Key investment points:
Financial Highlights
1. National Bureau of Statistics: the official manufacturing PMI in December was 50.3%, higher than the critical point.
2. Yi Huiman set the key points of reform next year and is formulating a plan for the whole market registration system.
3. Medical insurance bureau: bring appropriate traditional Chinese medicine and traditional Chinese medicine medical service items into medical insurance.
4. Included in the assessment, the central enterprises reached the peak of carbon and “went forward in five ways”.
5. The price gap between the north and the South has narrowed sharply, and the overall demand has decreased.
A-share market overview
On Friday (December 31), the A-share market opened higher and went higher, with a slight shock and rise. Taking on the inertia of the rebound of the stock index the day before yesterday, the stock indexes of the two cities jumped higher and higher in the morning, and the pharmaceutical, new energy, electric power, agriculture, animal husbandry, feeding and fishery industries led the rise in turn, driving the stock index to rise steadily. After the Shanghai index broke through the 20 day moving average, the stock index basically showed the operation characteristics of steady rise all day. The GEM market was slightly sorted out on Friday, and the performance of the component index was weaker than that of the main board market all day.
Future research and investment suggestions
On Friday, the A-share market opened higher and walked higher, with a slight concussion and rise. In the morning, the stock indexes of the two cities jumped higher and rose inertia. The pharmaceutical, new energy, power and real estate chains strengthened in turn, which boosted the steady rise of the Shanghai index. In the afternoon, the stock index was concussed and sorted near the 20 day moving average, and the financial, coal and wine industries were slightly sorted out, The A-share index maintained the characteristics of stable operation on the last trading day of 2021. We expect that after the new year’s Day holiday, the market is expected to continue to maintain the operating pattern of range shocks, and the rotation characteristics of leading hot spots will continue to be maintained. After the festival, the market may have a new situation of high-low switching. It is suggested to continue to pay attention to the changes in policy and capital.
It is expected that the short-term slight shock of the Shanghai index is more likely, and the short-term slight consolidation of the gem is more likely. We suggest that investors pay close attention to the investment opportunities in medicine, chemical fertilizer, games, aerospace and military industries in the short term, and continue to pay close attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
（ Central China Securities Co.Ltd(601375) ）
