On January 20, the central bank announced that the interest rate of LPR was cut, and the north capital increased its position by about 12.6 billion yuan. However, the market did not rebound as expected, but the extreme "19 differentiation" market appeared. Big financial, Baijiu and other sectors rose against the trend, track shares fell across the board, Changchun High And New Technology Industries (Group) Inc(000661) daily limit, the two cities fell more than 3800 stocks.
As of the close, the Shanghai index fell 0.09%, the Shenzhen Component Index fell 0.06% and the gem index fell 0.32%. The turnover of the two markets reached 1.13 trillion yuan, exceeding 1 trillion yuan for 15 consecutive trading days, including 459.702 billion yuan in Shanghai and 669.284 billion yuan in Shenzhen.
the big financial sector bucked the trend and rose
Today, the three major indexes fell, but the Shanghai 50 index rose 1.46%, showing a "19 differentiation" market.
The number of rising stocks in the two cities was 745, including 49 rising stocks, 3828 falling stocks and 30 falling stocks.
In terms of industry performance, among shenwanyi industries, banking, non bank finance and household appliances industries led the increase, rising by 2.10%, 2.04% and 1.86% respectively; The media, defense and military industry and basic chemical industry led the decline, down 2.81%, 2.52% and 2.39% respectively.
The banking sector led the market. The Bank of Lanzhou in the sector rose the limit, Qilu Bank Co.Ltd(601665) rose 6.47%, rose the limit once in the session, Ping An Bank Co.Ltd(000001) rose 5.03%, and Bank Of Hangzhou Co.Ltd(600926) , China Merchants Bank Co.Ltd(600036) rose more than 3%.
Lanzhou bank once fell 7.56% in the morning, but then rose sharply and rose by the limit. After hours information showed that a special institutional seat appeared on the dragon and tiger list of Bank of Lanzhou, with a net purchase of 35.1374 million yuan that day, ranking third in the purchase amount. Bank of Lanzhou is a new share. It was listed on January 17, and the latest closing price was 91.6% higher than the issue price. Since its listing, Bank of Lanzhou has information on the dragon and tiger list on January 17, 19 and 20, but only 20 institutions appeared in the list of buying seats.
In the securities sector, Chinalin Securities Co.Ltd(002945) rose by the limit, China Greatwall Securities Co.Ltd(002939) rose by more than 7%, and Guotai Junan Securities Co.Ltd(601211) , Huatai Securities Co.Ltd(601688) , Gf Securities Co.Ltd(000776) , Orient Securities Company Limited(600958) rose by more than 3%.
In terms of funds, the data show that the net inflow of funds from the North today is 12.576 billion yuan, including 7.837 billion yuan from the Shanghai Stock connect and 4.74 billion yuan from the Shenzhen Stock connect.
This morning, the central bank announced the LPR interest rate cut, the broad monetary signal was strong, and the northward funds also bought 10 billion yuan, but the number of stocks falling in the two cities exceeded 3800. A professional investor Tucao make complaints about the most ironic scene since the bank's interest rate increase. Buying money from the north and selling money from the mainland.
As for the reasons for today's market decline, Xia Fengguang, fund manager of private placement pai.com, said: first, the market has expected to cut interest rates, and we still need to see the further implementation of policies in the next two months; Second, the disturbance of overseas policies. Under the background of the tightening policy of the Federal Reserve, the major overseas indexes have a large decline, which will not only affect the action of foreign capital, but also restrict the easing of China's policies and affect the forecast if the Federal Reserve continues to raise interest rates; Third, the operation direction of the stock market is affected by multiple mechanisms. Historically, the impact of the adjustment of interest rate policy on the market on that day is different. The market has its own operation rhythm. Only after the continuity of interest rate policy and the final impact on the macro economy can the direction of the market be gradually changed.
Changchun High And New Technology Industries (Group) Inc(000661) continuous limit
Among the falling sectors today, yuancosmos, salt lake lithium extraction, phosphorus chemical industry, UHV, military industry, semiconductor and other sectors fell sharply.
"Northeast yaomao" Changchun High And New Technology Industries (Group) Inc(000661) broke the limit yesterday, and today's "word board" fell the limit. The limit was not opened all day, with a turnover of 861 million yuan and a total market value of 82.9 billion yuan. The limit fell for two consecutive days, and the market value of Changchun High And New Technology Industries (Group) Inc(000661) two trading days evaporated by 19.44 billion yuan.
The daily limit of Changchun High And New Technology Industries (Group) Inc(000661) is considered to be related to a centralized purchase list. Some investors asked Changchun High And New Technology Industries (Group) Inc(000661) on the interactive platform today: "centralized purchase has been so long, and the company has no plan for this?"
Changchun High And New Technology Industries (Group) Inc(000661) replied that at present, the bidding process for centralized drug procurement has not been officially started, and the specific impact will also depend on the actual participation in the bidding, the winning result, the winning price, etc. the follow-up matters and the impact on the company are still uncertain. At present, there is no expectation of serious impact on the company's operating performance, and the company will actively pay attention to the follow-up progress, Carefully study the provisions of relevant documents and reasonably formulate the implementation plan. In addition, Changchun High And New Technology Industries (Group) Inc(000661) also said on the interactive platform that the daily production and operation of the company and its branches and subsidiaries are normal, the team is stable, and the repurchase plan is continuously being implemented.
From today's Dragon and tiger list of Changchun High And New Technology Industries (Group) Inc(000661) , among the top five seats sold, except that the third is the net sales of 42.6272 million yuan by the securities business department, the other four are institutional seats, with a total net sales of 170 million yuan. Among the seats purchased, the net purchase of Minsheng securities Harbin branch exceeded 49 million yuan.
Source:
the net outflow of main funds exceeded 32 billion yuan
When the net capital inflow in the North exceeds 12.5 billion yuan, from the perspective of main capital, wind data shows that the net outflow of main capital in the two cities is 32.297 billion yuan, 1501 stocks have a net inflow of main capital, and 3107 stocks have a net outflow of main capital.
In terms of industry, according to wind data, only non bank finance, banking, household appliances and food and beverage industries in shenwanyi class have net inflows of main funds, with net inflows of 4.623 billion yuan, 4.377 billion yuan, 786 million yuan and 718 million yuan respectively. Other industries have net outflows of main funds, and the main funds in electronics, power equipment and media industries have net outflows of 5.258 billion yuan 4.55 billion yuan and 4.049 billion yuan.
main capital flows in the industry today
In terms of individual stocks, Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) main capital net inflows ranked first, with net inflows of 1.54 billion yuan, 1.493 billion yuan and 951 million yuan respectively, all of which were large financial stocks. The net outflow amount of Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Avic Electromechanical Systems Co.Ltd(002013) , Avic Shenyang Aircraft Company Limited(600760) main funds ranked first, with a net outflow of 748 million yuan, 489 million yuan and 461 million yuan respectively.
top ten stocks with net inflow of main funds today
top ten shares of net outflow amount of main funds today
Xia Fengguang said that the recent market trend is generally weak, but structural opportunities emerge one after another. Under the background of continuous inflow of long-term funds, the index is expected to remain stable, and high-profile industries and undervalued sectors have good allocation value.
Huaan Securities Co.Ltd(600909) said that monetary policy and liquidity are in a more positive time window. In addition, with the continuous efforts of steady growth measures, economic growth is expected to improve marginally and exceed market expectations in the first quarter of 2022. The continuous confirmation of the steady growth policy and the marginal economic expectation will help the interpretation of the restless market in spring. The logic of growth and steady growth was further strengthened, and the risk appetite of the short-term financial sector was improved.
