On the whole, more than 3000 stocks in the two cities fell yesterday, and the individual stocks showed a general decline pattern. The turnover of the Shanghai and Shenzhen stock markets was 14.8 billion yuan compared with the previous trading day. On the disk, power, coal, pork, wind power, auto parts and other sectors led the rise, while real estate development, education, cloud games, tourism, medical devices and other sectors led the decline. As of yesterday’s close, the Shanghai index rose 0.57%, the Shenzhen Composite Index rose 0.49% and the gem index rose 0.15%. The net inflow of northbound funds throughout the day was 2.492 billion yuan, ending the continuous net outflow, of which the net inflow of Shanghai Stock connect was 3.045 billion and the net outflow of Shenzhen Stock connect was 553 million.
The three major U.S. stock indexes closed up overnight, with the NASDAQ up 0.85% and the cumulative rise of 3.19% this week; The S & P 500 index rose 0.62%, a record closing high, and rose 2.28% this week; The Dow rose 0.55% and accumulated 1.65% this week. Tesla rose 5.76%, up 14.42% this week, the largest weekly increase in nearly two months. Nikola rose 17.98% after announcing the delivery of the first tre electric truck to total transportation services and said it was about to deliver more electric vehicles. Innovage holding, a US equity medical care provider, fell more than 35%, and its Colorado Center was found to have defects in the key audit and was punished by the medical insurance and Medicaid service center. JD fell nearly 7% after Tencent announced that it would distribute about 460 million JD shares to shareholders in the form of medium-term dividend.
At today’s morning meeting of securities companies, Central China Securities Co.Ltd(601375) said that market hot spots are frequently converted and balanced allocation is paid equal attention to attack and defense; In terms of plate opportunities, CICC suggested to continue to explore opportunities for passenger car growth and track layout; China Securities Co.Ltd(601066) believes that taking advantage of the policy, there is an opportunity to revalue the value of traditional Chinese medicine consumer goods.
Central China Securities Co.Ltd(601375) : frequent hot spot switching, balanced configuration, attack and defense
On Thursday, the A-share market first depressed and then rose, with a slight shock. In the morning, the stock indexes of the two cities fluctuated slightly. In the afternoon, with the continuous strengthening of new energy, brewing and cycle industries, the stock index rose steadily. The real estate chain, medicine and financial sectors LED by the rise in the early stage showed a downturn, and the market continued to show the characteristics of structural market. The trading volume of the two cities is 1 trillion, and the characteristics of the stock game remain the same. At present, towards the end of the year, all parties in the market are more cautious, and there is a high probability that the stock index will maintain range shock in the future. It is suggested that investors should continue to pay attention to the policy and capital aspects, and maintain balanced allocation to deal with the market characteristics of frequent hot spot conversion.
CICC: it is expected that the demand of the automobile industry will grow steadily next year and continue to explore opportunities for growth track layout
Looking forward to 2022, it is expected that the demand of the passenger car industry will grow steadily, the penetration rate of new energy will increase rapidly, the intelligence will accelerate, and the industrial reform has come. Under the background of great change, auto enterprises and even the industrial chain are facing subversion and reconstruction. Rapid iterative technology and product innovation is not only an important starting point, but also the core driving force of the outbreak of the company’s performance valuation. It is suggested to further explore the structural growth track and individual stock opportunities, and the current valuation is attractive under the continuous high growth of performance.
China Securities Co.Ltd(601066) : taking advantage of the policy, there is an opportunity to revalue the value of traditional Chinese medicine consumer goods
The state vigorously develops the cause of traditional Chinese medicine, adheres to the equal emphasis on traditional Chinese and Western medicine, and the combination of inheritance and innovation. In the past 21 years, the number of innovative traditional Chinese medicine has reached a new high. Since the outbreak of covid-19 in 20 years, traditional Chinese medicine has fully participated in the epidemic prevention, control and treatment, showing a positive role. At the national policy level, it promotes the construction of medical capacity of traditional Chinese medicine, increases talent training, and promotes the society’s reasonable understanding of traditional Chinese medicine, which is conducive to the development of traditional Chinese medicine consumer goods industry.
Under the current policy environment, China Securities Co.Ltd(601066) believes that traditional Chinese medicine consumer goods companies have different degrees of value revaluation opportunities. It is suggested to focus on the possible breakthroughs in brand barriers, pricing ability, brand extension ability and incentive mechanism.
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(Financial Associated Press)
