The game sector exploded: the three major stock indexes closed down, the index fell more than 2%, and the transaction plummeted by more than 100 billion

The Paper's reporter Xu Hongwen

The Shanghai and Shenzhen markets returned to the downward trend, and the trading volume shrank.

The three major A-share stock indexes opened collectively low on January 19, the morning index once diverged, the Shanghai index was shocked, and the index unilaterally fell. Near the close of the afternoon market, the two markets quickly explored, and in the afternoon, it fell further, and the index fell nearly 3% at one point, narrowing the decline in the two markets near the close of the market.

By the close of trading on January 19, the Shanghai Composite Index fell 0.33% to 3558.18 points; the Kechuang 50 Index fell 1.36% to 1324.09 points; the Shenzhen Component Index fell 1.28% to 14207.19 points; and the ChiNext Index fell 2.17% to 3075.98 points.

Wind statistics show that 2375 in the two cities rose, 2167 fell, and 143 were flat.

On January 19, the total turnover of Shanghai and Shenzhen was 1,065.3 billion yuan, down 130.6 billion yuan from 1,195.9 billion yuan in the previous trading day, and exceeded 1 trillion yuan for the 14th consecutive trading day. Among them, the Shanghai market traded 420.8 billion yuan, a decrease of 50 billion yuan from the previous trading day's 470.8 billion yuan, and the Shenzhen market traded 644.5 billion yuan.

A total of 82 stocks in Shanghai and Shenzhen rose by more than 9%, and 22 stocks fell by more than 9%.

Northbound funds had a total net inflow of 3.821 billion yuan on January 19. Among them, the net inflow of Shanghai Stock Connect was 2.93 billion yuan, and the net inflow of Shenzhen Stock Connect was 891 million yuan.

Building materials led the gains in both markets

In terms of sectors, building materials led the rise against the market, Keshun shares (300737), Hanjian Heshan (603616), UBM Technology (600883) and other roses or rose more than 10%, Shangfeng Cement (000672), Kibing Group (601636), Conch Cement (600585), Huaxin Cement (600801) and so on rose more than 5%.

The media sector led by games is red, and more than 10 individual stocks such as Xunyou Technology (300467), Xinghui Entertainment (300043), Reader Culture (301025), Shengtian Network (300494), Glacier Network (300533), Jishi Media (601929), Hubei Radio and Television (000665) have risen and fallen.

Power equipment fell sharply, Shangwei shares (603333) fell to a halt, Zhongchen shares (300933), Desai batteries (000049), Zhongke Electric (300035), Yiwei lithium energy (300014), Xiangdian shares (600416) fell more than 7%.

The decline in the pharmaceutical and biological sector directly led to a large decline in the index, Changchun High-tech (000661), Mingde Biological (002932) and other fell to a halt, Kaikai Industry (600272), Asia-Pacific Pharmaceutical (002370), Jiuzhou Pharmaceutical (603456), Jimin Medical (603222) fell by more than 7%.

In the near future, the structure of the shock hub will be gradually constructed

Guotai Junan believes that on the whole, the market is in the stage of consolidation and bottoming, because the repair of emotions takes time, and the adjustment of some sectors has not yet ended, so it is inevitable that the index will diverge in different positions. The popularity of the bottoming stage will recover, but returning to the state of excitement will need to wait for the peripheral boots to land and the market consensus to re-consolidate. In the case of a sharp differentiation of medicine, the digital economy and meta-universe are still the theme speculation plates with greater sustainability in the recent past, and in the medium and long term, with the major projects and key projects in key provinces since January, it is expected to bring about a better infrastructure increase in 2022, and related construction machinery, cement building materials, etc. can be properly concerned.

Guosheng Securities believes that the two indexes in the short term after experiencing a wide range of shocks, Monday and Tuesday continuous rebound, the index panic decline stage or has ended, the near future will gradually build a shock hub structure, is conducive to the market sentiment to pick up, or to meet the opportunity to do more. Operationally, the market sentiment is gradually stabilized, the superimposed early trend track plate selling tide is nearing the end, the index is expected to do a shock stabilization structure, while the good company's annual report is constantly disclosed, or will bring new expectations to the market, so that the funds re-do the valuation model of the high-prosperity plate, therefore, you can focus on the performance beyond expectations and there is a possibility of wrong killing lithium batteries, photovoltaics, military and other plate stocks.

Galaxy Securities believes that near the Spring Festival, investors' desire to fall into the bag for safety will be strengthened, and the index will be adjusted, which is a period of both attack and defense. The structural market will revolve around double carbon, metacosm and consumption, and it is optimistic about manufacturing and consumer sector enterprises with brand advantages. It is recommended to pay attention to: 1, good performance stability, cyclical and seasonal advantages of the consumption sector, such as agriculture, forestry, animal husbandry and fishery, home appliances and food and beverage; 2, under the double carbon policy, the new energy industry chain with large correction range and expected growth potential; 3, investment-related sectors with growth trends, such as real estate, construction and transportation.

Editor-in-Charge: Wang Jie