On Tuesday, theme stocks represented by Andon Health Co.Ltd(002432) stalled, while weighted blue chips rose strongly. Driven by infrastructure and financial stocks, the Shanghai index rose by more than 1%, while the gem index fell by shock. At the close, the Shanghai stock index closed at 3569.91, up 0.80%, and the Kechuang 50 index rose and fell, up 0.30%; The Shenzhen Component Index rose 0.19% and the gem index fell 0.82%.
On the disk yesterday, the infrastructure and financial sectors became the protagonists. Real estate, infrastructure and other related industrial chains strengthened again, Shenzhen Institute Of Building Research Co.Ltd(300675) reaped a 20% increase in the limit, China Communications Construction Company Limited(601800) and other stocks were closed. The banking sector was active. Lanzhou bank continued to rise the limit the next day after its listing, Bank Of Ningbo Co.Ltd(002142) , Bank Of Chengdu Co.Ltd(601838) , Industrial Bank Co.Ltd(601166) and other gains were higher.
The digital economy sector continued to rise, and the concept sectors such as data security, digital currency, network security, domestic software and cloud computing all led the rise. The airport sector also rose in the afternoon, Juneyao Airlines Co.Ltd(603885) , Air China Limited(601111) , China Southern Airlines Company Limited(600029) and so on.
In terms of funds, northbound funds bought a net 2.335 billion yuan yesterday, net buying for three consecutive trading days. Among them, the Shanghai Stock connect net bought 4.295 billion yuan and the Shenzhen Stock connect net sold 1.96 billion yuan. In terms of active individual stocks, big blue chips also bought more net funds from northbound, China Merchants Bank Co.Ltd(600036) , Kweichow Moutai Co.Ltd(600519) , Inspur Electronic Information Industry Co.Ltd(000977) with net purchases of 613 million yuan, 611 million yuan and 357 million yuan respectively.
Yesterday, covid-19 detection, in vitro diagnosis, the concept of prefabricated dishes and other early active varieties were significantly adjusted, Andon Health Co.Ltd(002432) fell by the limit, ending the recent continuous rising trend.
Andon Health Co.Ltd(002432) after the high opening yesterday, it once soared, reaching a maximum of 88.88 yuan. After the afternoon opening, Andon Health Co.Ltd(002432) quickly fell to the limit. At the close, Andon Health Co.Ltd(002432) was reported at 74.53 yuan, down 10%, with a daily turnover of 8.144 billion yuan and the latest market value of 35.7 billion yuan. Andon Health Co.Ltd(002432) the limit has dragged down the entire pharmaceutical sector, and some pharmaceutical stocks that rose sharply in the early stage fell the limit in a large area.
In nearly 50 trading days, Andon Health Co.Ltd(002432) shares soared 12 times, and the market value soared to more than 40 billion yuan from 3.06 billion yuan on November 8, 2021.
From the dragon and tiger list released by the exchange, individual investors are the main force of Andon Health Co.Ltd(002432) to do long. On the dragon and tiger list on January 18, many Lhasa regional business departments of China stock market news securities, which is considered to be the "headquarters of retail investors", are still buying. On the selling list, Qianhai securities Shenzhen Branch sold 475 million yuan and 138 million yuan of institutional seats.
In addition to Andon Health Co.Ltd(002432) , the trend of another pharmaceutical stock is also quite dramatic. Yesterday morning, Sailong Pharmaceutical Group Co.Ltd(002898) opened with the daily limit, then killed the diving, and closed the daily limit in the afternoon. At about 14:11, the share price was again pulled up by big buying, once approaching the limit. Subsequently, the stock price began to fluctuate and closed at 17.80 yuan in the late trading.
On the Sailong Pharmaceutical Group Co.Ltd(002898) dragon and tiger list yesterday, the situation of "retail buying and institutional selling" was also staged: the three business positions in Lhasa under China stock market news securities were listed in the top five of the purchase amount; 1. Institutional seats were sold for 14.83 million yuan.
Since the beginning of the year, the A-share market has gradually rebounded after the continuous downturn. Next, how will the market deduce?
Citic Securities Company Limited(600030) judged that as investors' confidence in steady growth policies and economic stabilization continues to strengthen, market sentiment will be boosted as the main line of steady growth is clarified again. Among them, the starting point of the market in the first half of the year is approaching, and it is expected to appear before the Spring Festival. In terms of allocation, it is suggested to continue to focus on the firm layout of "three lows": first, the varieties whose fundamentals are still expected to be low, second, the varieties whose valuation is still relatively low, and third, the high boom varieties whose adjusted share price is relatively low.
China Securities Co.Ltd(601066) Securities said that the market is gradually stabilizing. In terms of internal factors, liquidity has improved marginally, and the proportion of turnover of popular tracks has also dropped significantly; Credit easing and structural monetary policy are also worth looking forward to. In terms of external factors, the overseas market will usher in a stable window period.
In terms of configuration, China Securities Co.Ltd(601066) believes that the prosperity of current popular tracks such as new energy vehicles, photovoltaic, semiconductors and military industry is driven by the industry cycle rather than the economic environment, there is still much room for the improvement of penetration, and some industries gradually have the logic of globalization. After this round of adjustment, the worries about the overvalued value of the sector have been alleviated to a large extent, and the performance growth rate is still attractive. Supported by the fundamentals of the high boom running through at least the first half of the year, it is still optimistic about its industrial development and relative income performance.
