Today’s market overview
The three major A-share indices fell sharply again on Tuesday. The Shanghai Composite Index fell 2.49%, falling below the 3,400-point integer mark to close at 3381.18 points; Shenzhen Component Index fell 3.67% to close at 14093.64 points; ChiNext Index It fell 4.11% to close at 3,232.84 points. The turnover of the two cities reached 1.53 trillion yuan, and industry sectors fell almost across the board. Northbound funds sold a net 4.172 billion yuan today.
Dragon and Tiger List Classification Overview
On Tuesday, the Shanghai and Shenzhen Stock Exchange A-share Dragon and Tiger List ranked 45 on the list. The main sectors include 7 semiconductor companies, 5 sub-new stocks, 2 military companies, 2 non-ferrous companies, 1 photovoltaic, 1 expected performance increase, and 1 wind power.
Hot industry/concept analysis and interpretation of representative stocks
Semiconductor
The process of domestic substitution of semiconductors is expected to accelerate.
Shanghai Electric Co., Ltd.
is a leading company in the industry and sales of PCBs in the domestic industry. The company's stock price rose at the limit in the early trading, and then closed at the end of the trading session, harvesting the first board in the near future.
Dragon Tiger List Interpretation:
Shenzhen Stock Connect appeared in the buy one and sell one seats at the same time on the same day. There were large transactions in both directions on the same day, with a total net purchase of 35 million yuan.
Buying Er Huaxin Shanghai Branch as a recent active seat, has a higher winning rate in the Dragon and Tiger list data in the past year, and net purchases of 35 million yuan on the day.
Buy Si Huaxin Ruby Road as a recent active seat,In the past year, the Dragon and Tiger ranking data has a higher winning rate, with a net purchase of 17 million yuan that day.
sold three seats exclusively for institutions, and the net sold was 15 million yuan on that day.
Judging from the net purchase amount of the Dragon Tiger List, the Dragon Tiger List net purchase amount of the day was 66 million yuan. From the perspective of the main seat operation, a number of powerful seats, including Shenzhen Stock Connect, showed large net purchases on the day. The company's stock price has its first trading limit in the near future, and it is expected to remain strong in the short term, and attention can be maintained.
Ashi Chuang
Dragon Tiger List Interpretation:
Buying a country Shengsangtian Road as a well-known hot money seat, has a higher winning rate in the Dragon Tiger list data in the past year, net purchases of 23 million yuan that day.
Buying Si Caitong Shangtang Road is a recent active seat. It has a higher winning rate in the data of the Dragon and Tiger rankings in the past year. The net purchase of 11 million yuan on that day.
The Shaoxing Department of the Second Galaxy was sold as a well-known hot money seat. It has a higher winning rate in the dragon and tiger list data in the past year, and it sold 8.7 million yuan on the day.
Judging from the net purchase amount of the Dragon and Tiger List, the Dragon and Tiger List net purchase of 35 million yuan that day. Judging from the operation of the main seats, the two powerful seats showed large net purchases on that day. The company's stock price has set a new high in the past year, and it is expected to remain strong in the short term, and attention can be maintained.
sub-new stocks
The market weakened and sub-new stocks became a window for capital release.
Xinplatinum Co., Ltd.
The company's main industrial aluminum parts, aluminum profile production and sales, and sales of aluminum profilesLanded in A shares on February 10. The company's stock price opened several times after its daily limit in early trading, and was closed in late trading, setting a new record high.
Dragon Tiger List Interpretation:
Buy 1 and Buy 2 are dedicated seats for institutions. The total net purchase on the day is 69 million yuan. The total net purchase amount exceeds the seller's total selling amount and exceeds 10% of the total transaction volume on the day. .
Selling Shiguo Shengshennan Middle Road to buy five seats the day before, and net sales of 10 million yuan that day.
Selling five Zheshang Jiangxi branch to buy four seats for the previous day, net sold 10 million yuan that day.
Judging from the net purchase amount of the Dragon Tiger List, the Dragon Tiger List net purchase amount of 31 million yuan that day. Judging from the operation of the main seats, the seats of the two institutions showed large net purchases on the day, and the total net purchase amount exceeded the seller's total sales amount, and at the same time exceeded 10% of the total turnover of the day, the willingness was more determined. The company's stock price has set a new record high by its daily limit, and it is expected to remain strong in the short term, and attention can be maintained.
Military industry
"The 14th Five-Year Plan" military industry is expected to maintain a high level of prosperity, and the performance of listed military industry companies is expected to gradually release.
optical cable
3rd list
mainly engaged in high-voltage ultra-high-voltage transmission lines and ultra-high-voltage
companies mainly engaged in Use power special optical cables and wires, high temperature resistant cables for aerospace, and high frequency cables for communications. The company's stock price rose sharply during the intraday session and closed up 10.11%.
Dragon Tiger List Interpretation:
Everbright Lvjing Road is a well-known hot money seat. On the 3rd, the list has bought a total of 50 million yuan and sold a total of 53 million yuan.
Guojin Meihua Road has bought a total of 16 million yuan on the 3rd list,A total of 17 million yuan was sold.
Huaxin Shanghai Branch bought a total of 15 million yuan on the list on the 3rd and sold a total of 13 million yuan.
An institution’s seats on the 3rd list have bought a total of 14 million yuan and sold a total of 2.6 million yuan.
Judging from the net purchase amount on the Dragon and Tiger Ranking, the transaction amount on the Dragon and Tiger Ranking was basically the same on the 3rd. From the perspective of the operation of the main seats, the transaction amount of a number of powerful seats on the 3rd list was flat, and there are obvious signs of realizing profits. The company's stock price has risen sharply for two consecutive days and its performance is relatively strong. However, considering the signs of cash cashing in profits, it is recommended to be cautious.
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