brief description of disk
On Thursday, A-Shares opened slightly higher. After covering the gap of short jump, the shock was sorted out, and the stock index rose slightly in the afternoon. On the disk, power, wind power, coal, auto parts, wine making, agriculture, animal husbandry, feeding and fishing, photovoltaic, nonferrous metals, mining and other industries led the increase; Real estate, games, education, medical devices, biological products, energy metals, pharmaceutical commerce, automobile services and other industries led the decline. In terms of subject stocks, pumped storage, green power, lidar, helium concept, chicken concept, wind energy and MLCC led the rise, while EDR concept, vocational education, cloud games, REITs concept, online tourism and baby concept led the decline.
hot plate
The power industry led the rise: Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) , Cecep Solar Energy Co.Ltd(000591) , Datang International Power Generation Co.Ltd(601991) , Jiangsu New Energy Development Co.Ltd(603693) , An Hui Wenergy Company Limited(000543) , Jilin Electric Power Co.Ltd(000875) , Cecep Wind-Power Corporation(601016) limit, Huaneng Power International Inc(600011) , Jinko Power Technology Co.Ltd(601778) , Shanghai Electric Power Co.Ltd(600021) , Lingda Group Co.Ltd(300125) , Fujian Funeng Co.Ltd(600483) , Huadian Power International Corporation Limited(600027) etc. rose by more than 7%.
Strength of auto parts: Ningbo Kbe Electrical Technology Co.Ltd(300863) , Kunshan Huguang Auto Harness Co.Ltd(605333) , Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Ningbo Tuopu Group Co.Ltd(601689) , Shanghai Yanpu Metal Products Co.Ltd(605128) , Hainan Drinda Automotive Trim Co.Ltd(002865) , Wencan Group Co.Ltd(603348) , Shanghai Carthane Co.Ltd(603037) , Zhejiang Tiancheng Controls Co.Ltd(603085) , Ningbo Jifeng Auto Parts Co.Ltd(603997) daily limit.
Wind power equipment strengthened in the afternoon: Shenzhen Hopewind Electric Co.Ltd(603063) limit, Qingdao Tianneng Heavy Industries Co.Ltd(300569) , Zhejiang Windey Co.Ltd(300772) , Titan Wind Energy (Suzhou) Co.Ltd(002531) , Dajin Heavy Industry Co.Ltd(002487) , Jinlei Technology Co.Ltd(300443) rose by more than 3%.
The coal sector rose in the afternoon: Shan Xi Hua Yang Group New Energy Co.Ltd(600348) limit, Shanxi Meijin Energy Co.Ltd(000723) , Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) , Shanxi Antai Group Co.Ltd(600408) , Sundiro Holding Co.Ltd(000571) , Yankuang energy, Beijing Haohua Energy Resource Co.Ltd(601101) rose by more than 3%.
Baijiu plate strength in the afternoon: Jinhui Liquor Co.Ltd(603919) trading, Jiangsu Suyan Jingshen Co.Ltd(603299) , Luzhou Laojiao Co.Ltd(000568) , Dahu Aquaculture Co.Ltd(600257) , Guizhou Panjiang Refined Coal Co.Ltd(600395) , Kweichow Moutai Co.Ltd(600519) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Xinjiang Yilite Industry Co.Ltd(600197) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and other gainers.
message plane
China Minmetals Rare Earth Co.Ltd(000831) : Chinalco, China Minmetals and Ganzhou municipal government have carried out strategic restructuring of rare earth assets
China Minmetals Rare Earth Co.Ltd(000831) (000831) it was announced on December 22 that, after study by the SASAC of the State Council and reported to the State Council for approval, it was agreed that Aluminum Corporation Of China Limited(601600) Group Co., Ltd., China Minmetals and Ganzhou Municipal People's government would carry out the strategic reorganization of relevant rare earth assets and establish a new company controlled by the SASAC of the State Council.
Ministry of industry and information technology: carry out rural activities such as new energy vehicles and green smart appliances
Xiao Yaqing, Minister of industry and information technology, said to tap the potential of domestic demand. We will launch a pilot city for the comprehensive electrification of vehicles in the public sector, and carry out rural activities for new energy vehicles, green smart appliances and green building materials. We will strengthen the cultivation of industries that are conducive to improving people's production and life and represent the direction of scientific and technological development, such as intelligent Internet connected vehicles and ice and snow equipment, and support large-scale development.
Beidou system and 5g of digital transportation planning "one brain, five networks and two systems" will be expanded
On December 22, the Ministry of transport issued the "14th five year plan" for digital transportation development. The plan puts forward development goals. By 2025, the digital transportation system will be further promoted, the development pattern of "one brain, five networks and two systems" will be basically completed, important progress has been made in the new transportation infrastructure, and the level of digitization, networking and intelligence of the industry will be significantly improved.
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: after Wednesday trading, China Minmetals Rare Earth Co.Ltd(000831) announced the strategic reorganization of rare earth assets. It is expected that the rare earth plate will open higher. Be careful not to chase up to avoid high-level quilt. Peripheral markets continued to rise, new energy vehicles performed well, but China concept stocks generally fell. It is expected that the A-share new energy vehicle sector will perform, but the Internet sector may callback.
In fact, after the rare earth permanent magnet plate opened slightly higher, it differentiated rapidly, Jiao Zuo Wan Fang Aluminum Manufacturing Co.Ltd(000612) rose by the limit, China Minmetals Rare Earth Co.Ltd(000831) , Aluminum Corporation Of China Limited(601600) rose by 7%, while the rest showed relatively flat performance, Innuovo Technology Co.Ltd(000795) fell by more than 5%, and Rising Nonferrous Metals Share Co.Ltd(600259) , Hunan Corun New Energy Co.Ltd(600478) , Bgrimm Technology Co.Ltd(600980) , Dagang Holding Group Co.Ltd(300103) led the decline. new energy vehicles, lithium battery sector, open high and go low. It shows that the external disturbance factors to A-Shares are only limited to the opening.
The real estate sector, which rose sharply for two consecutive days on Monday and Tuesday, corrected on Wednesday and continued to decline on Thursday. In addition, Wednesday's strong gas sector appeared at the forefront of the decline list in early trading. The rotation of market plates remains the same. The hot green power, auto parts and hydrogen energy sectors in the early stage rose in turn, activating the market atmosphere.
In addition, several high-level stocks such as Lanzhou Ls Heavy Equipment Co.Ltd(603169) , Shenzhen Bauing Construction Holding Group Co.Ltd(002047) , Zhejiang Juli Culture Development Co.Ltd(002247) , Chongqingyukaifaco.Ltd(000514) , Shenyang Jinshan Energy Co.Ltd(600396) , Hunan Tyen Machinery Co.Ltd(600698) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Beijing Jingcheng Machinery Electric Company Limited(600860) which intensively warned of risks last Friday hit the limit, and perhaps the short-term speculation of demon stocks in the market will be curbed.
In the afternoon, Baijiu stocks strengthened and the market seemed to be back in defense mode. From the time-sharing trend of the whole day, it can be seen that heavyweights represented by Contemporary Amperex Technology Co.Limited(300750) and Kweichow Moutai Co.Ltd(600519) dominate the trend of the market, and small cap stocks release the adjustment pressure.
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 Ministry of industry and Information Technology launched the activities of home appliances to the countryside and energy vehicles to the countryside in the new year. The large consumption sector is expected to rebound, which can be paid attention to in the short term. The midline suggests continuing to pay attention to technology stocks such as intelligent driving and chips with large growth space.
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(Jufeng Finance)
