In the early trading of February 18, the performance of the main A-share stock indexes diverged, the Shanghai index rose slightly, and the ChiNext index fell nearly 1%. As of midday, the Shanghai Composite Index was up 0.02%, the Shenzhen Component Index was down 0.36%, and the ChiNext Index was down 0.98%.
Source: CSI Taurus APP
Boosted by policy expectations and other factors, coal, real estate and other sectors rose sharply. The "East Counting West Calculation" project was officially launched in an all-round way, and the relevant sectors staged a rising and stopping tide.
In the Shenwan first-level industry index, the coal, steel and real estate sectors rose in the front, and the power equipment, electronics and social services sectors fell in the front.
The concept stock of "Counting East and Counting West" has set off a rising tide
In the morning A-share concept index, the cloud computing index and big data index rose in the front, capital online, Yunsai Zhilian, Dataport, Jialitu, Meiliyun, Insigma and other stocks rose and stopped, and many stocks such as Aofei Data performed eye-catching.
Source: Wind
On the news side, the National Development and Reform Commission, the Central Cyberspace Administration, the Ministry of Industry and Information Technology, and the National Energy Administration recently jointly issued a document agreeing to start the construction of national computing power hub nodes in Beijing-Tianjin-Hebei, yangtze river delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing, Inner Mongolia, Guizhou, Gansu, and Ningxia, and planning 10 national data center clusters such as Zhangjiakou cluster. At this point, the national integrated big data center system has completed the overall layout design, and the "East Number West Calculation" project has been officially launched.
Guosheng Securities said that the full launch of "East Number West Calculation", superimposed on the development direction determined by the digital economy, will be a big opportunity for certainty for the entire digital pass side, the continuous high-speed growth of computing power and traffic is an inevitable trend, and the continuous construction and expansion of supporting infrastructure is a rigid demand, and the next 3-5 years will have high certainty.
Donghai Securities said that the "East Counting West" project belongs to the construction of digital infrastructure, that is, new infrastructure. Through the construction of computing power hubs and data center clusters, the effective investment in the upstream and downstream industrial chains will be expanded, and the economy will be helped to achieve stable growth. The data center industry chain includes not only traditional civil engineering, but also IT equipment manufacturing, information and communication, basic software, green energy supply, etc., and the follow-up may have a certain boost to the relevant industrial chain.
Some insiders said that the "East Counting West" engineering data center has a long industrial chain, a large investment scale, and a strong driving effect. Through the construction of computing hubs and data center clusters, it will effectively drive upstream and downstream investment in the industry, and it is expected to pull 400 billion yuan of investment per year after launch.
Guosen Securities said 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, and became an important aspect of the future national strategy.
The COVID-19 treatment segment performed eye-catchingly
In other sub-sectors, sub-concept stocks such as new crown treatment also performed eye-catchingly, and Yaben Chemical once again rose and fell by 20CM.
The coal sector led the gains
In the Shenwan first-class industry, the coal industry led the rise, and Anyuan Coal, Panjiang Shares, and Ping Coal Shares rose and stopped.
On the news side, the Office of the Leading Group for Ensuring the Stable Operation of the Coal Market in Yulin City, Shaanxi Province, issued an announcement on February 17 that according to the monitoring results of the member departments of the Yulin City Leading Group for Ensuring the Stable Operation of the Coal Market, some Internet self-media and public accounts frequently published content involving coal prices and related contents in Yulin City without the consent of coal mines, and there was a phenomenon that the content of the release was inconsistent with the actual situation, which caused a serious negative impact on the work of ensuring the supply and price stability of coal in Yulin City. From now on, the Yulin Municipal Leading Group for Ensuring the Stable Operation of the Coal Market will take the lead in monitoring and special investigation of the self-media (website) involved in the publication of information on coal mines and coal prices in Yulin City, verify and verify the authority and content of their information release, and seriously investigate and deal with the self-media (website) that collects, compiles and publishes coal market information without the consent of the parties (or enterprises) in accordance with the relevant provisions of the Internet and laws and regulations.
Looking ahead, Nanjing Securities believes that under the policy orientation of ensuring stable growth of supply, leading companies that benefit from the long price center move up and lower costs have better investment cost performance. It is expected that the supply and demand of coal will be basically balanced in the next 5 years, and the profitability and cash flow of leading coal companies are expected to remain high, and higher valuations will be given to enterprises (coal chemical industry, new energy) markets that actively lay out their transformation businesses.
Real estate stocks strengthened
In the early trading on February 18, some traditional infrastructure and real estate stocks also performed well.
Among the infrastructure stocks, the most dramatic performance is Yuancheng shares, after the first two trading days of the limit, the stock once touched the fall stop in the morning, the intraday straight line up the limit, staged the "earth and sky board". In addition, Zhejiang Jiantou once again raised the limit, harvesting 8 limit boards in 9 days.
In the real estate stocks, Taihe Group and Black Peony are up and down.
Analysts pointed out that in recent days, the real estate news has been warm and frequent, and the market sentiment has rebounded, so the real estate sector as a whole has picked up.
EDIT: Leaf Pine