brief description of disk
On Wednesday, A-Shares opened low and went high, fell down in case of resistance, and the disk is still small cap stocks, with better performance. On the disk, electric power, power grid equipment, engineering construction, real estate development, railways and highways, shipbuilding, small metals, public utilities, automobile services, cultural media, coal, mining, cement and building materials were among the top gainers; Wine making, wind power, aerospace, food and beverage and other industries made a slight correction. In terms of subject shares, the same rights, such as renting and selling, rare earth permanent magnet, shale gas, LED, Beijing Tianjin Hebei, industrial gas, sports industry, UHV, pumped storage and other leading industries, such as genetically modified, Baijiu, CRO, super brand, automobile chips and so on, were slightly callback.
hot plate
The real estate sector strengthened: Sichuan Languang Development Co.Ltd(600466) , Langold Real Estate Co.Ltd(002305) , Beijing Dalong Weiye Real Estate Development Co.Ltd(600159) , Sanxiang Impression Co.Ltd(000863) , Beih-Property Co.Ltd(600791) , Casin Real Estate Development Group Co.Ltd(000838) , Chongqingyukaifaco.Ltd(000514) limit, and Tianjin Realty Development (Group) Co.Ltd(600322) , Guangzhou Pearl River Industrial Development Co.Ltd(600684) , China World Trade Center Co.Ltd(600007) , Cosmos Group Co.Ltd(002133) , Cccg Real Estate Corporation Limited(000736) led the increase.
Brokerage sector strengthened: Guolian Securities Co.Ltd(601456) limit, Zheshang Securities Co.Ltd(601878) , China Greatwall Securities Co.Ltd(002939) , Sinolink Securities Co.Ltd(600109) , Caida Securities Co.Ltd(600906) , East Money Information Co.Ltd(300059) , China Securities Co.Ltd(601066) led the increase.
The reform of state-owned assets of central enterprises strengthened: Langold Real Estate Co.Ltd(002305) , Lanpec Technologies Limited(601798) , Triumph Science & Technology Co.Ltd(600552) , Henan Pinggao Electric Co.Ltd(600312) , Sinosteel New Materials Co.Ltd(002057) , Yunnan Xiyi Industrial Co.Ltd(002265) , Sinoma International Engineering Co.Ltd(600970) , Shenyang Jinshan Energy Co.Ltd(600396) , Taiji Computer Corporation Limited(002368) , Xj Electric Co.Ltd(000400) limit, China Xd Electric Co.Ltd(601179) , China Reform Health Management And Services Group Co.Ltd(000503) , Beijing E-Hualu Information Technology Co.Ltd(300212) , State Grid Information&Communication Co.Ltd(600131) , People.Cn Co.Ltd(603000) increased by more than 5%.
The power sector strengthened: Jinneng Holding Shanxi Electric Power Co.Ltd(000767) , Guangzhou Hengyun Enterprises Holdings Ltd(000531) , Shenyang Jinshan Energy Co.Ltd(600396) rose by the limit, An Hui Wenergy Company Limited(000543) , Sichuan Mingxing Electric Power Co.Ltd(600101) , Shenergy Company Limited(600642) , Huadian Power International Corporation Limited(600027) rose by more than 4%.
Yuan universe strengthened: Shunya International Martech (Beijing) Co.Ltd(300612) , Hubei Radio & Television Information Network Co.Ltd(000665) , Meisheng Cultural & Creative Corp.Ltd(002699) , Shenzhen Aoto Electronics Co.Ltd(002587) limit, Bluefocus Intelligent Communications Group Co.Ltd(300058) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Beijing Jetsen Technology Co.Ltd(300182) rose by more than 7%.
message plane
comprehensive RRR reduction landing today! 1.2 trillion funds into the market
The second RRR reduction in the year landed today (15th)! The central bank lowered the deposit reserve ratio of financial institutions by 0.5 percentage points, reduced the capital cost of financial institutions by about 15 billion yuan a year, and released about 1.2 trillion yuan of long-term funds.
has attracted much attention! How does the central bank operate when 950 billion MLF expires today?
Although the market still has differences on the "interest rate reduction" of policy interest rate, with the two rounds of comprehensive RRR reduction in July and December this year, the market generally believes that the driving force for the reduction of quoted interest rate (LPR) in the savings loan market is sufficient, and there is a possibility of "interest rate reduction" in the short term.
front page of Securities Times: when will the yuan universe hype stop?
The concept of meta universe has been popular for some time, and now it is becoming more and more intense. Although the regulatory authorities have questioned the gold content of the concept of Listed Companies in various ways, investors still pursue it, and there is no bad in the eyes of capital hunting.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the economic fundamentals continue to move from "stagflation" to "recession" cycle in November, the space for monetary easing has been opened, and the liquidity will gradually become loose. The central bank comprehensively reduced the reserve requirement by 0.5% and released 1.2 trillion long-term funds, which formed a positive stimulus to the market. For stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: on December 15, the central bank will comprehensively reduce the reserve requirement by 0.5% and release 1.2 trillion long-term funds, which will strongly stimulate the market. Meanwhile, 950 billion MLF expires today, focusing on whether the central bank will renew the MLF. Overnight, U.S. stocks corrected across the board, and technology stocks performed poorly. It is expected that there will be low absorption opportunities in the A-share market and temporarily avoid the large weight in the gem.
In fact, today's MLF of 950 billion expired, and the central bank renewed 500 billion MLF and 10 billion reverse repurchase, which is equivalent to recovering 440 billion liquidity. It is equivalent to investing 750 billion yuan of medium and long-term liquidity.
Securities companies, real estate and other sectors benefited from the release of liquidity and performed strongly. Power industry, power grid equipment, engineering construction, utilities and other sectors led the rise. However, some blue chips fell, suppressing the poor performance of the index: China Tourism Group Duty Free Corporation Limited(601888) , Foshan Haitian Flavouring And Food Company Ltd(603288) , Ping An Insurance (Group) Company Of China Ltd(601318) , Great Wall Motor Company Limited(601633) , Kweichow Moutai Co.Ltd(600519) . Consolidation at this position is a normal phenomenon. Several major indexes are about to face high points in the year. After horizontal consolidation and full chip exchange, A-Shares will open upward space.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. After adjustment, hot plates such as hydrogen energy, semiconductors, auto parts, UHV, energy storage and metauniverse have rebounded one after another. You can pay attention to grasping the rotation opportunities in the plate. Midline suggests paying attention to technology growth stocks such as intelligent driving and chips.
(Jufeng Finance)
