brief description of disk
On Tuesday, A-Shares opened high and went low in the morning, and the Shanghai index tested 3600 points of support; In the afternoon, the stock index rebounded slightly, led by the growth enterprise market. On the disk, energy metals, rubber products, computer equipment, instruments and meters, software development, Internet services, chemical fertilizer, shipbuilding and other industries led the increase; Electricity, coal, gas and traditional Chinese medicine led the decline, while utilities, real estate and commercial department stores led the decline. In terms of subject stocks, lithium extraction from Salt Lake, human brain engineering, digital currency, machine vision, blade batteries, industrial machines, locust control, glyphosate and biometrics led the rise, while pumped storage, green power, helium concept, vaccine cold chain, hair medicine, oil price related, natural gas and traditional Chinese medicine led the decline.
message plane
Ministry of Finance: make preparations for the pilot of real estate tax
The relevant persons in charge of the Ministry of Finance and the State Administration of Taxation publicly said that they would draft the pilot measures for real estate tax (Draft) in accordance with the authorization of the Standing Committee of the National People’s Congress, and make preparations for the pilot according to procedures.
central bank: steadily and orderly promote the pilot research and development of digital RMB in 2022
The working conference of the people’s Bank of China in 2022 was held by video on the morning of December 27. The meeting requested to comprehensively improve the level of financial services and management in 2022. Comprehensively promote the construction of financial laws and regulations system. Complete the preparation of the financial development plan for the 14th five year plan with high quality. We will continue to promote the pilot work of regional financial reform. We will continue to strengthen comprehensive statistical monitoring and analysis of the financial industry. We will continue to crack down on cross-border gambling, telecommunications network fraud and illegal payment activities. Strengthen the application and management of financial science and technology. We will steadily and orderly promote the pilot research and development of digital RMB.
Economic Daily: promote the development of roof photovoltaic and avoid dahulong
With the promotion of carbon peak and carbon neutralization, the investment in photovoltaic industry is heating up, and some enterprises have signed cooperation agreements with many counties and cities to promote the development of roof photovoltaic in the whole county. However, due to the strong exploratory nature of this work, some places and enterprises do not have a good understanding of relevant policies and lack of overall planning, and some counties and cities have suspended or even suspended the project filing and grid access approval of roof photovoltaic power generation.
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: the overnight external market resumed its general rise after Christmas, and energy and chip stocks rose sharply. It is expected that A-Shares will be positively stimulated. However, in view of the obvious contraction of A-Shares on Monday, we can not be too optimistic. We maintain the judgment that the market will be better after new year’s day.
In fact: in early trading, A-Shares opened high and went low, and most of the strong plates retreated rapidly yesterday. Coal, electric power, traditional Chinese medicine and gas fell deeply, while lithium batteries, which fell deeply yesterday, rebounded. The market is still a structural market and a plate rotation.
In the afternoon, nonferrous metals, advantageous manufacturing, medical services and lithium battery sectors strengthened, the brokerage sector changed in the late trading, and the stock index rebounded slightly. It is expected to continue to maintain the pattern of contraction before New Year’s day.
Investment suggestions:
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, hot sectors such as hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery and real estate have emerged one after another, and 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)
