On January 18, the three major stock indexes fluctuated lower in the afternoon, and the decline of gem index (399006. SZ) expanded under the condition of continuous decline of meta universe in the weight medical and popularity sectors. In sharp contrast to the popularity of nearly 500 shares rising by more than 5% yesterday, more than 400 stocks fell by 5% in the two markets today, and the market heat decreased significantly. Overall, individual stocks returned to the state of rising less and falling more again, and more than 3000 stocks fell.
As of the close, the stock index rose 0.80% to 3569.91 points; The Shenzhen Composite Index rose 0.19% to 14391.39 points; The gem index fell 0.82% to 3144.33, with a total turnover of 1195919 billion yuan.
On the disk, the construction sector ranked first in the increase list of the two cities. The Beijing Hanjian Heshan Pipeline Co.Ltd(603616) (603616. SH) limit of PCPP pipeline, Anhui Transport Consulting & Design Institute Co.Ltd(603357) (603357. SH) assisted the limit, and the sector Zhongjun Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) (601669. SH), China Communications Construction Company Limited(601800) (601800. Sh; 01800. HK) rose by more than 9%. The construction sector rose against the trend in the first week after the year, and then continued to callback between the boom track and the return of funds from technology stocks. Today, when the market sentiment was in the doldrums, it pulled up again and stabilized the index.
On the news side, the CSRC held a 2022 system working meeting. It is emphasized that more policies and measures conducive to steady growth and stable expectations should be studied and introduced, and the traditional infrastructure sector benefits from the policies of steady growth. In fact, large infrastructure projects are divided into old infrastructure projects and new infrastructure projects. Yesterday's strong computer (159998. SZ) Xinchuang, industrial Internet and data center belong to new infrastructure, while railway infrastructure, water conservancy construction and underground pipe network belong to old infrastructure. In addition, oil, coal and other energy sectors also led the rise today, with coal up more than 3% and oil up 2.4%.
The first-line weight sector financial real estate also made a certain contribution to stabilizing the index today, but the strength of these two sectors often represents the downturn of market sentiment. This is particularly evident in the market after new year's day. Last Tuesday and Thursday, there were also changes in financial real estate in the morning, and these two trading days were the two worst trading days last week. On Monday, 3000 shares in the two cities rose. On Wednesday, the gem recorded the largest one-day increase in three months. On Friday, the performance of the gem was also significantly stronger than that of the main board. This Law continues on today's disk.
In terms of decline, covid-19 ranked among the highest in the last two trading days. Today, the sector plunged 7%, and more than 20 shares in the sector fell by the limit or fell by more than 10%. Chengmen standing timber benchmark stock Andon Health Co.Ltd(002432) (002432. SZ) also sealed the limit in the afternoon after it rushed up to the historical high price of 88.88 yuan.
Covid-19 drugs rose by more than 10% yesterday, but as a make-up sector under the covid-19 detection logic, it also followed its decline. After the suspension of Aba Chemicals Corporation(300261) (300261. SZ), the market tried to find 10cm Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ) as a breakthrough, but today it does not drive the sector strongly. Many stocks such as Zhejiang Canaan Technology Limited(300412) (300412. SZ), Fujian Cosunter Pharmaceutical Co.Ltd(300436) (300436. SZ), Phichem Corporation(300398) (300398. SZ) fell by more than 10%.
On the day of last Wednesday's launch, the prefabricated dishes that set off the tide of daily limit also returned to calm recently after two hot trading days. Yesterday afternoon, there was a return of funds in the sector, and several leading stocks in the front row also stubbornly resisted the trading limit. However, there was no strengthening action today. After the opening, the sector opened low and went low. The sector fell rapidly to 4%, and then maintained a sideways shock all day. There was also a limit decline tide in the sector. Yesterday's limit of Haixin Foods Co.Ltd(002702) (002702. SZ) reversed the limit, the front row target Shandong Huifa Foodstuff Co.Ltd(603536) (603536. SH) fell the limit, the early leader Springsnow Food Group Co.Ltd(605567) (605567. SH) also fell the limit, and the 20cm core Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094. SZ) fell by more than 6%.
Western Securities Co.Ltd(002673) (002673. SZ) believes that it is still a calm period after "winter agitation". Due to the pre positioning of monetary and fiscal policies, the emergence of macro liquidity inflection point and the performance vacuum period after the release of the third quarterly report, the market has been restless. At present, with the realization of macro logic, listed companies return to the performance disclosure period, and the market is returning to calm. On the whole, there is no systemic risk in the market, but it still needs to wait for the market to recover after the Spring Festival.
Daji construction force! more than 100 billion white horses rose
Infrastructure sector rose, Hongrun Construction Group Co.Ltd(002062) (002062. SZ), Huitong group (603176. SH), China Communications Construction Company Limited(601800) limit, and bidding shares, Shenzhen Institute Of Building Research Co.Ltd(300675) (300675. SZ) 20cm limit. Several large market construction stocks also performed well, China National Chemical Engineering Co.Ltd(601117) (601117. SH), China Railway Group Limited(601390) (601390. Sh; 00390. HK), China State Construction Engineering Corporation Limited(601668) (601668. SH), China Railway Construction Corporation Limited(601186) (601186. Sh; 01186. HK) all rose by more than 5%.
On the news side, Yuan Da, director of the comprehensive Department of national economy of the national development and Reform Commission, said at a press conference on the 18th that we should speed up the introduction of a series of policies and measures to implement the strategy of expanding domestic demand. Timely study and put forward targeted measures to revitalize industrial operation. We should appropriately carry out infrastructure investment in advance, accelerate the promotion of 102 major projects in the 14th five year plan, implement the special bonds issued by local governments in the fourth quarter of last year to specific projects as soon as possible in accordance with the requirements of "funds follow the projects", pay close attention to the issued amount, and strive to form more physical workload in the first quarter.
Some analysts pointed out that since December 2021, the "steady growth signal" has gradually become clear, and the previous pessimistic expectations of the market have improved. The national Standing Committee once again stressed "steady growth", relaxed fiscal margin, continued to improve the forward-looking indicators of infrastructure boom, and the market of the sector is expected to usher in the peak season after the festival.
the green and low-carbon development of coal will accelerate the sector rose by more than 3%
The coal concept opened higher and went higher, and the sector rose by more than 3%. Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) (601001. SH), Sundiro Holding Co.Ltd(000571) (000571. SZ) rose by the limit, Pingdingshan Tianan Coal Mining Co.Ltd(601666) (601666. SH) rose by 7.23%, and Shanxi Coal International Energy Group Co.Ltd(600546) (600546. SH) rose by 5.47%, and other stocks followed suit.
On January 18, Li Yunqing, director of the economic operation regulation Bureau of the national development and Reform Commission, said at the press conference that in view of the difficulties and challenges faced by energy supply, the national development and Reform Commission will, in accordance with the decision-making and deployment of the Party Central Committee and the State Council, firmly grasp the main contradictions and main aspects of the contradictions in the supply guarantee work, and adhere to the problem orientation and goal orientation, We will continue to deepen the construction of the energy production, supply, storage and marketing system to provide a solid and reliable energy guarantee for economic and social development.
According to the data of the Bureau of statistics, the national coal output will be 4.07 billion tons in 2021, which is fully capable of ensuring the demand for reasonable coal use.
Li Yunqing pointed out that we should pay close attention to formulating the guidance on promoting the high-quality development of coal, based on China's basic national conditions and development stage, adhere to the guidance of ecological priority and green development, and put forward phased key objectives and main measures to promote the safe, green development, clean and low-carbon utilization of coal resources.
Citic Securities Company Limited(600030) (600030. Sh; 06030. HK) believes that the coal price will reach a record high in 2021, the industry profit will expand significantly, the average performance growth is expected to be close to 80%, and the dividend yield is expected to remain attractive. It is expected that although the coal price fluctuates in 2022, it will remain high as a whole, and the superimposed long-term association price will rise with a high probability. It is expected that the prosperity of the sector will remain high. At present, the sector valuation is at a historical low. Under the background of good performance expectations and stable macroeconomic expectations, the valuation repair of leading companies is expected to be further promoted.
15 times the big demon stock rose to 88.88 yuan and then fell to the limit
15 times demon stock Andon Health Co.Ltd(002432) turned back after rushing to the historical high price of 88.88 yuan in the morning, and "lying flat" on the limit in the afternoon. As of the close, the amount of orders sealed on the limit board was as high as 600 million, and the turnover on the same day was as high as 21.67%.
Andon Health Co.Ltd(002432) has undoubtedly become the "brightest star" in the recent A-share market. As of January 17, the share price of Andon Health Co.Ltd(002432) soared by 1280.17% in nearly 50 trading days, and the market value soared to nearly 40 billion yuan from 3.06 billion yuan on November 8, 2021.
It is worth noting that since 2022, Andon Health Co.Ltd(002432) has been reminding risks while receiving orders.
In the latest risk tip released on January 17, Andon Health Co.Ltd(002432) said that the single month performance of the kit product does not represent the annual performance, and the historical performance of the product does not represent the future performance.
Andon Health Co.Ltd(002432) mentioned eight risks, including: the risk of uncertainty in the development of epidemic situation in the United States, the risk of uncertainty in market competition, the risk of rationality of valuation model, the risk of reliability of information, the risk of exchange rate fluctuation, logistics and transportation risk, quality risk and contract / order risk.
Andon Health Co.Ltd(002432) also reminded investors that the company mentioned the epidemic prevention related plan issued by the U.S. government in its previous announcement, as well as the relevant policies, procurement and distribution plans and conditions of covid-19 antigen household self-test kit products. Investors are reminded that the relevant information and procurement involved in the above contents are not only for the company. Investors are requested not to misunderstand the contents and misinfer the changes it brings to the company's performance.
In terms of share price, Andon Health Co.Ltd(002432) reminds that the company's share price is at an all-time high and does not rule out the risk of falling in the future.
