As of the afternoon closing on the 27th, the three major indexes collectively closed up. The Shanghai Composite Index rose 0.15% to 3623.58. The Shenzhen Component Index rose 0.21% to 14741.75. The gem index rose 0.02% to 3297.66.
On the disk, pharmaceutical business, NMN concept, traditional Chinese medicine and other sectors led the two cities. Virtual digital man, NFT concept, meta universe and other sectors led the decline.
Up to now, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen is 3029:1473, with 63 trading limits and 16 trading limits.
In terms of individual stocks, the current trading limit shares are as follows: Fujian Snowman Co.Ltd(002639) (9.97%), Zhongshan Broad-Ocean Motor Co.Ltd(002249) (9.99%), Zhejiang Chunhui Intelligent Control Co.Ltd(300943) (20.00%), Aba Chemicals Corporation(300261) (19.98%), Ning Xia Yin Xing Energy Co.Ltd(000862) (10.03%).
The down limit shares are as follows: Inmyshow Digital Technology (Group) Co.Ltd(600556) (- 10.03%), huilv Ecology (- 10.00%), Fsilon Furnishing And Construction Materials Corporation(605318) (- 9.99%), Zhejiang Sunrise Garment Group Co.Ltd(605138) (- 9.99%), Yunnan Tourism Co.Ltd(002059) (- 9.92%)
The top five stocks with turnover rate are: Shanghai Luoman Lighting Technologies Inc(605289) , Tonglian precision, Zhejiang Chunhui Intelligent Control Co.Ltd(300943) , Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) and Wuchan environmental energy, which are 53.145%, 46.553%, 37.809%, 33.811% and 31.274% respectively.
Boc International (China) Co.Ltd(601696) believes that the recent market adjustment and overseas fluctuations are the main reason, and A-Shares themselves have no room for continuous decline. With the gradual stabilization of China’s credit cycle, the valuation of A-Shares will be given a favorable boost. Therefore, overseas fluctuations have more periodic impact on a shares. We need to pay attention to the choice and layout of market direction next year.
Boc International (China) Co.Ltd(601696) believes that considering the characteristics of upward cycle prosperity of capital expenditure and loose short cycle recession, the growth direction of high prosperity and TMT technology are still the main layout lines: 1) after the active correction of high growth track stocks represented by Ning portfolio, the valuation switching investment price ratio in 2022 is high. Focus on investment opportunities in new energy lithium batteries, photovoltaic materials, equipment and other sectors. 2) The near-end performance growth of TMT communication and electronic hardware is relatively certain, and the industry valuation is at a low and medium position in history. It is recommended to pay attention to some subdivision tracks after the correction of intelligent driving, lidar and power semiconductor. Media content and computer software pay more attention to the high odds space brought by liquidity.
In terms of industry allocation, Bohai Securities said that it can be based on the whole year of next year and allocate along the two main lines of trend continuation and dilemma reversal. Specifically, we can pay attention to: (1) the “Fengguang reservoir” plate benefiting from the downward trend of PPI superimposed on the background of the continuous promotion of the global energy revolution; (2) The strategic position of the science and technology sector is superimposed on the “new infrastructure”, semiconductor, media and other TMT sectors with high safety margin; (3) The valuation continues to digest, the medium and long-term performance is highly uncertain, and the consumer sector is expected to benefit from the continuous inflow of foreign capital next year; (4) The production capacity continues to be cleared, and the breeding plate at the inflection point of the game can be arranged on a bargain hunting basis.
(Zhongxin Jingwei)
