The ChiNext Index fell nearly 2% in half a day, the lithium battery sector was the largest decliner,

This morning, the broader market fluctuated and fell, led by the ChiNext Index. On the disk, the game sector opened stronger, Starlight Entertainment’s 20CM daily limit, Shengtian Network rose more than 10%, Tom Cat, Langma Information, Tianzhou Culture, and Zhongqingbao rose more than 5%. The building materials sector opened stronger, Keshun shares rose by more than 10%, Han Jianheshan and UBM Technology rose by the daily limit, Shangfeng Cement, Huaxin Cement, Conch Cement, Sanhe Pipe Pile, Evergreen, Kibing Group, and Beixin Building Materials rose by more than 5% . In terms of decline, the lithium battery sector was the top decliner today, Yongxing Materials fell by the limit, German Nano, Zhongke Electric, Tibet Urban Investment, Yongtai Technology, Yiwei Lithium Energy, etc. fell more than 5%, and Ningde Times fell more than 3%.

In general, stocks fell more and rose less, and more than 2,400 stocks fell. The half-day turnover of Shanghai and Shenzhen stock markets reached 686.7 billion yuan, a decrease of 114.1 billion yuan from the morning of the previous trading day. On the disk, cloud games, tourism, building materials, new crown treatment, steel and other sectors were the top gainers, while salt lake lithium extraction, CRO, lithium batteries, liquor and other sectors were the top losers. As of the close at noon, the Shanghai Composite Index fell 0.29%, the Shenzhen Component Index fell 1.16%, and the ChiNext Index fell 1.96%. In terms of northbound funds, the Shanghai Stock Connect had a net inflow of 3.072 billion in early trading, and the Shenzhen Stock Connect had a net inflow of 1.47 billion in the morning.

A total of 38 shares in the two cities have the daily limit (excluding ST and new shares that have not yet opened), 18 shares have not sealed the daily limit, and the closing rate is 67.85%. There are 11 joint stocks in the two cities, including 6 joint stocks of prefabricated vegetable stocks, 5 joint stocks of digital currency stocks Jincai Internet, 5 joint stocks of pesticide stocks, and 3 joint stocks of digital economy concept stocks, Cuiwei shares, and massive data. , the radio and television stock Jishi Media has 3 boards, the infrastructure stocks Hongrun Construction, Han Jian Heshan 2 boards, the digital currency stock Yalian Development, and the radio and television stocks Guiguang Network 2 boards.

On the sector, the new crown treatment sector rose, Hanyu Pharmaceutical, Shenzhou Cell rose by more than 10%, and Guangshengtang, Xilong Science, Jianfeng Group and other stocks were among the top gainers. According to the news, VV116, the only small-molecule drug for the treatment of COVID-19 that has been approved for clinical trials in China, will start the NDA application as soon as it passes the clinical trial within this year. Zhongtai Securities believes that seeking effective drug treatment has been a priority since the outbreak of COVID-19. Compared with macromolecular drugs (such as neutralizing antibody drugs, etc.), small molecule oral drugs have the advantages of direct antiviral effect, low production cost and medication cost, easy to meet storage and transportation conditions, convenient administration, and good patient compliance. Medicine is expected to become a more convenient option for the treatment of new coronary pneumonia in the future.

The game sector has strengthened, with Xinghui Entertainment, Xunyou Technology, and Borui Communication's daily limit, and Shengtian Network and Glacier Network have increased by more than 10%. In the news, Microsoft Corporation (MSFT US) will acquire the well-known game developer Activision Blizzard (ATVI US), the transaction value will reach 68.7 billion US dollars, becoming the largest acquisition transaction in the history of the game industry. According to a statement from Microsoft, the transaction will help accelerate the growth of the company's gaming business across mobile, PC, console and cloud, while also providing the building blocks for the metaverse. Huatai Securities pointed out that global giants are continuing to deploy the metaverse, and boutique game developers are expected to provide the cornerstone for the construction of the metaverse. It is recommended to pay attention to high-quality game manufacturers and investment opportunities in the metaverse field.

The media sector also strengthened, with Xunyou Technology, Xinghui Entertainment, Jishi Media, Zhongguang Tianze, Guiguang Network, and CITS United daily limit. As the Spring Festival holiday is approaching, many films are scheduled to be released. At present, 11 Spring Festival films are scheduled to be released on the first day of the first lunar month (February 1). In addition, a number of policies in the media industry have been released. Zhongyuan Securities pointed out that from the "14th Five-Year Plan" China Film Development Plan, "Publishing Industry Development Plan during the "14th Five-Year Plan" period, and "14th Five-Year Plan for Digital Economy Development" , the "14th Five-Year Plan for Copyright Work" and other policies have been successively introduced to clarify the development path and provide guidance for various fields of the media sector. In the medium and long term, there is a lot of room for digital transformation in various domestic industries, and the media sub-field represented by landing application scenarios may continue to benefit.

The building materials sector rose, Han Jianheshan and UBM Technology rose by the daily limit, and Keshun shares rose by more than 10%. Essence Securities pointed out that the construction industry is actively embracing the new economy, and actively deploying new industries around "construction +". BIPV, energy storage, carbon sinks, etc. have become key areas for listed companies. Make efforts to improve the valuation level of the company and the industry. In addition, industry leaders and regional leaders will continue to deepen traditional businesses, expand the entire industry chain and upstream and downstream expansion around traditional businesses, and fully benefit from the increase in industry concentration, and future performance releases will be sustainable.

In short, the bright spot in the morning market is the game sector. Boosted by Microsoft’s sky-high acquisition of Blizzard, game stocks ushered in a daily limit. With the popular concept of the metaverse, as the scene wher the metaverse is expected to be applied first, the expectations of the game industry also continued. high. The new crown treatment sector is strong today, benefiting from the recent rapid progress of new crown special drugs. At present, the global epidemic is still serious, and the emergence of special drugs is expected to help fight the epidemic, and its market scale is also very broad. Different from the treatment of the new crown, the new crown testing sector rose again in early trading and then fell again, and many popular testing stocks have been falling for several days. In addition, the sectors with the top decliners include lithium extraction from salt lakes, cultivated diamonds, and CRO concepts. In terms of high popularity stocks, Delis successfully advanced to the 6th consecutive board, and Jincai Internet and China Agricultural United recorded 5th consecutive board.

1. On January 19th, a seminar on lithium battery coding standards and lithium battery traceability system was held in Beijing on January 18. Yang Xudong, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, attended the meeting and delivered a speech. China Electronics Standardization Institute and related enterprises Representatives of business units attended the meeting. In the next step, the Electronic Information Department of the Ministry of Industry and Information Technology will accelerate the implementation of the "Lithium-ion Battery Industry Standard Conditions" (2021 version), revise and release the "Comprehensive Standardization Technology System for the Lithium-ion Battery Industry", and guide relevant units to speed up the formulation of lithium battery coding standards , study the establishment of a lithium battery traceability system and related public service platforms, and coordinate the promotion of the high-quality development of the lithium-ion battery industry.

2. On January 19, the Sixth Session of the 13th Shaanxi Provincial People's Congress was held in Xi'an on January 19. Shaanxi Governor Zhao Yide proposed in his government work report that the main expected goals for the development of Shaanxi Province in 2022 are: The gross domestic product will increase by about 6%, the general public budget revenue will increase by about 3%, and the income of urban and rural residents will increase by about 6.5% and 8% respectively. Vigorously develop photovoltaic, wind energy, biomass and other renewable energy sources, accelerate the construction of three new energy bases from northern Shaanxi to Hubei, Shenfu, and Weinan, promote the implementation of water storage pumping power stations and hydrogen energy demonstration projects, and increase new energy consumption capacity , to build an important clean energy base in the country.