The market got out of the sharp shock of opening high and going low today. In the morning, the stock index opened high and directly entered the diving state, falling to 3610 points at the lowest. After finishing at the low level, it rebounded strongly, but it fell slightly again before the red market.
The two cities traded a total of 1266.4 billion, an increase of 206.2 billion over last Friday.
During the new year’s day, the news is relatively stable, but there are still some contents to pay attention to, which is also closely related to today’s disk performance.
Indonesia’s Ministry of energy and Mineral Resources recently said that from January 1 to January 31 this year, Indonesia banned coal exports, including coal carriers that are loading and have not yet been loaded, and all coal will be given priority to Chinese power plants. Indonesia is China’s largest source of coal / thermal coal imports. China imported 178 million tons of Indonesian coal from January to November last year, accounting for about 61%. Indonesia does not export coal, which is very good for the coal sector. Today, the coal sector rose sharply, Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) limit.
On December 28, 2021, Octavio Romero, CEO of Mexico National Oil Company, said at a press conference that the daily crude oil export will be reduced by more than half to 435000 barrels / day in 2022, and then the sales to foreign customers will be gradually stopped in 2023.
If we combine these news, we will find that some resource countries are unwilling to sell resources at a cheap price to subsidize the world and are taking action quietly. This is bound to have an impact on global commodity prices. Combined with the current epidemic and the impact of anti globalization on the cost side, the main line of inflation is put in front again, and the focus of this line is likely to be energy. Oil, coal and natural gas are all varieties that can be focused on.
The trend of the agricultural sector is active, and the seed industry, aquatic products and pork sectors are stronger. With the Spring Festival approaching, the demand has increased greatly. In addition, some imported foods have detected virus positive, and the supply and demand situation has changed, the problem of food security has been put on the table again. Every year, No. 1 central document is related to agriculture, and funds will be laid out ahead of schedule. The active state of agriculture related sectors will continue.
The concept of sports is stronger in the afternoon. In terms of news, the General Administration of sports and other five departments studied and formulated the basic public service standard for national fitness (2021 version) and issued it recently. In addition, the Winter Olympic Games will also continue to promote the sports sector.
There is an important main line this year. Don’t forget: the three-year action of state-owned enterprise reform, 2020-2022. This year is the last year. It depends on the results. The theme has taken shape. The annual report market began to appear. Now the major shareholders of state-owned enterprises are very short of money and need dividends from listed companies to increase financial revenue. State owned enterprises with rich performance and high dividend potential can continue to pay attention in the near future.
Today, despite the poor performance of the stock index, there are still more than 3300 stocks rising. What fell badly were Contemporary Amperex Technology Co.Limited(300750) and other famous track stocks last year, which also alerted institutions and investors adhering to the concept of “I don’t look at the valuation, just look at the track”.
Although the market was fierce today, it did not fall below any sensitive position. It entered a rebound state before 3600 points were touched. According to the news from all parties, the signal of dual force of fiscal and monetary policy has appeared, and the market liquidity is expected to continue to be loose. The capital inflow accelerated in the tail market of going north, and there is no systemic risk in a shares. Today’s heavy volume may just complete another round of washing.
(Qian Kun investment)
