brief description of disk
On Wednesday, in early trading, A-Shares opened low and went low. The Shanghai index tested 3600 points of support, led by the gem. On the disk, industries such as airports, shipbuilding, aerospace, medical services, medical devices, chemical fertilizers, chemical pharmaceuticals, rubber products and logistics led the rise, while industries such as wine making, electric power, semiconductor, agriculture, animal husbandry, feeding and fishing, gas, auto parts, games and jewelry led the decline. In terms of subject stock, the concept of syringe, preconception, in vitro diagnosis, assisted reproduction, aircraft carrier concept, immunotherapy, CRO and other leading industries, transgenic, Baijiu, HUAWEI rising, IGBT concept, dairy industry, laser radar, the yuan universe and so on.
message plane
the 14th five year plan for the development of medical equipment industry was released, and the development of high-end medical equipment and innovative devices will be accelerated
The 14th five year plan for the development of medical equipment industry was released on the morning of the 28th. The plan proposes to strive to significantly improve the level of advanced foundation and industrial chain modernization of medical equipment industry, basically realize effective supply of mainstream medical equipment, and significantly improve the performance and quality of high-end medical equipment products by 2025, Initially form a comprehensive support capacity for public health and medical health needs.
eight departments including the Ministry of industry and information technology jointly issued the intelligent manufacturing development plan for the 14th five year plan
By 2025, most manufacturing enterprises above Designated Size will realize digital networking, and key enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization.
the new record of A-Shares was born, and the total turnover of the year hit a record high
A new record of A-Shares was born. As of press time, the annual turnover in 2021 exceeded the highest in the history of 2015, with a total annual turnover of 254.5 trillion yuan, another record high.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the space for monetary easing in China has been opened and liquidity will gradually become loose. The central bank released 1.2 trillion yuan of long-term funds, which generally formed a positive stimulus to the market. For stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: near the end of the year, there will be a tight liquidity situation in the market in the short term, which will have a certain impact on the three high (high, high and overvalued) stocks; However, in view of the obvious contraction of A-Shares on Monday and Tuesday, we can not be too optimistic. We maintain our judgment that the market will be better after new year’s day.
In fact, A-Shares were lower in early trading, but yesterday’s strong plate was divided. Lithium batteries, Baijiu, agriculture and electricity had great influence on index. Medical devices, medical services, chemical pharmaceuticals and other sectors continued yesterday’s strength. In addition, the military industry, airports, hotels and other sectors rebounded, but did not play a great role in mobilizing the index and market sentiment. FTSE China A50 Index futures fell by 2%.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. Hydrogen energy, auto parts, UHV, energy storage, wind power, photovoltaic, metauniverse, lithium battery, real estate and other popular sectors have emerged one after another, with weak sustainability and great difficulty in grasping. Near the end of the year, there will be a tight liquidity situation in the market in the short term, which will have a certain impact on the three high (high, high and overvalued) stocks; After new year’s day, the cross year market will enter a new upward stage. In terms of operation, it is recommended to focus on blue chips with valuation advantages in the short term, and on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
