Landing boots! Today, real estate, building materials, home furnishings and other sectors collectively rose, and large financial sectors such as securities companies and insurance also continued to be strong.
The lithium battery industry chain and semiconductor sector, as the main line of the market in the early stage, decreased significantly. In the morning, Contemporary Amperex Technology Co.Limited(300750) fell by more than 5%. Dingsheng new materials closed the limit at the opening, which has fallen for two consecutive days. Semiconductor stocks such as Wuxi Nce Power Co.Ltd(605111) , China Resources Microelectronics Limited(688396) also weakened one after another.
A shares, Hong Kong shares and real estate stocks rose sharply
In early trading, the A-share real estate sector performed strongly, Jinan High-Tech Development Co.Ltd(600807) , Shanghai New Huang Pu Industrial Group Co.Ltd(600638) , Cccg Real Estate Corporation Limited(000736) and other stocks rose, while Jiangsu Zhongnan Construction Group Co.Ltd(000961) , Yango Group Co.Ltd(000671) , Seazen Holdings Co.Ltd(601155) and other stocks rose.
The concept of Hong Kong stock real estate continued to strengthen, rongchuang China rose by more than 13%, and China Olympic Park, rongchuang service and Xuhui holding group followed suit.
On the news, on December 6, the central bank announced that it would comprehensively reduce the reserve requirement by 0.5 percentage points on December 15, releasing a total of about 1.2 trillion yuan of long-term funds.
Previously, the cbcirc issued a voice to maintain the stability of housing loans, and clearly proposed that “we should focus on meeting the mortgage needs of the first house and improved housing according to different local conditions, reasonably issue real estate development loans and M & A loans, increase support for affordable rental housing, and promote the steady and healthy development of the real estate industry and the market”.
Galaxy Securities believes that for the real estate sector, the impact of policies on the valuation elasticity of the sector is greater than the performance, and the valuation of the sector generally starts to rise in the area where the fundamentals are at the bottom. The industry accelerates the survival of the fittest in the process of risk event exposure. It is suggested to pay attention to the leading stocks and property management companies in the high-quality housing development industry.
is the technology stock market still there?
In early trading, lithium battery, energy storage and other new energy related sectors continued to decline. Contemporary Amperex Technology Co.Limited(300750) fell by more than 5%, Dingsheng new material fell by the limit, and many stocks such as Youngy Co.Ltd(002192) , Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) fell.
The recent continuous sharp decline of Contemporary Amperex Technology Co.Limited(300750) may be related to the news of overseas fund holdings reduction.
Recently, Allianz China A-share fund, the largest overseas Chinese equity fund, announced the latest position. In October, Allianz China A-share fund reduced its holdings of the top ten heavyweight stocks. The reduction of Contemporary Amperex Technology Co.Limited(300750) and Yunnan Energy New Material Co.Ltd(002812) reached 18.58% and 11.92% respectively.
Data show that since the second half of this year, Allianz Shenzhou A-share fund has repeatedly increased or decreased its positions on Contemporary Amperex Technology Co.Limited(300750) . After reducing its holdings for three consecutive months in June, July and August, it once again increased its positions in September. In October, the fund reduced its position by Contemporary Amperex Technology Co.Limited(300750) . Combined with the stock price trend, Allianz Shenzhou A-share fund’s operation of Contemporary Amperex Technology Co.Limited(300750) shows the characteristics of high selling and low absorption.
In addition, the semiconductor sector continued to decline, Wuxi Nce Power Co.Ltd(605111) , Xi’An Peri Power Semiconductor Converting Technology Co.Ltd(300831) led the decline, and Yangzhou Yangjie Electronic Technology Co.Ltd(300373) , Shenzhen Etmade Automatic Equipment Co.Ltd(300812) , Shanghai Fullhan Microelectronics Co.Ltd(300613) fell by more than 5%.
Lithium batteries, semiconductors and other sectors fell sharply one after another. Is the technology market still concerned by the market? From the perspective of A-share research and judgment of securities companies in 2022, they are still generally optimistic about consumption, new energy, science and technology manufacturing and other sectors.
China Securities Co.Ltd(601066) said that clean energy such as power grid investment, energy storage investment, photovoltaic and wind power is the first main line; Innovative medicine, home appliances and furniture, real estate returning to manufacturing and other common prosperity directions are the second main line; High end equipment manufacturing industries such as national defense and military industry, industrial machine tools and new energy automobile industry chain are the third main line in 2022. From the perspective of market style, blue chips and growth stocks will have excellent performance in 2022.
(Shanghai Securities News)
