Today (December 6), A-Shares were divided, the Shanghai index fluctuated upward, and the gem continued to adjust the trend; In the afternoon, the stock index fell back, the Shanghai index fell below 3600 points, and the adjustment range of the gem index intensified. On the disk, in the industry, precious metals, securities, banking and insurance rose against the market; Energy metals, medical devices, education, motors, special equipment, packaging materials, auto parts and other industries led the decline. In terms of subject stocks, EDR concept, superconducting concept, glyphosate and basic metals led the increase, while lithium batteries, electronic cigarettes, secondary new shares and industrial machines led the decline.
st plate broke out again, and individual stocks lifted the limit tide Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) the increase has nearly doubled since November
St plate rose on the 6th, and nearly 30 shares, such as Egls Co.Ltd(002619) , Hubei Shuanghuan Science And Technology Stock Co.Ltd(000707) , Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) , rose by the limit as of press time. It is worth noting that since November, Jiangsu Chengxing Phosph-Chemical Co.Ltd(600078) has risen by more than 96%.
At the end of the year, ST shares are facing the performance test again, especially if the star led ST shares can not continue to improve their performance, they will be delisted. For ST shares, the performance of the enterprise is still the key factor to ensure the shell. If you want to take off the cap, you first need to ensure whether the enterprise can turn losses into profits. According to the data of the third quarterly report, among the star st stocks, there were 21 stocks with positive deduction of non net profit in the first three quarters, of which three stocks deducted non net profit of more than 100 million yuan, namely Henan Zhongfu Industrial Co.Ltd(600595) , Hubei Shuanghuan Science And Technology Stock Co.Ltd(000707) , Guangdong Mingzhu Group Co.Ltd(600382) .
favorable policies add catalyst, and the brokerage sector ushers in configuration opportunities
In the morning trading on December 6, the securities sector continued to rise, China Industrial Securities Co.Ltd(601377) , Gf Securities Co.Ltd(000776) , Huatai Securities Co.Ltd(601688) , Citic Securities Company Limited(600030) , China Greatwall Securities Co.Ltd(002939) and other stocks rose to varying degrees. On the news side, recently, a number of favorable policies have been introduced in the securities industry. The CSRC announced that it agreed to carry out the pilot of optimizing the account management function of securities companies. After the expert inquiry and review organized by the Securities Industry Association, Citic Securities Company Limited(600030) , Guotai Junan Securities Co.Ltd(601211) , Galaxy Securities, CICC wealth, Guosen Securities Co.Ltd(002736) , Anxin securities, China Merchants Securities Co.Ltd(600999) , China Securities Co.Ltd(601066) , Shenwan Hongyuan Group Co.Ltd(000166) , Huatai Securities Co.Ltd(601688) and other 10 securities companies met the basic requirements of the pilot and passed the review. The CSRC agreed to pilot the above 10 securities companies.
According to Xinhua news agency, when Premier Li Keqiang met with Georgieva of the International Monetary Fund in Ziguangge, Zhongnanhai on the afternoon of December 3, he said that China will continue to coordinate epidemic prevention and control and economic and social development, implement stable macro policies, strengthen pertinence and effectiveness, continue to implement prudent monetary policies and maintain reasonable and abundant liquidity, Formulate policies based on the needs of market subjects, reduce the reserve requirement in time, and increase support for the real economy, especially small, medium and micro enterprises, to ensure the stable and healthy operation of the economy.
Citic Securities Company Limited(600030) according to the analysis, the formulation of the RRR reduction is relatively direct, which shows that there is still room for loose monetary policy. With reference to the historical statement that only the application of the RRR reduction policy and the final policy implementation, it is expected that the RRR reduction rate will be implemented.
The Anxin strategy research team also pointed out that in combination with the historical statements of “timely” and “timely” RRR reduction until the formal announcement of RRR reduction, it is expected that the probability of the central bank announcing RRR reduction for MLF replacement in December is high. As the industry most benefiting from loose liquidity, the brokerage sector is expected to deduce the market with the expected rise of RRR reduction and the boost of risk preference.
real estate loans have warmed up for two consecutive months, and three types of real estate stocks are expected to turn the corner?
On the morning of December 6, the real estate sector led the increase. In terms of news, on December 5, the reporter learned from the financial management department and a number of banks that in November, based on the sharp recovery in October, the investment in real estate loans continued to maintain the trend of double growth month on month and year-on-year, and it is preliminarily expected to increase by about 200 billion yuan year-on-year.
According to statistics, the amount of domestic bonds issued by real estate enterprises in November was 47.1 billion yuan, an increase of 84% month on month. With the gradual clarification of the short-term impact of Evergrande incident, the industry is expected to further improve, and the financing behavior of financial institutions to real estate enterprises has returned to normal.
China Everbright Bank Company Limited Co.Ltd(601818) financial market analyst Zhou Maohua believes that the central bank’s policies and measures have achieved obvious results. The real estate loans have warmed up for two consecutive months, the funds of real estate enterprises have accelerated the return, the cash flow pressure has gradually eased, and the confidence of market subjects is gradually recovering. It is expected that the subsequent real estate investment will stop falling and stabilize.
Guosen Securities Co.Ltd(002736) said that the painful period of the real estate industry will continue. At this stage, large and medium-sized real estate enterprises with stable operation and healthy finance will fully benefit from the relatively loose cash on hand, which can not only seize the opportunity of the land market to repair the income statement, but also obtain the recognition of financial institutions to ensure financing.
the second batch of large-scale wind power photovoltaic base projects have been declared, and the wind power photovoltaic growth center is expected to further rise (attached shares)
It is reported that the National Energy Administration recently issued the notice on organizing the second batch of large-scale wind power photovoltaic base projects focusing on deserts, Gobi and desert areas. The notice requires all provincial energy authorities to submit the list of the second batch of projects to the operation Bureau of the national development and Reform Commission, the new energy department and the power department of the national energy administration before December 15.
It is understood that the second batch of large-scale wind power photovoltaic base projects will focus on the construction in desert, Gobi and desert areas. At present, enterprises have high enthusiasm for application, and the industry is optimistic about the demand for scenery and installation in the next two years.
The notice proposes that the project owner, land use, environmental impact assessment, grid connected consumption and other conditions have been implemented, and the construction can be started in 2022. In principle, the grid connection can be completed in 2023, and some projects subject to external conditions should be completed in 2024. The base projects and supporting power grid projects shall be planned, constructed and put into operation simultaneously.
Citic Securities Company Limited(600030) believes that after the rush loading in 2020, the supporting capacity of the Shanxi Guoxin Energy Corporation Limited(600617) industrial chain has been verified again. During the “14th five year plan” period, the wind power photovoltaic growth center is expected to further rise, and the industry may usher in the resonance of the recovery of demand and profitability. It is mainly recommended that leading companies in the photovoltaic, wind power and energy storage industry with good certainty of sustainable growth: Sungrow Power Supply Co.Ltd(300274) , Tongwei Co.Ltd(600438) , Longi Green Energy Technology Co.Ltd(601012) Hangzhou First Applied Material Co.Ltd(603806) , Ningbo Orient Wires & Cables Co.Ltd(603606) etc.
the game industry heavyweight conference will hold industry leaders or attention (attached shares)
The 2021 annual conference of China’s game industry is scheduled to be held in Guangzhou from December 14 to 16. The theme of the conference is “compliance and self-discipline, diversified empowerment, and actively integrating into the new wave of digital economy development”. The annual conference consists of the annual conference of China’s game industry, the annual ranking ceremony of the top ten games, the trial screening of game documentaries, the grand ceremony Party of the top ten games, the party construction achievement exhibition of game enterprises and 13 sub forums with different themes.
According to the data of the game working committee, the scale of China’s game market will reach 278.687 billion yuan in 2020. Citic Securities Company Limited(600030) believes that the annual conference of the game industry held at the end of each year is one of the core conferences with guiding significance in the industry, which plays an important role in clarifying the development objectives of the industry and learning the guidance direction of supervision. The main tone of the conference has been implemented in succession in the past five years, which has become an industrial policy or important direction and has great guiding significance for the trend of the industry. The announcement of reissuing the version number at the 2018 annual meeting of the game industry also had a positive impact on the subsequent secondary market.
the second batch of intelligent networked automobile pilot cities have been launched. The Internet of vehicles is the fastest-growing segment scenario (with shares)
Recently, the Ministry of housing and urban rural development and the Ministry of industry and information technology have studied and determined 10 cities such as Chongqing, Shenzhen, Xiamen, Nanjing, Jinan, Chengdu, Hefei, Cangzhou, Wuhu and Zibo as the second batch of pilot cities for the coordinated development of smart city infrastructure and intelligent networked vehicles.
Citic Securities Company Limited(600030) pointed out that in the next decade, 5g will promote animal networking to replace human networking as a new industrial development direction. The scale of the Internet of things industry is huge, and the Internet of vehicles is the fastest-growing segment scenario. According to IDC data, the Internet of vehicles will be the fastest-growing segment scenario in China’s Internet of things industry. Among them, the compound growth rate of the Internet of vehicles industry is expected to reach more than 35% from 2019 to 2024, which is much higher than other scenarios. It is believed that intelligent electric vehicle will become the main battlefield of automobile product competition and the most important product platform of the next generation mobile Internet of things aiot.
With the accelerated penetration of automotive intelligent network, it is expected to bring investment opportunities in many fields. Minsheng Securities believes that Baidu group, a leading enterprise in the field of single vehicle intelligence and vehicle road coordination, is recommended to pay attention to the omni-directional layout of vehicle road cloud map; Under the promotion of on-board information entertainment and automatic driving of passenger cars, it is recommended to recommend the leading of automobile intelligent network Huizhou Desay Sv Automotive Co.Ltd(002920) ; The use of on-board electronic products is increased by the automobile intelligent network. The upstream copper clad laminate faucet Shengyi Technology Co.Ltd(600183) is recommended; Recommendations in the field of commercial vehicle networking and intelligent assisted driving Hangzhou Hopechart Iot Technology Co.Ltd(688288) , Streamax Technology Co.Ltd(002970) ; It is recommended to pay attention to the on-board / roadside terminal product manufacturers Gosuncn Technology Group Co.Ltd(300098) under the accelerated deployment of OBU and RSU.
