The A-share market ended in 2021, with the Shanghai index up 4.8%, the Shenzhen composite index up 2.67% and the record index up 12.02%.

Driven by the sharp rise of all stocks overnight, the three major A-share indexes collectively opened higher on December 31, and then walked out of the market of index differentiation. The Shanghai index rose in shock, while the gem index fell in shock and turned green near midday. In the afternoon, the strength of real estate stocks led the Shanghai and Shenzhen stock markets to return to the upward trend, the increase expanded, and the gem index turned red again.

By the close on December 31, the Shanghai Composite Index rose 0.57% to 3639.78; The Kechuang 50 index rose 1.65% to 1398.19; The Shenzhen Composite Index rose 0.41% to 14857.35 points; The gem index fell 0.12 points to 3322.67.

So far, in 2021, the Shanghai Composite Index rose by 4.8%, the science and innovation 50 index rose by 0.37%, the Shenzhen Component Index rose by 2.67%, and the gem index rose by 12.02%. From the K line in, the Shanghai index, Shenzhen Composite Index and gem index rose for three consecutive years.

Statistics show that 2784 in the two cities rose, 1689 fell and 189 flat.

On December 10, the total turnover of Shanghai and Shenzhen stock markets was 1060.2 billion yuan, an increase of 42.4 billion yuan compared with 1017.8 billion yuan on the previous trading day. Among them, 433.5 billion yuan was traded in Shanghai, an increase of 19.6 billion yuan over 413.9 billion yuan on the previous trading day, and 626.7 billion yuan was traded in Shenzhen.

A total of 83 stocks in Shanghai and Shenzhen rose by more than 9%, and 20 stocks fell by more than 9%.

The total net inflow of northbound funds was 4.574 billion yuan on December 10. Among them, the net inflow of Shanghai Stock connect was 2.03 billion yuan and that of Shenzhen Stock connect was 2.544 billion yuan. So far, the total net inflow of northbound funds in 2021 was 432.17 billion yuan, which simultaneously broke the historical record and doubled the net purchase amount over the previous year.

traditional Chinese medicine stocks rise again

In terms of sectors, traditional Chinese medicine stocks led the two markets again under the stimulation of good news. Individual stocks set off a wave of limit trading, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) (300181), Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) (300026), Jinghua Pharmaceutical Group Co.Ltd(002349) (002349), Guiyang Xintian Pharmaceutical Co.Ltd(002873) (002873), Hubei Jumpcan Pharmaceutical Co.Ltd(600566) (600566), Beijing Tongrentang Co.Ltd(600085) (600085), Jianmin Pharmaceutical Group Co.Ltd(600976) (600976), and nearly 20 individual stocks rose by more than 10%.

The power equipment sector led the way, with Tongling shares (301168), Shouhang High-Tech Energy Co.Ltd(002665) (002665), Chongqing Wanli New Energy Co.Ltd(600847) (600847) rising by more than 10%, and Tongwei Co.Ltd(600438) (600438), Flat Glass Group Co.Ltd(601865) (601865), Titan Wind Energy (Suzhou) Co.Ltd(002531) (002531) rising by more than 6%.

Baijiu shares led two cities, Kweichow Moutai Co.Ltd(600519) (600519) and Wuliangye Yibin Co.Ltd(000858) (000858) fell more than 1%, Anhui Gujing Distillery Company Limited(000596) (000596), Anhui Kouzi Distillery Co.Ltd(603589) (603589), Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) (603369) and so on fell more than 1%.

The household appliances sector led the decline, Youngy Health Co.Ltd(300247) (300247), Kingclean Electric Co.Ltd(603355) (603355) fell by more than 3%, and Sichuan Jiuzhou Electronic Co.Ltd(000801) (000801), Canature Health Technology Group Co.Ltd(300272) (300272), Ecovacs Robotics Co.Ltd(603486) (603486) fell by more than 1%.

the market structure will further switch from growth to value

Western Securities Co.Ltd(002673) believes that from the perspective of China’s environment, with the gradual implementation of monetary policy since December, investors’ attention has gradually shifted to the intensity and rhythm of fiscal power, which also means that the market structure will further switch from growth to value. Looking forward to the future, we believe that the “winter agitation” has been gradually realized, and the market is entering a “cooling off period” after agitation. Although there is no systemic risk, the driving force for further upward movement is weakening. Industry allocation and gold stocks: under the background of gradual warming of the current stable growth expectation, there are still opportunities for new and old infrastructure represented by power grid transformation, 5g and building materials. From an annual perspective, it is recommended that investors continue to pay attention to essential consumer goods with strong price transmission capacity represented by aquaculture, planting, food processing industry, textile and garment, traditional Chinese medicine and rubber products, which is also the most deterministic investment main line in 2022.

YueKai Securities believes that under the economic background of shrinking demand and weakening expectation, boosting consumption in 2022 is expected to become an important starting point, and it is expected to obtain more industrial policy support in terms of consumption upgrading and market sinking. According to the historical situation, the profitability of the consumer sector is likely to be significantly improved in 22 years, and the performance elasticity is high under the low base effect. At the same time, the valuation side is also significantly repaired under the boost of policies and prosperity. The consumer sector has ushered in a double-click market driven by valuation performance, and the required consumption has performed before the optional consumption, Optional consumption elasticity is greater. For the growth track, the short-term sector is expected to fluctuate more under the influence of multiple factors. In the long run, the development of the industry is mainly supported by the top-level planning. The realization process of carbon neutralization has a long way to go. The logic of the long-term development of the industry remains unchanged. As an important starting point for steady growth next year, the prosperity sustainability is expected to be maintained. Pe-g is selected

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