The stock indexes of Shenzhen and Shanghai closed low and opened high to attack the positive line under the influence and stimulation of the exchange of high prices in the overseas market, the release of liquidity by the central bank’s 100 billion reverse repurchase, the large-scale net inflow of funds in the north of more than 8.1 billion, the weakening of the momentum of killing and falling of local Mao stocks, and the reversal of most industry segmentation indexes from yesterday’s “general decline + sharp decline + sharp rise” to “general rise + sharp rise + sharp rise”, The multi head counter attack, which counts down the closing of the annual line, is conducive to the perfect ending of 2021.
In terms of the Shanghai stock index, it opened low and went high slightly, and the positive line recovered two-thirds of yesterday’s negative line. In order to build an active opening for the double bottom of technology, it highlighted the strong acceptance of first-line buying at 3580 points in the lower gear; The end of the third wave of the gem index gives a large-scale attack on the positive line, recovers the yesterday’s negative line, forms a combination of Yang covering Yin and two Yang sandwiching one Yin K line, shortens the green column with MACD index, and makes it clear that there is a buying undertaking in the strong support area of the triple bottom neck line; In combination with the combination of three groups of classic K-line combinations of “morning star, Yang Baoyin and two Yang plus one Yin” at the end of the three waves of the Shenzhen composite index from the second bottom to the rising trend line and the resonance point of the moving average, it is expected that the small cycle stock index may have shock consolidation, but the stage adjustment should come to an end.
At the close of the market, media and entertainment, IP realization, cloud games, etc concept, Internet, aviation, advertising packaging, digital currency, intellectual property rights, auto chips, online Red economy, byte beat, RSC concept, meta universe concept, virtual reality, culture, education and leisure, semiconductor and other sectors led the rise, with large-scale net capital inflow and an average volatility of more than 2%, It constitutes a strong positive leading and driving force for the index. Combined with the long short energy ratio, 115 stocks rose by more than 9%, 290 stocks rose by more than 5%, 668 stocks rose by more than 3%, 11 stocks fell by more than 9%, 30 stocks fell by more than 5% and 111 stocks fell by more than 3%. It is expected that the continuous release of liquidity by the central bank and the continuous net inflow of funds to the north will be conducive to the stable operation of the future stock index, The end of 2021 will be perfectly realized, and the “good start” will be ready for the coming 2022.
In terms of news, the Ministry of agriculture and rural areas has issued the national agricultural and rural science and technology development plan during the 14th Five Year Plan period. By 2025, it will strive to break through a number of controlled “neck” technologies and short board technologies, greatly improve the original innovation ability in the agricultural field, steadily rank first in the world in terms of overall strength of agricultural science and technology, biological breeding, agricultural 5g application Animal vaccines and other fields are at the leading level in the world; Agricultural land output rate, labor productivity and resource utilization rate were further improved, industrial competitiveness in biological seed industry, cultivated land conservation, Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) , agricultural machinery and equipment, green inputs and other fields was significantly improved, and the contribution rate of agricultural scientific and technological progress reached 64%.
The six departments jointly issued the implementation plan for industrial wastewater recycling. By 2025, the reuse rate of industrial water above Designated Size will reach about 94%, the reuse rate of industrial water above Designated Size in iron and steel, petrochemical, chemical and nonferrous industries will be further improved, and the reuse rate of industrial water above designated size in textile, papermaking and food industries will be more than 5 percentage points higher than that in 2020, The Municipal Reclaimed Water for industrial use has increased significantly, and the water consumption of 10000 yuan industrial added value has decreased by 16% compared with 2020.
The Ministry of Commerce stressed that the fragile recovery of the world economy, weak growth of foreign demand, lack of core, cabinet, labor and freight, raw material costs, energy and resource prices, and the rise of RMB exchange rate have directly increased the burden on enterprises; Foreign trade enterprises will be encouraged to sign long-term agreements with shipping enterprises and organize direct customer docking between small, medium-sized and micro foreign trade enterprises and shipping enterprises; Do a good job in the import of bulk commodities, actively ensure the supply of bulk commodities in China, and further improve the level of trade liberalization and facilitation; Fourth, strengthen fiscal, taxation and financial policy support, keep the RMB exchange rate basically stable at a reasonable and balanced level, improve the exchange rate hedging awareness and ability of foreign trade enterprises, actively and steadily promote RMB cross-border trade settlement, add a number of cross-border e-commerce comprehensive pilot areas, and cultivate a number of offshore trade center cities (regions); We will continue to strengthen supervision in the field of international shipping, investigate suspected monopolistic acts according to law and regulations, improve the daily monitoring and emergency dispatching mechanism, and enhance coordination and cooperation among ports; Pay more attention to international dialogue and cooperation, link trading partners, rely on multi bilateral mechanisms and platforms, and work together to smooth international logistics.
In combination with the “14th five year plan” for the development of raw materials industry issued by the Ministry of industry and information technology and other departments, by 2025, the production capacity of key raw materials and bulk products such as crude steel and cement will only be reduced without increase, the comprehensive energy consumption per ton of steel in the iron and steel industry will be reduced by 2%, the energy consumption per unit clinker of cement products will be reduced by 3.7%, and the carbon emission of electrolytic aluminum will be reduced by 5%. Research and establish the application of carbon emission, pollutant emission The restraint mechanism of curbing the expansion of excess capacity by means of total energy consumption and other means is positive, and it is clear that the phased low point area is the opportunity point for investors to actively layout the “cross year” market.
The author believes that the “several financial measures for promoting high-quality economic development in Hainan Province” defines 30 specific measures in five areas: improving the ability of scientific and technological innovation, cultivating and expanding market players, supporting the expansion of effective investment, increasing financing support and optimizing the enterprise development environment; The planning outline of comprehensive three-dimensional transportation network in Guangdong Province speeds up the R & D and application of new transportation equipment such as new energy vehicles, intelligent ships, UAVs (vehicles) and low altitude aircraft; The 14th five year plan for the innovation and development of intelligent and new energy vehicles in Guangzhou and the 14th five year plan for the charging infrastructure of electric vehicles in Guangzhou have been prepared and implemented, accelerate the construction of hydrogen refueling stations, accelerate the formation of hydrogen energy production, supply and storage network, strengthen the research on vehicle hydrogen production, storage, transportation and processing technologies, and focus on overcoming fuel cell stacks, membrane electrodes, bipolar plates, proton exchange membranes Catalyst, carbon paper, air compressor, hydrogen circulation system, low-cost hydrogen and other basic materials and core technologies of key parts. In combination with the 14th five year plan for the development of new generation information infrastructure in Shanghai and the 14th five year plan for the development of artificial intelligence industry in Shanghai, continue to promote the scientific layout of data centers, edge computing nodes and intelligent sensing facilities, and comprehensively support the implementation and industrial application of technologies such as artificial intelligence, cloud computing and big data, It is expected that the main line of scientific and technological innovation growth is expected to become a new favorite of investment in 2022 and form a long main force of the cross-year red envelope market. In view of this, semiconductors, components, lithography machines, MCU chips, new materials, data centers, industrial motherboards, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, lithium batteries, UHV, energy storage, photovoltaic, hydrogen energy, green power, scarce resources, rare earths, rare earth permanent magnets, securities, insurance Judging from the positive trend of sectors such as medicine, medical care, biological vaccine, food and beverage, agriculture, forestry, animal husbandry and fishery, it is suggested that investors should adopt the midline strategy to buy bargain hunting layout. (the author is Zhang Cuixia, chief investment adviser of Jufeng investment. Note: the above information is for reference only and is not used as specific operation suggestions. There are risks in the market and investment should be cautious.)
attached: daily analysis diagram of different indexes
(daily analysis diagram of Shanghai stock index 2021-12-30)
(daily analysis diagram of gem index 2021-12-30)
(Xinhua Finance)
