Yesterday was the last trading day of A-Shares in 2021. The three major indexes were red across the board and the market rose slightly. The Shanghai index has been positive for the first time since 1994. From the annual trend of a shares, the Shanghai index rose 4.8%, the Shenzhen Component Index rose 2.67% and the gem index rose 12.02%. Lithium battery and photovoltaic inverter index led the annual growth, with an increase of more than 40%. Household appliances, non bank finance and real estate sectors led the decline, and the annual decline was more than 10%. A questionnaire survey shows that about 54% of the investors will make money in 2021, of which the majority will make 0 ~ 20%.
the disk A-Shares ended perfectly. The index was red. Individual stocks rose more and fell less
On Friday, A-Shares ushered in the closing battle of 2021, and the Shanghai index rose 0.57% to close at 3639.78; The Shenzhen Component Index rose 0.41% to close at 14857. Gem closed flat at 3322.67 points. Overall, individual stocks rose more and fell less, with more than 2700 stocks rising.
Yesterday, northbound funds bought a net of 4.573 billion yuan. In December 2021, the cumulative net purchase was nearly 89 billion yuan, 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. By the end of October 2021, foreign investors had accumulated A-share circulation market value of RMB 3.67 trillion through QFII, Shanghai and Shenzhen Stock connect and other channels, accounting for about 4.97%.
In 2021, for a shares, the Shanghai index rose 4.8%, the Shenzhen Component Index rose 2.67% and the gem index rose 12.02%. From the perspective of trading volume, the daily turnover exceeds trillion yuan, and A-Shares have become “common” in 2021. Statistics show that as of December 31, 2021, the daily turnover of 149 trading days in 2021 exceeded trillion yuan, accounting for more than 60% of the total trading days in the year. In addition, in 2021, A-Shares also set the longest record of breaking trillion yuan in daily turnover for 49 consecutive trading days.
From the perspective of important global indexes, European and American stock markets performed slightly better in 2021, with French CAC40 rising by 29.21%, followed by S & P 500, rising by 27.23% in the whole year, and hang seng index at the bottom, falling by 14.08% in the whole year.
more than half of the hot spot investors make money and are enthusiastic about the new energy vehicle sector
Compared with 2020, the market performance of A-Shares in 2021 was differentiated, funds sought after new energy vehicles and photovoltaic sectors, and blue chip white horse stocks continued to decline. A latest questionnaire survey shows that although the market is divided, about 54% of investors will make money in 2021, most of which make 0 ~ 20%. On the contrary, about 46% of the investors lost money, most of which lost more than 20%.
According to the data, the new energy and cycle sector is the biggest outlet of the market in 2021. The market value of Contemporary Amperex Technology Co.Limited(300750) in 2021 increased by 552.6 billion yuan, becoming the “most profitable stock” of the year, followed by Byd Company Limited(002594) (250.5 billion yuan), Cosco Shipping Holdings Co.Ltd(601919) (149.6 billion yuan), Qinghai Salt Lake Industry Co.Ltd(000792) (144.2 billion yuan) and Petrochina Company Limited(601857) (139.1 billion yuan). On the other hand, the market value of Ping An Insurance (Group) Company Of China Ltd(601318) evaporated 668.5 billion yuan, becoming the “most money losing stock” of the year, followed by Jiangsu Hengrui Medicine Co.Ltd(600276) (266.9 billion yuan), Wuliangye Yibin Co.Ltd(000858) (268.6 billion yuan), Yihai Kerry Arawana Holdings Co.Ltd(300999) (246.1 billion yuan) and China Life Insurance Company Limited(601628) (234.6 billion yuan).
According to the data, Boe Technology Group Co.Ltd(000725) 90% of shareholders love to buy individual shares. The latest number of shareholders exceeds 1.5 million, followed by Ping An Insurance (Group) Company Of China Ltd(601318) and Sany Heavy Industry Co.Ltd(600031) . Kweichow Moutai Co.Ltd(600519) is the most concerned stock by investors in 2021. In addition, Byd Company Limited(002594) , Sany Heavy Industry Co.Ltd(600031) and so on.
From the perspective of sectors, as of the closing of the power equipment industry on December 30, 2021, the power equipment industry rose by 45.67% in the whole year, ranking the first in the primary industry. The subdivided lithium battery sector rose 65%, the power grid equipment sector rose 46%, and the photovoltaic equipment and wind power equipment sectors rose 42% and 37% respectively. Since 2021, the coal sector has increased by 40% as a whole, and the non-ferrous metals, basic chemicals and iron and steel industries have also increased by more than 30%. In contrast, the pace of public offering slowed down and the superimposed valuation entered a high level. The performance of the large consumer sector was flat in 2021, and the household appliances and food and beverage industries fell by 19.72% and 5.32% respectively. The default of individual real estate enterprises triggered the risk aversion of funds. The real estate, non bank finance and banking sectors showed different adjustments in 2021, with an annual decline of more than 10%.
According to the analysis of , the CSI 300 index has about 8% upward space in 2022
Opened in 2022, as one of the important institutional investors in the A-share market, the latest investment strategies of various bank wealth management companies have been released one after another. A number of bank financial management companies said that they expected the liquidity of the A-share market to be abundant in 2022 and were optimistic about the structural market.
Everbright wealth management said that it is moderately bullish on the A-share market in 2022, and it is expected that the Shanghai and Shenzhen 300 index has about 8% upward space. Among them, profit growth contributed 5% and valuation expansion contributed 3%. It is recommended that investors surpass the new power distribution, semiconductor, consumer and other industries in 2022. On the one hand, the prosperity of Dianxin and semiconductor will drop compared with 2021, but the absolute prosperity is still outstanding; On the other hand, the absolute prosperity of consumption is moderate, and the landscape is expected to improve. With the reduction of demand side differences among industries, the good competition pattern highlights the advantages of the consumption sector again.
Xingyin financial management said that it is expected that the risk of rising raw material prices in the upstream will decrease in 2022, and there may be significant profit improvement in the middle and downstream. Considering that the valuation has a margin of safety and the increase is relatively low, the middle and downstream industries (especially those related to new and old infrastructure) are expected to have a considerable “make-up” market. From the perspective of the whole year, the stock market may still be a “structural bull market”, but the “structure” has changed greatly compared with 2021.
Bohai Securities, a securities firm, pointed out that in January, the return of overseas risk appetite and the easing of China’s liquidity pressure created good external conditions for the A-share market. The A-share market has entered a game stage, and the index performance in January may not be pessimistic. In terms of style, after the Spring Festival over the years, the market style will generally be dominated by small and medium-sized stocks, and from the perspective of business performance, the performance of small and medium-sized stocks represented by China Securities 500 in the third quarter is superior to that of Shanghai and Shenzhen 300. At the same time, the current valuation level of China Securities 500 is below the average level since 2015, the valuation is not expensive and the performance is acceptable, which makes the market of small and medium-sized stocks expected to continue.
(Nanning Evening News)
