brief description of disk
On Tuesday, A-Shares opened low, disk differentiation, small cap stocks rebounded, and heavyweights adjusted. On the disk, cultural media, Internet services, software development, packaging materials, medical devices, computer equipment, education, aerospace, education, communication services, medical services and other industries led the increase; Energy metals, automobile, coal, non-ferrous metals, batteries, steel, photovoltaic, petroleum, securities, insurance, banking and other industries made a slight correction. In terms of subject stocks, digital currency, holographic technology, in vitro diagnosis, vocational education, radio and television, metauniverse, intellectual property, titanium dioxide and smart government led the rise, while blade batteries, low-carbon metallurgy, glyphosate, hit batteries and phosphorus chemical industry made a slight correction.
hot plate
The strength of cultural media (including the concept of meta universe): Shanghai New Culture Media Group Co.Ltd(300336) , Shunya International Martech (Beijing) Co.Ltd(300612) , Guangdong Brandmax Marketing Co.Ltd(300805) 20% limit, Zhewen Interactive Group Co.Ltd(600986) , Hubei Radio & Television Information Network Co.Ltd(000665) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , H&R Century Union Corporation(000892) , Three’S Company Media Group Co.Ltd(605168) , Meisheng Cultural & Creative Corp.Ltd(002699) limit, China Cssc Holdings Limited(600150) , Guomai Culture & Media Co.Ltd(301052) , Genimous Technology Co.Ltd(000676) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Chinese Universe Publishing And Media Group Co.Ltd(600373) more than 5%.
Stronger medical devices (including covid-19 virus detection): Shanghai Labway Clinical Laboratory Co.Ltd(301060) led the rise, Andon Health Co.Ltd(002432) limit, Truking Technology Limited(300358) , Beijing Wandong Medical Technology Co.Ltd(600055) , Contec Medical Systems Co.Ltd(300869) , Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) , Qingdao Haier Biomedical Co.Ltd(688139) , Beijing Hotgen Biotech Co.Ltd(688068) , Sansure Biotech Inc(688289) , Shinva Medical Instrument Co.Ltd(600587) , Tofflon Science And Technology Group Co.Ltd(300171) , Zhejiang Orient Gene Biotech Co.Ltd(688298) led the rise.
Stronger concept of tobacco (including packaging materials): Shenzhen Jinjia Group Co.Ltd(002191) , Apple Flavor & Fragrance Group Co.Ltd(603020) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) limit, and Zhejiang Xinhua Chemical Co.Ltd(603867) , Anhui Hyea Aromas Co.Ltd(300886) , Shanghai Shunho New Materials Technology Co.Ltd(002565) , Chengdu Information Technology Of Chinese Academy Of Sciences Co.Ltd(300678) led the increase.
Auto parts strengthened: Yunnan Xiyi Industrial Co.Ltd(002265) , Hunan Tyen Machinery Co.Ltd(600698) , Zhejiang Yueling Co.Ltd(002725) stepped out of the 7-link board at the same time, Guangdong Dcenti Auto-Parts Stock Limited Company(603335) , Fawer Automotive Parts Limited Company(000030) , Shanghai Yanpu Metal Products Co.Ltd(605128) limit, Anhui phoenix, Zhejiang liming, Guizhou Guihang Automotive Components Co.Ltd(600523) , Kuangda Technology Group Co.Ltd(002516) , and su’ao sensor rose by more than 6%.
message plane
the exclusive terms of commercial insurance for new energy vehicles are released, and the charging pile and other off-board equipment are included in the scope of protection
According to CCTV news, the China Insurance Industry Association held a press conference today to officially release the exclusive terms of commercial insurance for new energy vehicles (Trial). Combined with the characteristics of new energy vehicle charging, the terms develop self use charging pile loss insurance and self use charging pile liability insurance, which not only cover the loss of the vehicle, but also include the loss of auxiliary equipment such as charging pile, as well as the possible property loss and personal injury caused by the equipment itself; Focus on solving the risks caused by auxiliary facilities in the application of new technologies.
National Development and Reform Commission: about 100 national backbone cold chain logistics bases will be built during the 14th Five Year Plan period
It was learned from the press conference held by the national development and Reform Commission that during the 14th Five Year Plan period, China will build about 100 national backbone cold chain logistics bases. Zhang Jiangbo, deputy director of the economic and Trade Department of the national development and Reform Commission, introduced that the determination of these 100 logistics bases comprehensively considered factors such as Shenzhen Agricultural Products Group Co.Ltd(000061) production, large consumer market and stock cold chain logistics facilities. At present, the first batch of 17 national backbone cold chain logistics bases have been determined, and the construction of these bases is progressing steadily.
two departments: accelerate the promotion and application of new energy vehicles and accelerate the construction of supporting facilities such as charging piles and power exchange stations
The national development and Reform Commission and the Ministry of industry and information technology issued a notice on the implementation plan for invigorating industrial economic operation and promoting high-quality industrial development. The notice proposes to accelerate the promotion and application of new energy vehicles and accelerate the construction of supporting facilities such as charging piles and power exchange stations. We will improve the household appliance recycling system and implement the household appliance producer recycling target responsibility system. Encourage qualified places to launch a new round of old for new action in fields such as household appliances. We will encourage new energy vehicles, smart appliances and green building materials to go to the countryside.
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. On December 15, the central bank will comprehensively reduce the reserve requirement by 0.5% and release long-term funds of RMB 1.2 trillion, forming 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. PMI index turned upward as scheduled in November , and the cross year market will gradually expand.
Short term mood:
pre market judgment: the correction of U.S. stocks was obvious overnight. The approval of China Mobile’s IPO is expected to have a certain negative emotional impact on a shares. A-Shares will take the opportunity to step back, laying a solid foundation for the Shanghai index to officially break through 3700 points.
In fact, the view of early trading today is very clear, that is, the index needs to be adjusted. To make such a judgment, in addition to the decline in the peripheral European and American stock markets and the determination of the issuance date of China Mobile’s IPO, another factor is that the northward funds did not continue to buy net yesterday afternoon, and behind the general rise of the index yesterday, nearly half of the individual stocks fell. This shows that the scissors gap between heavyweights and small and medium-sized stocks is expanding and needs a repair process.
Judging from the trend, weight shares ( Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank Co.Ltd(600036) , Midea Group Co.Ltd(000333) , Semiconductor Manufacturing International Corporation(688981) , Ping An Bank Co.Ltd(000001) , Eve Energy Co.Ltd(300014) , Aier Eye Hospital Group Co.Ltd(300015) , Petrochina Company Limited(601857) , Postal Savings Bank Of China Co.Ltd(601658) , Great Wall Motor Company Limited(601633) , Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , etc.) are obviously callbacks, while the Baijiu stock index is stable index, but it has also dropped in the afternoon.
Meta universe, education, medical treatment, auto parts and other sectors performed well. Net inflow of northward funds for the ninth consecutive day. The trading volume of Shanghai and Shenzhen stock markets exceeded the trillion mark for 38 consecutive trading days.
investment advice:
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)
