A shares rose sharply across the board today, with coal, industrial metals and other sectors leading the rise, and more than 20 shares in St sector rose by the limit.
northbound net capital inflow hit a six-month high
On May 19, US Eastern time, the three major indexes of US stocks continued to fall. Under the background of continuous tension in the external situation and the sharp decline of US stocks, A-Shares performed strongly today.
In the morning, the LPR quotation was released in May, and the "interest rate cut" was 15 basis points. Or affected by this, A-Shares and Hong Kong stocks strengthened across the board. As of the closing, the three major A-share indexes rose by more than 1.5%; The Hang Seng Index of Hong Kong stocks closed up 2.96%, and the Hang Seng technology index rose 4.74%.
In terms of concept, coal, nonferrous aluminum, Baijiu and other sectors were among the top gainers, and the st sector set off a tide of limit trading; Real estate, prefabricated construction and other sectors fell against the market.
Or affected by the geographical conflict and the sharp decline of peripheral markets, the low A-Shares have once again become a "safe haven" for foreign investment. According to the statistics of transaction volume, as of the closing, the total net purchase of northbound funds was 14.236 billion yuan, a new high since December 9, 2021, exceeding market expectations.
8 connecting sectors after removing the cap
soling shares ignited the rising market of ST shares
After taking off his hat, he turned his head and connected the board for eight times, and soling became the most "bright" son in the recent A-share market.
On May 20, soling shares closed the trading limit shortly after the opening, and gained the eighth trading limit since the resumption of trading on May 11, with a cumulative increase of 114.56%. The latest price of the stock is 8.99 yuan / share, the highest since September 2018.
The recent strong performance of soling shares also ignited the market of "taking off the hat and picking the star" of ST shares. Today, the st sector set off a wave of trading limit More than 20 ST shares, including Guirenniao Co.Ltd(603555) , Sichuan Shengda Forestry Industry Co.Ltd(002259) , St new town and St dawn, rose their trading limits successively.
BOC International said that companies that have been implemented risk warning have many disadvantages in information disclosure, transaction restrictions and other aspects. Considering public opinion, corporate image and other factors, listed companies usually take measures to pick their hats and stars as soon as possible. Under the expected effect of this good news, there is a certain market in daihatdaixing company before and after the publication of the annual report.
According to the statistics of securities times · databao, since March, 25 listed companies such as Shuanghuan technology, China Portugal Co., Ltd. and Yaxing chemical have successfully removed their caps.
In terms of market performance, these 25 shares rose by an average of 10.55%. After taking off the hat, soling shares gained 8 boards, and the share price soared 114.56%; Zhongdi invested in four consecutive boards, and Dexin transportation harvested three trading boards, with a cumulative increase of more than 45%.
Since April, a number of ST shares have applied to the exchange for "taking off their hats and stars", and are waiting for approval. According to the statistics of data treasure, 29 stocks applied to the exchange for canceling the risk warning.
Among them, 11 listed companies including Guangdong Mingzhu Group Co.Ltd(600382) , Guirenniao Co.Ltd(603555) , Shenzhen Quanxinhao Co.Ltd(000007) , Kairuide Holding Co.Ltd(002072) and Yantai Yuancheng Gold Co.Ltd(600766) meet the requirements of financial indicators such as "normal operation of main business, positive net profit after deducting non recurring profits and losses and positive net assets per share in the latest fiscal year", which is expected to be "decapitated".
It is worth noting that "taking off the hat and picking stars" is not a broad avenue for investors. ST shares are mixed. The exchange mainly focuses on the large changes in multiple financial indicators of the company, and even the inconsistent disclosure. At the same time, the regulator will also make key inquiries about whether some companies have falsely increased revenue or profits, and whether they meet the conditions for revoking delisting risk warnings. Among the above-mentioned stocks, Yantai Yuancheng Gold Co.Ltd(600766) and Nanning Chemical Industryco.Ltd(600301) have announced many times to postpone the reply to the inquiry letter.
main return power equipment and nonferrous metals
sell off several early stage pharmaceutical bull stocks
According to the statistics of data treasure, the main funds have shown a net outflow in recent one week, with a total net outflow of 45.886 billion yuan since May 16.
In the Shenwan level industry, the main force has a large net inflow into the power equipment and non-ferrous metal sector, with the amount of 4.363 billion yuan and 2.677 billion yuan respectively; In addition, six sectors such as electronics, coal, petroleum and petrochemical were the main net inflow. In terms of the main net outflow, the amount of pharmaceutical and biological products ranked first, up to 17.853 billion yuan, and the net outflow of other sectors was less than 6 billion yuan.
In terms of market performance, the Shanghai Composite Index rose 2.02% this week. The index of coal, power equipment and non-ferrous metals, which are the main overweight, rose the most, all at about 7%; Among the 31 Shenwan level industries, only pharmaceutical and biological industries were largely evacuated, and the sector index fell slightly by 2.01%.
According to the statistics of data treasure, only Contemporary Amperex Technology Co.Limited(300750) one share has a net outflow of more than 1 billion yuan, and the company's share price has recorded a cumulative increase of 2.92% this week. On the news side, Contemporary Amperex Technology Co.Limited(300750) obtained the world's first access certificate under the new regulations of the European Economic Commission. YueKai Securities believes that the company's access certificate will help to expand the sales scale. Today, the share price of the stock rose and fell, and the market value once returned to above trillion.
Several pharmaceutical and biological stocks continued to be sold by the main force, and the bull stocks in the early stage, such as Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shandong Xinhua Pharmaceutical Company Limited(000756) , Andon Health Co.Ltd(002432) and so on, were evacuated by the main force by more than 700 million yuan.
In terms of net inflow, lithium resource stocks such as Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) and others were favored by the main players, with capital injections of 1.208 billion yuan and 572 million yuan respectively, with cumulative increases of more than 11% for both stocks.
Recently, benefiting from the favorable news of "the EU plans to double photovoltaic power generation by 2025", the photovoltaic concept has been popular with funds The stock price increased by more than 1.4 yuan and 1.4 yards, with a cumulative increase of more than 600 million yuan. Hengdian Group Dmegc Magnetics Co.Ltd(002056) reaped two boards with the highest increase, and the stock price rose 28.86% in total.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
