brief description of disk
On Monday, A-Shares rose and fell, and continued to adjust. On the disk, industries such as pharmaceutical commerce, traditional Chinese medicine, chemical pharmacy, airports, decoration building materials, packaging materials, jewelry, motors, gas and household appliances led the increase, while industries such as games, photovoltaic equipment, cultural media, wine making, power grid equipment, cycling, decoration and wind power equipment led the decline. In terms of subject stocks, helium concept, longevity drug, traditional Chinese medicine concept, industrial marijuana, heparin concept, influenza, vaccine cold chain and immunotherapy led the rise, while NFT concept, cloud game, metauniverse, radio and television, Hongmeng concept, smart TV and film and television concept led the decline.
hot plate
Pharmaceutical business strengthened: Guangxi Liuzhou Pharmaceutical Co.Ltd(603368) , Yifeng Pharmacy Chain Co.Ltd(603939) , Lbx Pharmacy Chain Joint Stock Company(603883) , Dashenlin Pharmaceutical Group Co.Ltd(603233) intraday limit, Yixintang Pharmaceutical Group Co.Ltd(002727) , Jointown Pharmaceutical Group Co.Ltd(600998) , Yunnan Jianzhijia Health-Chain Co.Ltd(605266) , Sichuan Hezong Medicine Easy-To-Buy Pharmaceutical Co.Ltd(300937) rose by more than 5%.
The traditional Chinese medicine sector rose 12% last week and continued to rise on Monday: Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) rose by more than 15%, while Hunan Fangsheng Pharmaceutical Co.Ltd(603998) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Lanzhou Foci Pharmaceutical Co.Ltd(002644) , Dali Pharmaceutical Co.Ltd(603963) , Jinghua Pharmaceutical Group Co.Ltd(002349) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Teyi Pharmaceutical Group Co.Ltd(002728) rose by more than 6%.
Chemical pharmaceutical sector strengthened: senxuan pharmaceutical, Fujian Cosunter Pharmaceutical Co.Ltd(300436) , Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) , Honz Pharmaceutical Co.Ltd(300086) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) 20% limit, Shanghai Shenqi Pharmaceutical Investment Management Co.Ltd(600613) , Shandong Wit Dyne Health Co.Ltd(000915) , Nanjing Well Pharmaceutical Group Co.Ltd(603351) limit.
Hydrogen energy strengthened: Shouhang High-Tech Energy Co.Ltd(002665) , Fujian Snowman Co.Ltd(002639) , Zhongshan Broad-Ocean Motor Co.Ltd(002249) , Shaanxi Baoguang Vacuum Electronic Apparatus Co.Ltd(600379) , Anhui Quanchai Engine Co.Ltd(600218) , Shenzhen Center Power Tech.Co.Ltd(002733) , Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) , Beijing Jingneng Power Co.Ltd(600578) limit, Hongda Xingye Co.Ltd(002002) , Zhangjiagang Furui Special Equipment Co.Ltd(300228) , Jiangsu Shentong Valve Co.Ltd(002438) , Hangzhou Zhongtai Cryogenic Technology Corporation(300435) , Shanxi Meijin Energy Co.Ltd(000723) rose by more than 5%.
message plane
central rural work conference held in Beijing
We should make every effort to do a good job in grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, stabilize grain area, vigorously expand soybean and oil production, and ensure that grain output will be stable at more than 1.3 trillion kg in 2022. Strengthen the mayor responsibility system of “vegetable basket”, stabilize pig production and ensure the effective supply of livestock, poultry, aquatic products and vegetables.
over 400 billion! Northward capital increase in A-Shares broke the record!
China’s economy has developed steadily and continued to attract foreign investment. As of December 24, in 2021, the Shanghai Hong Kong stock connect and Shenzhen Hong Kong stock connect had realized a net capital inflow of 417.5 billion yuan, probably reaching an annual high. It is worth noting that the 417.5 billion yuan in 2021 is realized when MSCI and FTSE Russell have not further improved the inclusion factor of a shares. That is, it is not the result of “mindless buying” of passive funds, but the product of active funds to allocate A-Shares and change its global asset allocation pattern.
CSRC solicits public opinions on relevant systems and rules of overseas listing
In order to promote the standardized and healthy development of enterprises using the overseas capital market and support enterprises to list abroad in accordance with laws and regulations, the CSRC studied and drafted the administrative provisions of the State Council on overseas securities issuance and listing of domestic enterprises (Draft for comments), and simultaneously drafted the administrative measures for overseas securities issuance and listing filing of domestic enterprises (Draft for comments), As the supporting rules of the administrative provisions, we are now soliciting opinions from the public.
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: 1, there was no major positive market personality at the weekend, so it is still a high probability event for the Shanghai Composite Index to step back at 3600 on Monday.
2. Near the end of the year, there will be a tight liquidity situation in the market in the short term, which will have a certain impact on the three high (high, high and overvalued) stocks; After new year’s day, the cross year market will enter a new upward stage.
In fact, the two strong sectors of traditional Chinese medicine and electricity continued to rise in early trading last Friday. The lithium battery sector, which weighed on the index on Friday, rebounded in early trading, which proved to stimulate market sentiment. Meanwhile, Kweichow Moutai Co.Ltd(600519) which rose sharply on Friday made up for the decline, but failed to hit the Shanghai index below 3600 points, which shows that the market is accumulating rebound force. The medium-term main line hydrogen energy we suggested earlier has increased significantly, showing a good profit-making effect.
In the afternoon, the banking sector fell, the power industry (green power, power equipment, wind power equipment, photovoltaic equipment, etc.) fell sharply, Contemporary Amperex Technology Co.Limited(300750) turned down, the market continued to decline, and the Shanghai index stepped back on 3600 points. The speculation in the pharmaceutical sector spread from the traditional Chinese medicine sector to the chemical pharmaceutical and pharmaceutical business, and the whole line was started and vigorously supported.
investment advice:
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, the differentiation of A-Shares has been obvious, and the rotation of hot plates such as hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery and real estate has accelerated. The theme of state-owned assets reform has gradually 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)
