brief description of disk
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.
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%.
message plane
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.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the space for monetary easing in China has been opened and liquidity will gradually become loose. The central bank released 1.2 trillion yuan of long-term funds, which generally formed a positive stimulus to the market. for stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. PMI index turned upward as scheduled in November , and the cross year market will gradually expand.
Short term mood:
pre market judgment: U.S. stocks rose across the board overnight, and large technology stocks and popular Chinese stocks rose. It is expected that A-Shares will have a good performance on Wednesday, and the short-term low absorption window may be closed.
The sharp rise of technology stocks and the surge of China concept stocks in the US stock market were quickly transmitted to a shares. In early trading, concept stocks such as semiconductors, chips and metauniverse rose one after another. The gem index is stronger than the Shanghai index.
The real estate sector, which soared for two consecutive days, experienced a correction, especially yesterday’s rise of more than 40 real estate stocks. The short-term and overdraft action force needs to be adjusted.
In the afternoon, hydrogen energy was active, but the gains of chips, semiconductors and consumer electronics, which rose sharply in early trading, narrowed; The decline of wind power, energy storage and UHV deepened, while the e-cigarette sector increased. The market still hasn’t got rid of the phenomenon of plate rotation, one after another. This also shows that the current liquidity is not enough to drive the overall general rising market.
Investment suggestions:
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)
