brief description of disk
On the first trading day of the new year, A-Shares opened high and went low in the morning, the gem fell sharply by 2%, the decline of the adjacent stock index narrowed, and the stock index finished sideways in the afternoon. Small cap stocks outperformed heavyweights throughout the day, with more than two-thirds of stocks rising. On the disk, traditional Chinese medicine, cultural media, agriculture, animal husbandry, feeding and fishing, tourism hotels and pharmaceutical businesses rose by more than 3%, household light industry, coal, Internet services, games, communication services, commercial department stores, shipping ports, cement and building materials and other industries rose by more than 2%, and energy metals, photovoltaic equipment, wind power equipment, non-metallic materials, batteries, semiconductors, medical services and other industries led the decline. In terms of theme stocks, the concept of prefabricated dishes, the concept of traditional Chinese medicine, aquaculture, Huawei shengteng, virtual digital human, hair medicine, pork concept and exclusive drugs led the rise, while cro, salt lake lithium, MLCC, hit battery and power battery led the decline.
message plane
Xinhua News Agency: the global stock market may experience a "tightening" shock in 2022
Looking forward to 2022, the shift of monetary policy of the central banks of major economies such as the Federal Reserve and the uncertainty caused by the repeated epidemic have become two prominent risks facing the market. Analysts believe that the world economic recovery is not stable. Once the monetary environment is excessively tightened, the global stock market may suffer the shock caused by policy "tightening".
scheduled disclosure schedule of annual report of Shenzhen Stock Exchange
The scheduled disclosure schedule of the annual report of Shenzhen Stock Exchange was released, Huasu Holdings Co.Ltd(000509) won the top and will take the lead in disclosure on January 18; Disclosed on January 21.
subsidies decline, and the competition of new energy vehicle enterprises is more market-oriented
The national subsidy for new energy vehicles has decreased by 30% this year, which means that the government has considered that the new energy vehicle industry has a scale effect, and the vehicle enterprises have the hematopoietic function and can rely on themselves. A more benign market-oriented industrial competition environment will be placed in front of auto enterprises.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the macro level liquidity has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the spring offensive will come as scheduled.
Short term mood:
pre market judgment: after new year's day, A-Shares will enter the window period of the annual report, and a new leading main line is expected to appear. In the short term, we can continue to pay attention to the strong varieties before New Year's day. In addition, overnight US stocks rose sharply, led by technology stocks. In 2022, the subsidy for new energy vehicles declined by 30%, Tesla's share price soared, and individual stocks in Tesla's industrial chain are expected to strengthen, which can be paid close attention to in the short term.
In fact: on the first trading day of A-Shares in 2022, the three major A-share indexes opened higher, with the Shanghai index rising by 0.26%, the Shenzhen composite index rising by 0.52%, the gem index rising by 0.77%, the traditional Chinese medicine sector leading the rise, and the opening of coal, digital RMB, yuancosmos, etc. Subsequently, the semiconductor and lithium battery sectors fell sharply, and the gem fell by more than 2%.
In the afternoon, the semiconductor sector continued to decline, Naura Technology Group Co.Ltd(002371) , Leaguer (Shenzhen) Microelectronics Corp(688589) , Xiamen Faratronic Co.Ltd(600563) fell by the limit, and Hunan Goke Microelectronics Co.Ltd(300672) , Shenzhen Sunmoon Microelectronics Co.Ltd(688699) , Rockchip Electronics Co.Ltd(603893) led the decline. Contemporary Amperex Technology Co.Limited(300750) fell 4%, driving the weakness of lithium battery plate. In addition to the traditional Chinese medicine and yuanuniverse that continued to rise in the morning, the increase of coal narrowed, while the increase of agriculture, animal husbandry, feeding and fishing plate expanded. It is difficult for the market to form a long force and continue to adjust.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. In the past two months, hydrogen energy, auto parts, UHV, energy storage, wind power, photovoltaic, metauniverse, lithium battery, real estate and other hot sectors have been rising one after another, with weak sustainability and great difficulty. After new year's day, A-Shares will enter the window period of the annual report. It is expected that there will be a new main line leading the rise. In the short term, we can continue to pay attention to the strong varieties before New Year's day. It is suggested to pay attention to the technology stocks such as intelligent driving and chips with large growth space.
(Jufeng Finance)
