1, 2021 the 2nd week, a prices of occurrence concussion become divided, shanghai points to weak force concussion, become greatly point to, do poineering work board point to considerably callback, division achieve board go up greatly.
2, the prices that embrace a group appears become loose, underestimate value board with what silver-colored behavior represents piece rise abruptly.
This week (on January 11, on January 15) A fail to continue nearly two weeks strong, after grail experience drops first, go up, the prices that drops again, overall the pattern that shows small concussion.
Specific in light of, shanghai shows complete Zhou Wei drops 0.1% , close to grow hatching and next hatching, show much emptier contention relatively intense. Among them index of the card on Zhou Er breaks through 3600 bits of integral col, highest to 3622.35 bits, close at 3608.34 bits, achieve a closing quotation since December 28, 2015 new tall. Nevertheless below half weeks present state of fall after a rise, go weak once more.
Unlike the concussion prices of grail, deep card is become point to and do poineering work board exponential full week drops nearly 2% , present clearer callback trend. And the division that weak force behaves before this is achieved board appear to go up greatly, this week division achieves 50 indexes to go up greatly 4.99% .
Meanwhile, capital Zhou Yiran enters the arena in insanity outside sweep money. Accumulative total of this the capital on Zhou Bei flows into A completely seventeen billion nine hundred and fifty-nine million yuan, successive already the 11st week is flowed into completely. Among them, shanghai connect accumulative total to flow into 4.487 billion yuan completely, deep connect accumulative total to flow into thirteen billion four hundred and seventy-two million yuan completely. This Zhou Shen city makes the market weighing a storehouse of the capital on north, relatively flow into growth completely last week nearly 1 times.
(picture origin: Wind)
Notable is, flow into in a large-scale to capital south, harbor advantage of opposite appraise cost is highlighted. Data shows, 70.2 billion HK dollar is bought completely to capital south this week, aggregate this month it is to exceed 130 billion HK dollar more. In experienced the abidance 2020 low after confusing, harbor be favorred.
From dish in light of the face, latter and unusually hot fund " embrace a group " , this a week is abrupt not sweet. In fund " embrace a group " the hottest hour, liquor and car of new energy resources are among them the most dazzling two big board piece. This week appears one after another however of exalted callback go situation, liquor board piece drop nearly 10% , with drunkard wine (000799.SZ) for exemple, two trade recently day of successional occurrence share price drop those who stop go situation. In addition, ning Deshi is acting (300750.SZ) , 5 grain fluid (000858.SZ) wait for core capital, also appear different level callback.
To it opposite is, with the bank, in what word head capital construction is a delegate is low a value in rise abruptly sadly. As a result of " report " exceed investor to anticipate greatly, the bank that start line of business (601166.SH) with the bank that enrol business (600036.SH) , share price in pairs achieves the history again new tall, the car in China (601766.SH) go up nearly two weeks exceed 30% .
The city after looking into, in thunder of chief economist Li Xun represents peaceful negotiable security, after 2019, new economy is brought " growing drive " , of course, the city of ox of this round of structure below appraise value drive and new economy drive, also already concealed appears structural sex bubble. 2021, be faced with from " embrace a group " to " disband " risk. Nevertheless, big spending and high-tech are the two large driving force of prospective China economy from beginning to end, a person of integrity can stand severe tests, put go really after bogus, the city of structural sex ox of capital market will still continue.
Macroscopical level, the Central Bank weighs a pound to decide tune: Maintain liquidity this year reasonable and abundant.
On January 15, the country does newly hold a press conference, monetary policy manages director Sun Guofeng expresses, monetary policy wanted firm word facing one 2021, not take a sudden turn. Next, the Central Bank will change to adjust neatly according to economic finance situation, apply all sorts of monetary policy tools integratedly to provide short-term, metaphase, long-term liquidity to bank system, maintain liquidity reasonable and abundant, maintain monetary supply and social financing dimensions to add fast add with nominal economy fast match basically.
Notable is, put forward to the Central Bank " maintain monetary supply and social financing dimensions to add fast add with nominal economy fast match basically " monetary policy target, chen Yu shows an explanation to say, match basically and do not mean completely equal. M2 and social financing dimensions are added fast the need that can administer according to economic situation and macroscopical economy, perhaps add high under nominal economy slightly slightly fast, in be being reflected with this long-term inside of monetary policy go against cycle adjustment.
Policy message respect, card inspect can weigh a pound to phonate: Appear on the market company superintendency orders strives to be rolled out this year.
Meeting vice-chairman Yan Qingmin is in Chinese card inspect 16 days express on forum of market of capital of the 25th China, next, should perfect further appear on the market the company superintends a system, continue to drive a company to the law edits and appear on the market formulate of company superintendency orders works, union registers the progress that makes reform and market progress, processing of perfect information exposure, company, buy recombine, equity drive, employee is held, remove the each respect regulation such as city, it is more mature to accelerate compose to build more finalize the design appear on the market the company superintends a system, strive to be rolled out this year appear on the market the company superintends byelaw.
Besides macroscopical level and policy message, news of industry, company is worth to pay close attention to likewise.
Wide steam group (601238.SH; 02238.HK) decide at the beginning of batteries of black lead Xi batch will be produced in September, 8 minutes charge to 80%
On January 16, ceng Qinghong of secretary of Party committee of wide steam group, president expresses, xi of wide steam black lead base super fill batteries quickly to already entered solid car volume to produce test level at present, first embarking model is AION V, doing winter test in black river at present, it is OK this year in September to be decided first batch production. It is reported, black lead Xi fills batteries quickly to have 6C to fill capacity quickly, combinative high power exceeds fill fixture, the fastest 8 minutes can charge to 80% .
Batteries of Xi of black lead of wide steam group causes Yang Minggao of Europe of academician of Chinese Academy of Sciences to oppugn, express, "If somebody tells you, this car can run 1000 kilometers, a few minutes can fill report, very safe still, cost very low. Will tell with current technology, he is cheater certainly. " to this, wide steam dust how to express south general manager ancient benefit, if Ou Yangming is tall, everybody wants to notice, did not want understanding to slant. He says to want this want that again again, even cheap, this affirmation is not done.
Among them, next week industry increased total volume of retail sales of consumable of investment of value, fixed assets, society to wait for economic data to will be announced in December 2020.
The near future rises with n, partial area appears even pull brake to be restricted electric circumstance, on one hand weather slants cold the element that brings about air conditioning to increase with report, also reflect economic activity at the same time the possibility is stronger still. In December index of manufacturing industry PMI 51.9% , relatively in November 52.1% fall after a rise, but still be in outspread interval. Golden company predicts industry will increase a value to grow 7% compared to the same period December in, and will keep balance roughly in November.
Investing opportunity respect, industry increases a value to basically reflect manufacturing industry boom degree and anabiosis circumstance. If this target is good at anticipating, mix to the sources of energy of industrial advanced position material board piece meeting generation carries display vigour to use.
Shadow castanet piece: Material board piece
Influence: God-given material (002709.SZ) , double star new material (002585.SZ) , De Weixin material (300325.SZ) , science and technology of new fishing line (002341.SZ) wait.
Show according to statistic, next week (came on January 18 on January 22) will have 11 only new issue, among them Shanghai city advocate board have 5, do poineering work board have 3, division achieve board have 3.
1, Kang Zhong medical treatment (688607.SH) : Digitlize bibcock of industry of detector of X ray flat
On January 21, open of Kang Zhong medical treatment is new explain buy. Public data shows, company of Kang Zhong medical treatment is the business that a major pursues digitlizing Wu of kimono of research and development of detector of X ray flat, production, sale. Through more than 10 years of indefatigable effort, the company already grew one of enterprises that to digitlize the whole world inside industry of detector of X ray flat famous, home precedes. According to the data statistic of IHS Markit, the portion that the company digitlized market of detector of X ray flat in global medical treatment and pet medical treatment 2018 is made an appointment with 3.0% , row whole world the 9th, domestic company the 2nd.
Outstanding achievement respect, 3 quarters outstanding achievement increased considerably 2020, among them battalion receives 229 million yuan, grow 65.35% compared to the same period, net profit is 46 million, grow 53.49% compared to the same period.
2, Chongqing bank (601963.SH) : Be located in change economy circle, first reach place in harbor advocate board the outback city commercial firm that appears on the market successfully
On January 21, chongqing bank open is new explain buy. Public data shows, chongqing bank is western with the Yangtse River (01038.HK) upriver area establishs commercial bank of the earliest local share-holding system, it is city commercial firm in first reach place in harbor advocate board the outback city commercial firm that appears on the market successfully.
Outstanding achievement respect, 3 quarters realized battalion to receive 9.887 billion yuan 2020, grow 14.22% compared to the same period, net profit is 4.006 billion, grow 5.19% compared to the same period.
(absolute value Zhang Lian)
