Today, A shares three major indexes rose and fell. On the market, the data security sector had the highest increase in , while the Innovative and domestic software sectors continued to lead the rise, while the coal mining and processing sector fell sharply.
On October 13, the three major A-share indexes opened low and fluctuated slightly throughout the day. The Shanghai Composite Index fell 0.3%, the Shenzhen Component Index fell 0.19%, the ChiNext Index rose 0.32%, and the Shanghai and Shenzhen stock markets had a turnover of for the whole day. More than 3,000 shares in the two markets rose, and northbound funds sold a net sale of 8.035 billion yuan throughout the day.
on the market, the data security sector ranked the top in the growth rate, Science and Technology Innovation Information hit the daily limit by 20cm, and China News Service, Nantian Information, and -day Rongxin hit the daily limit. The Innovative and domestic software sectors continued to lead the rise, with many stocks such as Guomai Technology , Cambridge Technology, Infeituo, Shenzhou Digital , and massive data hitting the daily limit. The rural revitalization sector strengthened in the afternoon, with nearly 10 stocks including Smart Agriculture, Swan Shares, Jinglan Technology , Zhongnong United, Tianhe Shares, Zhongxing Fungi Industry hitting the daily limit. The oil and gas mining and gas sectors rose sharply at the end of the trading session, while Shuifa Gas and Renzhi shares hit the daily limit. The coal mining and processing sector fell sharply, and Shanxi coking coal once hit the limit. The real estate sector led the decline, with Jindi Group falling by more than 6%, while China Communications Construction Real Estate , Huafa Co., Ltd., Tianfang Development , Binjiang Group , etc. followed suit.
analysts believe that the resonance of favorable factors in many aspects has made the market stronger in the past two days, and it is obvious that small-cap stocks perform better than large-cap stocks. Next, the continued nature of the rebound may remain to be seen, as some of the pessimism may still exist. In the future, we must pay close attention to the announcement of the third quarter report.
Moutai fell more than 3%
In the morning of today's trading, Kweichow Moutai fell to 1,697 yuan during the session, down 3.58%. The stock price fell for six consecutive trading days and fell below the 1,700 yuan mark again. As of the close, Kweichow Moutai's stock price was about 1,700 yuan, down 3.41%.
On the evening of October 12, Kweichow Moutai released its main operating data from January to September 2022. In the first three quarters, the company expected to achieve a total operating income of about 89.785 billion yuan, and increased by about 16.5% year-on-year; it is expected to achieve a net profit attributable to shareholders of about 44.399 billion yuan, a year-on-year increase of about 19.1%.
both achieved growth in revenue and net profit, but the performance growth rate in the third quarter slowed down significantly compared with the first and second quarters. The company responded that the difference between (sales) between quarters is not very big, and the supply and marketing of the entire product are relatively good.
Independent financial commentator Guo Shiliang in an interview with the International Financial News reporter, judging from the recent stocks that have fallen, it is basically related to the strong blue-chip stock in the early stage, including China Merchants Bank , Moutai, etc. Among them, Moutai's performance meets market expectations, but because of its relatively high valuation, there are signs of losing valuation.
institutions are optimistic about performance trends. CITIC Securities expects that demand for high-end wines will remain stable in the fourth quarter, and Pufei's wholesale price will remain stable, supporting the company's distribution revenue to accelerate and the proportion of direct sales to remain high. In addition, Guizhou has promoted the resumption of work, production and market, supporting good certainty in the annual performance.
Guotai Junan said that high-end liquor consumption is fully resilient, Moutai's sales are stable and inventory is benign. The wholesale price has fallen slightly after the peak season and has gradually stabilized. Moutai is currently in a period of accelerated reform of the marketing system. In the first half of the year, "i Moutai " was launched to promote the reform of the marketing system through digitalization. In the second half of the year, the third-generation specialty stores have been opened one after another to promote the combination of offline stores and online sales on the channel side, and further aggregation of product-side product matrix. High-quality production capacity supports long-term stable growth in volume and price.
data leads the rise
data security sector has the highest growth rate, with Science and Technology Innovation Information hitting the daily limit of 20cm, China News Service, Nantian Information, and Tianrongxin hitting the daily limit, digital certification , Green Network Technology , Anheng Information, and Jiuyuan Yinhai rose by more than 10%.
Information Technology and domestic software sectors continue to lead the rise, and many stocks such as Guomai Technology, Cambridge Technology, Infeituo, Shenzhou Digital, and massive data hit the daily limit. China Software, Kingsoft Office , Zhuoyi Information, Hengwei Technology , Zhongtong Guomai, Nanling Technology, Mengwang Technology , digital certification, etc. followed suit.
Rural revitalization sector strengthened in the afternoon, with nearly 10 stocks including Smart Agriculture, Swan Shares, Jinglan Technology, China Agricultural United, Tianhe Shares, and Zhongxing Fungi Industry hitting the daily limit.On the news front, People's Daily recently issued a statement saying that it has taken solid steps to comprehensively promote rural revitalization.
Energy differentiation
Oil and gas mining and gas sectors rose sharply at the end of the trading session, Shuifa Gas and Renzhi Shares hit the daily limit, Beken Energy, Zhunyou Shares , Shengtong Energy, Delong Hui Energy, Shaanxi Natural Gas , Jiufeng Energy, Guizhou Gas, etc. followed suit.
The coal mining and processing sector fell sharply, Shanxi coking coal once hit the limit, Jinkong Coal Industry, Lu'an Environmental Energy , Pingmei Co., Ltd. , China Coal Energy , Shanmei International, etc. followed suit.
"The alternating performance of new and old energy. From a long-term perspective, the development prospects of new energy are clearer, but the value of old energy is relatively high, which is actually related to the market cycle attributes. At the same time, old energy is also related to the actual supply and demand of the market. Old energy has adjusted, and new energy and old energy have formed a seesaw effect, which is related to the flow of market funds." Guo Shiliang said.
real estate leads the decline
real estate sector leads the decline, Jinde Group fell by more than 6%, China Communications Construction Real Estate, Huafa Co., Ltd., Tianfang Development, Binjiang Group, Beijing Investment Development, Qixia Construction , Xinhualian , etc. followed suit.
reporter learned through interviews that the real estate sector is facing the problem of "soft landing" and is currently in the stage of accelerated reshuffle of the industry. Housing for living, not speculation is the main tone of development, but the real estate market has affected a large number of industries, so the weakness of the real estate market will also affect the development of a large number of sub-industry, including home appliances, banks, etc., and the market is in the process of digesting uncertain expectations.
In addition, the medical services and device sectors ranked among the top gainers, with Baihua Pharmaceuticals and Nanhua Bio reaching the daily limit, and Dabo Medical, Maipu Medical, Xiangsheng Medical, WuXi AppTec , Kailaiying and others following the rise.
rebound to be observed
Yesterday, market rebounded sharply, and the market trading volume was moderately amplified. Today, small-cap stocks continued to rebound, while large-cap blue chips represented by Shanghai and Shenzhen 300 showed a relatively volatile pattern. Looking ahead to the future market, institutions have expressed their opinions one after another. Hu Bo, a fund manager of Rongzhi Investment under
Private Equity Ranking Network , believed in an interview with the International Financial News that, on the one hand, it is because the market has a demand for rebound and repair in a very pessimistic mood recently; on the other hand, it is because more and more important institutions have spoken out, saying that it is a relatively good investment time window at the beginning, which has greatly boosted market confidence; at the same time, external risks have also been alleviated. The resonance of favorable factors from many aspects has made the market stronger in the past two days, and it is obvious that small-cap stocks perform better than large-cap stocks. Next, the continued nature of the rebound may remain to be seen, as part of the pessimism may still exist.
General Manager of Xiaoyu Investment Li Shiyu believes that from a technical perspective, the ChiNext Index is the first to bottom out because of the rebound and strengthening of CATL. Whether the low point at the bottom of the market is really proven, it will take another 3-5 days to confirm. It seems that this possibility is currently possible. In the future, we must pay close attention to the announcement of the third quarter report.
General Manager of Industrial Investment in Dadao, Huang Huayan, said that the current market main decline stage is approaching its end, and panic may continue to spread, but there will be a phased pullback to confirm the bottom. The stock market is not short of funds, but what is lacking is confidence. After the support of 2903 points is confirmed to be valid, based on factors such as the inventory of institutional fund rankings at the end of the year, the bulls and bears will tug at the same time and start a certain volatile market, which may last for a relatively long time, from March to June to 1 year. The main line of the future market is not clear at present. Value stocks Moutai have not fallen thoroughly, banks, securities and insurance do not have the conditions to pull up, and the growth stocks in the track are rotating quickly. Continue to control the position and maintain defense.
This article is derived from the Zhengji Fengyun
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-