Financial website news: The two cities opened slightly different in early trading on the 13th. In the early trading stage, the two cities fluctuated and fell, once reaching around 3104 points. The oil industry and insurance performed well in the market to protect the market, and the GEM index hit a new low. Subsequently, sectors such as hot topics gradually recovered, and the Shanghai Stock Index rose and turned red again.
As of midday closing, the Shanghai Stock Exchange Index reported 3122.93 points, up 0.12%, with a turnover of 91.192 billion yuan, the Shenzhen Component Index reported 10124.34 points, a decrease of 0.07%, with a turnover of 110.660 billion yuan, the GEM Index reported 1927.98 points, a decrease of 0.11%, with a turnover of 31.096 billion yuan. Yuan, 29 stocks (including ST stocks) in the two cities reached their daily limit and 2 stocks fell at their daily limit, with a total turnover of 232.948 billion yuan (half-day turnover on the previous trading day was 183.99 billion yuan).
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On the market, P2P concept stocks moved up, Pitupi took the lead to hit the limit, and Panda Financial Holdings and others were among the top gainers;
new shares stock trends once again diverge, except for non-opening single-digit daily limit stocks, Hongya CNC and Two stocks of Xinya Processing rose by the daily limit, with Lexin Medical and Ketaili among the top gainers, while two stocks of Seto Biotechnology and Zhongtong Guomai fell by the daily limit, with Yuanzu Shares and Yongji Shares among the top losers;
mixed reform related concept stocks strengthened, Xiyi shares took the lead in hitting the daily limit during the session, and Jinquanye, Linhai shares, Shenma shares, etc. were among the top gainers;
was approaching the midday close, and the banking sector moved up, with CITIC Bank rising by more than 2%, Bank of Nanjing , Bank of Ningbo , Hua Xia Bank , etc. all rose one after another, and were among the top gainers;
the insurance sector rose in late trading, with China Life rising by more than 4%, Xinhua Insurance , China Pacific Insurance, and China Ping An among the top gainers.
Other aerospace, non-ferrous metals, telecommunications operations and other sectors were among the top gainers, while concept sectors such as 3D glass, domestic software, titanium dioxide and blockchain were among the top losers.
In terms of individual stocks, new stocks: Zhichun Technology, Panwei Network, Jianglong Shipbuilding, and Xinleineng were listed for trading, with a collective surge of 44%; Lingyun shares acquired military assets for nearly 1.3 billion yuan, and the stock price closed at the daily limit; *ST Nandian A It is expected that the profit in 2016 will be about 1.3 billion yuan, and the stock price will rise to the limit; the actual controller of Yijing Optoelectronics will transfer 7.59% of the equity for 1.5 billion, and will resume trading and will rise to the daily limit; Meixinda will invest 4.25 billion yuan in environmental protection assets, and the stock price will rise to the limit; Sun Cable is sought after by funds Becoming a monster, the stock price has been closed to the daily limit again; costs and expenses have dropped significantly *ST Shenhuo's pre-net profit exceeded 300 million, and the stock price has reached the daily limit; *ST Black Panther's profit-taking has ended the continuous daily limit, and today's stock price has hit the daily limit with a huge shock of 10%; Guangxin Materials Frequently, capital operations are not favored, and stock prices fall by the limit.
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[Institutional view]
Jufeng Investment analysis believes that technically, the stock index continues to fall, but the shrinkage is obvious, indicating that there is no risk of selling here. Big; overall, China Unicom fell by the intraday limit yesterday. After a period of mixed-ownership reform speculation, profits tended to flee, while GEM hit a 10-month low after falling continuously. The downward break was one step away, and market concerns escalated. In addition, the recent excessive issuance of new shares has become the focus of market attention, and the continuous decline of sub-IPOs has also become the epitome of the excessive issuance of new shares. For the market , the lackluster trading and the pressure on the market from new share issuances caused the market to dive, but there was no release of transactions during the decline, indicating that under the game of existing funds, profit margins are relatively limited, and the downside space here is relatively narrow. Therefore, Jufeng Investment Consulting believes that the current structural foundation for the market's rise is still there, and the short-term correction is more of a washout, which will have a certain promoting effect on the later upswing. There is no need to worry too much before the holiday, and you can actively lurk and plan for dips.
Zhao Huan, deputy general manager of the Internet Finance Department of Fortune Securities, believes that IPOs have accelerated significantly recently, funds have been sucked by "new stocks", and the high-valuation GEM is facing impact.In the context of the game of existing funds and the rapid rotation of sectors, it is normal for leading mixed-ownership reform concept stocks to diverge. However, the concept of state-owned enterprise reform has made great progress in 2017. In the future, the concept of mixed-ownership reform will become the main theme of state-owned enterprise reform, which may bring investment opportunities to the market throughout the year.
Tianding Investment: With the opening of the provincial-level “Two Sessions” in 2017, the reform of state-owned enterprises is expected to become the focus of work again this year. 2017 will be the year for the comprehensive implementation of the reform of local state-owned enterprises. Since last year, local governments have made detailed plans for the reform of state-owned enterprises, which will be fully accelerated in the new year and strive to achieve substantial results in the reform. Mixed ownership reform covers a wide range of areas and attracts a lot of investment.
Guangzhou Bandung analysis believes that the market situation may have new variables. On the one hand, for these types of stocks that have been wrongly killed due to the drag of the market, have good performance support, have deep involvement of main players, and have strong motivation for capital operation, we not only cannot easily hand over our chips, but can even boldly carry out bargain hunting on the premise of controlling the position. , fast in and fast out to gain short-term profits. Because once the market stabilizes, these stocks will be the first to rebound strongly. On the other hand, with the index unable to pull back and the vitality of many parties severely damaged, sufficient attention needs to be paid to the local panic-killing atmosphere displayed by the market: among them, sub-new stocks with serious performance losses, high valuations, and short-term continuous gains These five types of stocks, which are too large, have seriously deteriorated in technical form, and have major shareholders reducing their holdings by a large amount, are the first to bear the brunt, and the main funds have fled in a hurry.
