On the morning of January 19, A-Shares started the market along the two main lines of steady growth and game theme. Track stocks continued to be “hammered”, Contemporary Amperex Technology Co.Limited(300750) fell 3.03%, Wuxi Apptec Co.Ltd(603259) fell 4.38%, Tianqi Lithium Corporation(002466) fell 6.12%, Changchun High And New Technology Industries (Group) Inc(000661) fell by the limit.
Thinker Agricultural Machinery Co.Ltd(603789) fell nearly 16% in two days. Investors joked that the loom has become a water pump. The company secretary said: the stock price trend is indeed a little special, but there are many factors affecting the stock price and trend.
As of the morning closing, the Shanghai Composite Index fell 0.29% to 3559.69; The Shenzhen composite index fell 1.16% to 14223.96 points; The gem index fell 1.96% to 3082.69.
The trend of Thinker Agricultural Machinery Co.Ltd(603789) attracted attention
Following yesterday’s decline of 8.14%, on the morning of the 19th, Thinker Agricultural Machinery Co.Ltd(603789) fell 8.26% again, with a cumulative decline of 15.66% in the two days.
From the daily K-line form, the trend of Thinker Agricultural Machinery Co.Ltd(603789) is called “rare in A-share history” by some investors.
From September 2020, the stock often shows a sharp rise in the stock price within a day, but the closing price is almost in the same straight line. In more than a year, the stock has fallen several times, resulting in the downward shift of the stock price focus, but the above strange way remains unchanged.
For this trend, netizens call it “loom”. Some people believe that this is a high degree of control of the Zhuanggu behavior; There are also views that this is caused by the lack of liquidity. This trend is more common in the Hong Kong stock market.
Not long ago, the company’s board secretary said that he would never want to see the titles of “leek harvester” and “loom” mentioned by some investors in the stock bar. The stock price trend of the company is indeed a little special, but there are many factors affecting the stock price and trend. Individuals prefer to understand it as: in the case of relatively concentrated equity, it is caused by less attention, low recognition, insufficient investment enthusiasm and low transaction degree.
Source: Investor interaction platform
For the stock price trend in the past two days, some investors said: the loom has become a water pump.
active game theme
Changchun High And New Technology Industries (Group) Inc(000661) flash collapse limit
On the morning of the 19th, the game themed sector was active, with online games, e-sports, games going to sea and other sectors leading the increase, Sichuan Xun You Network Technology Co.Ltd(300467) , Rastar Group(300043) and other stocks ushering in a 20% limit.
On the news, Microsoft announced that it would acquire Activision Blizzard at a price of $95 per share, with a total value of $68.7 billion in all cash transactions. Market participants believe that the game sector continued to adjust in the first two years and the stock price was low. The above news will increase the market’s attention to game stocks.
Zheshang Securities Co.Ltd(601878) said that the game industry has been suppressed by multiple factors such as cycle, purchase cost and policy supervision, and has made more corrections since mid-2020. At the current time point, the industry impact brought by policy supervision is basically coming to an end. The game industry and e-sports industry are the main melody of the development of the global cultural industry, and promoting the healthy and standardized development of the industry is the key. With the efficiency improvement of the industry’s purchase volume entering the mature stage, the industry ushering in a new product cycle and the emotional repair of strict policy supervision, we should pay attention to the investment opportunities at the bottom, pay attention to the product cycle of leading companies in the short term, and be optimistic about the incremental space brought by the sea market in the long term.
The growth hormone leader Changchun High And New Technology Industries (Group) Inc(000661) dived in the intraday, and the limit was closed in less than half an hour. More than 20000 orders were sealed on the limit board, and the market value fell below the 100 billion yuan mark.
On the news side, Guangdong Pharmaceutical Trading Center issued the document on centralized procurement of diclofenac and other drugs of Guangdong alliance, inviting qualified enterprises to apply. A variety of recombinant human growth hormone are listed in the centralized purchase catalogue, and the recombinant human growth hormone injection (gyzz s20050025) of Changchun Jinsai Pharmaceutical Co., Ltd., a holding subsidiary of Changchun High And New Technology Industries (Group) Inc(000661) is also listed.
Since the news of centralized purchase came out in May last year, Changchun High And New Technology Industries (Group) Inc(000661) has halved its share price, and its market value has fallen from more than 200 billion yuan to less than 100 billion yuan.
the main line of steady growth is stronger
On the morning of the 19th, around the main line of steady growth, cement building materials, steel, underground pipe network and other sectors rose against the market.
With a series of recent news stimulation, the market’s expectation of stable growth of infrastructure has increased significantly. Minsheng Securities said that the growth rate of infrastructure investment may reach 10% in the first quarter of 2022, significantly higher than that in the same period of previous years. Even under the most conservative assumptions, the growth rate of infrastructure in the first quarter reached 7.5%, and that in the neutral case reached 10%. This is not only a new high in the same period since 2018, but also significantly higher than the normal seasonal level.
In terms of investment opportunities, Guosheng Securities said that in terms of old infrastructure, we can focus on four directions: transportation and water conservancy, clean energy, coal and electricity transformation and underground pipe network; In terms of new infrastructure, we can focus on data center and rail transit.
