On January 4, the market opened higher and closed lower, and all major indexes failed to make a good start to the new year, with the gem index leading the decline. As of the close, the Shanghai index fell 0.20%, the Shenzhen composite index fell 0.44% and the gem index fell 2.18%.
In terms of sectors, the trend of lithium battery concept is sluggish, Tibet Summit Resources Co.Ltd(600338) , Sinomach General Machinery Science & Technology Co.Ltd(600444) fell by more than 9%, Tibet Urban Development And Investment Co.Ltd(600773) fell by 8%, Chengxin Lithium Group Co.Ltd(002240) , Tianqi Lithium Corporation(002466) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) , Jiangxi Special Electric Motor Co.Ltd(002176) and so on.
The leading listed company of cro industrial chain Asymchem Laboratories (Tianjin) Co.Ltd(002821) fell by the limit, and the whole industry followed the weakness. Listed companies related to the track Wuxi Apptec Co.Ltd(603259) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Pharmablock Sciences (Nanjing) Inc(300725) fell sharply one after another.
The concept of prefabricated dishes continued to rise in the afternoon, with a rise in the limit in the plate, Zhanjiang Guolian Aquatic Products Co.Ltd(300094) , Dahu Aquaculture Co.Ltd(600257) , Shandong Huifa Foodstuff Co.Ltd(603536) , Springsnow Food Group Co.Ltd(605567) , Tongqinglou Catering Co.Ltd(605108) .
Digital currency concept stocks continued to be active, Northking Information Technology Co.Ltd(002987) , Newcapec Electronics Co.Ltd(300248) both raised the sealing plate in the afternoon, Beijing Cuiwei Tower Co.Ltd(603123) , Guangzhou Kingteller Technology Co.Ltd(002177) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Shanghai 2345 Network Holding Group Co.Ltd(002195) and other previous trading limits. On the news side, the digital RMB (pilot version) app has been on the shelves today in major android app stores and Apple App Stores.
The concept of traditional Chinese medicine continues to be strong. The most popular Kunming Longjin Pharmaceutical Co.Ltd(002750) continues to rise in the limit today. The number of continuous trading boards has risen to 9. It is the stock with the largest number of continuous trading boards at present, and the increase has expanded to 140% since December.
The northbound funds were first restrained and then raised, with a small net purchase of 460 million yuan throughout the day, showing a net purchase trend for six consecutive trading days; Among them, the Shanghai Stock connect net sold 941 million yuan and the Shenzhen Stock connect net bought 1.401 billion yuan.
[institutional perspective]
Tianfeng Securities Co.Ltd(601162) : looking forward to 2022, we should focus on the high boom track and the low / undervalued value + reversal logic target. Key focus: applications in subdivided fields such as communication + energy storage / new energy, Internet of things / Internet of vehicles, cloud computing and industrial Internet have entered the stage of accelerated development, and the growth logic is clear. In the medium and long term, we will continue to pay attention to high boom segments with strong performance certainty. It is recommended to pay attention to: Internet of things / smart car, optical fiber cable / submarine cable, military communication, main equipment, video conference, IDC, operators, etc.
China Securities Co.Ltd(601066) : the recent A-share adjustment, the trend of long-term and short-term interest rates is differentiated, and the term interest spread is narrowed, which more reflects the expectation of economic recession and concerns about the effect of credit easing policy. In this context, looking forward to the market situation in January this year, the A-share market is expected to pick up, the overall performance should be stronger than that in December last year, and the opportunity at the beginning of the year should be grasped. However, for the duration and height of the market this spring, we should have reasonable expectations. If there is a large rise, we should consider cashing it in time. At present, we are mainly optimistic about three directions: first, the opportunity of transformation and revaluation of undervalued traditional industries; Second, the opportunity to complete the adjustment of hard science and technology; Third, focus on the direction of financial development.
Citic Securities Company Limited(600030) : at present, for the investment in the banking sector, the pessimistic expectation of economic prosperity and asset quality that suppressed the performance of the sector in the early stage is expected to gradually improve. It is suggested to pay attention to the allocation value of the sector. Stock selection can follow two clues: (1) high quality Bank: the valuation premium is expected to continue, and the leading profit will bring continuous alpha income; (2) Improve the bank: the profit elasticity comes from the stable growth of the income side and the adequacy and effectiveness of the provision side. If the current medium and undervalued value is superimposed, there is room for revaluation of the stock price.
(First Finance)
