Bounce! Shanghai and Shenzhen stock markets closed up after bottoming out in the morning, but the gem index closed down for six consecutive trading days.
The three major A-share indexes opened slightly lower on January 10, and walked out of the bottom recovery trend in the morning, and the Shanghai index gained support again in the half year line. In the afternoon, the two cities maintained a red market shock.
The composite index closed at 350.52% on October 1; The Kechuang 50 index rose 0.98% to 1318.27; The Shenzhen Composite Index rose 0.44% to 14406.97 points; The gem index fell 0.04% to 3095.69.
Statistics show that 3092 in the two cities rose, 1423 fell and 157 were flat.
On January 10, the two markets traded 1051.4 billion yuan, a sharp decrease of 155.8 billion yuan compared with 1207.2 billion yuan on the previous trading day, exceeding 1 trillion yuan for the seventh consecutive trading day. Among them, the turnover in Shanghai was 443.4 billion yuan, a decrease of 59.5 billion yuan compared with 502.9 billion yuan on the previous trading day, and the turnover in Shenzhen was 608 billion yuan.
A total of 95 stocks in Shanghai and Shenzhen rose by more than 9%, and 16 stocks fell by more than 9%.
The total net inflow of northbound funds on January 10 was 4.758 billion yuan. Among them, the net inflow of Shanghai Stock connect was 2.914 billion yuan and that of Shenzhen Stock connect was 1.844 billion yuan.
pork stocks broke out again
In terms of sectors, the agriculture, forestry, animal husbandry and fishery sector led by pork continued to rebound at the bottom, Shandong Xiantan Co.Ltd(002746) (002746), Tangrenshen Group Co.Ltd(002567) (002567), Wellhope Foods Co.Ltd(603609) (603609) limit, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) (300967), Fujian Aonong Biological Technology Group Incorporation Limited(603363) (603363), Tianjin Ringpu Bio-Technology Co.Ltd(300119) (300119) rose by more than 7%.
The pharmaceutical and biological sector led by covid-19 detection rose higher, and nearly 20 stocks such as Shenzhen Bioeasy Biotechnology Co.Ltd(300942) (300942), Tellgen Corporation(300642) (300642), Cspc Innovation Pharmaceutical Co.Ltd(300765) (300765), Yabao Pharmaceutical Group Co.Ltd(600351) (600351), Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) (002317), Thalys Medical Technology Group Corporation(603716) (603716) rose by more than 10%.
The public utilities sector led by green power led the decline, Cecep Wind-Power Corporation(601016) (601016), Zhejiang Sunoren Solar Technology Co.Ltd(603105) (603105) fell by more than 6%, and Chongqing Fuling Electric Power Industrial Co.Ltd(600452) (600452), An Hui Wenergy Company Limited(000543) (000543), China Suntien Green Energy Corporation Limited(600956) (600956) fell by more than 2%.
Media stocks performed poorly, Central China Land Media Co.Ltd(000719) (000719), Guizhou Bc&Tv Information Network Co.Ltd(600996) (600996) once fell to the limit, Rastar Group(300043) (300043), Zhejiang Huamei Holding Co.Ltd(000607) (000607), Cultural Investment Holdings Co.Ltd(600715) (600715), Kunlun Tech Co.Ltd(300418) (300418) fell by more than 3%.
maintain the interval shock pattern of "top and bottom"
Guotai Junan Securities Co.Ltd(601211) believes that the contraction of the two cities fluctuated, the Shanghai index tested the support near the lower half year line again, and the gem continued to hit a short-term low. At the beginning of the new year, the signs of fund position adjustment and stock exchange were very obvious, and the funds moved from the high boom track to the plate with relatively low valuation and low share price. We previously suggested in Xiaojun's settlement that the recurrence of the global epidemic will inhibit the recovery of market risk appetite, and the short-term market is expected to maintain the range shock pattern of "top and bottom". Recently, the market short momentum has been significantly released, so there is no need to panic too much.
Therefore, Guotai Junan Securities Co.Ltd(601211) suggested that the layout should be arranged in the operation. In the callback, the stocks with better performance expected to be sold can be expected to be placed in the direction of big financial and big consumption, such as brokers, household appliances, Baijiu and so on. In addition, in terms of theme investment, we can continue to pay attention to traditional Chinese medicine, metauniverse, consumer electronics, etc.
Shanxi Securities Co.Ltd(002500) believes that at present, the overall A-share market still shows an obvious structural market. In the window period of overseas interest rate hike, China is still expected to maintain a reasonable margin of liquidity. Under this support, the market may enter the "high-low switching" stage, and the undervalued board is expected to be the first to be repaired, Previously, some track stocks with high congestion may face greater selling pressure in the adjustment. On the whole, "structural bull" will become the main line of market style throughout 2022. At present, it may coincide with the better allocation period of switching to low market blue chips. It is suggested to actively adjust positions and grasp the opportunities in the "high-low switching" of the market.
China Industrial Securities Co.Ltd(601377) believes that continue to be optimistic about the undervalued repair market. For the "new half army" and other hard science and technology plates, combined with the five crowding index and previous callbacks, the current adjustment space has been relatively adequate. In the short term, on the one hand, grasp the phased opportunities for the repair of undervalued real estate chain, infrastructure chain and securities companies, on the other hand, lay out "small high-tech" with long fighting short and bargain hunting. Focus on three directions: 1) real estate chain and infrastructure chain: on the one hand, benefiting from marginal changes in policies, "steady growth" is expected to rise. On the other hand, the subsequent monetary and credit is expected to be further relaxed, which will also bring about the valuation repair of infrastructure, real estate and other sectors. 2) Securities companies: "fully implement the stock issuance registration system" is expected to support the long-term performance of securities companies. At the same time, with the continuous deduction of the cross-year market, as a plate with strong linkage with the market, securities companies β Attributes will also be fully interpreted and released. 3) The scientific and technological growth represented by "small high tech" is arranged on a bargain hunting basis. Recently, the scientific and technological growth plate has been adjusted, which is mainly disturbed by factors such as position, mood and style. However, in combination with the five congestion indicators and previous callbacks, the space for subsequent adjustment may be limited. In the medium and long term, scientific and technological growth is still the inevitable choice for high-quality development and bigger cake under common prosperity.
(source: surging News)
