brief description of disk
On Monday, A-Shares fluctuated upward, and the Shanghai index broke through 3700 points. On the disk, games, cultural media, cement and building materials, electric power, chemical fiber, securities, petroleum, engineering construction, communication, wine making, insurance, decoration and other gains ranked first; Battery, non-metallic materials, aerospace, non-ferrous metals, auto parts, motors and other industries saw a slight correction. In terms of subject stocks, the yuan universe concept, pumped storage, byte concept, radio and television, Hongmeng concept, intellectual property rights, virtual power plant, etc. led the rise, while land circulation, horse racing concept, blade battery, etc. made a slight correction.
hot plate
The securities sector strengthened: Chinalin Securities Co.Ltd(002945) 4 connecting board, Zheshang Securities Co.Ltd(601878) punching board, East Money Information Co.Ltd(300059) , Orient Securities Company Limited(600958) , Gf Securities Co.Ltd(000776) , China Securities Co.Ltd(601066) , China Industrial Securities Co.Ltd(601377) , Zhongtai Securities Co.Ltd(600918) , China International Capital Corporation Limited(601995) , Guolian Securities Co.Ltd(601456) and so on.
The concept of meta universe is stronger: Hengxin Shambala Culture Co.Ltd(300081) , Bizconf Telecom Co.Ltd(300578) , Shenzhen L&A Design Holding Limited(300949) , Meisheng Cultural & Creative Corp.Ltd(002699) , Shanghai Luoman Lighting Technologies Inc(605289) , Hubei Radio & Television Information Network Co.Ltd(000665) limit, Col Digital Publishing Group Co.Ltd(300364) , Shenzhen Zqgame Co.Ltd(300052) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Beijing Jetsen Technology Co.Ltd(300182) , Avit.Ltd(300264) , Wondershare Technology Group Co.Ltd(300624) , Silkroad Visual Technology Co.Ltd(300556) etc. rose by more than 8%.
The reform of state-owned assets of central enterprises strengthened: Lanpec Technologies Limited(601798) , China Aluminum International Engineering Corporation Limited(601068) , Shenyang Jinshan Energy Co.Ltd(600396) , Sinomach General Machinery Science & Technology Co.Ltd(600444) , Hunan Copote Science Technology Co.Ltd(600476) , Qiming Information Technology Co.Ltd(002232) , Beijing New Building Materials Public Limited Company(000786) , Yunnan Xiyi Industrial Co.Ltd(002265) , Huaneng Power International Inc(600011) , China National Chemical Engineering Co.Ltd(601117) , Shanghai Electric Power Co.Ltd(600021) , power investment and energy, and Hunan Tyen Machinery Co.Ltd(600698) , China Yangtze Power Co.Ltd(600900) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Nari Technology Co.Ltd(600406) rose by more than 6%. Among them, several stocks are related to the theme of power reform.
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. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
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. Next, the news of non speculation in housing and housing and the full implementation of the registration system will activate the low-cost stock market in the short term. There was a big market for new infrastructure in March 2020. After that, except for UHV, charging pile, data center and other sectors, the other major new infrastructure sectors have not received much attention. This time, the low-cost state-owned shares of high-speed railway and 5g are expected to receive financial attention.
In fact, A-Shares opened higher, Maotai opened higher by 3%, the brokerage sector rose by 2%, and the Shanghai index pierced 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.
Net inflow of northward funds for the eighth consecutive day.
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)
