In early trading, the volume of stocks fell, but individual stocks rose more and fell less. In the afternoon, the index differentiated into Shanghai strong and Shenzhen weak, and the transaction between Shanghai and Shenzhen exceeded trillion yuan early.
Following the overnight sharp rise in the peripheral market and its own driving influence, the A-share market opened higher on the first trading day of 2022. However, due to the ebb tide of heavyweights and popular tracks in the early stage, there was a trend of large-scale decline in the morning, but individual stocks showed a pattern of more rise and less fall. The two cities in the afternoon are divided, and the stock index is warming up in the Baijiu and aviation sector, while the gem is a new low in the new day.
To the closing on January 4, the Shanghai Composite Index fell 0.2% to 3632.33 points; The Kechuang 50 index fell 2.37% to 1364.99; The Shenzhen composite index fell 0.44% to 14791.31 points; The gem index fell 2.18% to 3250.16.
Wind statistics show that 3300 in the two cities rose, 1297 fell and 66 flat.
On January 4, the turnover between the two cities was 1266.4 billion yuan, an increase of 206.2 billion yuan compared with 1060.2 billion yuan on the previous trading day. Among them, the turnover in Shanghai was 510.3 billion yuan, an increase of 76.8 billion yuan over 433.5 billion yuan on the previous trading day, and the turnover in Shenzhen was 756.1 billion yuan.
A total of 134 stocks in Shanghai and Shenzhen rose by more than 9%, and 47 stocks fell by more than 9%.
The total net inflow of northbound funds was 460 million yuan on January 4. Among them, the net outflow of Shanghai Stock connect was 941 million yuan and the net inflow of Shenzhen Stock connect was 1.401 billion yuan.
pork stocks led gains in the two cities
In terms of sectors, pork stocks made a comeback, Zhejiang Huatong Meat Products Co.Ltd(002840) (002840), Leshan Giantstar Farming&Husbandry Corporation Limited(603477) (603477), Fujian Aonong Biological Technology Group Incorporation Limited(603363) (603363) and other trading limits, Tecon Biology Co.Ltd(002100) (002100), Muyuan Foods Co.Ltd(002714) (002714), Wens Foodstuff Group Co.Ltd(300498) (300498), New Hope Liuhe Co.Ltd(000876) (000876) and other prices rose by more than 6%.
Media stocks surged stronger, Bluefocus Intelligent Communications Group Co.Ltd(300058) (300058), Citic Press Corporation(300788) (300788), Hubei Radio & Television Information Network Co.Ltd(000665) (000665), Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996), Visual China Group Co.Ltd(000681) (000681) and more than 10 stocks rose by the limit or more than 10%.
The cro sector led the decline in the two markets, Porton Pharma Solutions Ltd(300363) (300363), Pharmablock Sciences (Nanjing) Inc(300725) (300725) fell by more than 10%, and Wuxi Apptec Co.Ltd(603259) (603259), Shanghai Medicilon Inc(688202) (688202), Joinn Laboratories (China) Co.Ltd(603127) (603127), Beijing Sun-Novo Pharmaceutical Research Co.Ltd(688621) (688621) fell by more than 6%.
The semiconductor sector was also the hardest hit area for the decline, Amlogic (Shanghai) Co.Ltd(688099) (688099), Naura Technology Group Co.Ltd(002371) (002371), Shanghai Aiko Solar Energy Co.Ltd(600732) (600732), Hangzhou First Applied Material Co.Ltd(603806) (603806), and Tongling shares (301168) fell by more than 8%.
the market probability maintains the range shock pattern of “top and bottom”
Guotai Junan Securities Co.Ltd(601211) believes that the market trading volume is significantly enlarged and the market sentiment is moving forward in fluctuation. The overseas epidemic is still in dire straits, with more than 1 million new cases in the United States. The disturbance of the epidemic to the economy and trade is still uncertain, which may inhibit the continuous recovery of market risk appetite. Therefore, the market probability maintains the range shock pattern of “top and bottom”.
In terms of operation, Guotai Junan Securities Co.Ltd(601211) suggests that bargain hunting layout the restless market in spring, and continue to pay attention to the large financial and large consumer sectors with relatively good performance expectations and relatively solid fundamentals, such as securities companies and household appliances. In addition, the infrastructure of economic underpinning, such as airports and roads, can also be paid due attention. In terms of theme investment, we can continue to pay attention to meta universe, consumer electronics, etc.
China Industrial Securities Co.Ltd(601377) believes that with the continuous cashing and strengthening of the “wide currency” and marginal “wide credit” windows, the negative factors gradually subside, and the index market is still on the way. In 2022, the market is expected to usher in an index level rise, and even a wave of market similar to “mini version 2014”. 1. Under the downward pressure of the economy, the “steady growth” on the policy side has been in force, and the market has entered the window of “wide currency” and “wide credit”. Positive signals such as interest rate reduction and reserve requirement reduction continue to appear, and the market expectation of policy relaxation will continue to rise. 2. The relaxed credit margin environment usually leads to the repair and rise of heavyweight sectors such as finance and real estate, which is often accompanied by the rise of index level. 3. The difference from 2014 is that, on the one hand, 2014 is a comprehensive and systematic relaxation. At present, under the general tone of “real estate does not fry” and “trust but not lift” of infrastructure construction, the intensity and space of policy easing are relatively limited, which is more likely to be phased and underpinning relaxation. On the other hand, 2014 gradually evolved into a round of leveraged cattle, but the current market leverage is weak. Taking floor leverage as an example, the proportion of two financial institutions in the total market turnover increased rapidly from 2013 to 2015, and was close to 30% by the end of 2014. In contrast, the current two financial transactions account for only about 7.6%, and institutional funds are still the leading force in the market.
(surging News)
