Market trend:
Now let’s make a year-end summary. A-Shares will be closed in 2021, and the total turnover of the whole year will set a new record. The Shanghai stock index rose by about 4.8% in 2021, and after a lapse of 28 years, it reaped the annual line of three consecutive positives again; The Shenzhen Component Index rose by about 2.7% and the gem index rose by about 12%. Hot topics emerged one after another during the year. Since the beginning of the year, the lithium extraction plate of Salt Lake has increased by 88%, the carbon neutralization plate has increased by nearly 60%, the concept of Yuan universe has increased by 41%, the market focus stock Contemporary Amperex Technology Co.Limited(300750) has increased by 68% in the whole year, and Kweichow Moutai Co.Ltd(600519) has increased by more than 3% in the whole year. Look at today, 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. This year ends perfectly. Against the background of loose monetary policy, there are many opportunities in the coming year.
Hot plate analysis:
In terms of plates, two plates were tracked today: first, on the disk today, the traditional Chinese medicine plate continued to strengthen in the afternoon, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) 20cm limit, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Xiangxue Pharmaceutical Co.Ltd(300147) rose by more than 10%, Jinghua Pharmaceutical Group Co.Ltd(002349) 6 Lianban, Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Jichuan pharmaceutical, Beijing Tongrentang Co.Ltd(600085) and other limits. Part of the traditional Chinese medicine entered the medical insurance reimbursement, which undoubtedly burned another fire for the traditional Chinese medicine plate that had already soared. However, in the overall view of this plate, the short-term increase is too large. Those with chip price advantages can take it again, and there is no need to catch up. Second, the salt lake lithium extraction plate continued to strengthen in the afternoon, Tibet Mineral Development Co.Ltd(000762) , international GM, Shenzhen Sunrise New Energy Co.Ltd(002256) limit. The news of lithium mine price rise swipes the screen every day. There is strong policy support for the new energy industry. The early correction cycle and range of some stocks in the salt lake lithium extraction plate are not small, and the mainstream plate still has the momentum of continuous rebound. Third, the real estate sector rose Gemdale Corporation(600383) , Tibet Urban Development And Investment Co.Ltd(600773) by more than 5%, followed by Poly Developments And Holdings Group Co.Ltd(600048) , Shahe Industrial Co.Ltd(000014) , China Vanke Co.Ltd(000002) , Jinke Property Group Co.Ltd(000656) , Wolong Real Estate Group Co.Ltd(600173) . The collective strength of individual stocks in the real estate sector, the recent steady growth signal released by the central government is obvious, the credit is loose for real estate lending, and the second-hand housing transactions in popular cities are picking up. Before, the market has been worried about real estate and the risk of hard landing. At present, the probability of soft landing is very high. In this week’s and last week’s strategies, we have stressed the necessity of allocation of financial real estate as a stable growth sector. The real estate industry still belongs to the industry of dilemma reversal. There is still a way to go from the expected improvement to the improvement of fundamentals. It is expected that the market will also fluctuate and rise.
Outlook:
Under the background of financial and real estate escort, the Shanghai Composite Index performed stronger today and closed in the red market. The performance of SSE 50 was poor this year. After substantial adjustment, the advantage of undervaluation began to appear gradually. In addition, it is worth noting today that Andon Health Co.Ltd(002432) closed the limit in the afternoon. In addition, Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Qiming Information Technology Co.Ltd(002232) , Yunnan Xiyi Industrial Co.Ltd(002265) and other high-level stocks fell sharply. It is expected to switch between high and low after the capital Festival. When selecting stocks after the festival, pay attention to select stocks that do not increase too much. In addition, pay attention to avoid stepping on thunder. We’ll see you next year. Happy New Year’s Day!
(Qian Kun investment)
