On Thursday, the market showed a weak shock and rebound. The industries and themes of the two cities reappeared and differentiated. In the session, agriculture, finance and cycle sectors were partially active, science and technology, consumption and military industry were adjusted, agriculture, forestry, animal husbandry and fishery, automobile, nonferrous metals, components and other industries were active, pork, green power, driverless, wind energy, vitamins, seed industry, consumer electronics Huawei concept and other themes showed intraday strength.
The green power sector showed an active market, and themes such as wind energy, photovoltaic and nuclear power showed linkage. In terms of individual stocks, Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) , Cecep Solar Energy Co.Ltd(000591) , Jiangsu New Energy Development Co.Ltd(603693) , Datang International Power Generation Co.Ltd(601991) , Shenzhen Sunrise New Energy Co.Ltd(002256) , Jilin Electric Power Co.Ltd(000875) , Huadian Power International Corporation Limited(600027) , Gd Power Development Co.Ltd(600795) and other individual stocks showed a strong market. Relevant leaders of the National Energy Administration said at the 2021 annual conference of China’s photovoltaic industry that the “14th five year plan” for renewable energy development has been issued and will be made public to the public in the near future. Everbright Securities Company Limited(601788) believes that new energy industries such as photovoltaic, wind power, energy storage, hydrogen energy and new energy vehicles will become the “mainstay” of energy. In the process of accelerating the construction of an energy power, the whole industrial chain, including the upstream and downstream of the supply chain, the manufacturing end and the operation end, will benefit. In the context of carbon neutrality, new energy operators are expected to usher in a good opportunity for development as the country continues to increase its promotion and support for new energy power generation, the pilot launch of green power trading mechanism and the acceleration of the development of new energy power generation by major central enterprises.
Huawei’s concept showed a strong market in the intraday session. Individual stocks such as Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Beijing Jetsen Technology Co.Ltd(300182) , Hubei Radio & Television Information Network Co.Ltd(000665) , Phichem Corporation(300398) , Wus Printed Circuit (Kunshan) Co.Ltd(002463) , Ningbo Exciton Technology Co.Ltd(300566) , Shenzhen Longli Technology Co.Ltd(300752) , Zhuhai Bojay Electronics Co.Ltd(002975) , Zhuhai Raysharp Technology Co.Ltd(301042) , Archermind Technology (Nanjing) Co.Ltd(300598) , Tianjin 712 Communication & Broadcasting Co.Ltd(603712) were hot fried in the market. Huawei terminal will hold its flagship new product launch in winter on December 23. The new p50pocket adopts longitudinal folding design. The model is similar to the galaxy zflip3 and is positioned in the high-end trendy market. The latter has sold 700000 units in 39 days. At the same time, Cyrus recently announced the launch of high-end smart car brand AITO (Chinese Name: Aotu) jointly with Huawei. AITO’s first model is a medium-sized SUV, which is positioned at the middle and high end and will be equipped with Huawei Hongmeng intelligent cockpit. It is reported that the car is named Wenjie M5 and will be officially released on December 23. It will also become the first car equipped with harmonyos intelligent cockpit. Huawei Hongmeng OS is a “future oriented” operating system and a full scene distributed operating system based on micro kernel. It will be suitable for mobile phones, tablets, TVs, smart cars, wearable devices and other multi terminal devices.
The pork plate showed a strong market, and individual stocks such as Shenzhen Kingsino Technology Co.Ltd(002548) , Tecon Biology Co.Ltd(002100) , Tangrenshen Group Co.Ltd(002567) , Fujian Aonong Biological Technology Group Incorporation Limited(603363) , Muyuan Foods Co.Ltd(002714) , Hunan Xiangjia Animal Husbandry Company Limited(002982) , New Hope Liuhe Co.Ltd(000876) , Tech-Bank Food Co.Ltd(002124) , Jiangxi Zhengbang Technology Co.Ltd(002157) were hot fried. The Ministry of agriculture and rural areas recently formulated and issued the national animal husbandry and veterinary industry development plan for the 14th five year plan, innovatively proposed to build a “2 + 4” modern animal husbandry industry system, and strive to build two trillion level industries of pigs and poultry and four 100 billion level industries of dairy livestock, beef cattle and sheep, characteristic livestock and poultry and forage grass. By 2025, significant progress will be made in the modernization of animal husbandry in China, and dairy, pig and poultry farming will take the lead in basically realizing modernization. In terms of pig development goals, ensure that the pork production capacity is stable at about 55 million tons, and the output value of pig breeding industry reaches more than 1.5 trillion yuan. At the same time, we will strive to improve the quality of development, strengthen capacity regulation, alleviate the fluctuation of the “pig cycle” and enhance the ability to stabilize production and ensure supply. In terms of poultry development goals, the output of poultry meat and eggs has stabilized at 22 million tons and 35 million tons respectively, maintaining basic self-sufficiency, and the output value of poultry breeding industry has reached more than 1 trillion yuan.
Overall, the market continued the recent adjustment pattern, and the two cities reappeared a narrow shock. At present, the stock index has obtained technical support near the 20th day line, but the market is in the downward adjustment trend. However, from the intraday performance, the market has certain undertaking funds in the supporting market, the short-term downward adjustment space is limited, the market has a high probability of narrow range adjustment, and the technical repair is carried out between the 10th day line and the 20th day line in the short term. At present, the hot spots in the market are mainly short-term rotation, with local rotation in agriculture, finance and cycle industries, slight weakness in science and technology, consumption and military industry, and obvious market differentiation. At present, the duration of hot spots in the market is short and the switching frequency has accelerated. Therefore, in terms of investment strategy, it is suggested that investors can grasp the market structural opportunities, absorb low and throw high, participate in short-term, and do not chase up high-end stocks.
(Jufeng Finance)
