On January 20, the three major A-share indexes maintained a shock consolidation trend throughout the day. The Shanghai index rose once driven by major financial sectors and turned green again near the end of the day; Shenzhen Composite Index and gem index (399006. SZ) also fell in the afternoon; Boosted by heavyweights, the Shanghai 50 (000016. SH) index rose more than 1%.
disk core data list
1) in terms of capacity, the turnover of the two cities has been enlarged, with a daily turnover of more than 1 trillion.
2) in terms of foreign investment, northbound funds unilaterally bought RMB 12.576 billion throughout the day, a new high since December 9 last year.
3) market sentiment panicked again, with more than 600 falling by more than 5%.
market focus
The highly recognizable “high-standard stocks” Andon Health Co.Ltd(002432) (002432. SZ), Jinghua Pharmaceutical Group Co.Ltd(002349) , Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) have been closed one after another, and Hubei Radio & Television Information Network Co.Ltd(000665) (000665. SZ) have been fried at the end; In terms of bank stocks, the secondary new shares of Bank of Lanzhou once fell 7% in the session, and then were strongly pulled up and closed.
The rise was led by Shandong Delisi Food Co.Ltd(002330) (002330. SZ), followed by Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) (003042. SZ), Jc Finance & Tax Interconnect Holdings Ltd(002530) 6, and Jishi Media Co.Ltd(601929) (601929. SH), Beijing Vastdata Technology Co.Ltd(603138) 4. Overall, Lianban stocks performed strongly.
Stocks in the two cities fell more or less, 3829 stocks fell and 745 stocks rose. Among them, 44 were up limit (non ST) and 13 were down limit (non ST).
focus sector: big finance, Baijiu, pork and other stocks become the main offensive aspects of capital.
In January 20th, after nearly 1 months of rest, the Baijiu sector strengthened again this week, Rainbow Digital Commercial Co.Ltd(002419) (002419.SZ), Shanghai Laiyifen Co.Ltd(603777) (603777.SH) trading, Anhui Kouzi Distillery Co.Ltd(603589) (603589.SH), Anhui Yingjia Distillery Co.Ltd(603198) (603198.SH) rose more than 5%, Baijiu (600519.SH) rose 3%, and Luzhou Laojiao Co.Ltd(000568) ( Kweichow Moutai Co.Ltd(600519) ) rose 2.74%.
On the news side, Kweichow Moutai Co.Ltd(600519) intensively released heavy new products. On January 18, Maotai 1935 was officially launched. It is reported that the guidance price of Maotai 1935 is 1188 yuan, which means that the company wants to build Maotai 1935 into another thousand yuan strategic single product after Feitian Maotai. Maotai 1935 is “fire before sale”, and some people are buying at a high price.
Stimulated by this news, Kweichow Moutai Co.Ltd(600519) took the lead in rising 1% yesterday.
prefabricated dishes + breeding sector
Fearless attention letter, the leading stock of prefabricated vegetables Shandong Delisi Food Co.Ltd(002330) rose again today. So far, the company has pulled seven boards.
On January 19, Shenzhen Stock Exchange issued a letter of concern to Shandong Delisi Food Co.Ltd(002330) , requiring Shandong Delisi Food Co.Ltd(002330) to explain the basis for the formulation of the company’s planning objectives for prefabricated dishes in 2022 in combination with the actual operation and market position of its prefabricated dishes business, and on this basis to explain whether there has been a significant change in the company’s fundamentals.
Near the end of the year, not only the heat of prefabricated vegetables is rising, but also the breeding sector is beginning to be favored by the capital market. Shandongsino-Agriunitedbiotechnologyco.Ltd(003042) recorded six boards, and Hubei Forbon Technology Co.Ltd(300387) (300387. SZ), Shandong Xiantan Co.Ltd(002746) (002746. SZ), Cnfc Overseas Fisheries Co.Ltd(000798) (000798. SZ), Fujian Aonong Biological Technology Group Incorporation Limited(603363) (603363. SH) all rose by the limit.
Recently, pork consumption demand is booming, but the overall price is relatively stable. Compared with last month, pork prices have also dropped significantly.
Despite the rapid decline in pork prices in the past six months, the concept stocks of pig industry still receive continuous attention from institutions. Statistics show that nearly half of the pig industry concept stocks have been rated “buy” or “overweight” by more than five institutions.
big data
Yesterday’s active big data sector, today’s trend differentiation, the sector fell 2%. Four boards were recorded for Beijing Vastdata Technology Co.Ltd(603138) , three boards were recorded for Shenzhen Asia Link Technology Development Co.Ltd(002316) (002316. SZ), and two boards were also recorded for Xiamen Anne Co.Ltd(002235) (002235. SZ) and Sinodata Co.Ltd(002657) (002657. SZ).
According to the prediction of the national industrial information security development research center, during the 14th Five Year Plan period, the scale of China’s data element market will reach 174.9 billion yuan. Guosen Securities Co.Ltd(002736) according to the analysis, with the continuous increase of China’s “new infrastructure” construction represented by “data centric”, the capital will continue to tilt towards the big data industry. In the “14th five year plan”, the construction of big data center, 5g and industrial Internet are mentioned, which will become an important aspect of the future national strategy.
other trading stocks
According to the industry, other trading stocks are sporadically distributed in digital currency, secondary new shares, media and other sectors.
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