In the context of the sharp decline of European and American stock markets last night and the decline of several important markets in the Asia Pacific stock market today, on May 19, the A-share market went low and high, out of the independent market. The three major indexes rose across the board, and the science and innovation board 50 index rose by more than 2%. Individual stocks were active, with nearly 2800 stocks rising and 96 stocks trading.
The power equipment, building decoration and real estate industries led the rise, and several concept sectors were active. Wind power concept stocks Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) pulled the “20cm” limit in a straight line, and auxiliary reproductive concept stocks Changjiangrunfa Health Industry Co.Ltd(002435) , Everjoy Health Group Co.Ltd(002162) pulled to the limit simultaneously.
As of the close, the Shanghai Composite Index, Shenzhen Component Index and gem index rose 0.36%, 0.37% and 0.50% respectively. The turnover of the two markets exceeded 800 billion yuan, including 360018 billion yuan in Shanghai and 446688 billion yuan in Shenzhen. After the closing of a shares, European stock markets fell sharply at the opening, and the three major futures indexes of US stocks continued to fall. As of 16:35 Beijing time on the 19th, the UK FTSE 100 index fell by more than 2%, while the French CAC40 and German DAX indexes fell by more than 1.80%.
In terms of capital, the data show that today’s net capital inflow from the north is 5.125 billion yuan, including 2.739 billion yuan from the Shanghai Stock connect and 2.386 billion yuan from the Shenzhen Stock connect. The net outflow of the main funds of the two cities was 7.083 billion yuan, and the main funds of more than 3 billion yuan were added to the power equipment industry.
nearly 2800 stocks rose
Today, the three major indexes of the A-share market opened low and went high. The number of rising stocks in Shanghai and Shenzhen was 2725, of which 96 stocks rose by the limit; The number of falling stocks was 1761, and 7 stocks fell by the limit. In addition, all 36 stocks of Beijing stock exchange rose, and a total of 2761 stocks rose today.
Among shenwanyi industries, power equipment, building decoration and real estate industries led the increase, rising by 2.92%, 2.24% and 2.24% respectively; Food and beverage, commercial retail, agriculture, forestry, animal husbandry and fishery industries led the decline, down 0.89%, 0.89% and 0.86% respectively.
In the power equipment industry, Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) 20% limit, Zhejiang Windey Co.Ltd(300772) , Qingdao Tianneng Heavy Industries Co.Ltd(300569) more than 12%, Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Wuxi Shangji Automation Co.Ltd(603185) , Dajin Heavy Industry Co.Ltd(002487) , Levima Advanced Materials Corporation(003022) and other multi stock limit, Longji green energy rose 6.22%. Today, the market value of longneng’s A-shares reached rmb6.8 billion, with the largest turnover of rmb6.9 billion.
In the building decoration industry, Shenzhen Wenke Landscape Co.Ltd(002775) , Shenzhen Cheng Chung Design Co.Ltd(002811) , Gansu Engineering Consulting Group Co.Ltd(000779) , etc.
In the real estate industry, Langold Real Estate Co.Ltd(002305) , Tianjin Hi-Tech Development Co.Ltd(600082) , Hubei Fuxing Science And Technology Co.Ltd(000926) , Shenzhen Centralcon Investment Holding Co.Ltd(000042) , etc.
The photovoltaic and wind power sectors performed strongly today. The wind power concept stock Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) rose sharply from 9:58 in the morning and rose by 20% at 10:07, taking only 9 minutes Zhangjiagang Zhonghuan Hailu High-End Equipmentco.Ltd(301040) all day turnover rate reached 26.83%; The trading volume reached 67100 hands, 10.7 times that of the previous trading day.
For the photovoltaic sector, Everbright Securities Company Limited(601788) said that the situation in the Indian market and Russia and Ukraine is the key factor for the continued good production and shipment of photovoltaic in the first and second quarters. Superimposed on China’s strengthening of infrastructure in the second quarter of 2022 and the release of silicon production capacity in the second half of 2022, the overall cost of the industrial chain will be reduced, and the photovoltaic industry will obtain better relative returns in this year’s new energy sector investment.
For the wind power sector, Soochow Securities Co.Ltd(601555) said that onshore wind power ushered in a new cycle of parity, with strong demand, and offshore wind power has long-term growth. At the end of April 2022, the valuation of wind power sector was adjusted back to 12-15 times, and 24-32 times in individual links, which was below the historical median as a whole.
Changjiangrunfa Health Industry Co.Ltd(002435) , Everjoy Health Group Co.Ltd(002162) synchronously pulled to the limit
Among the many active concept sectors today, the assisted reproduction sector rose sharply, the wind assisted reproduction index rose 2.09%, the Changjiangrunfa Health Industry Co.Ltd(002435) , Everjoy Health Group Co.Ltd(002162) limit in the sector, and Dajia Weikang rose nearly 8%. These stocks rose sharply at the same time.
For example, it fell by 0.99% at Changjiangrunfa Health Industry Co.Ltd(002435) 1401, and it took 9 minutes to rise to the limit at 14:10 Everjoy Health Group Co.Ltd(002162) 1401 rose by 0.22%, closed the trading limit at 14:03, and rose to the trading limit in a straight line in only 2 minutes.
The straight-line rise of the sector comes from the stimulation of the news surface. On the news side, since the implementation of the three child policy, many places have intensively released fertility support policies. Among them, the support of medical insurance for childbirth is an important content. The notice on supporting “Zhejiang has good education” to promote eugenics and good parenthood (Draft for comments) recently issued by Zhejiang Medical Security Bureau proposes to increase the proportion of medical insurance reimbursement for infants aged 0-6 years. The proportion of basic medical insurance reimbursement for infants aged 0-6 years is about 10 percentage points higher than that of ordinary urban and rural residents. At the same time, the draft proposed to expand the payment scope of maternity insurance. The diagnosis and treatment items such as labor analgesia, ultrasound screening of fetal structure in early pregnancy and color Doppler ultrasound examination of fetal system will be included in the payment scope of maternity insurance. Formulate the prices of assisted reproductive technology and medical services for the treatment of infertility such as artificial insemination and test tube baby, and timely include them into the payment scope of maternity insurance in accordance with relevant national regulations.
Ping An Securities said that the entry of assisted reproductive projects into medical insurance will accelerate the development of the industry, and the downstream medical service enterprises will take the lead in benefiting. China’s assisted reproductive drug market is still dominated by imports. If the drug market is intensively purchased in the future, it is expected to promote the reconstruction of the market competition pattern and bring opportunities to domestic pharmaceutical enterprises.
main funds greatly increased positions in the power equipment sector
In terms of funds, the data show that the net inflow of funds from the North today exceeded 5 billion yuan, while the net outflow of main funds from the two cities was 7.083 billion yuan, significantly lower than yesterday. 1636 stocks received the net inflow of main funds, and 3028 stocks suffered the net outflow of main funds. Among shenwanyi industries, the net inflow of main capital in power equipment, real estate and building decoration industries ranked first, with 3.355 billion yuan, 1.397 billion yuan and 681 million yuan respectively. Food and beverage, computer and transportation industries ranked first in the net outflow of main funds, with a net outflow of 1.265 billion yuan, 1.145 billion yuan and 972 million yuan respectively.
today’s major capital flows in the industry
In terms of individual stocks, Longji green energy, Tongwei Co.Ltd(600438) , Tianqi Lithium Corporation(002466) main capital net inflows ranked first, with net inflows of 620 million yuan, 611 million yuan and 595 million yuan respectively Gansu Qilianshan Cement Group Co.Ltd(600720) , Hunan Development Group Co.Ltd(000722) , Andon Health Co.Ltd(002432) main capital net outflow ranked first, with net outflow of 538 million yuan, 470 million yuan and 445 million yuan respectively.
today’s top ten shares of net capital inflow
today’s top ten shares of net outflow of main funds
China Securities Co.Ltd(601066) Securities said that the recent rebound of A-Shares was obvious, which was independent of the strength of US stocks, but it was still under the pressure of fundamental bottoming, which was generally in the “U-shaped bottom”. It is suggested that bargain hunting lay out the direction of post epidemic recovery, steady growth and high prosperity science and technology innovation board, focusing on military industry, infrastructure, real estate, automobile, food, coal, building materials, etc.
