Market Overview
On Thursday, the Shanghai and Shenzhen stock markets fluctuated in a narrow range. Both the wide-based index and the narrow-based index were relatively flat and had no bright performance. On the disk, the cement sector led the rise, Gansu Shangfeng Cement Co.Ltd(000672) limit, Huaxin Cement Co.Ltd(600801) , Anhui Conch Cement Company Limited(600585) , Jiangxi Wannianqing Cement Co.Ltd(000789) etc. rose by more than 4%; The trend of infrastructure and building materials related to cement is also good; Cyclical stocks such as coal and steel have made renewed efforts; The early high boom sectors such as new energy and digital currency have a significant correction. Although the amplitude of the index is small, individual stocks are very different from Wednesday, with more than 3300 falling.
In December, most institutions completed their internal assessment and began to lay out in 2022. “China’s economy is weakening in stability + loose liquidity” is still the main tone and has become the driving force for the interpretation of “cross year market”. In terms of configuration, it is still recommended to focus on growth and take into account undervalued values. Specifically, in terms of industry configuration, it is recommended to pay attention to: new energy (vehicles) (smart grid, energy storage, wind energy, photovoltaic, etc.), medicine, electronics, banking, etc.
