Double financing balance
As of December 13, the balance of the two financial institutions of the Shanghai Stock Exchange was reported as 991.754 billion yuan, an increase of 4.041 billion yuan over the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 855.710 billion yuan, an increase of 1.078 billion yuan over the previous trading day; The two cities totaled 1847.464 billion yuan, an increase of 5.119 billion yuan over the previous trading day.
Latest views
On Monday, the A-share indexes opened higher and went higher. As of the close, the Shanghai index rose 0.40%, the Shenzhen Component Index rose 0.67%, the gem index rose 0.87%, the Shanghai and Shenzhen 300 rose 0.57%, the Shanghai 50 rose 0.37%, and the China Securities 500 rose 0.63%. The number of gainers in the two cities was 2257, higher than the average value of 2155 last week and higher than 2231 in the previous trading day. The limit was 86, higher than the average value of 84 last week and lower than 88 the previous trading day. Northbound funds were net purchases of 5.365 billion yuan, with an average value of 9.767 billion yuan last week and 9.148 billion yuan the previous trading day. The turnover of the two cities was 1271.8 billion yuan, breaking trillion yuan for the 37th consecutive trading day. A-Shares rose and fell, and northward capital inflows narrowed significantly. Our previous analysis believes that the upward shock of A-Shares is the main tone. After continuous breakthroughs, A-Shares may usher in a short rest, but the index shock and structural market opportunities still exist. At the same time, for investors, blue chips will usher in new allocation opportunities.
Topic tracking
Today’s focus: Yuan universe, pumped storage, wind power equipment
1. Metauniverse theme: after Facebook founder Mark Zuckerberg announced that he would change the company name to “meta” and said that metauniverse is the next frontier field of science and technology, many industry giants such as Microsoft, NVIDIA, roblox, Niantic and Xiaomi have successively announced their metauniverse plans, indicating that they will layout metauniverse. Metauniverse is a virtual and real digital world in space dimension and time dimension. It aims to form a virtual reality system including network, hardware interruption and users. As an emerging concept, metauniverse is moving from concept to the initial stage of industrial application, which will drive the broad industrial chain forward. With the catalysis of various technologies and applications, The value expectation of these industrial chains is also gradually implemented, which is expected to produce a considerable market. Suggestions: Col Digital Publishing Group Co.Ltd(300364) (300364), Inmyshow Digital Technology (Group) Co.Ltd(600556) (600556)
2、 Subject of pumped storage: on December 1, the Guangdong Provincial Development and Reform Commission approved the implementation of the implementation plan for agency power purchase by power grid enterprises in Guangdong Province (for Trial Implementation) 。 It means that the auxiliary service costs in the emergence stage mainly include the costs of energy storage and pumped storage power stations and demand side response. The relevant costs are shared by all industrial and commercial users who directly participate in market transactions and power grid enterprises purchase electricity on behalf of power grid enterprises. Driven by this news, the pumped storage sector rose. Based on a series of favorable policies released this year, pumped storage, as the most mature and economical energy storage mode at the current time point, may usher in rapid growth and broad development space. Suggestions: Yunnan Wenshan Electric Power Co.Ltd(600995) (600995), Nari Technology Co.Ltd(600406) (600406)
3. Theme of wind power equipment: Xi Jinping the general secretary presided over the 22nd Meeting of the central comprehensive Deepening Reform Commission on the afternoon of November 24. The meeting stressed that we should orderly promote the participation of new energy in market transactions, promote the formation of a virtuous circle of science and technology, industry and finance, and accelerate the transformation and application of scientific and technological achievements. As a new and renewable energy, wind power has developed rapidly in the context of double carbon. At present, it has grown from supplementary energy to one of the main energy. According to the data of the national energy administration, from January to September 2021, 16.43gw of new grid connected installed capacity of wind power was added in China. At the same time, the rapid decline of wind turbine price further stimulated the development demand of wind farms, and the market space was broad. It is suggested to pay attention to: Shenzhen Hopewind Electric Co.Ltd(603063) (603063), Jinlei Technology Co.Ltd(300443) (300443).
Risk statement
The epidemic has not been effectively controlled, the macro economy has unexpectedly declined, the liquidity crunch has intensified, and the industrial policies are lower than expected.
