Today's index fell unilaterally, and all major indexes fell by more than 2%, and basically closed at the lowest point. On the disk, only precious metals, airports, hotels and restaurants rose, while the rest fell. The daily limit of individual stocks in the two cities is less than 30, and the number of individual stocks rising is less than 300.
sector
The market has entered the rotating market again, and the sustainability of the sector is worrying. Yesterday's strong digital economy concept and new energy track were greatly adjusted. In terms of rising sectors today, only precious metals, airports, hotels and restaurants rose.
In terms of theme speculation, digital economic concepts such as big data, blockchain, cloud computing, data center and digital currency led the decline in the two cities. Only the concept stocks of data exchange remained in the partially active market. For example, the Xiamen Anne Co.Ltd(002235) of Henan plain big data trading center was promoted to the fifth board, and the Inspur Software Co.Ltd(600756) of Henan Data Trading Center rose more than 50% on the 7th, Indirect participation in Beibu Gulf Big Data Trading Center Business-Intelligence Of Oriental Nations Corporation Ltd(300166) rose by more than 4%.
Safe haven sectors such as gold and military industry have strengthened due to the tension in Ukraine. However, considering the downturn of the overall trading atmosphere of the market and the poor sustainability of the sector, the sustainability of the gold and military industry sectors also needs to be observed.
In terms of growth tracks, today's new energy tracks such as photovoltaic and lithium batteries have failed to get out of sustainability, mainly because new energy tracks are mostly trend oriented. If you want to get out of sustainability, you need the cooperation of the index. How to understand? If the index rebounds this week, the new energy track may also continue to be repaired, otherwise it may resonate with the index to the bottom.
individual shares
Yesterday's repair market is the same as the stuffy killing market. This method is relatively fragmented. Generally, it is possible to rebound and kill again the next day. Today, the market sentiment chose to fall again, and the high-end stocks ebbed again, such as Andon Health Co.Ltd(002432) , Hubei Radio & Television Information Network Co.Ltd(000665) , Shandong Delisi Food Co.Ltd(002330) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Inly Media Co.Ltd(603598) and other stocks fell one after another.
In fact, it may not be surprising that today's mood has fallen again. Because we are still in the emotional cycle with Andon Health Co.Ltd(002432) as the core, we must tie the bell to solve the bell. Today's repair intensity of Andon Health Co.Ltd(002432) roughly determines the direction of emotional fluctuation.
But obviously, according to the adjustment degree of the concept of anti epidemic in recent days, the most extreme is the direct waist cutting on Jiangxi Fushine Pharmaceutical Co.Ltd(300497) 4. In addition, the superposition of new pharmaceutical stocks is also very miserable. For example, the amplitude of pharmaceutical new stock C Chengda on the 4th exceeded 140% and the maximum pullback exceeded 50%. Obviously, the direction of the anti epidemic concept has been actively abandoned by market funds, so it is expected that the anti pumping intensity of Andon Health Co.Ltd(002432) will not be too high today, and it is a high probability that the rocker will rush up and fall back.
On the disk, Andon Health Co.Ltd(002432) once turned red after being pried off the limit, but finally closed at the limit. Under the trend of Andon Health Co.Ltd(002432) repairing first and then killing down, the high-level stocks that follow the trend also rush up and fall down one after another, so the market sentiment is naturally easy to fall.
future analysis
In terms of index, as of the close, the Shanghai index fell 2.58%, the Shenzhen composite index fell 2.83% and the gem index fell 2.67%. Northbound funds sold a net 3.574 billion yuan throughout the day, including 1.372 billion yuan for Shanghai Stock connect and 2.201 billion yuan for Shenzhen Stock connect. The turnover of Shanghai and Shenzhen stock markets was 936.8 billion, down from 72.6 billion in the previous trading day, and the market volume fell in the late trading day.
The three major indexes continued to decline throughout the day, with the Shanghai index falling below 3500 points and the gem falling below 3000 points, all breaking new lows in the last two months. The reasons why the index is so weak today may be as follows: 1) the crisis between Russia and Ukraine is fermenting, and domestic funds are worried about the transmission risk of peripheral stock markets; 2) This week entered the intensive disclosure period of annual report performance forecast, and many companies' performance "thunder" frequently; 3) High-level stocks such as Andon Health Co.Ltd(002432) , Jinghua Pharmaceutical Group Co.Ltd(002349) were directly killed by a-word, which also suppressed the mood of theme speculation.
Haitong Securities Company Limited(600837) pointed out that there have been continuous pullbacks in the international market, and NASDAQ has entered a technical bear market with a decline of more than 20%. Various factors do not support the stable rebound and post holiday performance of the Chinese market. In this round of global decline, A-Shares are the first to start falling, and will also be the first to see the bottom. However, in the current environment, positions can be properly controlled. There are many uncertain factors during holidays, waiting to be digested.
In terms of sentiment, it rose 268, down 1514 from the previous trading day; Trading limit of 27 (excluding ST shares and new shares not opened), 27 less than the previous trading day; 13 fried boards, 3 less than the previous trading day; Gem / Kechuang board stocks rose by 2, down 1 from the previous trading day; There were 50 drop limits, an increase of 18 over the previous trading day.
Today, the market loss effect exploded. The number of decliners reached a staggering 4000, only more than 200 stocks rose, and the number of decliners also reached 50. As of the closing, the index has fallen to the end. According to the inertia of the decline, the index may reach the bottom tomorrow morning, so the mood may continue to reach the bottom tomorrow morning.
market highlights
1. Most of China's commodity futures closed down, and the main contract of Shanghai nickel fell by the limit
On January 25, most of China's commodity futures closed down. The main contracts of Shanghai nickel fell by the limit, with stainless steel falling by more than 6%, LPG falling by more than 5%, Shanghai tin and ferrosilicon falling by more than 4%, pulp, ethylene glycol, international copper, soybean oil, Zheng oil, asphalt and Shanghai copper falling by more than 2%, and fuel oil, palm, peanut, red jujube, glass, crude oil and staple fiber falling by more than 1%. Thermal coal rose by more than 2%, while Douyi, iron ore and coke rose by more than 1%.
2. Ministry of housing and urban rural development: vigorously develop prefabricated buildings and cultivate a number of prefabricated building production bases
On January 25, the Ministry of housing and urban rural development issued the "14th five year plan" for the development of construction industry, which proposed to vigorously develop prefabricated buildings. Build a standardized design and production system for prefabricated buildings, promote the intelligent upgrading of production and construction, expand the use scale of standardized components and parts, and improve the comprehensive benefits of prefabricated buildings. Actively promote the application of assembly decoration in commercial housing projects, promote pipeline separation and integrated decoration technology, promote integrated modular building components, and promote the deep integration of assembly decoration and prefabricated buildings. Vigorously promote the application of prefabricated buildings, actively promote the construction of high-quality steel structure housing, and encourage schools, hospitals and other public buildings to give priority to the use of steel structure. Cultivate a number of prefabricated construction production bases.
