Outlook:
Friday is the last trading day of 2021. The index closed up in shock and welcomed the “red ending” of 2021. The three major indexes opened high together. The Shanghai index and Shenzhen index fluctuated upward all day, while the gem index fluctuated back in the morning and stabilized in the afternoon. Finally, the Shanghai index and Shenzhen index closed up and the gem index closed flat. Individual stocks rose more and fell less. Agriculture, forestry, animal husbandry and fishery, real estate, power equipment, utilities, non-ferrous metals and other sectors led the gains, while only food and beverage, coal, beauty care, electronics and banking sectors fell. In terms of market environment, the Bureau of statistics released the PMI data in December. The PMI of manufacturing and non manufacturing industries were 50.3% and 52.7% respectively, both rebounded, and the price index fell below the boom and bust line, indicating that the momentum of economic stabilization and recovery has been consolidated, and the effect of supply and price stabilization policy has been further demonstrated. In addition, the CSRC set the focus of capital market reform next year and said that it was stepping up the formulation of the reform plan of the whole market registration system to promote the steady improvement of market quality. From the technical point of view, the volatility of the index is stronger, the market welcomes the “red ending” in 2021, and the three major indexes have achieved three consecutive positive results in the annual line. The net inflow of northward funds continues. It is expected that the market outlook is expected to strengthen in repeated shocks. Pay attention to the change of volume and energy and the rotation of plates. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, building materials, TMT and other industries.
