Double financing balance
As of December 30, the balance of the two financial institutions of Shanghai Stock Exchange was reported as 985.419 billion yuan, an increase of 2.052 billion yuan over the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 855.342 billion yuan, an increase of 1.230 billion yuan over the previous trading day; The two cities totaled 1840.761 billion yuan, an increase of 3.282 billion yuan over the previous trading day.
Latest views
On Thursday, the stock indexes of the two cities of A-Shares closed up. As of the close, the Shanghai stock index rose 0.62%, the Shenzhen Component Index rose 0.97%, the gem index rose 1.25%, the Shanghai and Shenzhen 300 rose 0.78%, the Shanghai Stock Exchange 50 rose 0.65% and the China Stock Exchange 500 rose 0.87%. The number of gainers in the two cities was 2914, higher than the average value of 1974 last week and 1877 the previous trading day. The limit was 100, lower than the average value of 100 last week and higher than 74 on the previous trading day. The net inflow of northbound funds was 8.141 billion yuan, with an average net outflow of 305 million yuan last week and a net inflow of 662 million yuan on the previous trading day. The turnover of the two cities was 1020.1 billion yuan. A-Shares rebounded as scheduled, basically in line with our expectations. At present, the basis for the rebound of major A-share indexes still exists. Due to pre Festival factors, the trading mood is depressed, and the market shows the characteristics of seesaw. However, the substantial net inflow of funds going north on Thursday was 8.141 billion yuan, which shows that we are optimistic about the market after the festival. We believe that there is a high probability of going out of 2022 after the festival. Therefore, in operation, it is recommended that investors mainly hold low-end shares for the festival, or hold low-end varieties and wait for the opportunity of rotation and promotion after the festival.
Topic tracking
Focus today: virtual digital human, NFT, traditional Chinese medicine concept
1. Virtual digital Man Theme: Virtual Digital man is one of the important “media” linking reality and meta universe scene. It can become an important way for people to present themselves and form self-identity in the meta universe, and an interactive carrier between people, people and things. With the in-depth learning and content generation of artificial intelligence, voice and visual recognition technologies are becoming more and more mature. This year, virtual digital people have developed rapidly. Among them, service-oriented virtual digital people, such as virtual bank tellers, virtual customer service and virtual anchor, can help enterprises improve their operation efficiency. The development outline of the 14th five year plan points out that it is necessary to improve the digital intelligence construction level of enterprises. The landing of virtual digital people in government affairs, finance, transportation, logistics, retail, manufacturing and other industries has also helped different industries to realize the digital intelligence transformation of services and marketing. Suggestions: Zhewen Interactive Group Co.Ltd(600986) (600986), Hylink Digital Solution Co.Ltd(603825) (603825)
2. NFT concept: since this year, NFT’s international market has been active, and its sales increased to US $2.5 billion in the first half of the year. Non-homogeneous token (NFT) is an encrypted digital proof of interest based on blockchain technology that cannot be copied, tampered with or divided. NFT relies on blockchain technology to ensure the uniqueness, authenticity and permanence of digital assets, enhance their liquidity, effectively solve the problem of ownership confirmation of online assets and solve the pain points of copyright protection. NFT application scenarios focus on three areas: digital collections, game assets and metaverse. The recent popularity of the concept of meta universe also has a certain catalytic effect on it. Suggested attention: Zhejiang Huamei Holding Co.Ltd(000607) (000607), Xiamen Anne Co.Ltd(002235) (002235)
3. Concept of traditional Chinese medicine: on the morning of December 19, 2021, “the first member congress and the first Council of the working committee of traditional Chinese Medicine Inheritance of China National Health Association” was held in Beijing to help promote the inheritance and innovation of traditional Chinese medicine and the revitalization and development of national health. Since this year, the favorable policies of traditional Chinese medicine have occurred frequently. Inheritance, innovation and coordinated development of traditional Chinese and Western medicine have become national strategies. At present, the performance of traditional Chinese medicine enterprises has ushered in marginal improvement, and the industry is expected to usher in greater development in the future. It is suggested to pay attention to: Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) (300534), Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) (300026).
Risk statement
The epidemic has not been effectively controlled, the macro economy has unexpectedly declined, the liquidity crunch has intensified, and the industrial policies are lower than expected.
