Today's A-share ** can be described as a "full-line outbreak". Banking, liquor, real estate, automobiles, AI and other sectors all strengthened. An investor in the stock bar said: "After watching a few short groups, I won't talk about ** today." ”
MSCI China A50 Connect Index for 6 consecutive days**. As of 15:40, the FTSE China A50 Index** rose more than 2%.
From the perspective of the board, robots, AI, "Zhongzitou", medicine, and ST plates have become the areas where strong stocks are concentrated in the near future, and the distribution echelon of the board is large.
Big finance continued to be strong in the afternoon.
The prefix "abnormal pulls up."
As of **, the Shanghai Composite Index rose 097%, the Shenzhen Component Index rose 079%, the GEM index rose 036%, Beijing Stock Exchange 50 rose 040%；The two cities rose more and fell less, with more than 4,100 stocks trading at 980.3 billion yuan today, an increase of 190.9 billion yuan from the previous day.
In the afternoon, big financial stocks continued to move higher. Ping An Bank's daily limit, China Merchants Bank, Bank of Ningbo, Qilu Bank, and Xinhua Insurance rose more than 5%. The brokerage sector rose and fell during the day.
The banking sector continues to stage the "elephant dance". In addition to Ping An Bank's daily limit, Agricultural Bank of China and Bank of China continued to refresh record highs intraday, and Industrial and Commercial Bank of China and China Construction Bank approached historical highs.
The prefix "abnormal pulls up." Chinalco International's daily limit, CITIC Haizhi, China Machine Inspection, China Railway Assembly, COSCO, China Haicheng and other intraday surges. On the news side, some institutions said that the market value management assessment will further promote the listed central enterprises to improve quality, strengthen value creation, and improve information disclosure.
Property stocks continued to move higher.
Today, the real estate sector continues to move higher. Rongfeng Holdings, Caixin Development, and Dima shares rose by the limit, and Chongqing Development and Zhongdi Investment rose by more than 7%.
On the news side, the Ministry of Housing and Urban-Rural Development said that as of February 20, 214 cities in 29 provinces across the country have established a real estate financing coordination mechanism, and proposed a "white list" of real estate projects that can be given financing support in batches and pushed them to commercial banks, involving a total of 5,349 projects; A total of 294 projects in 57 cities and 162 projects have received bank financing300 million yuan, an increase of 11.3 billion yuan compared with before the Spring Festival holiday.
Guotai Junan** believes that low-leverage small-cap stocks have reflected the opportunities for value investment. It pointed out that some small-cap stocks have not expanded in the past few years, and are constantly repaying debts, and the leverage ratio continues to decline, and considering the characteristics of the real estate industry, the land in the past will be more or less equipped with certain self-owned properties, so that it has certain physical assets. Small-cap stocks that combine real holdings with low leverage are already a value investment opportunity.
The ST sector has seen a surge in popularity.
Recently, the ST sector has been repeatedly active, and today it is once again staged a rising tide**. More than 20 shares of ST Guiren, *ST Sansheng, ST Zhongli, ST Kao, ST Xifa and so on have a daily limit. The day before, nearly 50 shares in the sector were closed to the limit, accounting for more than 40% of the entire ST shares.
ST Sansheng and ST have a tree today's "20cm" daily limit; ST Kao has a daily limit for 5 consecutive trading days, and on February 20, it was on the Dragon and Tiger list; ST Guiren, ST Xifa and other stocks have a daily limit for 3 consecutive days.
Analysts pointed out that with the end of the disclosure of the 2023 annual performance forecast at the end of January, the performance risks of poor performance companies have been released one after another, and ST companies have begun to save themselves in the context of strict supervision and strong delisting.
*: China ** Daily.
Editor: Xiaoya.