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收评:A股三大指数涨跌不一 元宇宙概念暴涨 电力股掀涨停潮

Comments: the three major indices of A shares rise and fall differently. The concept of the universe skyrocketed and the power stocks set off a wave of stoppage.

證券之星 ·  Sep 8, 2021 03:10

On Wednesday, Sept. 8, the three major A-share indexes closed mixed, with the Prev and Shenzhen Composite Index closing almost flat, while the gem closed down nearly 1% at 3219.95 points.

In terms of funds, northward capital showed an outflow trend, with a net outflow of more than 1.6 billion yuan, breaking the trend of net inflows for 12 consecutive days. The turnover on the Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the 36th consecutive trading day.

On the market, affected by the good news, the electric power sector led the rise, while 10 shares such as Ningbo Energy and Silver Star Energy rose by the daily limit. Meta-Universe concept stocks continued to be active, and the plate as a whole soared by more than 15%. Zhongqingbao rose by the daily limit for the second day in a row; the seed industry plate suddenly broke out in the afternoon; industrial mother machine plate, Ning combination, and sodium ion batteries led the decline.

  The concept of meta-universe skyrocketed.

Meta-universe concept stocks continued to be active, with the plate as a whole soaring nearly 15%. Zhongqingbao rose by the daily limit for the second day in a row, Tom Cat rose by the limit in the afternoon, Shengtian Network and Tianzhou Culture rose by more than 15%, Caesar Culture, Silk Road Vision, Xinghui Entertainment, Perfect World and so on.

On September 6, Zhongqingbao officially announced that the company will launch a virtual and realistic fantasy simulation meta-universe game "Brewery Master", and the company will enter the meta-universe racetrack by integrating its own Internet technology products.

  The electric power plate led the rise.

The power sector opened stronger and closed up nearly 4%. Ningbo Energy, Silver Star Energy, Guidong Electric Power, Jiaze Xinneng, Shanghai Electric Power, New China and Hong Kong, more than 10 shares rose by the daily limit.

On the news side, recently, the National Development and Reform Commission and the National Energy Administration formally replied to the State Grid Corporation and the Southern Power Grid Company to promote the pilot work of green power trading. On September 7, the pilot project of green power trading was officially launched. Data show that the first green power transaction launched on the same day, a total of 259 market participants in 17 provinces participated, reaching a transaction capacity of 7.935 billion kilowatt-hours.

CITIC said that the pilot launch of green power trading will help broaden the emission reduction path for terminal power users, establish a long-term clean energy incentive mechanism, speed up the construction of wind power and photovoltaic investment, and ensure power consumption and revenue improvement for new energy operators. Continue to recommend high-quality leading enterprises in the photovoltaic and wind power manufacturing industry chain.

  The seed sector broke out in the afternoon.

Seed industry plate suddenly broke out in the afternoon, Hualu biology rose more than 9%, Jizhong Energy, Longping Hi-Tech, Dunhuang seed Industry, Tsuen Yin Hi-Tech and so on rose.

On the face of the news, according to news from the Ministry of Agriculture and Village, Tang Renjian, director of the Central Agricultural Office, secretary of the party group of the Ministry of Agriculture and Village, and minister, published a signed article entitled "go all out to promote the revitalization of the seed industry."

  The industrial machine plate led the decline.

The industrial mother machine plate fell, according to the largest decline. Brilliance equipment fell by more than 10%, followed by Zhejiang Haiderman, Sijin Intelligence and so on.

  Future strategy of the organization:

Cinda Securities: from March to June, the rate of residents' funds flowing into the stock market decreased significantly compared with 2020, mainly due to the interference of short-term factors such as white horse stock adjustment, capital diversion Hong Kong stocks, reduction and other short-term factors. As the long-term factors (falling interest rates, real estate regulation and lower financial returns) are still optimistic and growing, we believe that after September, the micro-capital pattern of the stock market will improve significantly again. There will be another rise in the index center.

Anxin Securities said that from an annual point of view, the most important thing for A-share investment is high-profile investment, which is determined by capital risk preference, expected rate of return, examination period and other factors, looking at the dimensions from a quarter to about half a year. Ning combination as the representative of the new energy vehicle industry chain, especially upstream, photovoltaic industry chain, especially upstream, military industry still has significant economic advantages. In the short term, at the trading level, we can pay moderate attention to the undervalued sector to benefit from the direction of policy easing.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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