Hello everyone, I'm Brother Zhuang!Today, Tuesday, there is so much nightlife in the main force right now that I can't get up in the morning. In the morning, the northward smashing plate, and in the afternoon, the main force worked to pull **. As for where this main force is, we don't know, but the main force that can pull brokerages and real estate projects should be clear. It shows that 3000 points still care a lot, and it is still decent to return to 3000 points.
1.Index trend analysis
The three major A-share indexes were mixed, and the Shanghai Composite Index closed at 300344 12 0.40% deep component index -008%；GEM refers to -062%。1975 in the two cities***3127. There are 43 up limits, 4 more than the previous trading day, and 1 down limit. In terms of plate themes, China Shipbuilding, education, real estate development and other sectors are among the top gainers;CPO, Alzheimer's concept and other plates are green.
2.Trend analysis of various sectors
China Shipbuilding led the rise throughout the day, and China Shipbuilding Technology rose by the limit.
The AI application side has been repeatedly active, with Suzhou Keda 4 boards, Wentou Holdings 5 boards, Hanwang Technology, Dragon Media, Longyun Shares, Yunding Technology, Xinzhi Cognition, and Reader Media.
Education stocks were among the top gainers, and Guoxin Culture and Zhonggong Hi-Tech rose to the limit.
Real estate development sector**, Zhongdi Investment, CCCC Real Estate, Fuxing Shares, Dalong Real Estate.
The Alzheimer's concept was among the top decliners, and Tonghua Jinma fell to the limit.
The strongest outlet: artificial intelligence14, 10 ** education, 10 Huawei concept.
5 board: Wentou Holdings, Sichuan Jinding.
4 plates: Suzhou Keda
3 plates: Nanjing public
2 boards: Yunding Technology, Zhongdi Investment, Boxin Shares, Nanning Department Store, Longyun Shares, Dragon Media.
The following is the daily limit ** situation, each take it away, thank you!
3. Analysis of the daily limit of the first board:
Yinfei Storage (603066) intelligent logistics + cross-border e-commerce + robot + state-owned enterprise reform, the stock has risen 5 times in the past year.
1. The company's main business is to provide customers with intelligent manufacturing, intelligent logistics planning, design and system integration, core equipment and software research and development, design, production, sales and operation services.
2. It is planned to invest in the construction of Yinfei intelligent logistics robot project in Nanjing Jiangning Binjiang Economic Development Zone, mainly to build a manufacturing center of intelligent logistics robots and automated warehousing systems, with a total investment of about 300 million yuan.
According to the annual report, during the reporting period, the company fully participated in the construction of cross-border e-commerce projects, provided intelligent logistics system solutions and equipment, and the order volume of the cross-border e-commerce industry increased by 38% year-on-year81%。
4. The company is a state-owned enterprise. The ultimate controller of the company is the Jingdezhen State-owned Assets Supervision and Administration Commission.
Money flow analysis
From the perspective of funds, the turnover of the Shanghai Stock Exchange was 333.2 billion yuan, the ** turnover was 454.3 billion yuan, and the total turnover of the two cities was 787.5 billion yuan, -124 billion yuan compared with the previous trading day. Main net **-1901.2 billion yuan. Northbound net **-50$2.4 billion.
The top five main net inflows into the industry sector:
Real Estate, Ships, Education, Liquor, Prefabricated Buildings;
The main net inflow into the top five of the concept sector:
Aircraft Carrier, Housing Leasing, Pension Industry, Ant Group Concept Stocks, Huawei Cloud Kunpeng;
The main net inflow of ** top 10:
China Shipbuilding Technology, Giant Network, Fangzhi Technology, iSoftStone, Hanwang Technology, Cialis, Gree Electric, Kweichow Moutai, Yinbaoshanxin, Vanke
5. Domestic and foreign policy information
The meeting held on December 8 proposed that a prudent monetary policy should be flexible, moderate, precise and effective. Experts say that this means that monetary policy will pay more attention to the precision and effectiveness of policy implementation while adhering to a prudent orientation. Judging from the current economic situation, there is both the possibility and necessity of monetary policy in a timely manner, and policy measures such as RRR and interest rate cuts may be implemented in a timely manner, while structural monetary policy tools are expected to continue to play a positive role.