On January 19, the three major A-share indexes collectively closed down. According to wind data, as of the close, the Shanghai Composite Index fell 0.33% to 3558.18; The Shenzhen composite index fell 1.28% to 14207.19 points; The gem index fell 2.17% to 3075.98.
On the disk, the new energy vehicle industry chain was significantly reversed. In the afternoon of Contemporary Amperex Technology Co.Limited(300750) , it fell by more than 4%, Byd Company Limited(002594) by nearly 5%, Eve Energy Co.Ltd(300014) by more than 6%, Tianqi Lithium Corporation(002466) , Great Wall Motor Company Limited(601633) , Yunnan Energy New Material Co.Ltd(002812) and so on. The online game sector rose, Sichuan Xun You Network Technology Co.Ltd(300467) , Rastar Group(300043) limit. Cement stocks soared, Gansu Shangfeng Cement Co.Ltd(000672) , Anhui Conch Cement Company Limited(600585) up more than 7%. Financial, coal, steel, real estate and household appliances sectors rose, and Bank of Lanzhou continued to rise by the limit. Digital economy concept stocks were partially active, Beijing Vastdata Technology Co.Ltd(603138) , Inspur Software Co.Ltd(600756) were all connected to the board.
Among the shenwanyi industry sectors, building materials, media, household appliances and other sectors led the increase; Defense industry, power equipment, automobile and other sectors led the decline.
Among the concept sectors, Lianban, online games, cement manufacturing and other sectors led the increase; Lithium ore, salt lake lithium extraction, lithium battery negative electrode and other sectors led the decline.
Debon securities recently released a report on the construction materials industry, which believes that under the background of stable growth, the expectation of high growth of infrastructure investment in the first quarter is increased. At present, the cement sector with undervalued value and high profit is suitable for defensive counterattack. At the same time, the pipes driven by water conservancy projects and municipal projects also benefit; Secondly, the consumption of building materials or the gradual emergence of bad depreciation in the annual report provides new buying opportunities. The policy side continues to promote marginal catalysis. Under the trend of increasing concentration, the operation of leading enterprises still maintains steady growth; At the same time, the completion toughness of the real estate is strong. After the spring, the centralized release of demand or the start of a new round of simultaneous rise in volume and price has become a catalyst for the stock price of building materials.
