I. Hexin strategy
On Monday, the A-share market index fluctuated higher after opening low, and the volume of the whole day could shrink. Medical devices, agriculture, forestry, animal husbandry and fishery sectors were at the forefront of the increase list. Huawei Euler related concept stocks pulled up strongly, and the profit-making effect began to appear gradually. Years ago, the red envelope market was imminent, and the money making market is worth looking forward to. At present, we need to continue to observe patiently and buy more bargains on bargain hunting. The pre disclosure of the annual report is a big play in the future.
Hexin’s view: the general trend software market shows that today, the market index stopped falling and stabilized near 3600, the northward capital flowed in one after another, and the profit-making effect began to explode. Before the Spring Festival, the stock capital game, seize the undervalued and high-quality targets, and buy more bargains. In the same sentence, the targets that are sure of the beginning of the year 2022 can be appropriately absorbed on bargain hunting and patiently wait for the reversal to break out.
II. Message plane
1. At present, China has more than 350000 enterprise names or business scope, including about 822000 patent applications for “integrated circuits and chips”
According to tianyancha data, there are more than 350000 chip related enterprises in China whose names or business scope include “integrated circuits and chips” and whose status is in business, surviving, moving in and moving out. Among them, nearly 30% of relevant enterprises have been registered within one year, and nearly 80% of relevant enterprises have been established within five years. From the perspective of patent applications, the total number of patent applications of chip related enterprises in China is about 822000. Among them, invention patents account for the largest proportion, with a total of more than 436000, accounting for 53%.
2. The scale of RMB bonds held by overseas institutions exceeded the 4 trillion yuan mark
According to the data released by the Shanghai headquarters of the people’s Bank of China on January 10, as of the end of December 2021, overseas institutions held 4 trillion yuan of inter-bank market bonds, an increase of about 750 billion yuan compared with the end of December 2020. Treasury bonds and policy financial bonds are the “Favorites” of overseas institutions, accounting for nearly 90% of their total debt holdings. This fully demonstrates the confidence and expectations of overseas institutions in China’s economy.
(source: Hexin investment consulting)
