Outlook:
Tuesday is the first trading day in 2022. The overall market presents a shock pattern of opening high and going low, with slightly weak performance. In the morning, the three major indexes opened higher, but with the weakness of the gem, the index fell back and turned green. In the afternoon, the Shanghai index and Shenzhen Composite Index bottomed out and narrowed, while the gem index continued to maintain a low level and consolidated to the close, leading the decline of other indexes. Individual stocks rose more or fell less, with agriculture, forestry, animal husbandry and fishery, media, comprehensive, transportation and social services leading the gains; Power equipment, non-ferrous metals, medicine and biology, public utilities and basic chemical industry led the decline. In terms of market environment, China’s Caixin manufacturing PMI index recorded 50.9 in December, better than expected; In addition, the Ministry of Finance and other four departments issued financial subsidy policies for the promotion and application of new energy vehicles in 2022, proposing that the subsidy standard for new energy vehicles in 2022 will decline by 30% on the basis of 2021. From the technical point of view, the opening of the market in 2022 was somewhat volatile, with active performance in the concept sectors such as traditional Chinese medicine, yuancosmos and agriculture, while the performance of new energy vehicles and innovative drugs in the high boom track was relatively low, with obvious market differentiation. The trading of the two cities remained active. The central bank returned 260 billion yuan in the open market on Tuesday, but the capital interest rate was low, indicating that the capital side was still relatively abundant, It is expected that the market is expected to strengthen in repeated shocks, focusing on the change of volume energy and plate rotation. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, building materials, TMT and other industries.
