On December 28, the Shanghai stock index was weak in the early trading and fluctuated in a narrow range, pulling up in the late trading; Shenzhen Component Index and gem index also rose strongly at the end of the session, with gem index rising by more than 1%; Recently, the trading volume of the two cities has shrunk. Today, the trading volume is barely more than 100 million yuan, and the net purchase of funds from the north is nearly 1.3 billion yuan.
As of the close, the Shanghai index rose 0.39% to 3630.11 points, the Shenzhen Composite Index rose 0.83% to 14837.87 points, and the gem index rose 1.06% to 3328.56 points; The total turnover of the two cities was 1002.7 billion yuan, and the net purchase of northbound funds was 1.293 billion yuan.
On the disk, software, semiconductors, household appliances and other sectors led the rise, wine making and securities companies rose in the afternoon, electricity, coal and gas fell sharply, and real estate, medicine, food and beverage and other sectors weakened; Lithium ore concept broke out, Tibet Summit Resources Co.Ltd(600338) , Yongxing Special Materials Technology Co.Ltd(002756) , Zangger mining, Tibet Urban Development And Investment Co.Ltd(600773) and other daily limits; Digital currency, industrial mainframe, lithium battery, information security and other subjects are active.
For the recent market trend, Bohai Securities said that after the Spring Festival over the years, the market style will generally be dominated by small and medium-sized stocks; In the years with small and medium-sized stocks as the main line before the Spring Festival, the style of small and medium-sized stocks will continue after the Spring Festival. Considering that the current market style is dominated by small and medium-sized stocks, and from the performance side, the performance of small and medium-sized stocks represented by China Securities 500 in the third quarter is superior to that of Shanghai and Shenzhen 300. At the same time, on the valuation side, the current valuation level of China Securities 500 is below the average level since 2015, the valuation is not expensive and the performance is acceptable, so the market of small and medium-sized stocks is expected to continue.
YueKai Securities pointed out that under the economic background of shrinking demand and weakening expectation, boosting consumption in 2022 is expected to become an important starting point, and it is expected to obtain more industrial policy support in terms of consumption upgrading and market sinking. According to the historical situation, the profitability of the consumer sector is likely to be significantly improved in 22 years, and the performance elasticity is high under the low base effect. At the same time, the valuation side is also significantly repaired under the boost of policies and prosperity. The consumer sector has ushered in a double-click market driven by valuation performance, and the required consumption has performed before the optional consumption, Optional consumption elasticity is greater. For the growth track, the short-term sector is expected to fluctuate more under the influence of multiple factors. In the long run, the development of the industry is mainly supported by the top-level planning. The realization process of carbon neutralization has a long way to go. The logic of the long-term development of the industry remains unchanged. As an important starting point for steady growth next year, the prosperity sustainability is expected to be maintained. Pe-g is selected
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