken tomorrow, which is weaker than the index.
market highlights
1. China's commodity futures closed up or down, and the main ferrosilicon contract rose by more than 3%
China's commodity futures closed up or down, with ferrosilicon main contracts up more than 3%, crude oil, ethylene glycol, international copper, Shanghai silver, methanol, starch, low sulfur fuel oil and Shanghai copper up more than 1%. LPG fell more than 3%, stainless steel, coke, urea, Shanghai aluminum and styrene fell more than 1%.
2. Four departments: cultivate 100 measuring instrument and equipment brand enterprises by 2035
On January 13, the State Administration of market supervision, the Ministry of science and technology, the Ministry of industry and information technology and the Intellectual Property Office jointly issued the guiding opinions on strengthening the construction of national modern advanced measurement system. It is proposed that by 2035, the accuracy and stability of measurement standards will be greatly improved, and the application field of digital quantity transmission and traceability will continue to expand. Important breakthroughs have been made in measurement technology in some key areas, a large number of domestic measurement instruments and equipment have been successfully developed, new measurement benchmarks and measurement standards have been built, and the core measurement instruments and equipment have basically realized autonomy and controllability. Build 50 national advanced measurement laboratories, cultivate 100 brand enterprises of measurement instruments and equipment, and form 200 core measurement technologies or capabilities. The whole society's awareness of accurate measurement and effective traceability has been significantly enhanced, the measurement ability and level of enterprises have been greatly improved, measurement activities have been more standardized, and measurement data have been more widely used.
