Today (December 22), the Shanghai and Shenzhen stock markets opened high across the board. At the beginning of the session, the Shanghai index rose rapidly, followed by a shock decline, while the Shenzhen Component Index and the gem index rose, with obvious signs of differentiation between the two markets; With the correction of heavyweights, the Shanghai index plunged further in the afternoon, while the performance of subject stocks was strong, which promoted the eye-catching performance of the gem index and Shenzhen composite index.
As of the close of the Shanghai and Shenzhen stock markets all day, the Shanghai index fell 0.07% to 3622.62 points; The Shenzhen Component Index rose 0.70% to 14791.33 points; The gem index rose 0.55% to 3368.70.
From the disk point of view, the market of light index and heavy stocks continued, and the rise and fall of industry and concept plates were different. Among the industry sectors, traditional Chinese medicine, gas, games, consumer electronics, packaging materials, oil and other industries led the increase; In terms of theme stocks, gains were led by cloud games, meta universe, e-cigarette and apple concept.
In terms of funds, the central bank announced on December 22 that in order to maintain stable liquidity at the end of the year, the people’s Bank of China carried out 7-day and 14 day reverse repurchase operations by means of interest rate bidding on December 22, 2021, with a total of 20 billion yuan, and the bid winning interest rates were 2.20% and 2.35% respectively. Today, 10 billion yuan of reverse repurchase expired, so a net investment of 10 billion yuan per day.
hot plate
Top 10 gainers in industry sector
Top 10 industry sector declines
Top 10 gainers in concept sector
Top 10 decline in concept sector
individual stock monitoring
Top 10 net inflow of main forces
Top 10 net outflow of main force
northbound funds
southbound fund
message plane
1. According to the Securities Daily website, on December 22, Beijing Municipal Taxation Bureau, Jiangsu provincial taxation bureau, Guangdong Provincial Taxation Bureau, Zhejiang provincial taxation bureau and Shanghai Municipal Taxation Bureau respectively issued a notice saying that in order to further create a good environment for paying taxes in good faith according to law, please pay attention to the Star artists and network anchors who have not paid attention to their own tax related problems or failed to carry out self-examination and rectification, Pay close attention to self-examination according to the tax law and relevant notice requirements, and take the initiative to report and correct tax related problems to the tax department before the end of 2021. The tax department will give a lighter, mitigated or exempted tax punishment according to the notice requirements. For those who still refuse to conduct self-examination and self correction or do not conduct self-examination and self correction thoroughly, the tax department will seriously deal with them in accordance with the law and regulations.
2. According to the news from the national development and Reform Commission on December 22, according to the requirements of the master plan for major projects of national important ecosystem protection and restoration (2021-2035), the national development and Reform Commission and relevant departments have prepared and issued the construction plan for major projects of ecological protection and restoration support system (2021-2035).
3. According to the Ministry of transport on the 22nd, the Ministry of transport recently issued the “14th five year plan” for the development of digital transportation. The development plan points out that we should build application scenarios and industrial ecology based on Beidou and 5g, carry out innovative demonstration applications in the field of transportation, and help the application of a new generation of information technology industry. Further promote the application of Beidou industry. Beidou 3 terminal shall be popularized and applied in railway, highway, water transportation, civil aviation, postal and other fields. Jointly promote 5g and other technological innovation and application. According to the overall layout of national information infrastructure and application-oriented, steadily promote the integrated development of 5g and other communication facilities and transportation infrastructure.
4. According to China Securities News, by the end of the year, the construction of offshore wind power projects was in full swing. Among them, China Three Gorges Renewables (Group) Co.Ltd(600905) Qingzhou five, six and seven projects are planned to have a total investment of 41.17 billion yuan. In addition, many places have successively issued plans, and the scale of offshore wind power is expected to increase significantly during the 14th Five Year Plan period.
institutional view
For the current market, Haitong Securities Company Limited(600837) believes that it still takes time for the index to stabilize, and the subsequent probability will still fluctuate and consolidate. In terms of operation strategy, it is still to grasp several core tracks, because the market is bound to rotate repeatedly around the core tracks. First, the high growth new energy sector can pay attention to bargain hunting after its full adjustment. In addition, it can also pay appropriate attention to the investment opportunities of low-priced stocks.
Ping An securities mentioned that the short-term sector rotation may continue, and the main line of the market is still unclear. Under this background, the boom sector with upward medium and long-term industrial trend deserves more attention for two reasons: first, with the increasing attention paid by the regulatory authorities to the stock price fluctuation of small market capitalization companies, the follow-up funds may return to the high boom track; Second, in the context of long-term economic transformation, the steady growth policy will pay more attention to structural regulation, the policy dividend will be inclined to small and micro enterprises, scientific and technological innovation and green development, and the transformation sectors such as high-end manufacturing, digital economy and carbon neutrality will benefit more.
Everbright Securities Company Limited(601788) pointed out that the logic of the current cross-year market is still valid. There is no need to worry too much about short-term disturbance. The cross-year market will pick up levels in the fluctuation and rise of the index and the alternating rotation of plates. Continue to grasp the three main lines: securities companies, an important carrier of cross year market interpretation; New and old infrastructure, real estate and other sectors benefiting from steady growth expectations and undervalued repair; “Double carbon” related new energy, coal and other sectors. Emotional direction, Yuan universe, digital currency and other sectors, you can pay attention to relevant trends in the short term.
In addition, Zhongtai Securities Co.Ltd(600918) said that under the condition of abundant liquidity years ago, we can still actively grasp the wrong killing of high-quality targets. First, under the background of great downward pressure on the economy, the liquidity of policy care is obvious, and the infrastructure is expected to be stimulated in advance; Secondly, the large financial sector also benefits from loose liquidity. In addition, the overall position is relatively low, and the subsequent performance probability becomes larger; Finally, new energy as a whole is in the process of moderate shock consolidation, and the long-term expectation has not changed. On the whole, under the background of loose liquidity, we should actively pay attention to low-level and high liquidity industries.
