Yesterday afternoon, the market maintained a weak shock, and the Shanghai 50 index continued to lead the decline. On the disk, China shipping, airport shipping, covid-19 detection, lithium extraction from Salt Lake, intelligent logistics and other sectors rose the highest, Motic (Xiamen) Electric Group Co.Ltd(300341) rose by more than 10%, and Andon Health Co.Ltd(002432) rose by 3 plates in 4 days. Planting and forestry, Baijiu, Yuan universe, dairy industry and other plate decline, Anhui Yingjia Distillery Co.Ltd(603198) , Anhui Gujing Distillery Company Limited(000596) , Jiugui Liquor Co.Ltd(000799) , Anhui Kouzi Distillery Co.Ltd(603589) , Luzhou Laojiao Co.Ltd(000568) , Xinjiang Yilite Industry Co.Ltd(600197) and so on fell by over 5%, Kweichow Moutai Co.Ltd(600519) fell more than 4%. Overall, yesterday’s stocks fell more or less, and more than 2500 stocks fell. The turnover of Shanghai and Shenzhen stock markets was 997.3 billion, a decrease of 5.4 billion compared with the previous trading day, and the trading volume fell below trillion again. The net inflow of funds from the North throughout the day was 662 million yuan, including 186 million from the Shanghai Stock connect and 476 million from the Shenzhen Stock connect.
Yesterday, the three major U.S. stock indexes closed mixed. The Dow rose 0.25% to achieve a six-day rise and a new closing high. The S & P 500 index rose 0.14% and the NASDAQ fell 0.1%. Airline stocks fell, with Lemo Airlines falling more than 8%, American Airlines and JetBlue Airlines falling more than 2%. Most popular Chinese concept stocks fell, with online education leading the decline. Tal fell more than 9%, Didi fell more than 8%, futu holdings fell more than 6%, Weilai fell more than 4% and Baidu fell more than 3%.
At today’s morning meeting of securities companies, Central China Securities Co.Ltd(601375) believes that the current market stock game has significant characteristics and superimposes the possible risks of large market value varieties. It is suggested to continue to pay attention to the changes of policy, capital and external market; Shanxi Securities Co.Ltd(002500) believes that the consumer sector that has continued to callback may have a better performance in 2022; Galaxy Securities pointed out that with the continuous promotion of the reform of electricity price pricing mechanism, the coal industry is expected to obtain broader development space.
Central China Securities Co.Ltd(601375) : core assets fell and A-Shares fell
On Wednesday, the A-share market opened low, went low and fluctuated downward. Affected by the significant decline of Hong Kong’s Hang Seng Index, the stock indexes of the two cities fluctuated downward level by level after opening low in the morning. The leading varieties of core assets such as wine making, food and beverage, semiconductor and electricity fell significantly, dragging down the unilateral decline of the stock index throughout the day, and the Shanghai index closed again at the integer level of 3600 points. The trading volume of the two cities is less than trillion, investors are in a heavy mood to wait and see with money, and the characteristics of stock game are significant. At the end of the year, investors still need to guard against the possible risks of large market value varieties with large cumulative increase. It is suggested to continue to pay attention to the changes in policy, capital and external market.
Shanxi Securities Co.Ltd(002500) : the consumer sector may have a better performance in 2022
Shanxi Securities Co.Ltd(002500) pointed out that the consumer sector that had continued to callback may have a better performance in 2022, and the household appliances, auto parts and mass food sector has relatively higher certainty, so it is recommended to focus on it. In addition, the rising price of lithium carbonate drives the continued strong performance of the lithium sector, and the medium and long-term positive trend of the demand of the new energy industry chain remains unchanged, which is expected to support the lithium sector to maintain a high boom.
At the same time, the change of lithium reserves and the expansion of enterprise capacity may change the profit logic of the lithium sector, and the price dominance or gradual vector can cover the dominant transformation. It is suggested to take into account the growth attribute of lithium, consider both volume and price, and carry out medium and long-term layout according to the change of performance and cashability of specific targets.
Galaxy Securities: the coal industry is expected to obtain broader development space
Galaxy Securities pointed out that in the future, thermal coal will face the pattern of double increase in supply and demand to achieve a basic balance; Coking coal sector may have both supply and demand decline in the future; The coke plate may achieve a tight balance between supply and demand on the basis of further supply contraction. With the continuous promotion of the reform of the electricity price pricing mechanism, the coal industry is expected to obtain a broader development space. With the establishment of the coal power linkage mechanism, the adjustment of the benchmark price of the long-term association plays a key role in stabilizing the upstream and downstream.
Recently, the upper level has made frequent calls for maintaining the stability of the real estate market, the stable and healthy development of the real estate industry chain can be expected, and there is a marginal improvement trend on the demand side. As the basic energy, coal still plays the role of ballast in the process of energy structure transformation. On the premise of providing a solid foundation for the rich cash flow of coal enterprises, they have transformed to the depth of the industrial chain and new energy and new materials on the basis of consolidating their main business, becoming a major investment highlight of the plate in the future.
(Financial Associated Press)
