Today (December 13), the Shanghai and Shenzhen stock markets opened high across the board. At the beginning of the session, under the leadership of heavyweights, the Shanghai index rose continuously, and the intraday strength exceeded 3700 points, but the good time did not last long. In the afternoon, many plates rose and fell, and the Shanghai index also fell in shock; The gem index fluctuated strongly throughout the day, showing a differentiation pattern with the Shanghai index.
As of the day's closing of Shanghai and Shenzhen stock markets, the stock index gained and lost 3700 points, and finally rose 0.40% to 3681.08 points; The Shenzhen Component Index rose 0.67% to 15212.49 points, with four consecutive positive days on the daily line; The gem index rose 0.87% to 3496.96 points, and the daily line was also positive for four consecutive days.
From the disk point of view, the performance of the industry and concept sector is good at the time of multi-party boost and market enthusiasm recovery. In terms of industries, games, cultural media, electric power, logistics, computer equipment, oil, coal and other industries led the increase; In terms of theme stocks, the rise was led by the concept of meta universe, RCS concept, e-sports, pumped storage and vocational education.
In terms of capital, the people's Bank of China announced on December 13 that in order to maintain the reasonable and abundant liquidity of the banking system, the people's Bank of China launched a 7-day reverse repurchase operation of RMB 10 billion by means of interest rate bidding on December 13, 2021, with a bid winning interest rate of 2.20%. In view of the maturity of RMB 10 billion reverse repurchase today, the people's Bank of China has realized zero delivery and zero return.
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northbound funds
southbound fund
message plane
1. According to China business news, the central economic work conference was held in Beijing from December 8 to 10. The meeting required that we should pay close attention to the pilot of comprehensive reform of market-oriented allocation of factors, fully implement the stock issuance registration system, complete the three-year action task of state-owned enterprise reform, and steadily promote the reform of natural monopoly industries such as power grid and railway. We will mobilize local enthusiasm for reform and encourage all localities to adjust measures to local conditions and take the initiative to reform. We will expand high-level opening-up, promote institutional opening-up, implement the national treatment of foreign-funded enterprises, attract more investment from multinational corporations, and accelerate the implementation of major foreign-funded projects. We will promote the one belt, one road, high quality development.
2. According to China Securities News, on December 12, the general office of the State Council issued the "14th five year plan" for the development of cold chain logistics, proposing to build a number of comprehensive leading enterprises with strong international competitiveness. The plan specifies that by 2025, a cold chain logistics network connecting the origin and sales, covering urban and rural areas and connecting China International will be initially formed, a cold chain logistics system in line with China's national conditions and industrial structure characteristics and meeting the needs of economic and social development will be basically established, and the ability and efficiency of regulating Shenzhen Agricultural Products Group Co.Ltd(000061) cross seasonal supply and demand and supporting the cross regional circulation of cold chain products will be significantly improved, The role of supporting and ensuring national economic and social development has been significantly enhanced.
3. According to the website of the national development and Reform Commission, the national development and Reform Commission issued a reply on agreeing to carry out the pilot of high-quality infrastructure development in Shenzhen, agreeing to carry out the pilot of high-quality infrastructure development in Shenzhen. In accordance with the direction of high-quality infrastructure development, we will coordinate the stock and increment, traditional and new infrastructure, promote cross-border leading development, cross regional integrated development, cross domain coordinated development and cross cutting-edge technology integration, comprehensively improve the supply capacity, quality and efficiency of infrastructure, and build a systematic, efficient, practical, intelligent, green, safe and reliable modern infrastructure system, Form replicable and popularized experience as soon as possible and play a leading and exemplary role.
4. According to 21 financial reports, the reporter learned from a number of local finance and local bond underwriters that the Ministry of finance has recently issued a special bond quota approved in advance in 2022 to the provincial financial department. In addition, the amount of general debt approved in advance is also issued. At present, the reporter has not confirmed the amount approved in advance. According to the previous authorization of the Standing Committee of the National People's Congress, the maximum amount of special bonds that can be issued in advance in 2022 is 2.19 trillion.
institutional view
For the current market, Aijian Securities said that the market maintained the upward trend of shock, the impact of the epidemic gradually weakened, the policy environment is good, the liquidity expectation is also good, and the market environment is relatively good. We expect that the upward trend of shock will continue. We just can't be too radical. We continue to maintain moderate optimism and actively grasp the trading opportunities in the market. From the perspective of opportunities, we will continue to pay attention to the recovery of low-level sectors, and continue to pay attention to the new energy industry chain, food and beverage, medicine and science and technology, and follow the market to seize trading opportunities.
Guosheng securities also pointed out that the current policy is constantly warm, and the market is ready to rise. The future market may be expected to challenge the previous high. It is optimistic to maintain a cautious attitude and keep up with the general direction of the policy. We should be patient with new energy vehicles, photovoltaic, wind power and other boards with high uncertainty in policy and market prospects, and grasp the boarding opportunities after adjustment. "Primary products" as a brand-new concept has been raised to the strategic height of the National Games. The relevant targets may usher in policy dividends, which is worth exploring in the market.
Macroscopically, Ping An Securities said that from the policy perspective, the two major conferences released policy warmth, the marginal easing of monetary policy can be expected, industrial development focused on short-term stability maintenance, real estate and infrastructure, medium and long-term support for scientific and technological innovation and green transformation. In terms of industrial policies, in the short term, the implementation of steady growth lies in maintaining the stability of real estate and moderately ahead of infrastructure investment. Among them, "implementing policies for cities" and "affordable housing construction" will be an important starting point for maintaining the stability of real estate, while infrastructure will focus on new infrastructure in the green and digital fields; In the long run, industrial upgrading will still focus on scientific and technological innovation, green and low-carbon. There is great room for growth in high-end manufacturing and digital economy, new energy infrastructure, low-carbon transformation of traditional industries, new energy vehicles and carbon monitoring market.
Bohai Securities believes that the fund ranking at the end of the year is not over, and the impact of institutional position adjustment and stock exchange is still. For the sustainability of the consumer sector, we have prompted the investment opportunities of the consumer sector in the annual strategy released on the 3rd. The gradual prominence of the cost performance of the sector and the further inflow of foreign capital are expected to support the consumer sector. From the perspective of next year, the allocation value of the consumer sector is still increasing. For the new energy sector, we believe that the opportunities in the subdivided field of "Fengguang storage" under the support of the global new energy policy are still worthy of attention. In addition, from the perspective of dilemma reversal, we can pay attention to the "new infrastructure" with unshakable strategic position and high safety margin, semiconductor, media and other science and technology sectors, as well as the breeding sector with continuous clearing of production capacity and the inflection point of bargain hunting game.
Huaan Securities Co.Ltd(600909) mentioned that while actively distributing and participating in the cross year market and emphasizing the opportunities of growth plates, we can turn to more positive ideas and tilt from structural to comprehensive allocation. First, in terms of growth, we will continue to adhere to the industrial chain of new energy vehicles, photovoltaic, wind power, hydrogen energy, energy storage and semiconductors in the medium term, and further explore the links of capacity supply and demand gap and profit improvement in the industrial chain, such as the profit improvement of photovoltaic middle and downstream modules; The second is the infrastructure chain, and the building materials sector benefiting from the advance force of the policy is added; Third, the direction of consumption and structural opportunities, focusing on the automobile industry recovery and agriculture, forestry, animal husbandry and fishery benefiting from the price rise; Fourth, in the financial direction, in addition to the securities companies affected by the trading volume and comprehensive registration system, the additional allocation policy eases the superposition of real estate with valuation repair, as well as banks with corresponding asset quality improvement.
