On December 22, the three major A-share indexes showed differentiation, with ups and downs at the closing. As of the closing, the Shanghai index fell 0.07%, the Shenzhen Component Index rose 0.7% and the gem index rose 0.55%; The total turnover of Shanghai and Shenzhen stock markets was 1062.5 billion yuan, exceeding 1 trillion yuan for the 44th consecutive trading day; Overall, stocks in the two cities rose more and fell less.
Meanwhile, northbound funds sold a total of 1.745 billion yuan on December 22. Among them, the Shanghai Stock connect net sold 1.706 billion yuan and the Shenzhen Stock connect net sold 38.51 million yuan.
On Wednesday, the industry sector rose more or fell less. From the perspective of Shenwan level industries, 20 industries rose, and the media industry led the rise, reaching 2.40%, followed by electronics, agriculture, forestry, animal husbandry and fishery, building materials, light industry manufacturing and other industries, all rose by more than 1%; The real estate sector led the decline, reaching 1.71%.
Prepared by: Zhao Ziqiang
The 3D camera sector led gains
Nine stocks in the sector rose, accounting for 90%, of which, Ofilm Group Co.Ltd(002456) closed at the 10cm limit, and four stocks such as Lianchuang Electronic Technology Co.Ltd(002036) , China Wafer Level Csp Co.Ltd(603005) , Will Semiconductor Co.Ltd.Shanghai(603501) , Luxshare Precision Industry Co.Ltd(002475) rose by more than 5%.
What is a 3D camera? The 3D camera has dozens of functions such as face recognition, gesture recognition, human skeleton recognition, 3D measurement, environmental perception and 3D map reconstruction. It can be widely used in TV, mobile phone, Siasun Robot&Automation Co.Ltd(300024) , UAV, logistics, VR / AR, smart home, security, automobile driving assistance and other fields. A-share 3D camera stocks are mainly distributed in consumer electronics, special equipment, semiconductor, optical optoelectronics and other four industries.
With the continuous evolution of 3D camera technology, the development of entertainment industry, the improvement of user experience, the application of virtual reality, industrial automation and home automation have become important driving forces for the growth of 3D camera market. In particular, the 5g high-speed feature can make up for the lack of 3D data and information transmission rate, and provide the underlying core technical support for 3D / ultra-high definition video. 3D sensing technology based on 5g and AI technology will also leverage the development of AR / VR industry, and 3D camera has broad prospects.
An investor asked on the investor interaction platform: has the 3D camera developed by Holitech Technology Co.Ltd(002217) been mass produced? Holitech Technology Co.Ltd(002217) on November 25, it was said on the investor interaction platform that it has been mass produced and is mainly used for smart home.
On the same day, Zhejiang Crystal-Optech Co.Ltd(002273) also said on the investor interaction platform that the micro optical prism module (MPOA) produced and developed by the company is used in the field of periscope camera, 3D camera and ar.
the concept of traditional Chinese medicine has become the strongest plate in recent 3 days
On Wednesday, the traditional Chinese medicine concept sector rose 3.55%, ranking second in the East Money Information Co.Ltd(300059) sector, with a cumulative increase of 8.32% in the past three trading days, ranking first among all sectors. In the sector, 66 stocks rose, accounting for 98.57%, of which, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) closed at 20cm limit, Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Kunming Longjin Pharmaceutical Co.Ltd(002750) closed at 10cm limit. In addition, Dong-E-E-Jiao Co.Ltd(000423) , Henan Lingrui Pharmaceutical Co.Ltd(600285) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Beijing Tongrentang Co.Ltd(600085) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Renhe Pharmacy Co.Ltd(000650) , Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) , Guilin Sanjin Pharmaceutical Co.Ltd(002275) , Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) etc. all rose by more than 6%.
According to the news, on December 21, Hubei pharmaceutical price and bidding procurement management service network publicized the proposed winning results of centralized volume procurement of inter provincial alliance of Chinese patent medicines. From the published list of proposed candidates, a total of 111 Chinese patent medicine products were selected this time. According to People.Cn Co.Ltd(603000) , a total of 157 enterprises and 182 products participated this time. Through on-site competition, 97 enterprises and 111 products were selected, with a selection rate of 62%. The dosage forms of the selected products were complete, with an average decrease of 42.27% and a maximum decrease of 82.63%.
Analysts believe that the main logic of the counter trend rise of the traditional Chinese medicine sector is that affected by the recent sanctions, traditional Chinese medicine may become one of the few industries with low policy risk in the pharmaceutical sector. In terms of centralized purchase, the price reduction range of centralized purchase of traditional Chinese medicine is less than that of other drugs, and the scope of centralized purchase is small. Some traditional Chinese medicine products with strong consumption attribute are immune to centralized purchase. In terms of export, the export of traditional Chinese medicine accounts for a small proportion, which is difficult to be disturbed by overseas factors.
on Wednesday, the A-share market reorganized and fluctuated. How will the future trend be interpreted?
Qin Hong {23456} senior analyst of jinbailin consulting : there is a new operation direction for the stock funds in the short-term A-share market. On the one hand, it is to reduce its holdings of financial and real estate stocks in the stock industry and some popular varieties with large increases. On the other hand, it is to strengthen the allocation of emerging track and incremental industries, including not only yuanuniverse, automobile electrification and intelligent industries, It also includes the new energy industry chain represented by photovoltaic and wind energy, which is in the adjustment cycle. Such a conversion of funds will inevitably lead to a new rising main line of A-Shares and give A-Shares new vitality. Therefore, the short-term A-share market trend will continue to be strong, and the emerging and incremental industries will become the distribution center of short-term strong A-share stocks in the near future, which is worthy of key tracking.
yuan Huaming, general manager of Huahui Chuangfu investment : Recently, the market has generally continued the pattern of interval shocks. From the perspective of no effective amplification of market trading volume and rapid rotation of plates after standard reduction and LPR adjustment, the market sentiment was still cautious and the incremental funds were limited years ago. At present, the top of the market is suppressed by adverse factors such as China’s downward economic growth, fermentation of credit risks in some industries, uncertainty of the epidemic situation and fluctuations in overseas markets. At the same time, the bottom of the market is also supported by favorable factors such as China’s economic development toughness, capital market reform dividends and steady growth policy signals. Before the game between the two forces has no definite direction, It is unlikely that the market will rise sharply and adjust in the short term. Of course, considering that the market liquidity and sentiment are usually friendly after the year, there is still the possibility of a narrow shock and upward attack around the end of the year. It should be noted that the policy environment is changing from partial structural adjustment to steady growth, so next year may be a structural market performance, and there may be more opportunities for undervalued varieties with weak performance in the past few years.
Wang Chunxiu, manager of dongtuo investment fund : the current market basically focuses on theme speculation, and theme stocks represented by hydrogen energy, metauniverse and low-cost small cap stocks perform well. The track stocks represented by photovoltaic, wind power and new energy vehicles and the heavy positions of other funds performed poorly as a whole. We judge that it is because the fund manager locked in the income in order to compete for the year-end ranking and reduce the stocks with good gains in the early stage. This market dominated by theme speculation will remain for some time until the ranking of major fund companies is locked and the layout for next year begins.
Liu Huiming, manager of Honghan investment fund : 2021 is coming to an end, the market structure and market characteristics are remarkable, and the index as a whole remains in a narrow range. The theme stocks represented by the concept of meta universe are active. The current market characteristics are not expected to change much in the coming weeks. We still insist that the callback of large consumer industry is a buying opportunity, and it is expected to usher in the opportunity of industry bottoming and reversal in 2022. Photovoltaic, battery and other subdivided industries in new energy have callback pressure in the short term, so we should focus on tracking performance data. The concept of automatic driving and meta universe is expected to become the main line of theme stocks in 2022, but avoid catching up in operation. At present, affected by the slowdown of macroeconomic growth, the market lacks upward momentum, but the systemic risk driven by liquidity is also small. The expected impact of the overall liquidity contraction of overseas economies on emerging markets will become the main factor of short-term market disturbance.
(voice of Securities Daily)
