brief description of disk
On Thursday, A-Shares opened slightly higher in the morning, after covering the gap of short jump, they were concussed and sorted out. On the disk, power, auto parts, wind power, photovoltaic, nonferrous metals, mining, coal, agriculture, animal husbandry, feeding and fishing, aerospace, electronic components and other industries led the increase; Real estate, medical devices, biological products, decoration, energy metals, pharmaceutical commerce, cement building materials, packaging materials and other industries led the decline. In terms of subject stocks, lidar, green power, longevity medicine, chicken concept, pumped storage, radio and television, oil price related led the rise, while EDR concept, REITs concept, vocational education, Shangtang concept and baby child concept led the decline.
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.
China Mobile: the winning rate of online issuance after callback is 0.124%
On December 22, China Mobile disclosed the subscription and winning rate of IPO online issuance: the final number of shares issued online was 436032000 shares (including over allotment). After the call back, the winning rate of this online offering is 0.12411863% (including the over allotment part), and the effective subscription multiple is 805.68 times (including the over allotment part).
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. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: after trading on Wednesday, 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. The 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.
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)
