On the morning of the 17th, the three major A-share indexes opened higher and went higher. Computer application stocks set off a 20cm limit rise, Contemporary Amperex Technology Co.Limited(300750) rose by 4.73%. Some netizens called “Ning Wang is worthy of Ning Wang” in the stock bar.
On the disk, the computer sector led the rise, while the communication, media and automobile sectors led the rise; Trade and retail, petroleum and petrochemical, food and beverage, etc. led the decline.
As of midday closing, the Shanghai index rose 0.59%, the Shenzhen Component Index rose 1.35% and the gem index rose 1.56%.
Contemporary Amperex Technology Co.Limited(300750) intraday rise exceeded 4%
This morning, Contemporary Amperex Technology Co.Limited(300750) rose more than 4% in early trading to recover the 600 yuan / share mark. As of the close, it rose 4.73% to 604.7 yuan / share, with a total market value of 1.4 trillion yuan. Data show that from January 11 to 17 noon closing, nearly a week, Contemporary Amperex Technology Co.Limited(300750) has risen by more than 12%.
On the news side, Contemporary Amperex Technology Co.Limited(300750) will release the power replacement brand evogo on January 18. In addition, according to the official website of Shenzhen Stock Exchange, Contemporary Amperex Technology Co.Limited(300750) issuing shares to specific objects has been approved on January 12, with an estimated financing of 45 billion yuan. At present, it has not been submitted for registration. Contemporary Amperex Technology Co.Limited(300750) said in the announcement that the issue of shares to specific objects can only be implemented after the CSRC makes a decision on consent to registration.
Some netizens said in the Contemporary Amperex Technology Co.Limited(300750) stock bar that “King Ning is worthy of being king Ning”, and some netizens said that “those sold at the opening were crying in the toilet”.
In addition, the smart car industry chain is stronger. Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) rose by more than 9%, Foryou Corporation(002906) , Queclink Wireless Solutions Co.Ltd(300590) , Ikd Co.Ltd(600933) rose by more than 7%, Ningbo Joyson Electronic Corp(600699) , Yunnan Energy New Material Co.Ltd(002812) , Ningbo Tuopu Group Co.Ltd(601689) followed.
Debang securities suggests paying attention to the “thick snow Changpo” track of automotive electronics, and is optimistic that China, as the main market of new energy vehicles, has strong demand and the wave of automotive electronics is unstoppable. It is suggested to pay attention to relevant investment opportunities in areas such as lidar, on-board camera, connector, on-board PCB and intelligent cockpit.
Andon Health Co.Ltd(002432) 5 connecting sector
This morning, Andon Health Co.Ltd(002432) raised the limit again to 82.81 yuan / share, which was the fifth consecutive day. The share price hit another record high, with a market value of nearly 40 billion yuan. The stock has risen more than 10 times in two months since it started rising in mid November last year.
Mask concept stocks rose, and Hanchuan intelligence, Hybio Pharmaceutical Co.Ltd(300199) , Tianjin Teda Co.Ltd(000652) , Allmed Medical Products Co.Ltd(002950) , Great Chinasoft Technology Co.Ltd(002453) , Jinan Shengquan Group Share Holding Co.Ltd(605589) , Shanghai Tianyong Engineering Co.Ltd(603895) , North Chemical Industries Co.Ltd(002246) and Xiamen Yanjan New Material Co.Ltd(300658) rose sharply.
The covid-19 detection sector, which rose sharply in the early stage, opened lower, Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Beijing Strong Biotechnologies Inc(300406) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Sinocare Inc(300298) , Jinan High-Tech Development Co.Ltd(600807) , Shanghai Zj Bio-Tech Co.Ltd(688317) and so on.
computer application stocks lift the limit tide
Computer application stocks raised the daily limit, and Beijing Certificate Authority Co.Ltd(300579) , Beijing Haitian Ruisheng Science Technology Ltd(688787) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , Beijing Egova Co.Ltd(300075) , new point software, Beijing Advanced Digital Technology Co.Ltd(300541) , Jiangxi Tianli Technology Inc(300399) all rose by 20cm, and Shanghai Yanhua Smartech Group Co.Ltd(002178) , Jc Finance & Tax Interconnect Holdings Ltd(002530) , Beijing Teamsun Technology Co.Ltd(600410) were also closed.
At the same time, digital currency concept stocks rose in a large area, Synthesis Electronic Technology Co.Ltd(300479) , Beijing Cuiwei Tower Co.Ltd(603123) , Beyondsoft Corporation(002649) , Northking Information Technology Co.Ltd(002987) and so on.
Galaxy Securities said that near the Spring Festival, investors’ willingness to settle down for safety is strengthened, and the index shock is sorted out. At this time, it is a period of both attack and defense. It holds a conservative strategy for industries with large increase in the early stage, and it is a better layout time point for industries and stocks with large callback range and high outlook in the early stage. The structural market will focus on “double carbon”, meta universe and consumption.
Guoyuan Securities Company Limited(000728) believes that it is expected to restart the market style in 2022, and the relative income outperforms the small market; 2022 may be close to or enter the downward cycle of the decline of the overall income level of the capital market. Large cap stocks may be relatively dominant, but the yield may not be very high.
