A shares continue to force empty market foreign countries do not change the situation
China Securities Net Fees Tianyuan On Monday, the three major A-share indexes rose unilaterally.
The Shanghai Composite Index soared 2.
28%, the largest single-day increase this year; the Shenzhen Stock Exchange Index rose by 2.
98%, a new high in the past two years; GEM Index rose sharply 3.
72%, a new high of more than 3 years, and this year has gradually increased by nearly 20%.
Individual stocks rose.
More than 3,600 stocks in Shanghai and Shenzhen have increased, accounting for 98%, and nearly 200 stocks have reached daily limit.
28 Shenwan Tier 1 industries have become popular across the board. The defense industry and the communications industry as a whole rose by more than 5%.
Foreign countries continued to grab funds, with northbound funds buying 53 throughout the day.
6.3 billion yuan, of which 32 were net purchases from the Shanghai Stock Connect channel.
2 billion yuan, 21 net purchases from Shenzhen Stock Connect.
6.1 billion yuan.
Three new attractions are rising and stopping tide. One is the concept of WiFi6.
During the session yesterday, the concept of WiFi6 broke out across the board, Tianyi shares expanded to a “single limit”, and multiple shares such as Gongjin also harvested daily limits, driving the overall growth of the Shenwan communications industry to 5.
According to the Panfeng Electronics team of Tianfeng Securities, compared with WiFi5, WiFi6 has greatly improved performance in terms of transmission rate, number of connections, delay, and so on.
It is expected that by the second half of 2020, the supply chain price will drop due to the optimization of production costs, and the WiFi5 inventory will be digested, and the WiFi6 router penetration rate is expected to increase.
The second is the defense industry sector.
Yesterday, the overall growth of the Shenwan military industry was as high as 6.
35%, aerospace development, Hongdu Aviation and other about 20 military shares closed down.
The military team of Anson Securities believes that in the past few years, the refinancing schemes of military industrial enterprises have generally expanded, and some companies have raised insufficient funds or cancelled their issuance.
After the issuance of refinancing rules is revised, it may stimulate the enthusiasm of listed companies for financing, especially for companies with new product research and development, production capacity in urgent need of expansion, or mergers and acquisitions or restructuring, or the listed strategic investors will be used to solve the funding problems required for development and reduce financialThe expense ratio is expected to increase in the listed companies that subsequently launch a fixed increase plan.
The third is the pesticide and seed industry sector.
In the past weekend, the desert terrain in East Africa and West Asia affected the nerves of the market.
During the trading session yesterday, the pesticide sector opened higher and higher across the board. Red Sun, Evergreen, Andomac A and other stocks stopped rising.
The Air Force’s strong seed industry sector has also heated up again, and all of Tianjin Yinke Hi-Tech, Wanxiang Denong, and Beidahuang have harvested and stopped.
Northbound funds have net inflows of US $ 78.2 billion this year, and Northbound funds have shown significant inflows this year.
Yesterday,武汉夜生活网 Northbound funds made a net purchase of 53 again.
6.3 billion yuan, of which 32 was a net purchase of SSE Securities.
2.0 billion yuan, Shenzhen Stock Connect net purchase of 21.
6.1 billion yuan.
Since 2020, the net purchase of northbound funds has gradually reached 781.
USD 8.5 billion, and the total net purchase of northbound funds in 2019 was USD 351.7 billion.
In other words, in less than two months of this year, the net purchase amount of northbound funds has been close to a quarter of last year.
In terms of individual stocks, Northbound Capital has significantly increased some financial and cyclical stocks this year.
Among the CSI 300 bids, as of February 14, the number of shares held in China Securities, Xi’an Bank, Baofeng Energy, and CNOOC Development has increased by more than 100% since the year of northbound funding.
In addition, the number of shares held by Ganfeng Lithium and Tianqi Lithium Northbound Capital increased by more than 80%.
Qingnong Commercial Bank, Zheshang Securities, PICC, and other financial stocks also increased by more than 60%. Institutions: Technology is still the long-term mainline CITIC Securities Qin Peijing believes that switching companies have resumed work one after another, and incremental allocation funds have begun to look for “depressions”. With the support of policy and incremental liquidity, the market is still driving upward momentum.
Technology is still the first-line main line, and adjustment is the allocation opportunity.
From the perspective of risk-benefit ratio, the focus is on the rotation opportunities of securities firms, automobiles, real estate, upstream industrial products, building materials and banks.
Haitong Securities Tong Yugen said that the current A-share market is still in a consolidation phase, with a pattern similar to early August to early December 2019.
In the context of abundant liquidity, the market will have a structural market. This round of structural market will be dominated by technology.
In fact, the market rebound since February 4 has been signaled.
In this round of rebounds, TMT and the new energy industry have led the growth. The follow-up computer, media, and new energy vehicles sectors are expected to continue to perform.
Zhang Yidong of Industrial Securities believes that the structural market for the integration of core assets in advanced manufacturing has gradually changed, and the relevant field of China’s transfer and development in the future is the main context of the structural market.