[Jufeng viewpoint]
On Wednesday, A-share differentiation, Shanghai stock market shock consolidation, and Shenzhen stock market rose slightly. On the disk, traditional Chinese medicine, gas, games, chemical fertilizer, consumer electronics, packaging materials, cultural media, optical optoelectronics, batteries, oil and other industries led the increase; Real estate, automotive services, shipbuilding, shipping ports, power equipment, construction machinery, securities and other industries led the decline. In terms of theme stocks, 3D cameras, cloud games, metauniverse, helium concept, e-cigarette, chicken concept and apple concept led the rise, while horse racing concept, rental and sale rights, pumped storage, UHV, green power and wind energy made a slight correction.
[technical Kanpan]
The rising market in the first quarter of 19 changed into a medium-term volatile market around the 60 week moving average, entering the third wave of rising market on the weekly line. Now, after the adjustment of the third wave of rising market, the market has formed a medium-term volatile market.
In the short term, driven by the cross year market expectation and northward funds, the rise of the two cities fell behind and accelerated the adjustment recently, but the overall market still fluctuated in a large range from 3400 to 3700.
[hot plate]
Chinese medicine sector strengthened: Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) 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) limit, Henan Lingrui Pharmaceutical Co.Ltd(600285) , Beijing Tongrentang Co.Ltd(600085) , Dong-E-E-Jiao Co.Ltd(000423) , Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Chongqing Taiji Industry (Group) Co.Ltd(600129) etc. rose by more than 7%.
Gas sector strength: Sino Prima Gas Technology Co.Ltd(300483) led the rise, Shanxi Guoxin Energy Corporation Limited(600617) , Xinjiang Torch Gas Co.Ltd(603080) , Sichuan Datong Gas Development Co.Ltd(000593) limit, and Guizhou Gas Group Corporation Ltd(600903) , Changchun Gas Co.Ltd(600333) , Henan Lantian Gas Co.Ltd(605368) led the rise.
The game sector strengthened: Tangel Culture Co.Ltd(300148) , Jiangyin Zhongnan Heavy Industries Co.Ltd(002445) , Cultural Investment Holdings Co.Ltd(600715) , G-Bits Network Technology(Xiamen)Co.Ltd(603444) limit, and Ourpalm Co.Ltd(300315) , Hangzhou Shunwang Technology Co.Ltd(300113) , Hubei Century Network Technology Inc(300494) led the increase. Consumer electronics strengthened: Wuhu Token Sciences Co.Ltd(300088) , Jiangsu Gian Technology Co.Ltd(300709) , Cosonic Intelligent Technologies Co.Ltd(300793) led the rise, Suzhou Anjie Technology Co.Ltd(002635) , Kunshan Kersen Science & Technology Co.Ltd(603626) limit, Electric Connector Technology Co.Ltd(300679) , Appotronics Corporation Limited(688007) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Goertek Inc(002241) , Shenzhen Transsion Holdings Co.Ltd(688036) , Huizhou Speed Wireless Technology Co.Ltd(300322) , Shenzhen Frd Science & Technology Co.Ltd(300602) rose by more than 5%. The game and consumer electronics sectors led the gains, mostly involving the concept of meta universe, so the meta universe sector rose 3%.
[highlights inventory]
real estate stocks went crazy and more than 40 closed the board!
This year’s worst plate, real estate stocks, was finally elated! On the 20th, Yango Group Co.Ltd(000671) , Tahoe Group Co.Ltd(000732) and other more than 40 real estate stocks rose by the limit. On the news side, the authoritative media Financial Times reported that the central bank and the China Banking and Insurance Regulatory Commission issued the notice on doing a good job in M & a financial services for risk disposal projects of key real estate enterprises.
more than 180 billion yuan poured into ETF funds
According to wind data, calculated according to the fund establishment date, as of December 20, the issuance scale of ETF has reached 187.6 billion yuan this year, a record high in the same period, and the number of new products has reached 271. However, the performance of ETF this year can be described as “some people are happy and others are worried”. The highest increase has been close to 70%, and the biggest decrease has been reduced by 50%.
China Mobile’s subscription today may become the largest IPO in nearly a decade, raising 56 billion
The number of shares issued by China Mobile a is 846 million, accounting for about 3.97% of the total share capital after issuance. If “green shoes” is fully exercised, the total number of shares issued will be expanded to 973 million, accounting for about 4.53% of the total share capital after issuance. Based on the issue price of 57.58 yuan / share, if the over allotment option, namely “green shoes”, is fully exercised, China Mobile is expected to raise a total of 56 billion yuan.
[fund trend]
According to the statistics of Dongcai, as of the closing, the Shanghai and Shenzhen stock markets showed a net outflow of funds. On that day, the net outflow of funds from Shanghai and Shenzhen stock markets was 21.753 billion yuan, today’s super large single net outflow was 8.287 billion yuan, large single net outflow was 13.466 billion yuan, medium single net outflow was 3.335 billion yuan, and small single net inflow was 25.088 billion yuan.
[limit analysis]
Today’s trading limit was 96 and the trading limit was 12;
Today, the number of trading boards in the two cities decreased compared with the previous trading day, and the number of trading boards increased compared with the previous trading day. The daily limit data showed that market sentiment fell today compared with the previous trading day. According to the data of Hithink Royalflush Information Network Co.Ltd(300033) , the trading limit stocks in the two cities are mostly concentrated in Huawei concept, big data and other sectors. The theme heat of the two cities is general, and the profit-making effect is general.
[viewpoint strategy]
Jufeng investment adviser believes that the space for monetary easing has been opened and liquidity will gradually become loose. The central bank comprehensively reduced the reserve requirement by 0.5%, released long-term funds of 1.2 trillion and 950 billion MLF yuan, followed by 500 billion MLF at maturity, forming a positive stimulus to the market as a whole. for stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. In November, the PMI index turned upward as scheduled, and the cross year market gradually expanded.
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. Hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery, real estate and other popular sectors can only be closed when you sing and I come on stage. The theme of state-owned assets reform has become a new main line. In terms of operation, it is recommended to focus on small cap state-owned stocks with valuation advantages in the short term, and focus on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
