On December 29, the three major indexes fluctuated and fell. In terms of sectors, airports, shipbuilding, rubber, medical devices and other sectors were among the top gainers; Wine making, electric power, semiconductor, meta universe concept and other sectors led the decline. Kweichow Moutai Co.Ltd(600519) fell 4.54%, Wuliangye Yibin Co.Ltd(000858) fell 5%, Luzhou Laojiao Co.Ltd(000568) fell 6.83%; Traditional Chinese medicine leader Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) fell by the limit.
I. today’s market situation
As of the close, the Shanghai index fell 0.91%, the Shenzhen composite index fell 1.24% and the gem index fell 1.4%.
II. Summary of today’s trading board
Today, more than 60 non ST shares and non new shares in Shanghai and Shenzhen rose by the daily limit. Specifically, military stocks rose against the market, and many stocks such as China Marine Information Electronics Company Limited(600764) , Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) , China Spacesat Co.Ltd(600118) rose by the limit.
3、 Details of today’s trading board
1. Military stocks: China Marine Information Electronics Company Limited(600764) , Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) , China Spacesat Co.Ltd(600118) and other stocks rose by the limit.
Citic Securities Company Limited(600030) pointed out that the closing node at the end of the year is approaching and the short-term main line is missing, resulting in stage shocks in the military industry sector. However, in 2022, high growth and certainty will highlight the cost performance of the military industry, and catalysts such as high performance growth expectation or capital operation may bring a new round of plate market. Looking forward to 2022, we should give priority to the long track and high prosperity direction, and give priority to the four industrial chain directions of aeroengine, military informatization, missile and military aircraft. At present, some core targets have been withdrawn more in December, and the configuration window has appeared in advance, with high safety margin and significant upward space. It is recommended to give priority to layout.
2. Covid-19 detection: Andon Health Co.Ltd(002432) , Chimin Health Management Co.Ltd(603222) , Xilong Scientific Co.Ltd(002584) etc.
Anxin Securities pointed out that looking back on the number of new tests per month in Europe and the United States in the past 23 months, the emergence of new mutant strains, the promotion of family self-test products and the liberalization of isolation policies have played a great role in promoting the scale of covid-19 testing market. With the discovery of Omicron with a large number of mutations and possibly more infectious and harmful in South Africa, the further promotion of home self-test products in the United States and the upcoming spring semester in January next year, the demand for covid-19 detection will continue to stimulate.
3. Concept of lithium extraction from Salt Lake: Tibet Summit Resources Co.Ltd(600338) , East China Engineering Science And Technology Co.Ltd(002140) , international general limit, etc.
According to media reports, recently, lithium mining enterprises in Western Sichuan and other places came the news of price increase. Lithium salt exceeded 200000 yuan / ton, directly hit 250000 yuan / ton, and even lithium enterprises received an offer of 300000 yuan / ton. Some business personnel of lithium enterprises said that the current market is very hot, and it takes minutes to clinch a deal with 300000 yuan / ton. In addition, driven by downstream demand, lithium salt supply is insufficient, and upstream enterprises basically do not execute long orders. Lithium salt enterprises predict that “next year’s concentrate will usher in the most scarce moment.”
(Securities Times · e company)
