This morning, Baijiu led the big consumption soaring, and the forenoon index returned strong. Real estate and large financial sectors are rising, and medical beauty and optical themes are active.

As of midday closing, the Shanghai Composite Index rose 1.03%, the Shenzhen Component Index rose 1.27% and the gem index rose 0.95%.

Baijiu shares led the consumer sector rose

Early Baijiu shares led the big consumer sector rose, of which Anhui Kouzi Distillery Co.Ltd(603589) trading, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Anhui Golden Seed Winery Co.Ltd(600199) rose over 5%, Wuliangye Yibin Co.Ltd(000858) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) , Jinhui Liquor Co.Ltd(603919) and so on rose 3%, Kweichow Moutai Co.Ltd(600519) rose nearly 2.5%, intraday rose more than 3%.

Ping An Securities said that Baijiu stock had undergone adjustment in 2021. Looking forward to 2022, the trend of consumption upgrading has made liquor plate price rise, and it is suggested that the high-end and Baijiu Baijiu plates should be mainly distributed.

The pharmaceutical and biological sector rose, Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) rose by the limit, Autek China Inc(300595) , Yifeng Pharmacy Chain Co.Ltd(603939) , Shuyu Civilian Pharmacy Corp.Ltd(301017) rose by more than 7%, and "women's Maotai" Imeik Technology Development Co.Ltd(300896) and Topchoice Medical Co.Inc(600763) also rose by more than 6%.

The "bull flag bearer" brokerage stocks rose sharply in early trading, Chinalin Securities Co.Ltd(002945) , Zheshang Securities Co.Ltd(601878) limit, Caida Securities Co.Ltd(600906) , Southwest Securities Co.Ltd(600369) , Boc International (China) Co.Ltd(601696) and other gains were among the top. The banking sector rose before the morning closing, Zhejiang Shaoxing Ruifeng Rural Commercial Bank Co.Ltd(601528) touched the daily limit, and Bank Of Ningbo Co.Ltd(002142) , Qilu Bank Co.Ltd(601665) , China Merchants Bank Co.Ltd(600036) , Ping An Bank Co.Ltd(000001) , Bank Of Chongqing Co.Ltd(601963) led the gains.

hydrogen energy and fuel cell concept

The concepts of hydrogen energy and fuel cell continued to be hot in early trading, Beijing Jingcheng Machinery Electric Company Limited(600860) 7 connecting plate, Zhejiang Yueling Co.Ltd(002725) 4 connecting plate, Zhenhai Petrochemical Engineering Co.Ltd(603637) , Shenzhen Center Power Tech.Co.Ltd(002733) , Ningbo Tip Rubber Technology Co.Ltd(605255) , Shanghai Nar Industrial Co.Ltd(002825) and so on.

As of the morning closing, Beijing Jingcheng Machinery Electric Company Limited(600860) was reported at 17.28 yuan / share, with a total market value of 7.06 billion yuan. In the past month, Beijing Jingcheng Machinery Electric Company Limited(600860) had 10 trading limits in 15 trading days, with a cumulative increase of more than 180%.

On December 8, Beijing Jingcheng Machinery Electric Company Limited(600860) announced that after self inspection, the company's current production and operation activities are normal, and there are no major matters that should be disclosed but not disclosed. The company is in the process of issuing shares and paying cash to purchase assets (80.00% equity of Beiyang Tianqing) and raising supporting funds, which needs to be approved by China Securities Regulatory Commission. Whether it can be approved and the time of final approval is still uncertain.

Galaxy Securities said that many places released the hydrogen energy industry plan for the 14th five year plan to lay out the future hydrogen energy infrastructure construction. All policies reflect strong support for hydrogen energy industry. All links of the hydrogen energy industry chain are closely connected, and the development needs to start from multiple points. From the perspective of hydrogen production, it is optimistic about the development prospect of industrial by-products of gray hydrogen, blue hydrogen and green hydrogen.

the cross year market is slowly unfolding

From the perspective of the flow of main funds, the data show that the net inflow of main funds in the food and beverage sector in recent 5 days exceeded 20 billion yuan, ranking first in the industry; The main net inflow of the electronics sector in the past five days also exceeded 19 billion yuan; In the past five days, the non bank financial sector ranked third in the industry in terms of the main net inflow, with a value of 11.6 billion yuan.

Looking forward to 2022, Northeast Securities Co.Ltd(000686) suggests paying attention to the communication, media, new energy, military industry, consumer medicine, mass consumption, agriculture and other sectors of scientific and technological growth. On the main line of allocation, avoid going along the cycle and look for two directions with strong profit toughness, namely, science and technology with relatively independent profit cycle and consumption with stable profit. In terms of rhythm, the growth is still the main line in the first and fourth quarters, and the consumption is relatively dominant in the second and third quarters.

YueKai Securities believes that the cross-year market will unfold slowly. It is recommended that investors grasp two main lines: first, the low absorption opportunity of the large consumption sector, and enterprises with strong future pricing power and brand advantages are expected to take the lead in benefiting. Second, long-term investment opportunities for high boom growth stocks. Benefiting from long-term policy support + high boom + loose liquidity margin, it is recommended to continue to pay attention to investment opportunities in high boom and high-end manufacturing, but pay attention to the development of micro transaction structure caused by excessive increase in the early stage.

future strategy

Free research and selection: appliances, Baijiu, medical and American stocks have gone crazy! The concept of mini led also ignited the spatial geometry of the industrial chain?

Eight major brokerage strategies: buy drunk market, frenzy Baijiu year-end welcome the overall rebound! Exposure of A-share core assets

Chinalin Securities Co.Ltd(002945) 2 connecting plate! "Bull market flag bearer" rampant Anhui Kouzi Distillery Co.Ltd(603589) trading limit and Maotai are also anxious! How long does the consumer market last?

(China Securities Journal)