Outlook:
The contraction of the index fluctuated on Monday, with ups and downs. The three major indexes collectively opened low and turned red in the morning. After the index fell in the afternoon, it bottomed out and rebounded. Finally, the Shanghai index and the gem index fell slightly and the Shenzhen index rose slightly. Individual stock sectors rose and fell, household appliances, building materials, light industry manufacturing, comprehensive, medicine and biology and other sectors led the rise, while the trend of media, food and beverage, computer, automobile, banking and other sectors was weak. In terms of market environment, the National Bureau of statistics released the profit data of industrial enterprises in November. In November, the profit of national industrial enterprises above designated size increased by 9.0% year-on-year. With the continuous effect of policies to ensure supply and stabilize prices and help enterprises rescue, the profit structure showed the characteristics of improvement. In addition, the 2021 national financial work video conference stressed that we should implement positive fiscal policies, actively launch policies conducive to economic stability, and make appropriate efforts to advance the policy. It is required to implement greater tax reduction and fee reduction in 2022, enhance the vitality of market players, and continuously prevent and resolve the hidden debt risk of local governments. From a technical point of view, the index is weak and volatile, the volume of the two cities can shrink significantly, and the trading volume is less than trillion yuan, reflecting the weak trading willingness at the end of the year. At the end of the year, the high-low switching of plates was obvious, and large cap stocks and low-level blue chips were repaired. With the gradual implementation of the steady growth policy, it is expected that the market is expected to strengthen in repeated shocks, and pay attention to the change of volume energy and plate rotation. In terms of operation, it is recommended to pay attention to finance, food and beverage, medicine and biology, household appliances, building materials and other industries.
