Rebound trend not destroyed

Double financing balance

As of January 4, the balance of the two financial institutions of Shanghai Stock Exchange was reported as 980045 billion yuan, a decrease of 557 million yuan compared with the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 854.831 billion yuan, an increase of 3.242 billion yuan over the previous trading day; The two cities totaled 1834.876 billion yuan, an increase of 2.685 billion yuan over the previous trading day.

Latest views

On Tuesday, the two A-share stock indexes opened high and went low. As of the close, the Shanghai index fell 0.20%, the Shenzhen Component Index fell 0.44%, the gem index fell 2.18%, the Shanghai and Shenzhen 300 fell 0.46%, the Shanghai 50 fell 0.31%, and the China Securities 500 fell 0.07%. The number of gainers in the two cities was 3290, higher than the average value of 2593 last week and higher than 2721 in the previous trading day. The number of daily limit was 124, higher than the average value of 78 last week and higher than 72 on the previous trading day. The net inflow of northbound funds was 460 million yuan, the average value of last week was 3.667 billion yuan, and the net inflow on the previous trading day was 4.573 billion yuan. The turnover of the two cities was 1268.6 billion yuan. The A-share Shanghai Stock Index bottomed out and rebounded, while the GEM market was dragged down by new energy sectors and cro and other track stocks, so it was difficult for new sectors to form hedging, and finally fell 2.18%. Although the first trading day in 2022 was “black”, the short-term rebound market has not ended. The economic situation in the fourth quarter of 2021 was better than the market had expected. With good economic conditions and current loose liquidity, the Shanghai stock index is still expected to make a breakthrough in the area above 3700 points, while the gem index has appeared multi cycle deviation passivation at the level of 60-90-120 minutes, The decline on Tuesday was mainly concentrated in the 60 minutes in the morning, and then the index fell significantly. At present, there is no need to be too pessimistic. The market is still in the rhythm of shock, coming and going.

Topic tracking

Today’s focus: virtual digital human, traditional Chinese medicine, pig breeding theme

1. Virtual digital Man Theme: Virtual Digital man is one of the important “media” linking reality and meta universe scene. It can become an important way for people to present themselves and form self-identity in the meta universe, and an interactive carrier between people, people and things. With the in-depth learning and content generation of artificial intelligence, voice and visual recognition technology is becoming more and more mature. Virtual digital human is becoming intelligent, convenient, refined and diversified. The development outline of the 14th five year plan points out that it is necessary to improve the digital intelligence construction level of enterprises. The landing of virtual digital people in government affairs, finance, transportation, logistics, retail, manufacturing and other industries has also helped different industries to realize the digital intelligence transformation of services and marketing. Suggestions: Silkroad Visual Technology Co.Ltd(300556) (300556), Bluefocus Intelligent Communications Group Co.Ltd(300058) (300058)

2. Theme of traditional Chinese medicine: on December 30, the State Food and Drug Administration and other eight departments jointly issued the national plan for drug safety and promoting high-quality development in the 14th five year plan, which proposed that at the end of the 14th five year plan, new steps were taken in the inheritance, innovation and development of traditional Chinese medicine, and a review evidence system combining traditional Chinese medicine theory, human experience and clinical trial was preliminarily established, Gradually explore and establish safety evaluation methods and standard system in line with the characteristics of traditional Chinese medicine, and the modern supervision system of traditional Chinese medicine will be more perfect. Since this year, the favorable policies of traditional Chinese medicine have occurred frequently. Inheritance, innovation and coordinated development of traditional Chinese and Western medicine have become national strategies. At present, the performance of traditional Chinese medicine enterprises has ushered in marginal improvement, and the industry is expected to usher in greater development in the future. Suggestions: Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) (300519), Shanghai Kaibao Pharmaceutical Co.Ltd(300039) (300039)

3. Pig breeding theme: on December 22, the Ministry of agriculture and rural areas formulated and issued the development plan of the national animal husbandry and veterinary industry during the 14th five year plan, making systematic arrangements for the development of the national animal husbandry and veterinary industry during the 14th Five Year Plan period. It is mentioned that efforts should be made to build two trillion level industries of pigs and poultry, and pig breeding should be guaranteed by policies. The end of the year is the peak season of traditional pork consumption, and the demand for pork is rising. At the same time, the depolymerization of fertile sows has reached about 7%. In the first quarter of 2022, it is expected to accelerate the depolymerization under the low pig price. The market’s expectation of the future reversal of the pig cycle will be re strengthened and the performance of the catalytic plate will be improved. It is suggested to pay attention to: Muyuan Foods Co.Ltd(002714) (002714), Tecon Biology Co.Ltd(002100) (002100).

Risk statement

The epidemic has not been effectively controlled, the macro economy has unexpectedly declined, the liquidity crunch has intensified, and the industrial policies are lower than expected.

 

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