brief description of disk
On Monday, A-share differentiation, the Shanghai stock index fell after breaking through 3700 points, and the gem fluctuated upward. On the disk, industries such as games, cultural media, communications, wind power equipment, power grid equipment, electric power, logistics, computer equipment, petroleum, coal and chemical fertilizer led the increase; Jewelry, batteries, medical services, non-metallic materials, tourism hotels, aerospace and other industries saw a slight correction. In terms of subject stocks, Yuan universe concept, Hongmeng concept, byte concept, baidu concept, RCS concept, e-sports, pumped storage, vocational education, etc. led the rise, while land transfer, horse racing concept, CRO, silicone and other small corrections.
hot plate
Yuan universe concept led the rise: Hengxin Shambala Culture Co.Ltd(300081) , Bizconf Telecom Co.Ltd(300578) , Shenzhen L&A Design Holding Limited(300949) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) 20% limit, Bluefocus Intelligent Communications Group Co.Ltd(300058) , Col Digital Publishing Group Co.Ltd(300364) , Wondershare Technology Group Co.Ltd(300624) , Beijing Philisense Technology Co.Ltd(300287) , Silkroad Visual Technology Co.Ltd(300556) rose more than 10%, and Meisheng Cultural & Creative Corp.Ltd(002699) , Inmyshow Digital Technology (Group) Co.Ltd(600556) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) , Gettopacoustic Co.Ltd(002655) , Guoguang Electric Company Limited(002045) impacted the limit.
The reform of state-owned assets of central enterprises strengthened: Hunan Tyen Machinery Co.Ltd(600698) , Lanpec Technologies Limited(601798) , China Aluminum International Engineering Corporation Limited(601068) , Shenyang Jinshan Energy Co.Ltd(600396) , Eastcompeace Technology Co.Ltd(002017) , Sinomach General Machinery Science & Technology Co.Ltd(600444) , Hunan Copote Science Technology Co.Ltd(600476) , Qiming Information Technology Co.Ltd(002232) , Shanghai Tongda Venture Capital Co.Ltd(600647) , Yunnan Xiyi Industrial Co.Ltd(002265) limit, China Yangtze Power Co.Ltd(600900) , Beijing New Building Materials Public Limited Company(000786) , Huaneng Power International Inc(600011) , China National Chemical Engineering Co.Ltd(601117) , Shanghai Electric Power Co.Ltd(600021) , power investment energy, Nari Technology Co.Ltd(600406) etc. Among them, several stocks are related to the theme of power reform.
The whole vehicle rose in the afternoon: Chongqing Sokon Industry Group Stock Co.Ltd(601127) , Liaoning Sg Automotive Group Co.Ltd(600303) , Sinotruk Jinan Truck Co.Ltd(000951) rose by the limit, Cimc Vehicles (Group) Co.Ltd(301039) , Yutong Bus Co.Ltd(600066) , Baic Bluepark New Energy Technology Co.Ltd(600733) ranked first.
Hydrogen energy rose: Lanpec Technologies Limited(601798) , Neway Valve (Suzhou) Co.Ltd(603699) , Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Ningxia Baofeng Energy Group Co.Ltd(600989) , Jiangsu Libert Inc(605167) limit, and Chengdu Shenleng Liquefaction Plant Co.Ltd(300540) , subscription money, Dongfang Electric Corporation Limited(600875) , Changchun Zhiyuan New Energy Equipment Co.Ltd(300985) , Beijing Dynamic Power Co.Ltd(600405) , Weichai Power Co.Ltd(000338) ranked first.
message plane
central economic work conference: fully implement the stock issuance registration system
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.
25 times! "Stability" is the most prominent keyword! Authoritative people interpret the key points of the central economic work conference
The central economic work conference held in Beijing from December 8 to 10 released a series of important information. Han Wenxiu, deputy director of the office of the central financial and Economic Commission, Ning Jizhe, deputy director of the national development and Reform Commission and director of the National Bureau of statistics, and Zhang Xiaoqiang, executive vice president and executive director of the China International Economic Exchange Center, introduced and interpreted the spirit of the central economic work conference at the "2021-2022 China economic annual conference" hosted by the China International Economic Exchange Center on December 11.
northbound funds significantly increase positions in the blue chip sector of consumer stocks, or lead the cross year market
Last week, A-Shares were first depressed and then raised. The return of the core blue chip white horse led the Shanghai stock index to rise by 1.63% throughout the week, realizing five consecutive positives on the weekly line, while the gem index fell slightly by 0.34% throughout the week. In terms of specific style, in the past month, the consumer sector with poor performance has significantly warmed up this year, and the low-level sectors such as finance have made up for the rise. From the perspective of comprehensive institutions, northbound funds significantly increased their holdings in the food and beverage sector, superimposed with price rise expectations and consumption recovery, and the large consumption sector is expected to continue to lead this round of cross year market.
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: there is good news inside and outside the weekend. A-Shares will fluctuate upward, and the Shanghai index is expected to rise 3700 points. On the periphery, US stocks rose, and the S & P 500 index, which has a wider coverage, hit an all-time high! In China, the central economic work conference has a great impact on a shares: fully implement the stock issuance registration system; Promote the financing increment, expansion and price reduction of small, medium-sized and micro enterprises; Support the "advance" of infrastructure construction; Housing and housing are not fried, and the positioning is not shaken.
In fact, in early trading, A-Shares opened higher, Maotai opened higher by 3%, the securities sector rose by 3%, and the Shanghai index broke the integer mark of 3700 points. Followed by shock consolidation. Electric power, oil, communications, etc. performed strongly, the concept of meta universe rose sharply, and the theme of state-owned assets reform rose.
However, despite the general rise of the index in early trading, more than 1800 stocks still fell, making it difficult for the market to form a rising force. In the afternoon, the brokerage sector fell significantly and once gave up all the gains, and the Shanghai stock index fell synchronously. The growth enterprise market was sorted out at a high level due to the rise of Contemporary Amperex Technology Co.Limited(300750) . More than half of the stocks fell.
For the eighth day in a row, northbound funds had a net inflow, with a net purchase of 5.5 billion in the morning and almost stagnant in the afternoon. The trading volume of the two cities exceeded trillion for 37 consecutive days.
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)
