On December 31, the three major indexes ended with a moderate rise. Among them, the Shanghai Composite Index, Shenzhen Composite Index and gem index rose by 4.80%, 2.67% and 12.02% respectively.
In terms of individual stocks, 2867 stocks rose in 2021, 1815 stocks fell, and the three stocks were flat.
In terms of total market value, the data show that at the end of 2021, the total market value of A-Shares was 96.49 trillion yuan, an increase of 12 trillion yuan over the total market value of A-Shares in 2020. Among them, Kweichow Moutai Co.Ltd(600519) , Industrial And Commercial Bank Of China Limited(601398) , Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank Co.Ltd(600036) , China Construction Bank Corporation(601939) , Agricultural Bank Of China Limited(601288) are members of the “trillion market value club”.
the stock performance of the Beijing stock exchange is outstanding
On December 31, the three major A-share indexes remained high and volatile throughout the day, of which the Shanghai Composite Index closed up 0.57% to 3639.78 points. From the disk, traditional Chinese medicine stocks performed well, Beijing Tongrentang Co.Ltd(600085) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) and other more than ten stocks rose by the limit, Yunnan Baiyao Group Co.Ltd(000538) rose by nearly 8%; Baijiu liquor stocks are generally depressed.
It is worth mentioning that on the closing day of 2021, 64 of the 82 shares of the Beijing stock exchange rose. Among them, digital people rose by more than 17%, Tonghui information, golden years and Xujie technology rose by more than 10%, Zhonghuan shares rose by more than 9%, guangmai technology and Dezhong automobile rose by more than 8%.
industry bull and bear list freshly released
cycle plate bright
From the perspective of industry performance, in 2021, 21 of the 31 industries in Shenwan class increased, accounting for 67.74%. Among them, power equipment, non-ferrous metals, coal, basic chemical industry, iron and steel industry and public utilities led the increase, rising 47.86%, 40.47%, 39.60%, 37.19%, 34.06% and 31.38% respectively.
Among the 10 industries that fell, household appliances, non bank finance, real estate and social services led the decline, with declines of 19.54%, 17.55%, 11.89% and 10.27% respectively.
top ten bull stocks announced
the most brilliant chemical sector
In 2021, A-share bull stocks will emerge in large numbers. Excluding the new shares listed during the year, the annual increase threshold of the top ten bull stocks in 2021 reached 370.37%.
According to the data, the top ten bull stocks in 2021 are Hubei Yihua Chemical Industry Co.Ltd(000422) , Lecron Industrial Development Group Co.Ltd(300343) , Center International Group Co.Ltd(603098) , Jiangxi Special Electric Motor Co.Ltd(002176) , Andon Health Co.Ltd(002432) , Delixi Xinjiang Transportation Co.Ltd(603032) , Zangger mining, Shenzhen Hemei Group Co.Ltd(002356) , Zhejiang Jinggong Science & Technology Co.Ltd(002006) , Zotye Automobile Co.Ltd(000980) . Among them, Hubei Yihua Chemical Industry Co.Ltd(000422) increased the most, 565.94%.
Top ten bull stocks in 2021
From the perspective of industry distribution, two stocks ( Hubei Yihua Chemical Industry Co.Ltd(000422) and Zangger mining) in the chemical sector have entered the top ten bull row. From the perspective of market trend, some of the above ten bull stocks are full of “demon”, and even pull multiple daily limit trends.
top ten bear stocks released
ST shares and media sectors are “hardest hit areas”
According to the data, excluding the new shares listed during the year, the top ten bear stocks in 2021 are: Offcn Education Technology Co.Ltd(002607) , China Fortune Land Development Co.Ltd(600340) , Kaile Science And Technology Co.Ltd.Hubei(600260) , Zhengzhou Sino-Crystal Diamond Co.Ltd(300064) , Easy Visible Supply Chain Management Co.Ltd(600093) , China Dive Company Limited(300526) , Contec Medical Systems Co.Ltd(300869) , Xinjiang Tianshan Animal Husbandry Bio-Engineering Co.Ltd(300313) , Xueda (Xiamen) Education Technology Group Co.Ltd(000526) , Misho Ecology & Landscape Co.Ltd(300495) , with a decline of more than 60%.
Top ten bear stocks in 2021
Among the above stocks, 5 are ST shares. From the perspective of industry distribution, two stocks in the media sector have entered the ranks of the top ten bear stocks.
Kweichow Moutai Co.Ltd(600519) stable “first brother”
Data show that at the end of 2021, the total market value of A-Shares was 96.49 trillion yuan, an increase of 12 trillion yuan over the total market value of A-Shares in 2020.
As of the closing on December 31, Kweichow Moutai Co.Ltd(600519) , Industrial And Commercial Bank Of China Limited(601398) , Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank Co.Ltd(600036) , China Construction Bank Corporation(601939) , Agricultural Bank Of China Limited(601288) , Ping An Insurance (Group) Company Of China Ltd(601318) , Wuliangye Yibin Co.Ltd(000858) , Petrochina Company Limited(601857) , Bank Of China Limited(601988) ranked among the top ten A-Shares in total market value.
Top ten stock market values at the end of 2021
Among them, Kweichow Moutai Co.Ltd(600519) Yongguan A shares, with a total market value of 2575.205 billion yuan, Industrial And Commercial Bank Of China Limited(601398) , Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank Co.Ltd(600036) , China Construction Bank Corporation(601939) , Agricultural Bank Of China Limited(601288) are in the range of 100 billion yuan to 160 billion yuan. The above six are members of the “trillion market value club”, and the other four stocks are above 800 billion yuan.
restlessness in spring is worth looking forward to
The transaction in 2021 has ended, and many institutions are optimistic about the market performance in 2022.
Orient Securities Company Limited(600958) analysis shows that the market is expected in the first quarter of 2022, and both value stocks and growth stocks have investment opportunities. From the perspective of allocation, we are optimistic about “science and technology power”, “consumption recovery” and “double carbon strategy”.
Zheshang Securities Co.Ltd(601878) strategy analyst Wang Yang said that the restlessness of A-Shares in spring in 2022 is still worth looking forward to. From the perspective of 1-2 weeks, the market is still in the window period of group rebalancing and structural optimization. From mid to late January, the market will enter the restless window period in spring.
Li Junsong, strategic analyst of capital securities, said that from the perspective of valuation and performance growth, the overall market style in 2022 is biased towards growth stocks and small and medium-sized market capitalization stocks. Value stocks mainly outperformed in the intensive period of stable growth policy and expected economic stabilization and recovery period. There are opportunities in the first quarter and the second half of the year. From the perspective of theme, stocks representing the direction of China’s industrial upgrading and scientific and technological innovation, such as high-quality development, green economy, scientific and technological innovation (specialized and special innovation, invisible champion), have good investment value.
Shanxi Securities Co.Ltd(002500) said that it is expected that there will be no lack of structural market in the A-share market in 2022, and we can focus on the investment opportunities brought by industry rotation and hot topics.
In terms of specific layout, Wang Yang said that it is recommended to pay attention to the three configuration clues of science and innovation board, inflation chain and stable growth chain. 1、 Pay attention to the new air outlet represented by the science and innovation board, and the industry pays attention to semiconductors (analog design, materials), national defense equipment (complete machine factory, aeroengine) and consumer electronics (automotive electronics, yuancosmos); 2、 Pay attention to the plight and reversal opportunities of the inflation chain, and the industry pays attention to agriculture (seeds, pigs) and mass consumption (food); 3、 Pay attention to the growth opportunities of the stable growth chain, and the industry pays attention to high-quality leaders such as real estate, banking, household appliances and home furnishings.
(China Securities Journal)
