The rise of heavyweights led the Shanghai and Shenzhen stock markets to close higher, while 3048 stocks closed lower.
In the overnight market, the A index rose sharply, and the stock market in the morning was narrowed. The strength of pork and Baijiu stocks in the afternoon increased, and the two cities rose three times.
By the close on December 23, the Shanghai Composite Index rose 0.57% to 3643.34; The Kechuang 50 index rose 0.07% to 1375.97 points; The Shenzhen Composite Index rose 0.49% to 14863.93 points; The gem index rose 0.15% to 3373.7 points.
Statistics show that 1508 in the two cities rose, 3048 fell and 95 flat.
On December 23, the total turnover of Shanghai and Shenzhen stock markets was 1077.3 billion yuan, an increase of 14.8 billion yuan compared with 1062.5 billion yuan on the previous trading day, breaking through 1 trillion yuan for the 45th consecutive trading day. Among them, the turnover in Shanghai was 450 billion yuan, an increase of 17.5 billion yuan over 432.5 billion yuan on the previous trading day, and the turnover in Shenzhen was 627.3 billion yuan.
A total of 89 stocks in Shanghai and Shenzhen rose by more than 9%, and 41 stocks fell by more than 9%.
The total net inflow of northbound funds was 2.492 billion yuan on December 23. Among them, the net inflow of Shanghai Stock connect was 3.045 billion yuan and the net outflow of Shenzhen Stock connect was 553 million yuan.
the concept of green electricity strengthened again, and real estate stocks led the decline in the two markets
In terms of sectors, the green power concept strengthened again, leading the two cities, Ning Xia Yin Xing Energy Co.Ltd(000862) (000862), Hunan Development Group Co.Ltd(000722) (000722), Jiangsu New Energy Development Co.Ltd(603693) (603693), Datang International Power Generation Co.Ltd(601991) (601991), Cecep Solar Energy Co.Ltd(000591) (000591), Jilin Electric Power Co.Ltd(000875) (000875) and other daily limits.
Agriculture, forestry, animal husbandry and fishery with pork as the leading force once again, Fujian Tianma Science And Technology Group Co.Ltd(603668) (603668), Shenzhen Kingsino Technology Co.Ltd(002548) (002548) and other limits, Tangrenshen Group Co.Ltd(002567) (002567), Tecon Biology Co.Ltd(002100) (002100), Fujian Aonong Biological Technology Group Incorporation Limited(603363) (603363), Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) (300967) and other prices rose by more than 4%.
Real estate stocks continued to lead the decline in the two markets, Sichuan Languang Development Co.Ltd(600466) (600466), Chongqingyukaifaco.Ltd(000514) (000514) and other limits, Tianjin Tianbao Infrastructure Co.Ltd(000965) (000965), Beih-Property Co.Ltd(600791) (600791), Cccg Real Estate Corporation Limited(000736) (000736), Tianjin Jinbin Development Co.Ltd(000897) (000897) and other markets fell by more than 6%.
Lithium concept stocks fell the most, Chengxin Lithium Group Co.Ltd(002240) (002240), Sinomine Resource Group Co.Ltd(002738) (002738), Youngy Co.Ltd(002192) (002192) fell more than 6%, and Jiangxi Special Electric Motor Co.Ltd(002176) (002176), Yongxing Special Materials Technology Co.Ltd(002756) (002756) fell more than 3%.
sufficient volume can support the market to continue the shock rebound pattern
Guotai Junan Securities Co.Ltd(601211) believes that the trading volume of the two cities continues to remain above the trillion scale, and sufficient volume can support the continued shock rebound pattern of the market. However, the pressure on the front line of the stock index 3700 is more obvious. If you want to go to a higher level, you need to further enlarge the trading volume to cooperate. There is a style switch in the short-term market, and the trend of undervalued and low-priced stocks is obviously active. On the one hand, the “profit taking” of institutions near the end of the year is relatively cautious, and they are not willing to continue to pull up overvalued and high-priced stocks. On the other hand, the short-term market is restless in spring, and some funds are looking for a direction with a relatively high margin of safety.
Therefore, Guotai Junan Securities Co.Ltd(601211) suggests that we can continue to focus on big consumption and big financial sectors. Securities companies have the advantage of valuation. Wealth management transformation will further improve the profitability of brokers. The Baijiu plate at the end of consumption will have a larger imagination at the end of the Spring Festival and the peak season of consumption. In terms of theme investment, we can continue to pay attention to green power, photovoltaic, wind power, etc.
Guosheng Securities believes that since the correction on December 14, the Shanghai index has stepped back on the first-line support of 3600 points all the way, started to rebound after stabilizing, and the trading sentiment has been further repaired. On the whole, under the overall stable tone of market liquidity, the short-term trading opportunities in the market may gradually increase with the stabilization and upward of the index. We can actively pay attention to the popular topics in the current market, such as meta universe, green power and environmental protection, and look for individual stock opportunities. Operationally, as 2021 draws to a close, the market may be able to open the industry valuation improvement expectations with clear performance context, and actively pay attention to the trading opportunities of individual stocks with clear growth expectations.
Galaxy Securities believes that in 2022, the style of large, medium and small market capitalization companies will tend to be balanced. On the one hand, opportunities for small and medium-sized stocks are still available, and “specialized and new” small and medium-sized enterprises will receive more policy support. On the other hand, in 2021, the risks of individual stocks related to the large cap stock sector have been released, the valuation has decreased, and there is room for improvement next year. In the stage of overall market shock or continuous decline, the correlation between stock price and profit has increased significantly, and the attention to fundamentals has increased. High quality stocks with uncertain performance and good growth trend are more likely to be favored by investors. Therefore, investment in 2022 pays more attention to certainty.
(surging News)
