On the morning of January 26, the A-share market was significantly improved compared with yesterday’s market. 2569 stocks in the two cities rose, and the trend of wind power, silicone and other sectors was prominent. The leading stock of photovoltaic modules, n-crystal technology, rose 118.4%, with a total market value of 109.2 billion yuan.
As of the morning closing, the Shanghai Composite Index rose 0.14% to 3437.98 points; The Shenzhen composite index fell 0.17% to 13660.60 points; The gem index fell 0.24% to 2967.91 points.
The agency said that as the pre holiday market contraction is coming to an end and the monetary policy window period in February is approaching again, holding shares for the holiday is still the best choice at present.
n Jingke rose 118.4%
among the 100 billion market value clubs
On the morning of the 26th, n Jingke rose 118.4%, with a total market value of 109.2 billion yuan. According to the midday closing price, winning the first signing can earn 2960 yuan.
According to public information, Jingke energy is a high-tech enterprise integrating R & D, production and sales of monocrystalline silicon wafer, polycrystalline silicon wafer, Cecep Solar Energy Co.Ltd(000591) battery and Cecep Solar Energy Co.Ltd(000591) battery module. It is one of the important photovoltaic module manufacturers in the world. In May 2010, the company was listed on the New York Stock Exchange.
As of noon closing, the adoption of another new share n Rose 42.72% to 71.8 yuan.
In the early stage, new shares broke out frequently on the first day of listing. In this regard, China Securities Co.Ltd(601066) said that the market pricing returned to rationality. It is recommended that investors give reasonable valuation to unprofitable biomedical enterprises and companies with excessively high pricing but weak substantive scientific and technological attributes, and actively participate in the IPO of enterprises with new normal pricing.
wind power and silicone are active
On the morning of the 26th, the wind power sector performed prominently. Among the sectors, Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Dajin Heavy Industry Co.Ltd(002487) rose by the limit.
In 2021, China’s offshore wind power grew rapidly driven by rush loading demand. Previously, the market generally expected that after the concentrated release of rush loading demand, offshore wind power would have a long “vacuum period”. However, since the end of 2021, the promotion speed of affordable offshore wind projects has been significantly faster than expected.
According to the statistics of Anxin securities, more than 7gw of affordable offshore wind power projects in Guangdong, Zhejiang, Shandong and Fujian have been subject to EPC / wind turbine / foundation bidding during the year. In addition, nearly 3gw projects in Jiangsu and Shanghai have been allocated competitively. Meanwhile, Guangdong, Jiangsu, Shandong, Zhejiang, Guangxi, Fujian, Hainan and other provinces have announced the “14th five year plan” for offshore wind power development. The cumulative planned installed capacity of the six provinces at the end of the 14th five year plan exceeds 60GW, an increase of nearly five times compared with 10GW at the end of the 13th five year plan. Therefore, China’s offshore wind power installation space has been fully opened. With the continuous promotion of the parity process, China’s offshore wind power installation is expected to maintain high-speed growth.
In addition, the silicone sector was also active. Among the sectors, Ningbo Runhe High-Tech Materials Co.Ltd(300727) rose 14.02% and Shandong Dongyue Organosilicon Materials Co.Ltd(300821) rose 10.93%.
institutions suggest holding shares for holidays
Western Securities Co.Ltd(002673) said that as the pre holiday market contraction is coming to an end and the monetary policy window period in February is approaching again, holding shares for the holiday is still the best choice at present. It is recommended that investors actively layout the market in the first half of the year. Grasp four main lines from the structure: with the gradual realization of the annual report performance, the growth sector is expected to become the phased main line of the market after the Spring Festival; Securities companies benefiting from the recovery of transactions and the comprehensive registration system; Offline economy represented by catering tourism and commercial retail; Essential consumer goods and the agricultural sector catalysed by the Tonga volcanic eruption.
Debang securities expects that the end of this round of market may occur in January (the last week before the Spring Festival) or around April.
Sentiment bottomed out and institutions with abundant liquidity believed that the falling space of A-Shares was limited
