brief description of disk
On Wednesday, A-Shares opened low and went low. The Shanghai index retreated 3600 points, and the gem fell more than 2%. On the disk, games, jewelry, petroleum, insurance, banking, port shipping and other industries rose slightly, led by wind power equipment, traditional Chinese medicine, aerospace, photovoltaic equipment, power industry, semiconductor, battery, chemical pharmacy, electronic components, motor, auto parts, medical services, non-metallic materials and other industries. In terms of theme stocks, Shangtang concept, cloud game, prefabricated vegetable concept, NFT concept, virtual digital man, pork concept, digital currency, e-sports, etc. led the rise, while helium concept, exclusive medicine, traditional Chinese medicine concept, super fungus, 3D camera, syringe concept, hair medicine, etc. led the decline.
hot plate
The game industry strengthened: Rastar Group(300043) , Shenzhen Zqgame Co.Ltd(300052) 20% limit, Silkroad Visual Technology Co.Ltd(300556) , Avit.Ltd(300264) more than 10%, and Dalian Zeus Entertainment Co.Ltd(002354) limit, Tangel Culture Co.Ltd(300148) , Hubei Century Network Technology Inc(300494) , Meisheng Cultural & Creative Corp.Ltd(002699) , Kunlun Tech Co.Ltd(300418) , Cultural Investment Holdings Co.Ltd(600715) , Kaiser (China) Culture Co.Ltd(002425) more than 4%.
The concept of Beijing Winter Olympics is stronger: Beijing Kingee Culture Development Co.Ltd(002721) , Beijing Caishikou Department Store Co.Ltd(605599) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) daily limit, Hes Technology Group Co.Ltd(002963) , China Quanjude(Group) Co.Ltd(002186) intraday limit, Sunvim Group Co.Ltd(002083) , Visual China Group Co.Ltd(000681) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , China Vanke Co.Ltd(000002) , Beijing Capital Development Co.Ltd(600376) , Guangdong Dongpeng Holdings Co.Ltd(003012) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) led the increase.
Support of financial stocks: Industrial Bank Co.Ltd(601166) , Bank Of Chengdu Co.Ltd(601838) , Ping An Bank Co.Ltd(000001) , Bank Of Ningbo Co.Ltd(002142) , Zhejiang Shaoxing Ruifeng Rural Commercial Bank Co.Ltd(601528) , Postal Savings Bank Of China Co.Ltd(601658) , Ping An Insurance (Group) Company Of China Ltd(601318) rose by more than 2%.
In the afternoon, hydrogen energy stocks rose: Beijing Jingcheng Machinery Electric Company Limited(600860) , Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) , Lanpec Technologies Limited(601798) , Lanzhou Greatwall Electrical Co.Ltd(600192) rose by the limit, Zhejiang Chunhui Intelligent Control Co.Ltd(300943) rose by more than 10%, with Fujian Snowman Co.Ltd(002639) , satellite chemistry and Shouhang High-Tech Energy Co.Ltd(002665) among the top gainers.
message plane
China Mobile is about to officially land in Shanghai and plans to buy back 10% of Hong Kong shares!
China Mobile (600941) was listed on Shanghai Stock Exchange on January 5, and all three operators landed a shares. Meanwhile, on the evening of January 4, China Mobile announced that it planned to repurchase no more than 2.048 billion Hong Kong shares and cancel them.
the subsidy standard for new energy vehicles has declined by 30%, and most auto enterprises are not in a hurry to raise prices
The survey found that new energy vehicles are crossing the turning point of marketization and gradually getting rid of the dependence on financial subsidies. The vast majority of auto companies are not in a hurry to raise prices, but give priority to maintaining market share. The intensive listing of a large number of high-quality models is expected to drive the rapid growth of new energy vehicle market in 2022.
countdown a month! The opening of the Beijing Winter Olympic Games is approaching, and the concept stocks take off early
On January 4, one month before the opening of the 2022 Beijing Winter Olympic Games, the Winter Olympic concept stocks were boiling ahead of time. As of the closing on the 4th, the Winter Olympics index of CSI Taurus app rose 2.98%, Hangzhou Arcvideo Technology Co.Ltd(688039) , Beijing Jiaxun Feihong Electrical Co.Ltd(300213) rose more than 10%, Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Skyworth Digital Co.Ltd(000810) , Shanghai Wondertek Software Co.Ltd(603189) and other harvest “one word” limit.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the macro level liquidity has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the spring offensive will come as scheduled.
Short term mood:
pre offer judgment: in the past two months, hydrogen energy, auto parts, UHV, energy storage, wind power, photovoltaic, metauniverse, lithium battery, real estate and other hot sectors have been rising one after another, with weak sustainability and great difficulty. After A-Shares fail to make a good start in 2022, the adjustment of three high stocks may intensify in the short term, and three low varieties such as undervaluing low and low prices are expected to make up for the rise.
In fact: today’s hot plate made a sharp correction. After the plate of traditional Chinese medicine rose 22% for 11 consecutive days, it fell sharply by 4% today. In addition, wind power, photovoltaic, auto parts, semiconductors, medical services and other sectors have made a sharp correction. Market funds poured into insurance, port shipping, household appliances, banks and other undervalued sectors to avoid risks.
The Big Mac China Mobile is listed today, with a half day trading volume of more than 10 billion, which has a certain diversion of market funds, and is also an important factor leading to the breakdown of the Shanghai composite index at 3600 in early trading. Subsequently, finance, real estate, wine, etc. pulled up to protect the market, and the Shanghai composite index recovered 3600 points.
In the afternoon, the stock index continued to fall, and the gem index fell by 3%, Contemporary Amperex Technology Co.Limited(300750) fell by more than 4%, and Sungrow Power Supply Co.Ltd(300274) fell by more than 5%. The Shanghai index fell more than 1% and the Shenzhen composite index fell nearly 2%.
On the whole, the three high stocks represented by Contemporary Amperex Technology Co.Limited(300750) fell and jumped on the gem. The market is worried about killing “Mao 50” after the Spring Festival last year. This year, it is copied from Yu Ning portfolio. Some panic and some deliberately dig pits and threaten. Under the dual effect, the market has accelerated adjustment. It is expected that after the adjustment of short-term three high stocks, the market will regain its upward trend.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year’s day, A-Shares will enter the window period of the annual report, and it is expected that there will be a new leading line. Before the market is clear, control positions, bargain hunting midline, and focus on technology stocks such as intelligent driving and chips with large growth space.
(Jufeng Finance)
