Author |Zhu Hualei, editor|Wang Jinxi.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
The morning market showed a wide range, the intraday industry differentiation and local rotation of the two cities, media and entertainment, coal, diversified finance, insurance, electricity, petroleum, telecommunications operations, banking, transportation facilities, warehousing and logistics, electrical equipment, steel, gas and heating and other industries were active, hotel catering, tourism, real estate, comprehensive, shipbuilding, medicine, aviation, household goods, commercial chains, culture, education and leisure, software services and other industries showed weakness; In terms of subject matter, topics such as knowledge payment, intellectual property rights, China Special Valuation, One Belt and One Road, new energy vehicles, railway infrastructure, and scarce resources showed rotation, while themes such as seed industry, sand control, Shanghai Free Trade, satellite navigation, security services, etc., property management, quantum technology, and pork showed weakness.
Hot Plates
Media stocks strengthened sharply in early trading, with China Television Media 7 consecutive boards, Zhidu shares, Times Publishing, etc. pulling up the sealing board, Chinese **, Dragon Edition Media, CITIC Publishing, China Science and Communication and so on soared sharply.
The insurance sector turned red intraday, and insurance stocks such as Xinhua Insurance, Chinese People's Insurance, Chinese Life, and Ping An of China turned red intraday.
The banking sector was active intraday, with Qilu Bank, Bank of Chengdu, Bank of Changsha, Bank of Nanjing, Bank of Hangzhou, Bank of China, and Everbright Bank showing intraday gains.
Big financial concept stocks rose again in early trading, COFCO Capital rose by more than 9% at one point, and Guolian**, Capital**, Guosheng Financial Holdings, Xiangyi Rongtong and other top gainers.
The electrical equipment industry showed intraday strength, with Great Wall Technology, CATL, COSCO, Kedali, EVE Lithium Energy, Trina Solar, Dongfang Cable, TCL Zhonghuan, etc.
The coal sector was active against the trend in the intraday, and New Continent A, Lu'an Environmental Energy, Haohua Energy, China Shenhua, Pingmei Shares, Huayang Shares, Shanxi Coking, etc.
The power sector showed intraday activity, with Shennan Power A, Ganneng Co., Ltd., Nenghui Technology, Huadian International, Yuneng Holdings, China General Nuclear Power Corporation, Tianfu Energy, Zheneng Electric Power, Three Gorges Water Conservancy, etc.
The CPO sector moved locally, Zhongji InnoLight and Liante Technology rose by more than 6%, and Tianfu Communication, Xin Yisheng, Taichenguang, Cambridge Technology, etc. followed suit.
The first plate of the word rose rapidly after opening low in the morning, China Television Media 9 days and 8 boards, Sinoma Energy Saving Daily Limit, China Aviation Electronics Measurement, COFCO Sugar, China Publishing, China Construction Environmental Energy, etc. On the news side, on January 30, the State-owned Assets Supervision and Administration Commission (SASAC) issued the "Notice on Matters Concerning the Optimization of the Management of Enterprise Asset Appraisal", which proposed for the first time that enterprises should implement classified management of asset appraisal projects, clarify 8 types of situations in which asset appraisal can not be carried out, and improve the pricing methods of asset transaction circulation such as data assets.
The concept of short dramas bucked the trend and strengthened, Chinese ** rose by 15%, after Zhongguang Tianxuan 5 days and 3 boards, Sichuan Net Media, Guangdong Media, Gravity Media, Tianwei Video and so on followed. On the news side, Douyin recently announced that it had reached an exclusive boutique micro-short drama cooperation with Stephen Chow, and the two sides will jointly develop and operate the "9527 Theater", and the first season of the first high-quality micro-short drama "Golden Pig and Jade Leaf" is expected to be launched on Douyin in May this year.
Policy MessagesThe domestic large-scale civilian AC313A completed the first alpine test flight
Aviation Industry Group announced today that China's self-developed large-scale civil AC313A recently completed its first alpine test flight in Mohe, which is also the first alpine test flight of AC313A. It is understood that after the end of this alpine test flight, another AC313A*** will be put into full force to carry out the certification test flight.
State Administration for Market Regulation: It will punish illegal acts that disrupt market order such as infringement of intellectual property rights in accordance with the law
Pu Chun, deputy director of the State Administration for Market Regulation and director of the Certification and Accreditation Administration of the People's Republic of China, said at a press conference on January 31 that the investigation and punishment of violators is the protection of law-abiding people and a strong promotion of vitality. We will punish illegal acts that disrupt market order, such as infringement of intellectual property rights and the production and sale of counterfeit and shoddy goods, strengthen the protection of trade secrets, and resolutely protect the legitimate rights and interests of business entities. At the same time, we will accelerate the improvement of the compliance management system in key areas, promote the improvement of compliance awareness and integrity of business entities, and achieve more standardized, sustainable and dynamic development.
Jufeng view
On the whole, the market is wide, the two cities industry differentiation and local rotation, media and entertainment, coal, diversified finance, insurance, electricity, petroleum, telecommunications operations, banking, transportation facilities, warehousing and logistics, electrical equipment, steel, gas and heating and other industries are active, hotel catering, tourism, real estate, comprehensive, shipbuilding, medicine, aviation, household goods, commercial chains, culture, education and leisure, software services and other industries are weak.
The recent market correction has intensified the differentiation and decline of the sector, and the market style has also ushered in a short-term switch. With the recent low valuation and high dividend sectors, the Shanghai stock market is showing a short-term appearance, while the main board and ChiNext markets are expected to usher in technical skills in the short term after sustaining. At present, the overall trend of the market is mainly adjusted at a low level, and the overall trend of the Shanghai stock market is showing an upward trend, while the market is facing a double bottom, and the probability of bottoming out at a low level is large. With the migration of the main funds and the transformation of the market style, the track stocks and technology stocks that continued to adjust in the early stage are expected to usher in a short-term over-fall repair. Therefore, investors can grasp the rotation opportunities brought by the market style switch, carry out the first low absorption and high selling operation, and pay attention to the new energy track and the opportunity to make up for the growth of the technology growth sector in the short term.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.