The big consumer sector performed well

The market fluctuated upward this week. The Shanghai index rose 1.63%, the Shenzhen Component Index rose 1.47%, the gem index fell 0.34%, and the national brand engineering index of China Securities Xinhua News Agency rose 2.64%.

Judging from the performance of the constituent stocks of the national brand engineering index of China Securities and Xinhua news agency, 70% of the constituent stocks rose positively in the week, among which the constituent stocks of the large consumer sector performed brightly. Specifically, Oppein Home Group Inc(603833) , Hangzhou Robam Appliances Co.Ltd(002508) , Chongqing Fuling Zhacai Group Co.Ltd(002507) and other weeks increased by more than 10%. Weekly increases of Zhejiang Supor Co.Ltd(002032) , Ecovacs Robotics Co.Ltd(603486) , Sanquan Food Co.Ltd(002216) , Juewei Food Co.Ltd(603517) , Wuliangye Yibin Co.Ltd(000858) , Dong-E-E-Jiao Co.Ltd(000423) , Chacha Food Company Limited(002557) , Angel Yeast Co.Ltd(600298) , Kweichow Moutai Co.Ltd(600519) were also above 5%.

It is worth noting that since November, many constituent stocks have attracted well-known institutions to conduct research. For example, from December 7 to December 9, GF fund, Jingshun Great Wall Fund, juming investment and e fund investigated Qingdao Haier Biomedical Co.Ltd(688139) . Coincidentally, on November 12 and November 17, Heju investment, Yinhua Fund, Jingshun Great Wall Fund and China Europe Ruibo investigated China Resources Microelectronics Limited(688396) .

Near the end of the year, how to layout next year has become the focus of market attention. Du Meng, deputy general manager and investment director of Shanghai Investment Morgan fund, said that the market continues to fluctuate at this stage, but looking back at the current time point, the correction of the overall market valuation has been largely completed. Looking forward to the future, there will be more investment opportunities next year than this year, especially at the beginning of next year, which may usher in a better opportunity to build positions.

Li Zhijun, fund manager of Anxin Xinfa preferred fund, believes that there are still many structural opportunities in the market next year, and the key work at the end of the year is to continue to do a good job in the research of relevant subdivided industries and companies. As for the specific promising investment direction, the pharmaceutical industry, including small molecule CXO and service track; In terms of new energy industry, including green power, energy storage, new energy power generation, domestic substitution of carbon fiber, etc; The consumption sector, including the Baijiu plate, will also increase profits next year.

(Shanghai Securities News)

 

- Advertisment -