On January 5, the three major indexes opened low and went low. The data showed that as of the close, the Shanghai Composite Index fell 1.02% to 3595.18 points; The Shenzhen composite index fell 1.80% to 14525.76 points; The gem index fell 2.73% to 3161.51. More than 3400 shares in the two cities floated green, with poor profit-making effect, and the transaction volume of the two cities exceeded trillion yuan for the fourth consecutive trading day.
On the disk, track stocks weakened, home appliance stocks rose, and the trend of banking, insurance and real estate was active. Analysts pointed out that the current market sentiment is more cautious, and the disk style begins to focus on value stocks. There are two main lines for the “restless spring” market.
track stocks weakened, household appliances, real estate and banks strengthened
On January 5, the three major A-share indexes opened low and went low, and the decline of gem index once expanded to 3%; The stock index fell more than 1% and fell below the integer mark of 3600 points.
Chinese medicine stocks continued to fall. Data show that as of the close, the traditional Chinese medicine index fell 3.97%. Among individual stocks, Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) fell 14.43%, Xiangxue Pharmaceutical Co.Ltd(300147) fell 10.36%, Zhejiang Jolly Pharmaceutical Co.Ltd(300181) fell 10.18%, Lanzhou Foci Pharmaceutical Co.Ltd(002644) , Xintian pharmaceutical, Jianmin Pharmaceutical Group Co.Ltd(600976) , Dali Pharmaceutical Co.Ltd(603963) , Teyi pharmaceutical, Jiuzhitang Co.Ltd(000989) fell by the limit.
The new energy track weakened. As of the close, Contemporary Amperex Technology Co.Limited(300750) fell 3.76% and Byd Company Limited(002594) fell 6.55%.
Home appliance stocks rose. The data showed that as of the close, the small appliance index rose by 1.77%. Among individual stocks, Beijing Roborock Technology Co.Ltd(688169) , Guangdong Xinbao Electrical Appliances Holdings Co.Ltd(002705) led the rise, with an increase of more than 6%; Gree Electric Appliances Inc.Of Zhuhai(000651) rose 3.91%.
The trend of banking, insurance and real estate is active. As of the close, China Vanke Co.Ltd(000002) rose 3.32%, Ping An Insurance (Group) Company Of China Ltd(601318) rose 2.10%, China Merchants Bank Co.Ltd(600036) rose 1.45%.
Among bank stocks, Industrial Bank Co.Ltd(601166) was the most eye-catching, with a sharp rise of 4.91% throughout the day and the largest intraday increase of 6.22%. As of the closing, the total market value of Industrial Bank Co.Ltd(601166) was 416.9 billion yuan. Stock bar shows that the popularity of Industrial Bank Co.Ltd(601166) has increased significantly. As of 5:20 p.m. on January 5, Industrial Bank Co.Ltd(601166) all share bar ranked 30th, up 473 from 9:30 a.m.
On the news front, yesterday, the Shanghai headquarters of the people’s Bank of China held a 2022 monetary and credit work conference and pointed out that we should continue to steadily implement the prudent management of real estate finance. Commercial banks should further optimize the credit structure, enhance their ability to serve the real economy, better meet the reasonable housing needs of home buyers, and promote the virtuous circle and healthy development of the real estate industry. Citic Securities Company Limited(600030) released a research report that it continues to be optimistic about the leading A-share real estate companies, which not only has no possibility of equity financing, but also does benefit from a relatively stable profitability and a small increase in market share.
northbound funds bought
On January 5, the net inflow of funds from the North was over 5.5 billion yuan. According to the data, as of the closing, the total net purchase of northbound funds was 3.046 billion yuan, including 2.92 billion yuan for Shanghai Stock connect and 126 million yuan for Shenzhen Stock connect. Northbound funds bought net for 7 consecutive days, with a total net purchase of more than 20 billion yuan.
According to the data, recently, the individual stocks that have received funds for continuous net purchase include Nari Technology Co.Ltd(600406) , New Hope Liuhe Co.Ltd(000876) , Anhui Kouzi Distillery Co.Ltd(603589) , Aecc Aviation Power Co Ltd(600893) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Risen Energy Co.Ltd(300118) , Chongqing Brewery Co.Ltd(600132) , and most of them closed down today.
China Mobile’s A-share debut rose 0.52%
China Mobile, the largest IPO record in nearly 10 years, landed on the Shanghai Stock Exchange today, opening up 9.41% and falling within the day. As of the close, it rose 0.52% to 57.88 yuan.
According to the securities analysis of Shenwan Hongyuan Group Co.Ltd(000166) , the risk of breaking the listing of China Mobile is less than China Telecom Corporation Limited(601728) . Under the escort of “green shoes”, China Telecom Corporation Limited(601728) did not break in the first month of listing, but it broke for the first time in the day after the expiration of the “green shoes” mechanism, and then the stock price continued to fluctuate at a low level.
the restless market in spring can grasp two main lines
“From the disk style, value stocks, whether large or small, crush growth stocks.” Soochow Securities Co.Ltd(601555) analysis, for individual investors, before the market is clear, they might as well see more and move less. For some high-level varieties, we still need to keep a vigilance. In terms of operation, it is recommended to control the position and moderately increase the allocation of low-level blue chips to achieve balanced position. In the direction, we can focus on the plight reversal industry, large finance and new and old infrastructure, and cautiously chase up the rise.
Looking forward to the “spring agitation” market in 2022, Gf Securities Co.Ltd(000776) suggests that the “spring agitation” of A-Shares should grasp the “double carbon new cycle” and economic changes. It said that the current market is still in a “feasible stage”. It is suggested to continue to focus on the industrial and policy clues under the “double carbon new cycle” and the medium-term prosperity expectation of the industry under the guidance of the “high-frequency expected prosperity observation model”, and layout the “spring agitation” market.
China Industrial Securities Co.Ltd(601377) believes that under the downward pressure of the economy, the “stable growth” at the policy end is already in force, and the market has entered the window of “wide currency” and marginal “wide credit”. Positive signals such as RRR reduction continue to appear, and the market expectation of policy relaxation will continue to heat up. With the continuous cashing and strengthening of the “wide currency” and marginal “wide credit” windows, the negative factors gradually subside, and the index market is still on the way.
(China Securities Journal)
