Summary
[The A-share market opened higher and lowered on the first trading day of the Year of the Ox. The four phenomena reflect market capital adjustment and share swap]Yesterday morning, the three major stock indexes gapped and opened higher across the board, followed by a shock and fall. As of the close, the Shanghai Composite Index reported 3,675.36 points, an increase of 0.55%, while the Shenzhen Component Index and the ChiNext Index fell by 1.22% and 2.74% respectively. Although it did not achieve a comprehensive start to the market, four major phenomena were revealed on the first trading day of the Year of the Ox, which attracted attention from all parties. (Securities Daily)
Yesterday’s morning, the three major stock indexes gapped across the board and opened higher, followed by a shock and fall. As of the close,The Shanghai Composite IndexReported 3675.36 points, an increase of 0.55%,Shenzhen Component IndexwithGrowth Enterprise Market IndexThen there was a decline, the decline was 1.22% and 2.74%. Although it did not achieve a comprehensive start to the market, four major phenomena were revealed on the first trading day of the Year of the Ox, which attracted attention from all parties.
First, the amount can be amplified. February 18, Shanghai and Shenzhen Stock ExchangeDealThe amount has returned to more than one trillion yuan, reaching a total of 1088.519 billion yuan. The amount can be enlarged compared to before the holiday, showingmarketinvestmentThe enthusiasm continues.
Second, there is a general upswing pattern. Although the three major stock indexes rose and fell mixed yesterday, from the perspective of individual stocks, as of the close, 3,605 stocks in the two cities have achieved gains, accounting for 86.49% of the total number of tradable stocks, and only 520 stocks have fallen.It’s worth noting that includingYangnong Chemical、China Merchants Bank、Wanhua Chemical、Wuliangye、Beixin Building MaterialsThe stock prices of the 50 stocks, including those, all hit a record high in the intraday market, showing their strength.
Third, resource stocks performed well. From the perspective of 28 industries at Shenwan Level 1,Non-ferrous metalsThe growth rates of the three industries, mining, mining and steel, were among the highest, all exceeding 4%, which were 6.69%, 5.54% and 4.72% respectively.
In this regard, analysts believe that resource stocks such as coal, non-ferrous metals, and oil have risen sharply mainly becauseNon-ferrous metals, Oil and other bulkProductpriceThe surge reflects the economic stimulus and economic recovery on the one hand, and on the other hand the fact that the epidemic has led to insufficient investment in global commodity production capacity and insufficient global operating rates in the past year.Pro-cyclical inflation will continue, it is recommended to focus onNon-ferrous metals, Crude oil, rare earths,industryMetal and other globalPricingCycle industry.
Fourth, there is a surge of funds, and they have quietly adjusted their positions and exchanged shares. Yesterday,Northward capitalThe return of A shares, the net purchase amount reached 5.073 billion yuan. During the year, the cumulative net purchase amount of funds from the northward had reached 79.129 billion yuan.
At the same time,Big orderFunds are also tossing around, swapping positions for shares. According to the data, the reporter of “Securities Daily” found that although the entire market showed a net outflow of funds, non-ferrous metals,real estate, Mining and other three industries, large single fundsNet inflowBoth exceeded 1 billion yuan, respectively 4.93 billion yuan, 1.52 billion yuan and 1.01 billion yuan, and the total net inflow of funds reached 7.451 billion yuan. And the medical biology, electrical equipment,food and drinkFour industries, including the automobile industry, become institutionsLighten upThe main target of the net outflow of funds exceeded 3 billion yuan.
In this regard, Jinbailin ConsultingAnalystIn an interview with a reporter from Securities Daily, Qin Hong said that the future trend of the A-share market may show three new features: First, the general rise of individual stocks is more obvious. High valuation and high-end varieties are facing greater downward pressure, and low-end stocks are attracting capital attention; second, the pattern of strong Shanghai and weak shares has emerged. The performance of the Shanghai Composite Index and the CSI 2000 Index may be more prominent in the future; the third is the chemical industry,CommodityCorresponding correlationindustryThe leading stocks of the chain led the growth pattern more clearly.Global stock marketThe investment logic may switch to the economic recovery benefit category. Therefore, it is recommended that market participants change the stock selection logic appropriately and look for stocks that benefit from economic recovery.
Private equity row net future starfundManager Hu Bo told the “Securities Daily” reporter that due to the impact of the general rise in the outside world during the Spring Festival and the unexpectedly higher-than-expected US economic stimulus plan, the market opened sharply higher after the holiday. Later, due to the impact of the central bank’s recovery of liquidity, the market’s cautious mood increased. As a result, the funds have been clearly grouped in the early stage, withdrawing from the stocks with larger gains and flowing to most stocks, showing a general rise phenomenon. As the market continues to change, there may be new,PerformanceThe high-certainty sector is converted into a group stock.
Xu Chuanhua, chairman of Yiluo Investment, who was interviewed by a reporter from “Securities Daily” also said that yesterday’s decline in the A-share market was mainly due to the significant release of the accumulated fear of heights and profit-taking sentiment from the rapid rise in the previous period.In the context of continuous and steady inflow of incremental funds dominated by institutional funds, A-sharesMarket liquidityIt is expected to remain ample for a long time and is expected to usher in a new high. We can actively pay attention to the opportunities for diffusion and growth of the leaders in various fields and the second-tier segmentation leaders. Commodities, mining and other sectors also have good investment opportunities in the context of the global economic recovery and the weakening of the US dollar.
(Source: Securities Daily)
(Editor in charge: DF520)
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