On December 24, the Shanghai stock index fell in a weak shock, and both the Shenzhen Composite Index and the gem index fell, of which the gem index fell by more than 2% and fell 3300 points; Most of the plates in the two cities fell, and lithium batteries, hydrogen energy, energy storage and other high boom tracks collectively callback; The turnover of the two cities has exceeded 1 trillion for the 46th consecutive trading day.
As of the close, the Shanghai index fell 0.69% to 3618.05 points, the Shenzhen composite index fell 1.03% to 14710.33 points, and the gem index fell 2.27% to 3297.11 points; The total turnover of the two cities was 1131.8 billion yuan.
On the disk, automobile, nonferrous metals, construction machinery and other sectors led the decline, steel, environmental protection, chemical industry, steel, real estate, coal and other sectors all fell, and the concepts of lithium battery, UHV, photovoltaic, energy storage and hydrogen energy fell collectively; Medicine, retail, tourism, food and beverage and other consumer sectors rose against the market.
For the recent market trend, Guosheng Securities pointed out that the Shanghai stock index has ushered in a restorative rebound after stepping back on 3600 points, but the rebound is differentiated. The Shanghai stock index is obviously better than the gem index. There is still a large selling pressure near 3700 points above the Shanghai stock index, and the gem index is suppressed by the 20 - and 30 day moving averages. The strength and height of the rebound need to pay close attention to the recent changes in trading volume. If there is no significant increase or decrease in trading volume, Market probability remained volatile. In terms of operation, after the divergence of market sentiment targets on Wednesday, the money loss effect on Thursday continued to expand, the tide of short-term sentiment ebbed, and the track of growth stocks such as wind, light, storage and electricity returned to the eye again. Under the stock market, the main trend plate is silent, and short-term emotional speculation is prevalent; The short-term mood ebbs and the main trend plate returns. It is suggested to control positions and grasp the allocation opportunities of new energy, auto parts, semiconductors and large consumption, as well as the emotional repair opportunities of short-term concept speculation such as digital currency and meta universe.
Wanlian Securities said that it is expected that the overall A-share market will remain volatile next year, and the structural highlights deserve attention. Industry configuration recommendations: 1) silicon material leader in photovoltaic, cell module, photovoltaic integration leader, leading complete machine manufacturer in wind power, fuel cell in hydrogen energy, hydrogen production from industrial by-products and carbon neutralization main lines such as lithium ore, artificial graphite and diaphragm electrolyte in the upstream of new energy vehicle industry chain; 2) Benefiting from inflation transmission and pork price recovery; 3) Structural opportunities for high-end manufacturing sectors such as the supply side shortage situation has improved, the semiconductor that is expected to be in large quantities next year and the CXO that maintains a high outlook and has a clear demand side.
(Securities Times)
