A shares ushered in the closing battle of 2021 today, and the Shanghai index rose 0.57% to close at 3639.78 points; The Shenzhen Component Index rose 0.41% to close at 14857. Gem refers to the flat market closing at 3322.67 points. The market turnover remained above 1 trillion yuan, the industry sector rose more or less, the traditional Chinese medicine and photovoltaic equipment sector rose sharply, and the energy metals and wind power equipment sector led the increase.

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.

However, the A-share size index differentiated significantly during the year, and the Shanghai Stock Exchange 50 and Shanghai and Shenzhen 300 representing large cap stocks were weak, falling by 10.06% and 5.2% respectively during the year. The CSI 1000, which represents small cap stocks, is very bright, with a cumulative increase of 20.52% during the year.

But looking at the world, the performance of A-Shares was not outstanding during the year. From the perspective of important global stock indexes, European and American stock markets are stronger, and French CAC40 ranks first with an increase of 29.21%; The S & P 500 followed, rising 27.23% in the year. Taiwan’s weighted stock market performed best in the Asia Pacific stock market, with a cumulative rise of 23.66% during the year. The performance of Hong Kong stocks was at the bottom. The Hang Seng Index fell 14.08% and the Hang Seng technology index fell 32.7%.

According to the 0 yuan account compiled from the small book, 0 investors with an income of more than 32.1% this year. In other words, nearly one-third of shareholders lost money during the year.

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.

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