On January 26, the index rose and fell after opening higher in the morning, and rebounded in the afternoon. Finally, the three indexes rebounded; Gem index (399006. SZ) rose nearly 1%, standing at 3000 points. As of the close, the stock index rose 0.66% to 3455.67 points; The Shenzhen Composite Index rose 0.70% to 13780.3 points; The gem index rose 0.99% to 3004.41.
List of disk core data
1) the rise / fall ratio of Shanghai and Shenzhen stock markets is about 2.2; There were 92 stocks with an increase of more than 7%, including 42 on the first board and 6 on the second board, which rebounded significantly compared with yesterday; Short term mood has been repaired.
2) in terms of volume and energy, the total turnover of the two cities was 794.2 billion yuan, which was significantly reduced compared with yesterday, falling below trillion for four consecutive trading days.
3) in terms of foreign capital, the net purchase of funds from the north is 1.14 billion yuan, of which the net sale of Shanghai Stock connect is 161 million yuan and the net purchase of Shenzhen Stock connect is 1.301 billion yuan.
Market focus
focus stocks: high-standard stocks accelerated the ebb tide
1. Under the continuous cooling of digital currency, the front row stocks have been repaired, Beijing Cuiwei Tower Co.Ltd(603123) (603123. SH) rose the limit and reversed the package, Jc Finance & Tax Interconnect Holdings Ltd(002530) (002530. SZ) rose 5.33%, and Szzt Electronics Co.Ltd(002197) (002197. SZ) 4 connected the board.
2. Tourist hotels made up for the decline, Xi’An Qujiang Cultural Tourism Co.Ltd(600706) (600706. SH) opened higher and fell lower by 2.27%; Huatian Hotel Group Co.Ltd(000428) (000428. SZ) fell 6.38%.
3. The wind energy sector led the rebound of new energy, Dajin Heavy Industry Co.Ltd(002487) (002487. SZ), Jiangyin Hengrun Heavy Industries Co.Ltd(603985) (603985. SH) and other trading limits.
4. For other focus stocks, Inspur Software Co.Ltd(600756) (600756. SH) fell by the limit; Xiamen Anne Co.Ltd(002235) (002235. SZ) 6 failed to connect the board and fell to the limit; Macrolink Culturaltainment Development Co.Ltd(000620) (000620. SZ) 5 failed to connect the board and fell to the limit. In the rear relay, Kingland Technology Co.Ltd(000711) (000711. SZ) and Shanghai New Centurion Network Information Technology Co.Ltd(605398) (605398. SH) recorded four boards, which is also the highest board in the current market.
focus sector: wind power, prefabricated buildings and securities companies have become the main attack direction of funds.
Stocks in the two cities rose more and fell less. 3088 stocks rose and only 1406 stocks fell. Among them, 52 were up limit (non ST) and 31 were down limit (non ST).
Wind power
Boosted by the good news, today’s new energy sector ushered in a long lost rebound across the board, in which the performance of wind power concept stocks is very bright. Dajin Heavy Industry Co.Ltd(002487) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Yunnan Energy Investment Co.Ltd(002053) (002053. SZ) and so on rose one after another.
On the news side, the Political Bureau of the CPC Central Committee conducted the 36th collective learning on the afternoon of January 24 to strive to achieve the goal of carbon peak and carbon neutralization, and proposed to strengthen the planning and construction of a new energy supply and consumption system based on large-scale wind and solar power bases, supported by clean, efficient, advanced and energy-saving coal power around them, and supported by stable, safe and reliable UHV power transmission and transformation lines.
Big data
Recently, there has been a continuous adjustment in digital economy concept stocks, among which the big data sector has also opened recently and continued to cover the decline. However, the accelerated rotation of individual stocks within the sector has been started, and a number of individual stocks are still active. The Xiamen Anne Co.Ltd(002235) 6 connecting board failed to fall to the limit, but the Shanghai New Centurion Network Information Technology Co.Ltd(605398) and Kingland Technology Co.Ltd(000711) in the back row recorded four connecting boards, Suna Co.Ltd(002417) (002417. SZ), Enc Digital Technology Co.Ltd(603869) (603869. SH) and so on.
The State Council recently issued the “opinions on supporting Guizhou to blaze a new path in the western development in the new era”. It is proposed to promote the construction of national big data comprehensive experimental zone and Guiyang big data science and technology innovation city, and cultivate and expand emerging digital industries such as artificial intelligence, big data and cloud computing.
Auto parts
Today, the new energy vehicle (399417. SZ) industry chain also showed some performance, among which the auto parts sector performed well. Kuang-Chi Technologies Co.Ltd(002625) (002625. SZ), Guangdong Hongtu Technology (Holdings) Co.Ltd(002101) (002101. SZ), Wuxi Zhenhua Auto Parts Co.Ltd(605319) (605319. SH) limit.
According to the latest data released by the passenger Federation, the retail volume of passenger cars was 600000 from January 17 to 23, with a year-on-year increase of 28% and a month on month increase of 36%.
Other trading stocks
According to the industry, other trading stocks are sporadically distributed in fabricated buildings, cultural media, real estate, lithium batteries and other sectors
