At the opening of trading on Thursday, the three indexes rose or fell. The market fluctuated upward in the morning. The Shanghai index recovered 3600 points, the Shenzhen Composite Index rose more than 1%, and the gem index returned to 3300 points and once rose nearly 2%. In the afternoon, after A-Shares fell slightly, they were concussed and sorted out, and the net inflow of north-looking funds once exceeded 10 billion yuan in the afternoon. As of the close, the stock index rose 0.62% to 3619.19 points; The Shenzhen Composite Index rose 0.97% to 14796.23 points; The gem index rose 1.25% to 3322.79.
In terms of the Beijing stock exchange, individual stocks rose more and fell less. As of the noon closing, 70 stocks rose and only 7 stocks fell.
hot plate
On the disk, Yuan universe, IP realization, cloud games, digital currency, rare earth permanent magnet, in vitro diagnosis, mining industry, media and entertainment and other sectors increased, while hotel catering, organic silicon, salt lake lithium extraction, airport, vaccine cold chain, photovoltaic equipment and other sectors decreased.
disk interpretation
Guosheng Securities believes that at the end of the year, the market funds were tight, the institutional position adjustment was active, the switching rhythm of market themes was obvious, the short-term market contraction was sorted out, the short-term defensive position of the Shanghai index was near 3530, the large volume of the Shanghai index to 500 billion yuan was taken as a long signal, the theme of appropriate bargain hunting layout in line with the policy direction, the "good start" after the game Festival, and the focus was on Rural Revitalization, environmental protection, pension Medical and other low-level directions, pay attention to the low absorption opportunities of individual stocks with good annual performance expectations.
Everbright Securities Company Limited(601788) said that the differentiation of A-Shares is obvious. Hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery and other popular plates rise 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.
message face
China's foreign trade is expected to reach US $6 trillion in 2021
Ren Hongbin, Vice Minister of Commerce, said at the press conference of the State Council Information Office on the 30th that China's foreign trade scale will reach a new level in 2021. It is expected to reach US $6 trillion in the whole year, and the increment is expected to reach US $1.3 trillion compared with 2020, which is the sum of the increment in the past 10 years and has achieved the goal of stable improvement in quantity and quality.
the "14th five year plan" focuses on tackling the core technologies of basic materials and key parts such as fuel cell stacks and membrane electrodes
The 14th five year plan for the innovation and development of intelligent and new energy vehicles issued by Guangzhou Municipal Development and Reform Commission proposes to focus on tackling the core technologies of basic materials and key parts such as fuel cell stack, membrane electrode, bipolar plate, proton exchange membrane, catalyst, carbon paper, air compressor, hydrogen circulation system and low-cost hydrogen, and independently master high-power density stack R & D and manufacturing technologies such as low platinum load proton exchange membrane and high-performance carbon paper. Strengthen the technical research on the preparation, storage, transportation and processing of vehicle hydrogen, and reduce the use cost of hydrogen fuel.
(Xinhua Finance)