I. 【Morning Plate Review】
The broader market bottomed out in the morning, but the three major indexes still fell slightly. On the disk, the aquaculture sector oscillated stronger, and Tianma Technology rose and fell. Mobile game concept stocks are active, and Beiwei Technology and other ups and downs. In addition, low-level theme sectors such as media, education, and digital currency have all performed, and the signs of switching funds are obvious. In terms of decline, the recent continuous strong subdivision direction of track stocks has been collectively adjusted, and many stocks such as Mubang Hi-Tech, Jiangsu Beiren, and Guangdong Hongtu have fallen sharply. In general, individual stocks fell more and rose less, and more than 2600 stocks in the two cities fell. The half-day turnover of Shanghai and Shenzhen cities reached 693.4 billion, compared with 44.7 billion yuan in the morning of the previous trading day. In terms of plates, aquaculture, education, mobile games, media and other sectors rose in the front, and reducers, integrated die casting, cultivated diamonds, industrial mother machines and other plates fell in the front. By the close, the Shanghai index was down 0.01%, the Shenzhen component was down 0.39%, and the ChiNext was down 0.35%.
A total of 38 shares in the two cities (excluding ST and new stocks that have not been opened on the board) and 10 shares have not been sealed, and the sealing rate of the two markets has reached 77%. There are 9 consecutive board stocks in the two cities. With the correction of high-level stocks, short-term market sentiment has declined significantly, of which robot concept stocks Broad Intelligence 4 consecutive boards, consumer electronics stocks Deep Textile A, energy storage stock Invisten, VR concept stocks Zhongnan Culture 3 consecutive boards, in addition, Selen New Materials, Shengyang Shares, Wufang Optoelectronics, Colin Electric, Xinri Shares won 2 consecutive boards.
On the plate, today's pork, chicken and other livestock also rose in the front, of which Tianma Technology rose to a limit, Wen's shares rose by more than 8%, Xiantan shares, Tang Renshen and Xiangjia shares rose in the front. From a logical point of view, in the context of the high-level stocks of the track today encountered a concentrated profit cash-in and differentiation correction, the relatively low and defensive animal husbandry industry naturally received some inflows of funds. From a fundamental point of view, the recent pig price has always shown a high-level shock pattern, and the 14 listed companies in July fell by 6.67% month-on-month and increased by 14.87% year-on-year. With the beginning of the preparation of slaughtering enterprises in the north of the week, the slaughter volume has increased, and the profitability of the pig breeding industry is still relatively optimistic. Looking forward to the follow-up, with the reversal of the pig supply and demand pattern, pig prices are expected to gradually rise, the bottom of the performance of listed companies has passed, and the current valuation of the head is relatively low, and it is recommended to lay out plate investment opportunities.
Meta-universe, cloud games and other concepts have also begun to be active, of which the entrepreneurial sector Hengxin Oriental won 20CM up and down, Palm Shares, Alto Electronics, Huayang Lianzhong, Caissa Culture, Guoguang Electric Appliances, Zhongqingbao, Shunwang Technology and other stocks rose in the front. On the news side, the 2022 Global Meta-universe Conference was held in Shanghai yesterday, and Shang Bing, chairman of the Internet Society of China, proposed to establish a "meta-universe" social rule system to plan the development of the meta-universe. On the other hand, meta-universe important firmware terminal VR devices will also usher in an intensive release period, September pico new products, October meta new products, next January Apple new products, according to IDC forecast, 22 years of global VR headset shipments are expected to reach 13.9 million units year-on-year growth of 26.6%, is expected to reach 26 million units in 26 years, compound growth rate of up to 25.1%. Therefore, the recent market speculation expectations for VR (consumer electronics), meta-universe and other directions have intensified.
In addition, digital currencies also appeared in the intraday movement to pull up, of which Jida Zhengyuan once pulled up the tentacles, and then fell slightly back up nearly 7%, and advanced digital communication, Hailian Jinhui, Youboxun and other stocks rose in the front. The rise of digital currency is also more of a reflection of the high and low levels of funds. According to data from platforms such as China's public services for bidding and bidding, from January 1, 2021 to August 1, 2022, a total of 45 public bidding and winning projects were selected, with a total amount of about 60.65 million yuan. Judging from the winning bidding data, the number and amount of winning projects from January to July 2022 were 19 and 35.45 million yuan respectively, an increase of 6 times and 16 times year-on-year. In a recent research report, Guolian Securities believes that it is expected that the future project budget investment of digital currency will still be mainly based on the bank side, and with the continuous expansion of the pilot, the number, amount and type of winning projects may reach a new level.
Finally, the hottest TOPCON battery sector in the near future, there has been a significant differentiation adjustment today, of which Trina Solar fell by more than 12%, Mubang Hi-Tech almost fell to a halt, Jingshan Light Machinery, Huang's Group, Lida shares and other early popularity targets fell in the front. In the early stage of continuous violent rise in the follow-up, the emergence of profit concentration is a normal phenomenon, follow-up attention is the repair of the loss effect of related stocks, when the afternoon can be obtained in time to return funds, then it means that this morning's differentiation correction belongs to a more normal correction, on the contrary, once the afternoon continues to weaken, and leads to the spread of panic, then the doubts of short-term ebbing will be greatly increased.
In short, this morning's market funds showed a more obvious high-low switching, the continuous strong track stock segmentation direction of the collective adjustment, Mubang Hi-Tech, Jiangsu Beiren, Guangdong Hongtu and other popular targets fell sharply, on the other hand, like animal husbandry, meta-universe, digital currency and other relatively low directions to obtain a significant return of funds. In terms of individual stocks, the market shows a trend of rising and falling, and there are only 3 stocks that have fallen and stopped, reflecting that as of now, in the correction of high-level track stocks, the market has not emerged too many panic killings, and the whole is still in a relatively controllable category. However, this morning's high-level stock correction, for the short-term sentiment caused a certain suppression, at present, more than 2 boards of stocks are left, Broad Intelligence, Deep Textile A, INVT, Zhongnan Culture 4.
Midday limit analysis chart
II. [Market News Focus]
1. On August 19, Changchun High-tech announced that Kinsey Pharmaceutical, a holding subsidiary, received the "Notice of Approval of Drug Clinical Trials" from the State Drug Administration on GS3-007a oral liquid. According to the Drug Administration Law of the People's Republic of China and relevant provisions, after review, the GS3-007a oral liquid accepted on May 26, 2022 meets the relevant requirements of drug registration, and agrees to carry out clinical trials of diagnostic indications for adult growth hormone deficiency.
2. On August 19, Sun Weimin, director of the Cyber Security Coordination Bureau of the Central Cyberspace Administration, said at the "China Decade" series of theme press conferences on the 19th that according to the "Network Security Review Measures", the review of network platform operators going abroad to list focuses on assessing the risk of core data, important data or a large amount of personal information that may be brought about by the listing of enterprises, as well as illegal use and illegal departure; Factors such as the risk of critical information infrastructure, core data, important data, or a large amount of personal information being affected, controlled, or maliciously exploited by foreign governments, as well as network information security risks. We always support domestic enterprises in making reasonable use of overseas capital markets for financing and development in accordance with laws and regulations.
This article originated from the Financial Associated Press