brief description of disk
On Thursday, A-Shares rebounded in shock, the Shanghai index stood at 3600 points, led by the growth enterprise market. On the disk, industries such as games, cultural media, aerospace, education, semiconductors, mining, optical optoelectronics, software development and small metals led the rise, while industries such as wind power equipment, rubber products, energy metals, logistics and coal made a slight correction. In terms of theme stocks, cloud games, virtual numbers, mobile game concept, digital month end, RCS concept, NFT concept, radio and television, online games, etc. led the rise, while the concept of prefabricated dishes, heparin concept, lithium extraction from Salt Lake, hair medicine, etc. made a slight correction.
message plane
preferential individual income tax policies such as annual tax reduction of more than 100 billion yuan and year-end bonus will be postponed for two years
The national regular meeting held on December 29 decided to continue the implementation of some preferential policies on individual income tax. In order to continuously reduce the burden of individual income tax taxpayers and relieve the pressure on low – and middle-income groups, the meeting decided that, first, the annual one-time bonus will not be incorporated into the salary income of the current month, and the policy of separate tax calculation by monthly conversion tax rate will be implemented until the end of 2023. Second, those whose annual income does not exceed 120000 yuan and need to make up tax or whose annual final tax amount does not exceed 400 yuan will be exempted from making up tax, and the policy will continue until the end of 2023. Third, the policy of separate taxation of equity incentive of listed companies will be continued until the end of 2022. The above three policies are expected to reduce tax by 110 billion yuan a year.
the turnover of A-Shares hit a record high during the year. The four data reveal that the market is making steady progress
Two trading days before the end of 2021, A-Shares will welcome another historic moment! As of December 29, the total turnover of A-Shares in Shanghai and Shenzhen stock markets during the year reached 255.1 trillion yuan, exceeding the peak of 254.6 trillion yuan in 2015, a record high. During the year, there were 147 trading days, with a single day turnover of more than trillion yuan, accounting for more than 60% of the total trading days. Especially in the second half of the year, the daily turnover of trillion yuan became the norm.
“China Shenzhou” integrated wind power assets
On December 29, the share prices of listed companies under China Cssc Holdings Limited(600150) rose collectively. The good news came from an asset restructuring of China Cssc Holdings Limited(600150) . Cssc Science & Technology Co.Ltd(600072) (600072. SH) announced that the indirect controlling shareholder China Cssc Holdings Limited(600150) group is currently planning major events related to the company, which is expected to involve issuing shares to buy 100% equity of China offshore decoration, 88.58% equity of China Shipbuilding wind power development, 100% equity of Xinjiang Haiwei, 44.64% minority equity of Luoyang Shuangrui and 10% minority equity of lingjiu electric, and plans to raise supporting funds.
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: 2021 is coming to an end, and the short-term liquidity tension in the market is about to turn over, which has a certain impact on three high (high, high and overvalued) stocks; After new year’s day, the cross year market will enter a new upward stage, so the last two trading days in 2021 are mainly to grasp the opportunity of low absorption.
In fact, the A-Shares were higher in the morning market, and the media sector was raising the tide of daily trading. Baijiu ( Kweichow Moutai Co.Ltd(600519) ), securities, lithium battery ( Contemporary Amperex Technology Co.Limited(300750) ) and other sectors also had strong driving force for the index. The market gradually got rid of the weak state of continuous adjustment, and the selling tide at the end of the year came to an end.
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)
