On January 20, the three major A-share indexes maintained a shock consolidation trend throughout the day, and the Shanghai index rose once more in the intraday driven by large financial and other sectors, and turned green again near the end of the session; the Shenzhen Index, the ChiNext Index (399006. SZ) also moved lower in the afternoon; the Shanghai 50 (000016. SH) index rose more than 1%.
Disk core data at a glance
1) In terms of volume and energy, the turnover of the two cities has been enlarged, and the daily turnover has exceeded 1 trillion.
2) In terms of foreign capital, northbound funds unilaterally bought a net purchase of 12.576 billion yuan throughout the day, a new high since December 9 last year.
3) There was another panic in market sentiment, with more than 600 companies falling more than 5%.
Market focus
Highly recognizable major themes "high standard stocks" Jiuan Medical (002432. SZ), Jingjing Pharmaceutical, Cuiwei Shares (603123. SH) and others have been sealed, Hubei Radio and Television (000665. SZ) tail frying board; in terms of bank stocks, the sub-new stock Lanzhou Bank fell 7% intraday, and then was strongly pulled up the sealing board.
Delis (002330. SZ) 7 consecutive boards led the rise, and the United China Farmers ' (003042. SZ), Jincai Internet 6 board followed, Jishi Media (601929. SH), massive data 4 consecutive boards. Overall, the performance of even the board stocks is strong.
Individual stocks in the two cities fell more and rose less, 3829 stocks fell, and 745 stocks rose. Among them, there are 44 up limits (non-ST) and 13 down limits (non-ST).
Focus sectors: big finance, liquor, pork and other stocks have become the main offensive aspects of funds.
Liquor
On January 20, after nearly a month of rest, the liquor sector strengthened again this week, and Tianhong shares (002419. SZ), Laifen (603777. SH) up and down, Kouzi Cellar (603589. SH), Greeting Tribute Wine (603198. SH) rose more than 5%, and the first-line liquor Guizhou Moutai (600519. SH) rose more than 3%, Luzhou Laojiao (000568. SZ) up 2.74%.
On the news side, Guizhou Moutai intensively released blockbuster new products. On January 18, Moutai 1935 was officially released and listed. It is reported that the guidance price of Moutai 1935 is 1188 yuan, which means that the company wants to build Moutai 1935 into another thousand yuan strategic item after Feitian Moutai. Moutai 1935 is even more "unsold first fire", and people have already asked for it at a high price.
Stimulated by this news, Guizhou Moutai has taken the lead in rising 1% yesterday.
Prepared vegetables + farming plate
Without fear of the letter of concern, today's prefabricated vegetable leader stock Delis rose again, and at this point, the company pulled seven boards in a row.
On January 19, the Shenzhen Stock Exchange issued a letter of concern to Delix, asking Delix to explain the basis for the formulation of the company's planning goals for 2022 based on the actual operation of its prepared vegetable business, market position and other factors, and on this basis, whether there have been major changes in the company's fundamentals.
Near the end of the year, not only the popularity of prefabricated vegetables has heated up, but the aquaculture sector has also begun to be favored by the capital market. Zhongnong United recorded 6 consecutive boards, Fubon shares (300387. SZ), Xiantan Shares (002746. SZ), Reclaimed Water Fisheries (000798. SZ), Aonon Bio (603363. SH) up and down.
Recently, pork consumption demand is relatively strong, but the overall price is relatively stable, compared with last month, pork prices have also dropped significantly.
Despite the rapid decline in pork prices in the past six months, pig industry concept stocks have continued to receive institutional attention. Statistics show that nearly half of the pig industry concept stocks have received the rating of "buy" or "overweight" by more than 5 institutions.
Big data
Yesterday's active big data sector, today's trend diverged, the sector fell 2%. Massive data recorded 4 consecutive boards, followed by the Development of the Asian Federation (002316. SZ) recorded 3 consecutive boards, Anne shares (002235. SZ), Zhongke Jincai (002657. SZ) also harvests 2 consecutive plates.
According to the National Industrial Information Security Development Research Center, during the 14th Five-Year Plan period, the size of the mainland data element market will reach 174.9 billion yuan. Guosen Securities analysis believes that with the continuous increase in the construction of "new infrastructure" represented by "data-centric" in the mainland, funds will continue to tilt to the big data industry. In the "14th Five-Year Plan", the construction of big data centers was mentioned together with 5G and industrial Internet, which became an important aspect of the future national strategy.
Other up-and-down stocks
According to the industry, other up-and-down stocks are sporadically distributed in digital currency, sub-new stocks, media and other sectors.
(Absolute value -)