brief description of disk
Affected by the sharp decline in the periphery, A-Shares opened low and walked low on Thursday morning, gradually stopped falling and rebounded one hour after the opening, and the stock index was mainly sideways in the afternoon. On the disk, traditional Chinese medicine, cement building materials, engineering construction, environmental protection, steel, decoration building materials, auto parts, engineering machinery, paper printing and other industries led the rise, while industries such as games, securities, cultural media, airports, education, automobile, insurance and wine making made a slight correction. In terms of theme stocks, salt lake lithium, exclusive drugs, heparin concept, traditional Chinese medicine concept, Beijing Winter Olympics, sponge city and vaccine cold chain led the rise, while virtual digital man, meta universe, cloud games, NFT concept, e-sports, prefabricated vegetable concept and Huawei shengteng led the decline.
hot plate
Cement building materials strengthened: Beijing Hanjian Heshan Pipeline Co.Ltd(603616) , Jinyuan Ep Co.Ltd(000546) , Shandong Longquan Pipeline Engineering Co.Ltd(002671) , Anhui Honglu Steel Construction(Group) Co.Ltd(002541) limit, Gansu Shangfeng Cement Co.Ltd(000672) , Huaxin Cement Co.Ltd(600801) , Hangxiao Steel Structure Co.Ltd(600477) , Huaxin Cement Co.Ltd(600801) , Xinjiang Tianshan Cement Co.Ltd(000877) , Changjiang & Jinggong Steel Building(Group)Co.Ltd(600496) , Anhui Fuhuang Steel Structure Co.Ltd(002743) , Guangdong Tapai Group Co.Ltd(002233) led the increase.
The concept of Beijing Winter Olympics is stronger: Cofco Engineering & Technology Co.Ltd(301058) , Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Beijing North Star Company Limited(601588) , Hunan Hualian China Industry Co.Ltd(001216) , Fujian Snowman Co.Ltd(002639) , Shanghai Challenge Textile Co.Ltd(002486) , Beijing Jingcheng Machinery Electric Company Limited(600860) limit, Beijing Dynamic Power Co.Ltd(600405) , Cultural Investment Holdings Co.Ltd(600715) , Moon Environment Technology Co.Ltd(000811) , Hangzhou Wensli Silk Culture Co.Ltd(301066) , Beijing Sanfo Outdoor Products Co.Ltd(002780) etc. rose by more than 5%.
Project construction strengthened in the afternoon: Cofco Engineering & Technology Co.Ltd(301058) , Huitong group, East China Engineering Science And Technology Co.Ltd(002140) , Shanghai Geoharbour Construction Group Co.Ltd(605598) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Longjian Road&Bridge Co.Ltd(600853) , China Aluminum International Engineering Corporation Limited(601068) limit, and Chongqing Construction Engineering Group Co.Ltd(600939) , China Energy Engineering Corporation Limited(601868) , China Communications Construction Company Limited(601800) , Long Yuan Construction Group Co.Ltd(600491) , Zhejiang Southeast Space Frame Co.Ltd(002135) rose by more than 6%.
The Chinese medicine sector rose sharply in the afternoon: Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Shaanxi Kanghui Pharmaceutical Co.Ltd(603139) , Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Renhe Pharmacy Co.Ltd(000650) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) rose by more than 6% as Li Yao, Jianmin Pharmaceutical Group Co.Ltd(600976) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) , Xiangxue Pharmaceutical Co.Ltd(300147) , Beijing Tongrentang Co.Ltd(600085) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Jiangzhong Pharmaceutical Co.Ltd(600750) .
message plane
multi sectoral intensive deployment and clear direction of steady growth
Recently, several ministries and commissions have intensively deployed policies related to steady growth in 2022. Experts say that the driving force of economic growth in 2022 will come from manufacturing investment with scientific and technological innovation as the core, accelerated infrastructure investment, gradually recovering consumption and sustained good exports. Active fiscal policy will become an important means to promote economic development, and monetary policy will cooperate with fiscal policy and industrial policy.
behind the 100 billion yuan reduction of senior executives of thousands of Companies: short-term trading and window trading
Data show that in the past year, the directors, supervisors and senior managers of 1107 listed companies in Shanghai and Shenzhen have reduced their holdings, with a total cash out of about 110.155 billion yuan. Moreover, combined with the information previously publicly reported by the regulatory authorities, it can be found that there is no lack of short-term trading, window trading, insider trading and other behaviors in these holdings reduction.
the trillions of blue ocean leaders detonated in the Winter Olympic Games have been connected for six times!
Boosted by the approaching winter Olympic Games, the concept plate of ice and snow industry performed strongly, and Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) in the plate increased the daily limit in the morning, realizing the daily limit for six consecutive trading days. At the same time, the large infrastructure sector is rising. Concept sectors such as cement manufacturing, large infrastructure central enterprises and western infrastructure dominated the list of gains.
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 market judgment: in the early morning, the Federal Reserve released the minutes of the meeting. It is expected that the interest rate increase will be advanced and the table contraction will be discussed, which will have a great impact on US stocks. The NASDAQ index fell by more than 3%, and large technology stocks generally fell. It is expected that the gem will open low today, but after continuous adjustment, it is expected to rebound. Investors need not worry too much.
actually:
In early trading, the strong meta universe, NFT concept and cloud game sectors fell sharply on Wednesday. China Mobile touched the issue price on the second day of listing, which seriously hit the market's long confidence. The market opportunity lies in the linkage of ah shares ( Beijing Jingcheng Machinery Electric Company Limited(600860) , China Aluminum International Engineering Corporation Limited(601068) , Beijing North Star Company Limited(601588) , Shandong Molong Petroleum Machinery Company Limited(002490) ), as well as some new theme stocks, such as Beijing Winter Olympics, Helicobacter pylori, etc.
In the afternoon, the Chinese medicine sector rose sharply, and the growth of cement and building materials, engineering construction, environmental protection and engineering machinery expanded. However, securities and insurance dragged down the market, the market still failed to get rid of the decline, and a large net outflow of funds went north.
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 in the middle line, and pay attention to smart driving, chips and other technology stocks with large growth space.
(Jufeng Finance)
