Today, the market remained weak and volatile, and the Shanghai 50 index continued to lead the decline. On the plate, the medical and medical sectors continued to strengthen, while the Baijiu plate continued to decline, and Kweichow Moutai Co.Ltd(600519) fell by more than 4%. On individual stocks, the trend of large cap stocks and small cap stocks showed obvious differentiation, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) fell by the limit, Luzhou Laojiao Co.Ltd(000568) , Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , China Merchants Bank Co.Ltd(600036) , Nari Technology Co.Ltd(600406) all fell by more than 4%, while demon stocks such as Andon Health Co.Ltd(002432) , Shandong Chiway Industry Development Co.Ltd(002374) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) rose by the limit again.
plate
In this week’s market, only the pharmaceutical and medical sector and the salt lake lithium extraction sector have stepped out of the continuous rising market.
The continued activity of the medical sector is mainly stimulated by the strong money making effect of Andon Health Co.Ltd(002432) . Andon Health Co.Ltd(002432) today, the anti package limit was raised again, up more than 630% in 33 trading days. In addition, Kunming Longjin Pharmaceutical Co.Ltd(002750) is promoted to 6 connecting plates, Jinghua Pharmaceutical Group Co.Ltd(002349) is promoted to 4 connecting plates, Star Lake Bioscience Co.Inc.Zhaoqing Guangdong(600866) is promoted to 2 connecting plates. It can be seen that most of the active continuous board stocks are of small market value and low level, while the Chinese military stocks of medicine and medical treatment are generally, such as the high Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) limit today, and the low Wuxi Apptec Co.Ltd(603259) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) and other Chinese military stocks are weak.
The salt lake lithium extraction plate rose sharply yesterday and staged a daily limit tide. Today, it rose against the trend, Sinomach General Machinery Science & Technology Co.Ltd(600444) and Tibet Summit Resources Co.Ltd(600338) were promoted to two consecutive boards respectively, and East China Engineering Science And Technology Co.Ltd(002140) rose in the first board. On the news, the quotation of some lithium battery materials rose again. The agency expects that the lithium supply and demand pattern will continue to be tense in 2022, and the price will remain high.
In addition, it is worth mentioning that China Shipbuilding stocks opened up sharply stimulated by the news, which also led to the intraday strength of the military industry plate. On the news, Cssc Science & Technology Co.Ltd(600072) and China Shipbuilding Industry Group Power Co.Ltd(600482) two listed companies of China Cssc Holdings Limited(600150) group issued major asset restructuring announcements respectively. Previously, Yunnan Xiyi Industrial Co.Ltd(002265) announced that it planned to purchase 100% equity of construction industry held by it by issuing shares and paying cash to ordnance equipment group. Zhang Chao, chief analyst of the military industry of AVIC securities, believes that 2022 is the last year of the three-year action plan for the reform of state-owned enterprises. All military groups have proposed to accelerate the implementation of the three-year action reform task, and improving the asset securitization rate is one of the key tasks.
To sum up, both the medical and pharmaceutical sectors and the salt lake lithium extraction sector belong to the oversold sector, which may reflect the defensive idea of avoiding high capital and getting low; Judging from the recent reform and reorganization of state-owned enterprises, the recent reform of military industry groups and asset securitization have begun to speed up.
individual shares
During the suspension period of San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , the overall market of high-end stocks showed a ebb trend. As expected, there was a demand to make up for the decline in the resumption of San Yang Ma (Chongqing) Logistics Co.Ltd(001317) today, and the opening San Yang Ma (Chongqing) Logistics Co.Ltd(001317) also opened significantly lower as scheduled. After opening, Andon Health Co.Ltd(002432) reversed the daily limit again due to the favorable announcement. Yesterday’s Shandong Chiway Industry Development Co.Ltd(002374) followed the board, which stimulated San Yang Ma (Chongqing) Logistics Co.Ltd(001317) to rise sharply from the “deep water area” and remained above 7% for most of the day.
As a result, short-term sentiment was also strongly repaired, and the board index rose more than 8% yesterday. It can be seen that the short-term emotions are concentrated in two directions. One is the demon stock group composed of Shandong Chiway Industry Development Co.Ltd(002374) , Andon Health Co.Ltd(002432) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , while the high-level stocks started in the same batch only have Qiming Information Technology Co.Ltd(002232) trading limit; The other is the low stocks trading yesterday.
As of the closing, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) closed the trading limit. Similar to the main board stocks that can continue to rise on the day of resumption after the first special stop, there are few cases this year, only Jinhong Fashion Group Co.Ltd(603518) in the first half of the year and San Yang Ma (Chongqing) Logistics Co.Ltd(001317) in the second half of the year.
future analysis
In terms of index, as of the close, the Shanghai index fell 0.91%, the Shenzhen composite index fell 1.24% and the gem index fell 1.4%. The net inflow of northbound funds throughout the day was 662 million yuan, including 186 million in Shanghai Stock connect and 476 million in Shenzhen Stock connect.
Yesterday’s index rose across the board, and today’s index fell across the board, and the decline all covered yesterday’s increase. It can be seen that the market is still in a volatile market. In fact, according to statistics, since 2001, five trading days before the new year’s day, the Shanghai index has no obvious rise and fall trend, and the rise probability does not exceed 60%. However, if we narrow the statistics to two trading days before the new year’s day, we will find that the probability of the rise of the Shanghai index has increased a lot.
In terms of sentiment, it rose 1893, 859 less than the previous trading day; 63 trading limits (excluding ST shares and unopened new shares), an increase of 3 over the previous trading day; 18 fried boards, an increase of 2 over the previous trading day; Gem / Kechuang board stocks rose by 6, an increase of 1 over the previous trading day; There were 6 drop limits, 3 less than the previous trading day.
Although the index fell a lot today, the mood was obviously stronger than the index. The weak index is mainly due to the weak performance of large market capitalization blue chip heavyweights, while the strong sentiment is mainly due to two factors: 1) demon stocks such as Shandong Chiway Industry Development Co.Ltd(002374) , Andon Health Co.Ltd(002432) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) rose again to stimulate the strong repair of short-term sentiment; 2) Popular sectors such as new energy track began to continue to be active, and salt lake lithium and other sectors strengthened for two consecutive days.
market highlights
1. China commodity futures closed with ferrosilicon up more than 3%
On December 29, China’s commodity futures closed with mixed gains and losses. Manganese silicon and ferrosilicon rose by more than 3%, PP and plastics rose by more than 2%, fuel oil and crude oil rose by more than 1%, and eggs and glass rose slightly; Beans fell more than 2%, starch and rapeseed meal fell more than 1%, and corn and Zheng oil fell slightly.
2. Ministry of industry and information technology: by 2025, the production capacity of key raw materials and bulk products such as crude steel and cement will only be reduced but not increased
On December 29, China’s Ministry of industry and information technology and other departments issued the “14th five year plan” for the development of raw material industry. The development goals include: by 2025, the production capacity of key raw materials and bulk products such as crude steel and cement will only be reduced but not increased, and the capacity utilization rate will remain at a reasonable level. The comprehensive energy consumption per ton of steel in the iron and steel industry decreased by 2%, the energy consumption per unit clinker of cement products decreased by 3.7%, and the carbon emission of electrolytic aluminum decreased by 5%. Study and establish a restraint mechanism to curb the expansion of excess capacity by means of carbon emission, pollutant emission and total energy consumption. We will implement normal peak shifting production of cement and explore the establishment of peak shifting production mechanism in iron and steel industries. Implement energy conservation review and strictly control the fuel coal consumption of major coal consuming industries such as petrochemical industry, steel industry and building materials.
(Financial Associated Press)
