[pre disc interpretation]
As the last trading day of 2021, the two markets closed up in large volume on Friday. The Shanghai index perfectly stood at the integer level of 3600 points, and the record index basically closed flat. The ratio of rise to fall was about 3:1. The overall trading sentiment of the market was active, which can be said to be a perfect ending. On the last trading day, northward funds also flowed in significantly, and the market may usher in a “good start” after the festival.
On the disk, photovoltaic and lithium batteries in new energy have increased in varying degrees. Recently, there are some signs of stabilization in the direction of track stocks, indicating that after a period of adjustment, the position has gradually reached the intervention point of funds. Here, the selection of individual stocks is more important and individual stocks need to be preferred. During the correction of track stocks, consumption has obviously played a role in maintaining the stability of the index, which is likely to benefit from the fact that the fourth quarter is the traditional peak consumption season. After the Spring Festival, you can still pay attention to the consumer sector. The “demon stock” market basically ended today. The opening of “ten times Bull Stock” Andon Health Co.Ltd(002432) was smashed, and Shandong Chiway Industry Development Co.Ltd(002374) only lasted for one day. “Demon stock” has accumulated huge profits in the early stage, so we need to avoid risks here.
Technically, the Shanghai Stock Index successfully stood at the 3600 point integer mark on the last day of the trading day, but the trading volume here is still small and large-scale, and whether it can continue to attack remains to be confirmed. If it can not continue to break through in large-scale, it still depends on the index maintaining a shock trend in the range of 3590-3650. Chuang means that there is a stable and upward trend in the short term. It depends on whether “ningwang” can maintain stability here.
Strategically, although there is a high probability of a “good start” market after the festival, due to the uncertainty of the main line opportunity, it is recommended to control the position at 5-60% to participate in the market, wait for the emergence of deterministic opportunities and intervene in the relevant potential targets on bargain hunting. The main direction can focus on the weighted brokerage sector that plays a leading role in the index, the consumption sector that significantly benefits from the “Spring Festival market”, the military industry sector with strong performance expectations, and the short-term hot spots can also focus on the more active medical sector in the near future.
[message side]
The Ministry of finance, the Ministry of industry and information technology, the Ministry of science and technology and the development and Reform Commission issued a notice on the financial subsidy policy for the promotion and application of new energy vehicles in 2022. In 2022, the subsidy standard for new energy vehicles will decline by 30% on the basis of 2021; For qualified vehicles in urban public transport, road passenger transport, rental (including online car Hailing), sanitation, urban logistics and distribution, postal express, civil aviation airport and public service of Party and government organs, the subsidy standard will decline by 20% on the basis of 2021.
[short term hot spot]
It is reported that the Ministry of water resources issued the guiding opinions on the implementation of major national water network projects, and the general office of the Ministry of water resources issued the implementation plan for the implementation of major national water network projects during the 14th Five Year Plan period. According to the guidance, by 2025, build a number of national water network backbone projects, orderly implement the construction of provincial, municipal and county water networks, strive to make up for weaknesses and weak links such as water resource allocation, urban and rural water supply, flood control and drainage, water ecological protection and intelligent water network, and further improve the ability of water security.
It is reported that on the evening of December 30, 2021, the all superconducting tokamak nuclear fusion experimental device (East), known as the “artificial sun”, realized 1056 second long pulse high parameter plasma operation, which is the longest high-temperature plasma operation of Tokamak devices in the world. East has a solar like nuclear fusion reaction mechanism to explore the application of nuclear fusion energy.
[European and American stock markets]
At 16:00 a.m. Eastern time on January 3 (04:00 a.m. Beijing time on January 4), the Dow Jones industrial average rose 246.76 points, or 0.68%, to 36585.06. The Nasdaq composite index rose 187.83 points, or 1.20%, to 15832.8. The standard & Poor’s 500 index rose 30.38 points, or 0.64%, to 4796.56.
In Europe, the FTSE 100 index fell 0.25% to 7385. The French CAC40 index rose 0.90% to 7217 points. Germany’s DAX index rose 0.86% to 16021.
(Bairui wins)
