Zhongxin Jingwei, January 4 (Xinhua) today (4th) is the first trading day of A-Shares in 2022. The three major indexes opened slightly higher and maintained a low level after falling at the beginning of the session. The amplitude of the Shanghai index exceeded 1%; The gem index once fell more than 2%, with an amplitude of 3.35%. About 3300 stocks in the two cities are red.
As of the close, the stock index fell 0.20% to 3632.33 points; The Shenzhen composite index fell 0.44% to 14791.31 points; The gem index fell 2.18% to 3250.16. The turnover of the two cities exceeded trillion yuan, breaking trillion yuan for the third consecutive trading day.
On the disk, the aquaculture sector strengthened, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) 20% limit, Dahu Aquaculture Co.Ltd(600257) , Leshan Giantstar Farming&Husbandry Corporation Limited(603477) limit, Muyuan Foods Co.Ltd(002714) , Wens Foodstuff Group Co.Ltd(300498) , Tech-Bank Food Co.Ltd(002124) , Jiangxi Zhengbang Technology Co.Ltd(002157) , Hunan New Wellful Co.Ltd(600975) , Fortune Ng Fung Food (Hebei) Co.Ltd(600965) etc; Media, port shipping, coal, airport shipping, home appliances, education, real estate, steel, environmental protection and other sectors led the increase. A few plates such as metals, semiconductors, electric power, military industry and securities companies are green.
Traditional Chinese medicine stocks continued their pre holiday strength and raised the daily limit again, Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) 20% daily limit, Hunan Hansen Pharmaceutical Co.Ltd(002412) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Jiuzhitang Co.Ltd(000989) , Chongqing Taiji Industry (Group) Co.Ltd(600129) , Beijing Tongrentang Co.Ltd(600085) and more than 10 stocks rose one after another. Digital currency concept stocks were active, Synthesis Electronic Technology Co.Ltd(300479) 20% limit, Newcapec Electronics Co.Ltd(300248) once closed the 20% limit, Beijing Cuiwei Tower Co.Ltd(603123) , Northking Information Technology Co.Ltd(002987) , Guangzhou Kingteller Technology Co.Ltd(002177) limit. Yuan universe concept stocks Silkroad Visual Technology Co.Ltd(300556) rose by 20%, while Hangzhou Arcvideo Technology Co.Ltd(688039) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , red soft technology, Newcapec Electronics Co.Ltd(300248) rose by more than 10%, while Skyworth Digital Co.Ltd(000810) , Hubei Radio & Television Information Network Co.Ltd(000665) , Huicheng technology, Yunnan Tourism Co.Ltd(002059) , aofei digital entertainment and other stocks rose by the limit.
In terms of news, previously, the national medical insurance bureau and the national administration of traditional Chinese Medicine issued the guiding opinions on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, which required to give full play to the advantages of the medical security system and support the inheritance, innovation and development of traditional Chinese medicine. China International Capital Corporation Limited(601995) believes that the policy encourages the development of traditional Chinese medicine obviously. Compared with the whole biomedical sector, there is a premium space in the valuation center of the traditional Chinese medicine sector.
In terms of individual stocks, as of the closing, the rise / fall ratio of all trading stocks in Shanghai and Shenzhen was 3309:1310, with 121 trading limits and 24 trading limits in the two markets.
The trading limit shares today are as follows: Shanghai Shunho New Materials Technology Co.Ltd(002565) (9.98%), Lander Sports Development Co.Ltd(000558) (10.13%), Kunming Longjin Pharmaceutical Co.Ltd(002750) (9.98%), Alpha Group(002292) (9.95%), Shandong Chiway Industry Development Co.Ltd(002374) (10.00%). The down limit shares are as follows: Ningbo Heli Technology Co.Ltd(603917) (- 10.00%), Shandong Xiantan Co.Ltd(002746) (- 10.01%), Changjiang materials (- 10.00%), Yingkou Jinchen Machinery Co.Ltd(603396) (- 10.00%), Inner Mongolia Xinhua (- 10.01%).
The top five stocks of turnover rate are: Guangdong Nedfon Air System Co.Ltd(301043) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Dook Media Group Limited(301025) , Tongling shares and Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) , which are 63.315%, 61.995%, 49.241%, 43.093% and 42.716% respectively.
In terms of northbound funds, the net inflow of northbound funds throughout the day exceeded 5.8 billion yuan, of which the inflow of Shanghai Stock connect exceeded 1.2 billion yuan and that of Shenzhen Stock connect exceeded 4.5 billion yuan.
In the new year, for a shares, institutions are optimistic about the market in January. China Securities Co.Ltd(601066) Securities pointed out that the recent A-share adjustment, the trend of long-term and short-term interest rates differentiated, and the term interest spread narrowed, which more reflected the expectation of economic recession and concerns about the effect of credit easing policy. In this context, A-Shares in the market are expected to pick up in January this year, the overall performance should be stronger than that in December 2021, and the opportunity at the beginning of the year should be grasped.
Orient Securities Company Limited(600958) believes that the A-share market can be expected to rise in January, and four factors supporting the market deserve attention: first, M1 growth rate and social finance growth rate hit the bottom, with obvious signs of recovery, and the macro liquidity environment is relatively warm; Second, the steady growth policy is expected to be further strengthened; Third, the Fed did not raise interest rates; Four, the valuation is the most important industry in 2021. The industry is mainly concentrated in the new energy, Baijiu, automobile and social service of power equipment. Most other industries still have attractive value.
Guosheng Securities said that looking forward to 2022, the upcoming comprehensive registration system, the expectation of interest rate and reserve requirement reduction under the prudent monetary policy and the coherent policy of housing, housing and non speculation will help to further promote the liquidity and activity of the A-share market. The trading volume is expected to remain high, especially the slow bull market.
(the opinions in this paper are for reference only and do not constitute investment suggestions. Investment is risky and should be cautious when entering the market.)
(Zhongxin Jingwei)
