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In the first week of 2022 (from January 4 to January 7), the three major A-share indexes fell for four consecutive days. As of the closing on January 7, the Shanghai Stock Index (00000 1. SH) fell below the integer level of 3600 points to close at 3579.54 points, with a cumulative decline of 1.66% this week; The gem index (399006. SZ) fell 6.8% in the week, closing at 3096.88 points and losing 3100 points; The Shenzhen composite index fell 3.46% this week to close at 14343.65 points.
In terms of trading volume, the turnover of this Thursday’s trading days exceeded 1 trillion yuan; BEIXIANG capital has accumulated a net purchase of more than 6.2 billion yuan this week.
Industry sector, the market is significantly shifting, the new energy (lithium batteries, photovoltaic, wind power), semiconductor, medicine and other track races represented a sharp callback, “power battery brother” Contemporary Amperex Technology Co.Limited(300750) (300750.SZ) has fallen to a “technical bear market”, and military industry Baijiu and other weak performance. However, the concepts of traditional Chinese medicine, Yuan universe and digital currency have increased in turn, the theme of large infrastructure has generally strengthened, the real estate sector has also driven the rise of industrial chains such as household appliances, and undervalued blue chips such as banks and insurance have also shown.
For the future market, Soochow Securities Co.Ltd(601555) pointed out that after the continuous sharp decline of a shares, it is expected to usher in a moderation period in the short term, but the rebound still needs to wait and see. In terms of operation, it is recommended to control positions, see more and move less, moderately increase the allocation of low-level blue chips, so as to realize the balanced allocation of value and growth, and focus on the reverse layout opportunities of large finance, new and old infrastructure and epidemic damaged industries.
In terms of peripheral markets, major global indexes rose or fell this week. Affected by factors such as the rising expectation of interest rate hike by the Federal Reserve and the rising yield of US bonds, the three major indexes of US stocks fell collectively this week. The NASDAQ index fell for four consecutive days this week, falling 4.53% to 14935.90 points, and the S & P 500 index (GSPC. US) fell 1.87% this week. However, the Hang Seng Index (HSI. HK) rebounded slightly this week, and major European indexes rose to varying degrees.
Jay pestricell, co-founder of zega finance, said that after 2021, the US stock market is undergoing a transformation in a sense. Compared with the market, individual stocks are experiencing greater fluctuations, and the leading plate of the market is also changing. Faced with the expectation of the Fed raising interest rates, investors are reconsidering high valuation technology stocks.
1 . The CSRC has issued many heavy messages, and many rules have changed
On January 7, the CSRC issued more than 20 rules at one go, involving on-site inspection of listed companies, rules for independent directors, board transfer system, suspension and resumption system, etc. the above rules are the measures taken by the CSRC to organize the integration of supervision and regulation system, promote the improvement of basic systems, and form a scientific, hierarchical, standardized, reasonable and coordinated supervision and regulation system. For example, in the guidance on the board transfer of Listed Companies in Beijing stock exchange, the “national share transfer companies” and “selected layer companies” are revised to “Beijing stock exchange” and “listed companies in Beijing stock exchange”, and the “board transfer listing” is revised to “board transfer”. It is proposed to introduce the market maker mechanism into the science and innovation board.
2 . State Council Office: by 2025 , the national railway and waterway freight volume will increase by about 10% and 12% respectively compared with 2020 } 123456}
Recently, the general office of the State Council issued and promoted the work plan for the development, optimization and adjustment of transportation structure of multimodal transport (2021-2025). It aims to significantly improve the development level of multimodal transport by 2025 and basically form a development pattern dominated by railways and waterways for medium and long-distance transportation of bulk goods and containers. The freight volume of Railways and waterways in China will increase by about 10% and 12% respectively over 2020, The volume of container hot metal intermodal transport has increased by more than 15% annually.
3 . Shanghai Municipal Commission of economy and information technology: layout new tracks such as digital economy, green low carbon and yuanuniverse
Recently, the Shanghai Municipal Commission of economy and information technology held a meeting, emphasizing the need to focus on the layout of the track, the strength of advantages, enterprise education, industrial growth and other problem-solving, come up with practical measures, formulate “one track and one plan”, hold the “bull nose” of the super application scenario, cultivate, expand and develop new energy, and focus on new tracks such as digital economy, green low-carbon and meta universe.
4 , a four-day drop of 12% ! Annual champion Cui Chenlong said: the new energy sector is killing valuation
In the first four trading days of 2022, new energy, lithium battery, photovoltaic and other high prosperity tracks were hit hard. Affected by this, the net value of several funds has significantly retreated, especially Cui Chenlong, the champion of public offering in 2021. The non cyclical decline of Qianhai Kaiyuan Shanghai, Hong Kong and Shenzhen under his management exceeded 12%. In this regard, Cui Chenlong said that under the condition of excellent fundamentals in the new energy sector, there has been a large decline in the industry as a whole. It is a fact to kill the valuation. The new energy sector is far from the ceiling and is still firmly optimistic about the long-term investment opportunities of new energy.
5 , 4599 yuan / bottles! Kweichow Moutai Co.Ltd(600519) (600519. SH) wine ( treasures) determination of retail guide price
After it was officially launched on December 29, 2021, Kweichow Moutai Co.Ltd(600519) wine (treasures) has always had different opinions on the guide price of the first high-end new product released in the new era of high quality and strong industry. On January 8, Maotai officially released accurate information. The retail guide price of 53% vol 500ml Kweichow Moutai Co.Ltd(600519) wine (rare) is 4599 yuan / bottle.
6 . Shanghai real estate leaders surrendered themselves! A reward of tens of millions was offered, and its a shares plunged by 10 billion
The Shanghai real estate tycoon who was once offered a reward of 10 million by the Qingdao court surrendered himself! On January 8, Zhongchang Big Data Corporation Limited(600242) (600242. SH) announced that the company had recently received a notice from the actual controller Chen Jianming that Chen Jianming had taken the initiative to go to Shanghai Public Security Bureau on December 24, 2021 to cooperate with Shanghai Public Security Bureau to investigate the case of securities market manipulation.
7. Public funds prepare for the “new season”! This year, we will focus on investing in these three main lines
From the recent intensive release of investment strategies for 2022, mainstream public offering institutions believe that the market in the new year may bid farewell to the extreme interpretation of last year’s style, and the market trend will be more balanced in the future. In the new year, they are mainly optimistic about three investment directions: first, continue to be optimistic about high prosperity directions such as new energy and photovoltaic, and second, pay close attention to the changes of undervalued sectors such as banks, real estate and Hong Kong stocks; Third, we favor investment opportunities in consumption, medicine, tax exemption and other sectors.
On January 12, EIA will release the monthly short-term energy outlook report. Driven by supply concerns, Brent crude oil and US WTI crude oil futures, two major global indicators, both rose by about 5% in the first week of the new year.
Impact plate: Oil
Affected stocks: Petrochina Company Limited(601857) (601857. SH), China Petroleum & Chemical Corporation(600028) (600028. SH), Xinjiang Zhundong Petroleum Technology Co.Ltd(002207) (002207. SZ), Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) (000554. SZ), etc
According to the issuance arrangement, four new shares will be issued next week (January 10 to October 14), namely Chengda pharmaceutical, xidiwei, Yidong electronics and wanlang magnetic plastic.
Next Monday (January 10), you can apply for Chengda pharmaceutical;
Next Tuesday (January 11), you can apply for xidiwei;
Next Wednesday (January 12), you can apply for Yidong electronics;
Next Thursday (January 13), wanlang magnetic plastic can be purchased.
Among them, the subscription code of Chengda pharmaceutical is 301201, which is mainly committed to providing cdmo services for key pharmaceutical intermediates for multinational pharmaceutical enterprises and pharmaceutical R & D institutions, and engaged in the R & D, production and sales of L-carnitine series products. After more than 20 years of accumulation, the terminal drugs that the company serves involves anti-cancer, AIDS, hepatitis B, hepatitis C, Parkinson’s disease and so on.
The subscription code of Xidi micro is 787173. Its main business is the R & D, design and sales of analog integrated circuits such as power management chips and signal chain chips. It is one of China’s leading semiconductor and integrated circuit design enterprises.
The subscription code of Yidong electronics is 301123. Its main business is the R & D, production and sales of precision electronic components such as FPC, connector components and LED backlight modules. It occupies an important market position in the field of precision electronic components.
Wanlang magnetoplastic has a purchase code of 732150. Its main business is the R & D, production, processing and sales of various refrigerator plastic parts with refrigerator door seal as the core. It is a leading manufacturer of refrigerator door seal plastic parts in China.
(source: First Finance)
