On January 25, the three major A-share indexes fell unilaterally and collectively throughout the day. The Shanghai index, Shenzhen Composite Index and gem index (399006. SZ) all fell by more than 2.5%, and the gem index fell below the integer mark of 3000 points, the first time since May 14 last year; The stock index fell 3500 points, breaking the new low of the last two months again.
As of the close, the stock index fell 2.58% to 3433.06 points; The Shenzhen composite index fell 2.83% to 13683.89 points; The gem index fell 2.67% to 2974.96 points.
List of disk core data
1) in terms of volume and energy, the turnover of the two cities fell in large quantities, with a turnover of 936.8 billion throughout the day.
2) in terms of foreign investment, the continuous buying trend of northbound funds ended, with a net sales of 3.574 billion yuan throughout the day.
3) stocks in the two markets showed a general decline trend. 4300 shares fell, which was the largest day in the history of a shares, and more than 1500 stocks fell by more than 5%.
Focus stocks
1) the high-level demon stocks were almost wiped out, and Andon Health Co.Ltd(002432) (002432. SZ) recorded a 4-day limit in 6 trading days; Jinghua Pharmaceutical Group Co.Ltd(002349) (002349. SZ), Bank of Lanzhou (001227. SZ), Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750. SZ), Shanghai Kaikai Industry Company Limited(600272) (600272. Sh; 900943. SH), Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) (000530. SZ; 200530. SZ), Shandong Delisi Food Co.Ltd(002330) (002330. SZ) and so on fell one after another;
2) high and low switching of digital economy, Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) giant Yin reverse package yesterday’s positive line, Xiamen Anne Co.Ltd(002235) (002235. SZ) 5 connecting board, Szzt Electronics Co.Ltd(002197) (002197. SZ) 3 connecting board, Shanghaichengdiconstructioncorporationltd(603887) (603887. SH) first board.
3) a total of 28 shares rose today, 28 shares less than the 56 share limit of the previous trading day.
Stocks in the two cities rose more and fell less, 4333 stocks fell and less than 300 stocks rose. Among them, 28 were up limit (non ST) and 51 were down limit (non ST).
Focus sector: on the disk, only precious metals and airports barely maintain the red disk.
The tourism, hotel and catering sectors bucked the trend today, and the tourism sector leader Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (600706. SH) recorded three consecutive boards today, China United Travel Co.Ltd(600358) (600358. SH) limit, Xi’An Tourism Co.Ltd(000610) (000610. SZ), Yunnan Tourism Co.Ltd(002059) (002059. SZ), Utour Group Co.Ltd(002707) (002707. SZ) and other increases were higher; In terms of hotel catering sector, Huatian Hotel Group Co.Ltd(000428) (000428. SZ) rose the limit, Xi’An Catering Co.Ltd(000721) (000721. SZ), Btg Hotels (Group) Co.Ltd(600258) (600258. SH) and other outstanding performances.
On the news side, according to the report released by Tongcheng travel (00780. HK), the hotel reservation volume during the Spring Festival this year increased by nearly 30% year-on-year. Among them, the orders of hotels in local and surrounding cities account for more than half, and medium and high-end resort hotels have become the first choice for people to book rooms during the Spring Festival.
The “14th five year plan” for tourism development was recently issued. The plan mentioned to innovate and improve China’s tourism under the condition of normalization of epidemic prevention and control, and promote the recovery of inbound and outbound tourism step by step and orderly under the premise of effective control of the international epidemic.
Gold
Affected by international geographical factors, gold stocks also rose against the trend and became a “safe haven” in today’s sharp decline. In the sector, Beijing Kingee Culture Development Co.Ltd(002721) (002721. SZ) rose by the limit, Hunan Gold Corporation Limited(002155) (002155. SZ) rose by the limit, China National Gold Group Gold Jewellery Co.Ltd(600916) (600916. SH), Western Region Gold Co.Ltd(601069) (601069. SH), Chenzhou City Jingui Silver Industry Co.Ltd(002716) (002716. SZ) and other stocks rose.
The Spring Festival is the traditional peak season for gold and jewelry sales, Sinolink Securities Co.Ltd(600109) said that in December 2021, the retail sales of gold, silver and jewelry reached 28.94 billion yuan, and the total retail sales of gold, silver and jewelry commodities of units above the quota reached 304.1 billion yuan in the whole year, with a year-on-year increase of 29.8%. The growth rate ranks first in all commodity categories. The boom has increased significantly, with a compound increase of 16.7% compared with 2019.
Looking forward to 2022, China Merchants Securities Co.Ltd(600999) believes that the trend of gold is expected to continue and the cultivation of diamonds is gradually rising. Economic development is gradually showing a stagflation trend. The gold hedging effect will continue to promote the upward price of gold. At the same time, the production process will be upgraded to improve the consumption attribute of gold, and the consumption in non wedding scenes will gradually increase. At present, there is a strong market demand for cultivated diamonds, and the supply of structural high-quality products is in short supply. It is expected to achieve a rapid increase in penetration in China.
Big data
Recently active digital China concept stocks also made up losses in today’s sector, with concepts such as big data and domestic software down 5%.
It is worth mentioning that in the case of the sharp decline of the whole sector, many stocks still hit new highs. The front row Xiamen Anne Co.Ltd(002235) captured 5 boards, and the rear row Shanghai New Centurion Network Information Technology Co.Ltd(605398) (605398. SH), Routon Electronic Co.Ltd(600355) (600355. SH) recorded 3 and 2 boards respectively.
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 together, which will become an important part of the future national strategy.
Other trading stocks
According to the industry, other trading stocks are sporadically distributed in real estate, military industry, new shares and other sectors.
