Continue to insist on updating every day, the market is still a little divided today, and many investment institutions have not fully returned to work.
Today, the three major A-share indexes, the Shanghai Composite Index rose 042%, the Shenzhen Component Index rose 004%, the GEM index fell 001%, the Beijing Stock Exchange 50 Index rose 203%。
Today's trading volume has shrunk, indicating that everyone still has differences, and the turnover of the Shanghai and Shenzhen markets is 789.4 billion yuan. More than 3,500 northbound funds in the two cities sold 12.3 billion yuan.
Although the new village chief has recently strictly investigated and held accountable for the IPO and punished some cases of violations, everyone has expectations for the new village chief, but the market is still not as fast as reversing, controlling it well, not chasing high, and not cutting meat easily.
First, high-dividend yield sectors and SORA concept stocks.
There are two main lines in the market, high dividend yield and SORA concept.
China Mobile, Shaanxi Coal, Yangtze River Power, Bank of China, Agricultural Bank of China, Huaneng Hydropower and many other leading stocks of high-dividend assets hit a record high intraday, and China Shenhua also continued to hit a new high.
SORA concept, Danghong Technology, Insai Group, Huichang Communication, and Anoqi have a "20cm" daily limit for two consecutive days, and many stocks such as Xinhuanet and Huayang Lianzhong have followed suit.
Second, interest rates have been cut.
On February 20, the People's Bank of China (PBOC) authorized the National Interbank Funding Center to publish the new loan market interest rate (LPR). Of these, the 1-year LPR is 345% compared to 3 in the previous month45%；LPR for more than 5 years is 395% compared to 4 in the previous month2%。LPR over 5 years fell 25 basis points from the previous month.
LPR with a maturity of more than 5 years is the pricing benchmark for medium- and long-term loans, especially mortgage loans, and its downward adjustment is mainly to stabilize the real estate market.
The status of real estate is very important for the economy, and maintaining the stability of real estate is of great help.
Taking a mortgage loan of 1 million yuan with a term of 30 years as an example, if you choose to repay the loan in equal monthly amounts, the 5-year LPR will be reduced by 25 basis points, which can reduce the monthly repayment by 144$8, the total interest paid is reduced by about 520,000 yuan.
Third, consumption is less than expected.
Hong Kong stocks, China Duty Free three days ago, the trend in the last two days has not been very good.
* The logic never fails to surprise you.
Although consumption has increased, the growth has not been as expected, and it has not returned to the pre-epidemic consumption level, so the good has turned into a negative.
During the Spring Festival, Hainan's duty-free data increased in total but decreased in per capita consumption, and the market finally decided to interpret it according to the bearish.
Citi issued a report pointing out that the mainland's tourism data during the eighth day of the Spring Festival was good, and domestic travel was 47.4 billion visitors and total spending of RMB632.6 billion, 19% and 7% higher than the same period in 2019 respectively7%, but as expected by the bank, the average spending per tourist is still not back to pre-pandemic levels, a gap of about 9%.
Fourth, the education and training sector.
The first rise in the education sector after the holiday is good, because the "Regulations on the Administration of Extracurricular Training (Draft for Comments)" during the Spring Festival has made education and training see hope again.
Recently, Onlly Education has risen for two consecutive days!
Relaxing restrictions on education and training is conducive to stimulating consumption.
Fifth, Ningbo Lingjun sold 13 in 42 seconds7.2 billion yuan, condemned and restricted by the Shenzhen Stock Exchange and the Shanghai Stock Exchange.
Ningbo Lingjun Investment Management Partnership (Limited Partnership) (hereinafter referred to as "Ningbo Lingjun") has a number of ** accounts under the name of automatic generation of trading instructions through computer programs, a large number of orders in a short period of time, and a total of 137.2 billion yuan, during which the Shenzhen Stock Exchange Component Index fell rapidly, affecting the normal trading order.
Both the Shenzhen Stock Exchange and the Shanghai Stock Exchange announced restrictions on trading in their companies' accounts.
The last time Ningbo Lingjun was on the hot search, it was because the company's executives fell into the peachy news, and this time it was hotly searched for violations.