Polarization is growing! On Friday, the differentiation of A-share market was not only reflected in the ups and downs of Shanghai and Shenzhen indexes, but also in the differentiation of hot spots and individual stocks. The birth of 10x demon stocks and the breaking of new shares undoubtedly surprised investors.
On Friday, the trend of the three major A-share indexes was divided, and the closing was mixed. As of the closing, the Shanghai Composite Index fell 0.96% to 3521.26 points, and the Shenzhen Composite Index rose 0.09% to 14150.57 points; The gem index rose 1.18% to 3119.41; The total turnover of Shanghai and Shenzhen stock markets was 1107 billion yuan, breaking trillion yuan for the 11th consecutive trading day; The net sales of northbound funds was 185 million yuan; Overall, stocks in the two cities generally fell, and more than 3000 stocks fell. Looking back on the trend of the major indexes on Wednesday, the Shanghai index fell by 1.63%, the Shenzhen Component Index fell by 1.35% and the gem index rose by 0.73%.
On January 14, the total net purchase amount of northbound funds reached 282 million yuan. Among them, the net sales amount of Shanghai Stock connect reached 753 million yuan and the net purchase amount of Shenzhen Stock connect reached 1.035 billion yuan. The total net purchase amount of northbound funds this week reached 7.445 billion yuan.
The industry sector rose less and fell more. From the perspective of shenwanyi industry, six industries rose on Friday, with pharmaceutical and biological industries leading the increase, up to 1.59%, followed by power equipment, electronics and other industries, both exceeding 1%; In addition, coal, real estate, petroleum and petrochemical, building decoration and other industries led the decline, all exceeding 2.5%.
From the perspective of specific hot plates, covid-19 detection plate led the rise strongly. As of the closing, the plate rose by 7.13%, and the cumulative increase since the beginning of the year has reached 22.06%, of which 11 stocks such as Medicalsystem Biotechnology Co.Ltd(300439) and Aokang biology collectively rose by the limit; Medical devices, Helicobacter pylori concept, fentanyl, gene sequencing, NMN concept and other sectors are active; In addition, the coal mining and processing sector led the decline, Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) fell by more than 6%; Oil and gas exploitation and services, Tianjin Free Trade Zone, scenic spots and tourism led the decline.
It can be seen that in the continuous strengthening of covid-19 detection concept, demon stocks Andon Health Co.Ltd(002432) rose again on Friday. Statistics show that since November 15 last year, in 44 trading days, Andon Health Co.Ltd(002432) has accumulated 27 limit plates, and the share price has risen from 6.8 yuan to 75.28 yuan, with an increase of 1007.06%, ranking first in the list of a shares.
Before trading on January 14, Andon Health Co.Ltd(002432) announced that the U.S. subsidiary and the U.S. ACC (U.S. Army contract management headquarters) signed a procurement contract on January 13, 2022 local time to sell ihealth kit products to them. The total contract price tax was $1.275 billion (including freight), about RMB 8.102 billion, more than 50% of the company’s audited main business revenue in 2020. The contract was signed and came into force on January 13, 2022 local time.
Today’s market is both hot and cold. The performance of Aojie technology, the “first baseband chip share” of A-share, on the first day of listing was amazing. On Friday, Aojie technology-u landed on the science and innovation board. The issue price of the stock was 164.54 yuan. It broke at the opening of the day. The lowest price in the day fell to 105.88 yuan. As of the closing, it was reported to 109 yuan, down 33.75%. It is estimated that the first lot lost 27800 yuan, becoming the worst winner of A-Shares in recent ten years.
The announcement shows that Aojie technology is a platform chip enterprise providing wireless communication and super large-scale chips. Since its establishment, the company has been focusing on the R & D and technological innovation of wireless communication chips. At the same time, it has the R & D and design strength of full-standard cellular baseband chips and multi protocol non cellular Internet of things chips, and has the ability to provide large-scale and high-speed SOC chip customization and semiconductor IP authorization services. Alibaba network holds 64.5574 million shares of the company. Alibaba network recognizes the company’s business foundation and innovation ability and invests in the company based on the expected future return of the investment company. As of the signing date of the offering intention, the largest shareholder of Alibaba network is Taobao (China) Software Co., Ltd., with a shareholding ratio of 57.59%.
After the continuous breaking of new shares, according to the arrangement, Bank of Lanzhou will be listed on the main board of Shenzhen Stock Exchange on January 17 (next Monday). Thus, Bank of Lanzhou will also become the first bank listed share and the 42nd bank share of a share during the year.
It is reported that the number of shares issued by Lanzhou bank this time is about 570 million. The total share capital after this public offering is about 5.696 billion shares. The issue price is 3.57 yuan / share, with a corresponding P / E ratio of 22.97 times. The total amount of funds raised in this offering is about 2.033 billion yuan. According to the 2021 annual report, the main business of Bank of Lanzhou is interest income and non interest income, accounting for 90.86% and 2.0% of revenue respectively.
Before listing, Bank of Lanzhou once became the focus of hot discussion in the market because the issue price was lower than the net assets. How will bank of Lanzhou make its debut? Is there any opportunity for Lanzhou bank to pick up the leak? Some analysts believe that the low overall valuation of the banking sector is an industry characteristic rather than an individual stock. Most of the stock price of high-quality urban commercial banks are already under the net assets. It is reasonable for some new shares to break the net before listing or shortly after listing, and it also respects the market law.
on Friday (January 14)
prepared by: Zhang Ying
For the recent shock consolidation of the market, where is the future of a shares? Major institutions hold different views.
Guosheng Securities: the current index has broken through the 60 day line support, and the center of gravity is further approaching the 3540 point of the annual line, and the annual line will be used as an important support in the later stage. From the perspective of institutional position adjustment cycle, it is difficult to complete the significant change of position structure in the next few trading days, there are still great differences in the later stage, and the air outlet switching is the most difficult operation at present. However, due to the rapid withdrawal, after the release of short-term risks, the market sentiment will eventually return when there is no significant negative economic data, liquidity data and policy guidance. Some suggestions can appropriately consider low absorption near the annual line at this time.
Northeast Securities Co.Ltd(000686) : spring is still restless, and adjustment is a layout opportunity. The two clues of the current market are the value dominance of Panasonic and the growth of small and medium-sized stocks. The current major disturbances will not reverse these two clues. On the one hand, the dominant value of Panasonic’s policy tone generally requires 2-3 months of economic data verification. Even if the data in December is less than expected, it will not directly reverse the logic. However, the empty window of economic data before and after the Spring Festival makes it difficult to be falsified quickly. Therefore, this clue will not be directly reversed in the short term. On the other hand, the growth of small and medium-sized stocks is relatively less disturbed under the current external environment, and according to the announcement of the performance forecast in January, most of them are the growth targets of small and medium-sized stocks with good performance, and it is expected that there will still be catalysis in the follow-up.
Huang Yi, Hongfeng asset investment director: the market has been in the bottom range after rapid decline adjustment in the early stage. It is expected that the market will rise at the bottom before the Spring Festival. The main judgment reasons are as follows: 1. The central bank maintains a reasonable and sufficient liquidity with strong certainty. It is expected that the liquidity operation rate of the central bank will be strong in the second half of this month, The open market operation will be strengthened again to meet the reasonable capital needs of institutions through various policy tools such as reverse repurchase and MLF, and the liquidity operation throughout the month will be collected first and then launched; 2, from the macro events in China and the factors affecting short-term risk preference in the early days, the market is now at the end of the market adjustment.
Liu Cunxin, assistant fund manager of private placement network: this week, the overall market is weak, showing a shock trend, the plate rotation is fast, and the funds are confused about the general direction of this year in the short term. This confusion is reflected in the doubts about whether the economy can stabilize and rise, the return of the real estate cycle, the multi-point outbreak of the epidemic, etc., superimposed on the record high of the PPI & CPI data of the Federal Reserve on Thursday, A shares / H shares were suppressed on Friday.
