brief description of disk
On Friday, A-Shares rebounded, small cap stocks performed strongly, and the trend of gem was depressed due to the correction of heavyweights. On the disk, photovoltaic equipment, traditional Chinese medicine, wind power equipment, pharmaceutical commerce, energy metals, electricity, agriculture, animal husbandry, feeding and fishing, real estate and other industries led the rise, and diversified finance, wine making, railway and highway, logistics, coal and other industries made a slight correction. In terms of subject stocks, gains were led by exclusive drugs, chicken concept, traditional Chinese medicine concept, photovoltaic architecture, lithium extraction from Salt Lake, horse racing concept, influenza and titanium dioxide, and a slight correction was made in syringe concept and EDR concept.
hot plate
Photovoltaic equipment led the rise: Tongling shares, Flat Glass Group Co.Ltd(601865) limit, Crown Advanced Material Co.Ltd(688560) , Tongwei Co.Ltd(600438) , Risen Energy Co.Ltd(300118) , Kbc Corporation Ltd(688598) , Hangzhou First Applied Material Co.Ltd(603806) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) , Shanghai Hiuv New Materials Co.Ltd(688680) , Xinjiang Daqo New Energy Co.Ltd(688303) , Changzhou Almaden Co.Ltd(002623) , Zhejiang Sunoren Solar Technology Co.Ltd(603105) , Longi Green Energy Technology Co.Ltd(601012) , Trina Solar Co.Ltd(688599) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) rose by more than 5%.
The traditional Chinese medicine sector has raised the daily limit again: Zhejiang Jolly Pharmaceutical Co.Ltd(300181) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) rose by more than 12%, and Jinghua Pharmaceutical Group Co.Ltd(002349) , Hubei Jumpcan Pharmaceutical Co.Ltd(600566) , Jianmin Pharmaceutical Group Co.Ltd(600976) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Chongqing Pharscin Pharmaceutical Co.Ltd(002907) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Beijing Tongrentang Co.Ltd(600085) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) etc.
The strength of wind power equipment: Titan Wind Energy (Suzhou) Co.Ltd(002531) , Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) , Riyue Heavy Industry Co.Ltd(603218) , Haili wind power, Jinlei Technology Co.Ltd(300443) , Zhejiang Windey Co.Ltd(300772) etc.
message plane
the central bank issued 85.5 billion yuan for the first batch of carbon emission reduction support tools
At the press conference on small and micro enterprise financial services and green finance held by the people’s Bank of China on December 30, sun Guofeng, director of the Monetary Policy Department of the people’s Bank of China, said that we should give full play to the dual functions of the total amount and structure of monetary policy tools. Structural monetary policy tools will actively do a good job in “addition”. At present, carbon emission reduction support tools and special refinancing to support clean and efficient utilization of coal have been successfully implemented. The people’s Bank of China has issued the first batch of carbon emission reduction support tools to relevant financial institutions with a capital of 85.5 billion yuan.
the survival of the fittest and delisting new regulations shape a new market ecology
On December 31, 2021, the new delisting regulations have been implemented for one year. In 2021, 28 listed companies were delisted, and delisting was normalized to create a new market ecology; 17 listed companies have implemented bankruptcy reorganization, the most over the years. In addition, a total of 97 companies in the market have been warned of delisting risks. Experts expect that the stock issuance registration system will be fully implemented in 2022, and the capital market is expected to usher in a delisting year. Diversified delisting indicators will accelerate the liquidation of low-quality assets and promote the more efficient allocation of market resources.
National Bureau of Statistics: the official manufacturing PMI in December was 50.3%
In December, the purchasing manager index (PMI) of China’s manufacturing industry was 50.3%, up 0.2 percentage points from the previous month, higher than the critical point, and the prosperity level of the manufacturing industry continued to rise.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the medium-term market of A-Shares is expected to be better. The PMI index turned upward in November and continued to rise in December. The cross year market will evolve to the spring offensive.
Short term mood:
Pre market judgment: 2021 is coming to an end, and the short-term liquidity tension in the market is about to turn over, which has a certain impact on three high (high, high and overvalued) stocks; After new year’s day, the cross year market will enter a new upward stage. On the last trading day of 2021, it is expected to end smoothly, while the plates that strengthened at the end of the trading day are expected to continue their strength into the coming year, and the short-term can be actively concerned.
In fact: in the morning, A-Shares fluctuated higher, the traditional Chinese medicine plate set off a trading tide, and the photovoltaic, wind power and other plates that fell sharply yesterday rebounded strongly. The market gradually got rid of the weak state of continuous adjustment, the selling tide at the end of the year came to an end, and the market gradually strengthened.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. Hydrogen energy, auto parts, UHV, energy storage, wind power, photovoltaic, metauniverse, lithium battery, real estate and other popular sectors have emerged one after another, with weak sustainability and great difficulty in grasping. For two consecutive months, the PMI index turned upward, indicating that there will be a wave of rising market. After new year’s day, A-Shares are expected to enter a new upward stage. In terms of operation, it is recommended to focus on blue chips with valuation advantages in the short term, and on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
