Today (December 30), the opening of Shanghai and Shenzhen stock markets fluctuated. After the shock, the stock index quickly launched an upward offensive. Under the cooperation of weight and subject plate, the market almost showed a general upward pattern, which prompted the index to rise rapidly and have a good view of its strength.
As of the close of Shanghai and Shenzhen stock markets all day, the Shanghai index rose 0.62% to 3619.19 points; The Shenzhen Component Index rose 0.97% to 14796.23 points; The gem index rose 1.25% to 3322.79.
From the disk point of view, the industry and concept sectors rose more or fell less, and the structural market was significant. In terms of industry, games, education, software development and other industries led the rise. In terms of theme stocks, cloud games, virtual digital, NFT concept and other industries led the rise.
In terms of funds, the central bank announced on December 30 that in order to maintain stable liquidity at the end of the year, the people’s Bank of China carried out RMB 100 billion reverse repurchase by means of interest rate bidding on December 30, 2021, and the bid winning interest rate was 2.20%. Today, 10 billion yuan of reverse repurchase expired, so a net investment of 90 billion yuan in a single day.
hot plate
Top 10 gainers in industry sector
Top 10 industry sector declines
Top 10 gainers in concept sector
Top 10 decline in concept sector
individual stock monitoring
Top 10 net inflow of main forces
Top 10 net outflow of main force
northbound funds
southbound fund
As the new year’s Day holiday is approaching, the stock market is arranged as follows: Hong Kong stocks will be closed from the afternoon of December 31, 2021 (this Friday) to January 2, 2022 (this Sunday). A-Shares will be closed from January 1 (this Saturday) to January 3 (next Monday) in 2022.
In terms of Hong Kong stock connect (southbound), Hong Kong stock connect service will not be provided from December 29, 2021 (this Wednesday) to January 3, 2022 (next Monday), and will be opened as usual from January 4, 2022 (next Tuesday).
In terms of Shanghai and Shenzhen Stock connect (north direction), Shanghai and Shenzhen Stock connect services will not be provided from January 1 (this Saturday) to January 3 (next Monday) in 2022, and will be opened as usual from January 4 (next Tuesday) in 2022.
message plane
1. According to the first financial report, the scheduled disclosure schedule of the annual report of the Shanghai Stock Exchange has been released, Panda Financial Holding Corp.Ltd(600599) , Shanghai Kaikai Industry Company Limited(600272) won the first place and will be first disclosed on January 28.
2. According to the news of SASAC on December 30, recently, the guidance on promoting the high-quality development of central enterprises and doing a good job in carbon peak and carbon neutralization issued by SASAC proposed to vigorously develop green and low-carbon industries. Central enterprises are encouraged to seize the opportunities for green and low-carbon development and promote the integrated, clustered and ecological development of strategic emerging industries. Accelerate the development of new generation information technology, biotechnology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, aerospace, marine equipment and other strategic emerging industries. Promote the deep integration of emerging technologies such as Internet, big data, artificial intelligence and 5g with green and low-carbon industries. Further improve the quality and efficiency of the development of green environmental protection industry, cultivate large green environmental protection enterprise groups with international competitiveness, and cultivate new business forms and new models such as comprehensive energy services, contract energy management, third-party environmental pollution control, and comprehensive services of carbon emission management.
3. According to the people’s daily client, the regional comprehensive economic partnership agreement, or RCEP, will officially enter into force on January 1, 2022 for Brunei, Cambodia, Laos, Singapore, Thailand, Vietnam, China, Japan, New Zealand and Australia.
4. According to the economic daily, on December 29, the executive meeting of the State Council decided to continue the implementation of some preferential policies on individual income tax, including the policy that the annual one-time bonus will not be incorporated into the salary income of the current month, and the policy of separate tax calculation according to the monthly conversion tax rate will be implemented until the end of 2023.
institutional view
For the current market, 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 more difficult. You can choose an appropriate amount of participation in some subject stocks, and you still need to focus on the mining of listed companies whose annual reports exceed expectations in the medium term.
Wanhe Securities said that the steady growth signal was clear, and the cross year market evolved to “spring agitation”. The Spring Festival in the year of the tiger is relatively early. After entering 2022, it is expected that there will be a round of liquidity launch, which is relatively good information for the market. This week is the last full week of 2021, and the index will also evolve from the cross year market to the “spring agitation” at the beginning of each year. We believe that the market may continue to fluctuate in the short term, but with the release of liquidity after the next year, it is expected that the “spring agitation” in 2022 may come earlier than in previous years. The industry can pay attention to military industry, food and beverage, beauty care.
Everbright Securities Company Limited(601788) mentioned that the differentiation of A-Shares is obvious. Hot plates such as hydrogen energy, auto parts, UHV, energy storage, metauniverse and lithium battery come and go one after another, which can grasp the rotation opportunities between plates. It is suggested to focus on small cap state-owned stocks with valuation advantages in the short term, and temporarily avoid three high-end stocks such as high, overvalued and high prices at the end of the year. It is suggested to focus on technology stocks such as intelligent driving and chips with large growth space in the middle line.
In addition, Citic Securities Company Limited(600030) suggested that we should closely follow the two main lines of the implementation of the steady growth policy and the recovery of consumption prices, and firmly focus on the “three low points” for the cross-year layout of blue chip varieties.
The following are the key points: first, the expected low level varieties of the basic industry, with a focus on the manufacturing of the middle reaches, which are suppressed by cost and supply chain problems, such as auto parts and power equipment, and gradually add some consumption and pharmaceutical sectors that are worth a reasonable interval, such as Baijiu, food, vaccines, etc.
Second, for the varieties whose valuation is still relatively low, we should pay attention to the high-quality developers and building materials enterprises after the expected mitigation of real estate credit risk, as well as the Internet leaders of Hong Kong stocks after the impact of China concept shares.
Third, high boom varieties with relatively low stock prices after adjustment, such as semiconductor equipment driven by localization logic, special chip devices and military industry.
