brief description of disk
On Tuesday, A-Shares opened low, disk differentiation, small cap stocks rebounded, and heavyweights adjusted. On the disk, cultural media, packaging materials, medical devices, aerospace, games, education, Internet, communication services, medical services, shipbuilding, wind power equipment, power grid equipment, biological products, etc. led the increase; Energy metals, automobiles, coal, non-ferrous metals, batteries, steel, glass fiber, petroleum and other industries saw a slight correction. In terms of subject stock, the leading technologies such as holographic technology, in vitro diagnosis, occupation education, vaccine cold chain, broadcasting and television, Baijiu, Yuan universe, EDR concept, blade battery, low carbon metallurgy, glyphosate, rare earth permanent magnet and other small callbacks.
hot plate
Baijiu plate strength: Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) , Shandong Chiway Industry Development Co.Ltd(002374) , Gansu Huangtai Wine-Marketing Industry Co.Ltd(000995) limit, Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) , Anhui Kouzi Distillery Co.Ltd(603589) , Anhui Yingjia Distillery Co.Ltd(603198) , Xinjiang Yilite Industry Co.Ltd(600197) , Luzhou Laojiao Co.Ltd(000568) , Shede Spirits Co.Ltd(600702) , Anhui Gujing Distillery Company Limited(000596) , Kweichow Moutai Co.Ltd(600519) gains.
Cultural media strengthened: 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%.
Power grid equipment strengthened: Changshu Fengfan Power Equipment Co.Ltd(601700) rose by the limit, Henan Pinggao Electric Co.Ltd(600312) , Hainan Jinpan Smart Technology Co.Ltd(688676) , Xj Electric Co.Ltd(000400) , Qingdao Huijintong Power Equipment Co.Ltd(603577) , Ningbo Sanxing Medical Electric Co.Ltd(601567) , Baosheng Science And Technology Innovation Co.Ltd(600973) , Shijiazhuang Kelin Electric Co.Ltd(603050) , Sunway Co.Ltd(603333) led the increase.
The tobacco sector continued to strengthen, Apple Flavor & Fragrance Group Co.Ltd(603020) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and other trading limits, Anhui Hyea Aromas Co.Ltd(300886) , Shanghai Shunho New Materials Technology Co.Ltd(002565) , Anhui Genuine New Materials Co.Ltd(603429) followed. The tobacco sector in the peripheral market is strong. However, this sector is seriously divided, especially the leading stock Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , which also involves vocational education. We should pay attention to differentiation.
message plane
the market value of consumer virtual reality (VR) will reach US $16 billion in 2026
Omdia’s new research shows that by 2026, the market value of consumer virtual reality (VR) will reach US $16 billion, an increase of 148% over 2021. The latest forecast comes from omdia’s consumer VR helmet and content revenue forecast from 2021 to 2026, which deeply studies the VR market and forecasts 30 countries respectively. The report points out that 12.5 million helmets will be sold in 2021, and the expenditure on VR content will reach US $2 billion.
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.
Citic Securities Company Limited(600030) : steady growth, expanding domestic demand and double clicking the leading chemical industry
Citic Securities Company Limited(600030) the study pointed out that the statements on expanding domestic demand, carbon peak and carbon neutralization in the central economic work conference are expected to trigger the expected repair of relevant chemical sectors in the market. From the upstream raw material end, the raw material energy consumption is not included in the total amount control, which is expected to gradually normalize the approval of new coal chemical and large-scale refining projects that meet the energy efficiency benchmark; Under the strategy of expanding domestic demand, the midstream chemicals related to consumption and manufacturing are expected to usher in the repair of demand and profit margin, and the leader will achieve double growth
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. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: the correction of U.S. stocks was obvious overnight, and 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 stock 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 of early trading today, the heavyweights ( Contemporary Amperex Technology Co.Limited(300750) , 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) , China Life Insurance Company Limited(601628) , China Petroleum & Chemical Corporation(600028) , etc.) are callbacks that are obvious, while the Baijiu liquor stocks headed by Kweichow Moutai Co.Ltd(600519) are stable indicators.
The yuan universe, education, medical treatment, Baijiu and other sectors performed well. Northward capital inflow for the ninth consecutive day, but the inflow rate slowed down.
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 differentiated. During the year, liquor stocks and blue chips, such as Baijiu, rebounded and could participate in the bargain market. After the short-term sharp rise of hydrogen energy, semiconductor, new energy vehicles and parts, there is an adjustment demand. Pay attention to high selling. Wind power, photovoltaic, energy storage, Yuan universe and other sectors have trend line adjustment. After a short-term sharp fall, they can throw high with the help of rebound. Midline suggests paying attention to technology growth stocks such as intelligent driving and chips.
(Jufeng Finance)
