On December 29, the three major A-share indexes fluctuated and adjusted. According to wind data, as of the close, the Shanghai Composite Index fell 0.91% to 3597.00; The Shenzhen Component Index fell 1.24% to 14653.82 points; The gem index fell 1.40% to 3281.90.
On the plate, Baijiu plate adjustment, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) fell over 4%, Luzhou Laojiao Co.Ltd(000568) , Anhui Gujing Distillery Company Limited(000596) fell more than 6%. The performance of power, semiconductor, household appliances and agriculture sectors was sluggish, Shanghai Electric Power Co.Ltd(600021) fell by the limit. Salt lake lithium extraction and lithium ore plate continued to be strong, Tibet Summit Resources Co.Ltd(600338) two connected plates. Military industry, aviation, CRO, mask, covid-19 pneumonia detection plate rose, Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) daily limit, Andon Health Co.Ltd(002432) 13 days 10 plates. The actual net purchase of northbound funds throughout the day was 662 million yuan, which was a net purchase for three consecutive days; Among them, the net purchase of Shanghai Stock connect was 186 million yuan and that of Shenzhen Stock connect was 476 million yuan.
Among the Shenwan industry sectors, defense and military industry, transportation, comprehensive and other sectors led the increase; Baijiu, food and beverage, agriculture, forestry, animal husbandry and fishery plate fell.
Among the concept plates, the concept plates such as connecting plate, air transportation and large aircraft led the increase; Baijiu, beverage manufacturing, brand leading concepts such as plate decline.
Huachuang Securities believes that 2022 is a changing year for the air transportation industry, and is optimistic that the industry will enter the road of recovery. The core logic of this round of air transport industry recovery is tight supply and demand + fare elasticity to promote profit expectation.
(China Securities Journal · China Securities Network)
