In the first month of 2022, A-Shares did not have a “good start”, and the three major indexes fell sharply. The Shanghai index fell 7.65% in January, the Shenzhen Component Index fell 10.29% and the gem fell 12.45%.
During the Spring Festival holiday in the year of the tiger, major markets around the world began to rebound. Can A-Shares rise after the beginning of the year? What major events will affect the market in February? What are the views of major securities companies in China?
Securities companies: the market is expected to rebound after the festival
For the post holiday A-share market, brokers generally believe that A-share is expected to rebound. After investor sentiment stabilizes and some track risks are gradually released, the spring market driven by steady growth may gradually open.
In terms of sectors, a number of securities companies are optimistic about food and beverage, household appliances and other consumer sectors, and securities companies are optimistic about the growth sector with good annual performance.
Exposure of gold stocks of securities companies: nearly half of securities companies recommend China stock market news
According to incomplete statistics of 21 INVESTMENT communication, as of February 6, 11 securities companies have announced gold stocks in February, and a total of 88 gold stocks have been recommended.
Among them, the “Baijiu” Kweichow Moutai Co.Ltd(600519) (600519.SH) was recommended by 4 brokerages. Recently, the company cancelled the unpacking policy, increased the proportion of direct sales, and gradually implemented the policies such as the quota of new dealers.
Dongxing Securities Corporation Limited(601198) believes that the performance of Maotai will have strong and stable growth in 2022. The company will double drive the performance by optimizing the product structure and improving the channel distribution; In the medium and long term, the brand strength of the company is enhanced and the production capacity of base liquor is expanded.
From the industry distribution of gold stocks, food and beverage ranked first, with 10 companies recommended, followed by computers and power equipment, with 9 companies recommended.
attach the relevant report of February gold stock > > > {2345667} {4567889}
Opening guide for the year of the tiger! 18 securities companies released gold stocks in February, and these “Mao” were favored
