The actual net purchase of northbound funds today was 4.573 billion yuan, with a cumulative net purchase of nearly 89 billion yuan in December, and the monthly net purchase reached a record high. In 2021, the inflow accelerated northward, with a total of more than 430 billion yuan of A-shares, setting a new historical record at the same time.
From the trend of the whole year of 2021, the Shanghai index rose by 4.8%, the Shenzhen Component Index rose by 2.67%, the gem index rose by 12.02%, and the annual lines of the three major indexes closed positive for three consecutive years.
Looking forward to the A-share market next year, institutions generally believe that the structural market is expected to continue.
Guosheng Securities believes that the road of market institutionalization will go deep in 2022. With the strengthening trend of residents’ wealth entering the market, professional institutions with investment and research advantages are the main force to drain residents’ wealth; The internationalization of the capital market is expected to go further, and the logic of “water flowing to the bottom” of foreign capital remains unchanged; Public offering and private placement will continue to lead the increment, and the proportion of “long money” such as insurance capital and bank financial management subsidiaries is increasing. Overall, the funds will remain abundant next year.
Tianfeng Securities Co.Ltd(601162) said that “boom” is the “anchor” for the differentiation of A-share market structure in 2021. The capital’s pursuit of medium and short-term profit growth is the leading factor determining the style of the A-share market. The dominant small cap style in 2021 is the resonance between the low base factor and the upward industrial cycle. Most of the low base effect of small cap stocks will disappear. “More scarce high boom meets more abundant liquidity” will be the main investment logic next year. On this premise, there is an opportunity of “dilemma reversal” in the mandatory food and breeding industry; 5g communication may be close to the industrial inflection point, and there may be nonlinear growth opportunities in the fields of Internet of things and meta universe.
Ping An Securities continued to be optimistic about the direction of carbon neutralization and firmly said that carbon neutralization is the long-term main line of China’s industrial transformation and upgrading, which will give birth to new economic growth points and bring medium and long-term layout direction to the capital market. On the one hand, new energy, new energy vehicles, energy storage and other industries will continue to grow rapidly; On the other hand, energy-saving and environmental protection materials and energy-saving equipment are expected to usher in new growth points. On the whole, we suggest looking for the diffusion of investment opportunities in all links along the above industrial chain. At the same time, pay attention to prevent the risk of periodic overvaluation.
year end inventory
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