The three major A-share indexes collectively closed lower today, with the Shanghai index falling 0.91% to close at 3597 points, missing the integer mark of 3600 points; The Shenzhen Component Index fell 1.24% to close at 14653.82; The gem index fell 1.4% to close at 3281.90. The market turnover remained at about 1 trillion yuan, reaching 997.3 billion yuan today. The industry sectors were mixed, led by the aviation airport and shipbuilding industry, and the brewing industry fell sharply.
Today’s news:
1. China issues its first white paper on export control
2. Seven levels of the meta universe industrial chain: who will take the lead
3, Baijiu tide price announced that the price increases Agency forecast 18 Baijiu annual performance is expected to grow.
4. Tesla premium soared 80% overnight! “Wei Xiaoli” premium has also increased greatly. Why does new energy auto insurance increase so much?
5. Yi Gang speaks! The real estate market is expected to gradually improve the “double carbon” support tools, and the first batch of funds will be released before the end of the year
6. “China Shenzhou” big action to promote its asset integration involves three A-share companies
7. What changes have taken place in the market logic behind the collective take-off of traditional Chinese medicine stocks?
For the future market trend, institutions have expressed their views.
Orient Securities Company Limited(600958) said that the current medium-term fluctuation of the index remains unchanged, but the capital operation at the end of the year is cautious, the market sentiment tends to avoid risks, the plate rotation is more frequent, and the operation is difficult. You can choose an appropriate amount of participation in some subject stocks, and you still need to focus on the listed companies whose annual reports exceed expectations in the medium term.
Guosheng securities mentioned that near the end of the year, the current market has an obvious mood of avoiding high and low, and the plates with large increase in the early stage have ushered in adjustment. The main reasons are the large uncertainty of market liquidity at the end of the year and the lack of capacity due to only one trading day of northbound funds this week. In terms of operation, we should pay more attention to the direction of high performance growth in the coming year in the future. At present, the adjustment range of this round of boom track is greater than 15%. As the direction of sustained boom in the coming year, we can pay more attention gradually; In addition, the overall A profit growth rate decreased in 2022 or larger. Baijiu and the selected food sector with stable growth can also be concerned.
Wanhe Securities pointed out that the risk of A-share investment in 2022 is greater than the opportunity. It is suggested that investors reduce their income expectations and actively look for structural opportunities. In terms of timing, in the second half of 2022, when the external fed ends its table expansion, interest rate hike and other uncertain factors, if China’s economy shows signs of improvement, A-Shares will begin to usher in a new round of medium and long-term investment opportunities.
Huaxi Securities Co.Ltd(002926) said that in the short term, A-Shares are ready for the new year and are ready for the restless market at the beginning of the year. Since December, the monetary policy of western countries led by the United States has been tightened, superimposed with the spread of mutant strains, and the global market has fluctuated to a certain extent; At the same time, under the warming of institutional capital game at the end of the year, the rotation of A-share plate intensified. The trend of China’s foreign policies is different. In the warm period of the “stable growth” policy, the monetary policy will be more active and promising in the next stage, the market liquidity will remain abundant, the credit supply is expected to accelerate at the beginning of the year, and the probability of MLF interest rate reduction is also increasing. In the environment of market shock, bargain hunting can be arranged in the restless direction in spring, biased towards consumption growth. In terms of industry allocation, there are three main investment lines: 1) growth sectors, such as new energy (vehicle) and electronic industry chain; 2) the “Spring Festival effect”, with a certain price increase expected Baijiu plate; 3) The “real estate” sector, which benefited from the marginal change of the real estate policy of “implementing policies due to the city”, focused on the central enterprises with improved market share. Theme investment focuses on “double carbon, military industry, consumption upgrading”, etc.
YueKai Securities said that looking forward to the future, 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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The three major A-share indexes collectively closed lower today, with the Shanghai index falling 0.91% to close at 3597 points, missing the integer mark of 3600 points; The Shenzhen Component Index fell 1.24% to close at 14653.82; The gem index fell 1.4% to close at 3281.90. The market turnover remained at about 1 trillion yuan, reaching 997.3 billion yuan today. The industry sectors were mixed, led by the aviation airport and shipbuilding industry, and the brewing industry fell sharply.
Today’s news:
1. China issues its first white paper on export control
2. Seven levels of the meta universe industrial chain: who will take the lead
3, Baijiu tide price announced that the price increases Agency forecast 18 Baijiu annual performance is expected to grow.
4. Tesla premium soared 80% overnight! “Wei Xiaoli” premium has also increased greatly. Why does new energy auto insurance increase so much?
5. Yi Gang speaks! The real estate market is expected to gradually improve the “double carbon” support tools, and the first batch of funds will be released before the end of the year
6. “China Shenzhou” big action to promote its asset integration involves three A-share companies
7. What changes have taken place in the market logic behind the collective take-off of traditional Chinese medicine stocks?
For the future market trend, institutions have expressed their views.
Orient Securities Company Limited(600958) said that the current medium-term fluctuation of the index remains unchanged, but the capital operation at the end of the year is cautious, the market sentiment tends to avoid risks, the plate rotation is more frequent, and the operation is difficult. You can choose an appropriate amount of participation in some subject stocks, and you still need to focus on the listed companies whose annual reports exceed expectations in the medium term.
Guosheng securities mentioned that near the end of the year, the current market has an obvious mood of avoiding high and low, and the plates with large increase in the early stage have ushered in adjustment. The main reasons are the large uncertainty of market liquidity at the end of the year and the lack of capacity due to only one trading day of northbound funds this week. In terms of operation, we should pay more attention to the direction of high performance growth in the coming year in the future. At present, the adjustment range of this round of boom track is greater than 15%. As the direction of sustained boom in the coming year, we can pay more attention gradually; In addition, the overall A profit growth rate decreased in 2022 or larger. Baijiu and the selected food sector with stable growth can also be concerned.
Wanhe Securities pointed out that the risk of A-share investment in 2022 is greater than the opportunity. It is suggested that investors reduce their income expectations and actively look for structural opportunities. In terms of timing, in the second half of 2022, when the external fed ends its table expansion, interest rate hike and other uncertain factors, if China’s economy shows signs of improvement, A-Shares will begin to usher in a new round of medium and long-term investment opportunities.
Huaxi Securities Co.Ltd(002926) said that in the short term, A-Shares are ready for the new year and are ready for the restless market at the beginning of the year. Since December, the monetary policy of western countries led by the United States has been tightened, superimposed with the spread of mutant strains, and the global market has fluctuated to a certain extent; At the same time, under the warming of institutional capital game at the end of the year, the rotation of A-share plate intensified. The trend of China’s foreign policies is different. In the warm period of the “stable growth” policy, the monetary policy will be more active and promising in the next stage, the market liquidity will remain abundant, the credit supply is expected to accelerate at the beginning of the year, and the probability of MLF interest rate reduction is also increasing. In the environment of market shock, bargain hunting can be arranged in the restless direction in spring, biased towards consumption growth. In terms of industry allocation, there are three main investment lines: 1) growth sectors, such as new energy (vehicle) and electronic industry chain; 2) the “Spring Festival effect”, with a certain price increase expected Baijiu plate; 3) The “real estate” sector, which benefited from the marginal change of the real estate policy of “implementing policies due to the city”, focused on the central enterprises with improved market share. Theme investment focuses on “double carbon, military industry, consumption upgrading”, etc.
YueKai Securities said that looking forward to the future, 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
