At the end of the year, it’s time to take stock again. How’s your harvest in A-Shares this year?
On December 31, the trading of A-Shares in 2021 ended, and the annual turnover reached a new high. After 28 years, the Shanghai stock index again reaped three consecutive positive results in the annual line. The Shanghai Composite Index, Shenzhen Composite Index and gem index rose by 4.8%, 2.67% and 12% respectively for the whole year, all rising for three consecutive years.
The growth enterprise market index led the rise of major indexes throughout the year, and the Shanghai 50 index fell 10.06% throughout the year.
In terms of individual stocks, the happiest shareholder is Hubei Yihua Chemical Industry Co.Ltd(000422) , which has increased by 566% since the beginning of the year. More than 360 stocks rose by more than 100% in the two cities. Offcn Education Technology Co.Ltd(002607) became the stock with the largest decline, with a year to date decline of 77%, followed by China Fortune Land Development Co.Ltd(600340) , with a decline of 72%.
how much do investors earn per capita?
Statistics show that the market value of all A-Shares at the end of 2021 was 91.2 trillion, an increase of 11.5 trillion over 79.7 trillion at the end of 2020.
The growth of market value is not for investors to make money. It also needs to deduct the market value corresponding to the issuance of new shares, the market value of private placement in 2021, and the amount of cash dividends of A-Shares in 2021. After several additions and subtractions, from the perspective of investors, investors will make 9 trillion in 2021.
Based on the number of A-share investors of 190 million at the end of November 2021, the per capita income of Chinese shareholders in 2021 was nearly 50000. However, if only the freely circulating share capital (excluding the share capital that cannot be realized immediately such as major shareholders from the total share capital), the per capita profit of shareholders will drop to 17600 yuan.
Even so, this average profit is still overvalued, because investors are “averaged” together with public funds, private funds and other super large retail investors.
Different from the 2020 funds to buy core assets, focus on the golden track and beautiful 50, the theme speculation returns to the market this year.
Since 2021, science and technology + growth and pro cycle have become the main theme of the market, and funds have focused on the speculation of concepts such as small and medium-sized cap, sub innovation, reorganization, price rise and meta universe.
Throughout the year, in the wind concept plate, the lithium extraction index of Salt Lake increased by 236.40%, the lithium mine index increased by 206.90%, and the rare earth index increased by 142.74%. The lithium battery index has risen 84.57% this year, the PV index has risen 62.46%, and the Baijiu index has risen 13%.
The daily economic news reporter recently saw the script of an investment Xiaobai’s dream: he entered the market with 10000 principal at the beginning of the year. Unexpectedly, he was very lucky. He hung up all the way and achieved 17 small goals. His investment route is like this.
On the contrary, if you are not so lucky and like to chase high and fall, and have a special preference for newly listed stocks, the stock market is a ruthless money “money shredder” for you. The highest price of Haxc Holdings (Beijing) Co.Ltd(300928) , Hangzhou Mdk Opto Electronic Corporation Limited(688079) , China Railway Construction Heavy Industry Corporation Limited(688425) and other secondary new shares on the first day of listing is also the highest price in history. Chasing up and buying secondary new shares is obviously a high-risk investment.
top ten bull stocks vs top ten bear stocks
From the perspective of individual stock growth (excluding new shares listed for less than one year), Hubei Yihua Chemical Industry Co.Ltd(000422) won the title with an annual growth of 566%, reaching 940% at the highest point on November 1, and fell from the high point of 35 yuan to around 20 yuan in the last two months.
Lecron Industrial Development Group Co.Ltd(300343) , Center International Group Co.Ltd(603098) , Jiangxi Special Electric Motor Co.Ltd(002176) all increased by more than 450% this year, Andon Health Co.Ltd(002432) , St Dexin and Zanger mining increased by more than 400%, and Zhejiang Jinggong Science & Technology Co.Ltd(002006) , St Zhongtai and Zhejiang Yongtai Technology Co .Ltd(002326) increased by more than 360%.
From the perspective of industry or main business, Lecron Industrial Development Group Co.Ltd(300343) , Jiangxi Special Electric Motor Co.Ltd(002176) , Zangger mining, Zhejiang Yongtai Technology Co .Ltd(002326) belong to the lithium battery industry chain, Center International Group Co.Ltd(603098) , Zhejiang Jinggong Science & Technology Co.Ltd(002006) belong to photovoltaic, which can be classified into the general direction of new energy.
In the list of A-share declines in 2021, St targets accounted for half, namely Kaile Science And Technology Co.Ltd.Hubei(600260) , St easy to see, St King Kong, Xinjiang Tianshan Animal Husbandry Bio-Engineering Co.Ltd(300313) , and St Meishang. Surprisingly, the two leading stocks were Offcn Education Technology Co.Ltd(002607) (with an annual cumulative decline of 77.62%) and China Fortune Land Development Co.Ltd(600340) (with an annual cumulative decline of 72.15%), both of which were once star enterprises with a market value of 100 billion.
The top ten declines were Contec Medical Systems Co.Ltd(300869) , China Dive Company Limited(300526) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) .
2021 is coming to an end. At the end of this year and the beginning of this year, the agency’s prediction of A-Shares in 2022 has become the focus of the market.
After combing, it is found that the agency expects that the A-share market will still be a volatile market in 2022, with structural opportunities, and new energy and consumption sectors are widely mentioned.
The main investment lines in 2022 mentioned in Huatai Securities Co.Ltd(601688) , China Securities Co.Ltd(601066) securities and China Industrial Securities Co.Ltd(601377) include new energy vehicles, green energy, energy storage, photovoltaic, etc.
China International Capital Corporation Limited(601995) said that among the main lines of attention in the next 3-6 months, the first line of growth stocks includes high boom and competitive manufacturing growth tracks in China, such as new energy automobile industry chain, new energy and technology hardware semiconductors.
Boshi Fund believes that the structural “wide credit” in 2022 will benefit from “double carbon”, including new energy, energy storage, power grid, etc.
2022 is coming. May you have a “good harvest”.
(Daily Economic News)
