On December 23, the Shanghai index fluctuated in a narrow range in the morning and rose in the afternoon driven by the cycle, wine and other sectors, and the Shenzhen Composite Index fluctuated strongly in the afternoon; Gem refers to the rise and fall in the morning and rise slightly in the afternoon; The turnover of the two cities has exceeded 1 trillion for the 45th consecutive trading day, and the net purchase of funds from the North has exceeded 2 billion yuan.
As of the close, the Shanghai index rose 0.57% to 3643.34 points, the Shenzhen Composite Index rose 0.49% to 14863.93 points, and the gem index rose 0.15% to 3373.7 points; The total turnover of the two cities was 1077.3 billion yuan, and the net purchase of northbound funds was 2.492 billion yuan.
On the disk, the power sector rose strongly, Ning Xia Yin Xing Energy Co.Ltd(000862) , Hunan Development Group Co.Ltd(000722) , Shanghai Electric Power Co.Ltd(600021) , Jiangsu New Energy Development Co.Ltd(603693) , Datang International Power Generation Co.Ltd(601991) , Jilin Electric Power Co.Ltd(000875) and so on; Liquor stocks rose in the afternoon, Jinhui Liquor Co.Ltd(603919) limit, Kweichow Moutai Co.Ltd(600519) rose more than 3% and returned to above 2100 yuan; Coal, oil, nonferrous metals, steel and other sectors rose; Real estate, home furnishings and tourism sectors led the decline, while logistics, home appliances, medicine, insurance, securities companies, banks and other sectors all weakened; Green power, pork, wind energy, photovoltaic, seed industry, hydrogen energy and other topics are active.
For the recent market trend, Guosheng Securities pointed out that since the correction on December 14, the Shanghai stock index has stepped back on the 3600 front-line support 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 said 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.
(Securities Times)
