In 2021, the stock index rose by 4.8% and the latest closing price was 3639.78 points, hovering around 3600 points throughout the year, setting a record low amplitude; The Shenzhen Component Index rose slightly by 2.67%, and the latest closing price was 14857.35 points; Gem index led other A-share indexes with an increase of 12.02%, and the latest closing price was 3322.67.
In the sector, the rise was led by power equipment and non-ferrous metals, and the annual growth of chemical industry, coal, steel and other cyclical sectors, as well as public utilities, exceeded 30%.
The market is about to open in January 2022. What major events will affect the market? How do China's major securities companies look at the future market?
These events will happen in January
securities companies: structural market continues
Looking forward to the future, there are great differences among securities companies. Some securities companies said that looking forward to January 2022, the macro environment is stable, China's liquidity is stable and loose, fiscal policy is gradually strengthened, credit is slowly expanded, which is conducive to equity assets as a whole, and the restless market in spring can be expected.
Some securities companies remain cautious. Shanxi Securities Co.Ltd(002500) said that looking forward to 2022, taking into account the background of downward fundamentals, relatively abundant macro capital and neutral and cautious mood, we believe that the systematic risk and overall opportunity of the A-share market are small, and the upward trend space of the index is limited, but the market is not short of structural market.
In terms of sectors, most securities companies are optimistic about infrastructure, specialization and innovation, consumption, big finance and other sectors.
securities brokerage gold exposure: many Baijiu shares favored Kweichow Moutai Co.Ltd(600519) Kweichow Moutai Co.Ltd(600519) recommended in a row
According to incomplete statistics of 21 INVESTMENT communication, as of January 3, 11 securities companies have announced gold stocks in January, and a total of 100 "gold stocks" have been recommended.
The three Baijiu stocks are more popular. Among them, Kweichow Moutai Co.Ltd(600519) (600519. SH) has been recommended by 4 securities companies, and has been recommended by 2 or more securities companies in May; Last December Kweichow Moutai Co.Ltd(600519) share price rose by 6.18%; The annual increase was 3.57%.
The other two Baijiu shares Luzhou Laojiao Co.Ltd(000568) (000568.SZ) and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) (600809.SH) were recommended by 2 brokerages. Among them, Luzhou Laojiao Co.Ltd(000568) (000568. SZ) was also recommended by two securities companies in December 2021.
In addition, Tkd Science And Technology Co.Ltd(603738) (603738. SH) and Longi Green Energy Technology Co.Ltd(601012) (601012. SH) have also been recommended by two securities companies.
From the industry distribution of gold stocks in January, securities companies still prefer electronics, medicine, biology and other industries. More than 9 companies in these industries have been recommended.
attached January gold shares:
(21st Century Business Herald)
