Double financing balance
As of January 10, the two financial balances of Shanghai Stock Exchange reported 968.025 billion yuan, an increase of 943 million yuan over the previous trading day; The two financial balances of Shenzhen Stock Exchange reported 848.183 billion yuan, an increase of 666 million yuan over the previous trading day; The two cities totaled 1816.208 billion yuan, an increase of 1.609 billion yuan over the previous trading day.
Latest views
On Monday, the three major A-share indexes were mixed. As of the close, the Shanghai index rose 0.39%, the Shenzhen Component Index rose 0.44%, the gem index fell 0.04%, the Shanghai and Shenzhen 300 rose 0.45%, the Shanghai 50 rose 0.40%, and the China Securities 500 rose 0.22%. The number of gainers in the two cities was 3050, higher than the average value of 2081 last week and higher than 975 in the previous trading day. The limit was 89, higher than the average value of 86 last week and 50 on the previous trading day. The net inflow of northbound funds was 4.758 billion yuan, the average value of last week was 1.551 billion yuan, and the net inflow on the previous trading day was 9.335 billion yuan. The turnover of the two cities was 1052.5 billion yuan. After the signal to stop the decline of A-Shares appeared, the market rebounded for the first time on Monday. The scale of net capital inflow to the north is close to 5 billion yuan. The signal of market warming has been very obvious. After the short-term sharp decline of growth stocks, the spatial advantage has been gradually reflected, and the liquidity and economic environment do not support the trend breaking decline of a shares. It is recommended that investors reverse the operation, Opportunities outweigh risks.
Topic tracking
Today’s focus: pig breeding, traditional Chinese medicine and prefabricated dishes
Pig breeding theme: on December 22, the Ministry of agriculture and rural areas formulated and issued the development plan of the national animal husbandry and veterinary industry during the 14th five year plan, making systematic arrangements for the development of the national animal husbandry and veterinary industry during the 14th Five Year Plan period. It is mentioned that efforts should be made to build two trillion level industries of pigs and poultry, and pig breeding should be guaranteed by policies. The end of the year is the peak season of traditional pork consumption, and the demand for pork is rising. At the same time, the depolymerization of fertile sows has reached about 7%. In the first quarter of 2022, it is expected to accelerate the depolymerization under the low pig price. The market’s expectation of the future reversal of the pig cycle will be re strengthened and the performance of the catalytic plate will be improved. It is suggested to pay attention to: Muyuan Foods Co.Ltd(002714) (002714), Tecon Biology Co.Ltd(002100) (002100)
Theme of traditional Chinese medicine: on December 30, the State Food and Drug Administration and other eight departments jointly issued the national plan for drug safety and promoting high-quality development in the 14th five year plan, which proposed that at the end of the 14th five year plan, new steps were taken in the inheritance, innovation and development of traditional Chinese medicine, and a review evidence system combining traditional Chinese medicine theory, human experience and clinical trial was preliminarily established, Gradually explore and establish safety evaluation methods and standard system in line with the characteristics of traditional Chinese medicine, and the modern supervision system of traditional Chinese medicine will be more perfect. Since this year, the favorable policies of traditional Chinese medicine have occurred frequently. Inheritance, innovation and coordinated development of traditional Chinese and Western medicine have become national strategies. At present, the performance of traditional Chinese medicine enterprises has ushered in marginal improvement, and the industry is expected to usher in greater development in the future. Suggestions: Zhejiang Xinguang Pharmaceutical Co.Ltd(300519) (300519), Shanghai Kaibao Pharmaceutical Co.Ltd(300039) (300039)
Theme of prefabricated food: Prefabricated food refers to the use of standardized procedures, centralized production through the central kitchen, scientific packaging, freezing technology preservation, heating or steam frying and other cooking methods, which can be directly used as a convenient specialty on the table. Prefabricated food caters to the lifestyle of young consumer groups under the fast-paced life. In China’s catering market in the future, prefabricated dishes have great market space and growth potential. In addition, due to the repeated epidemic and the increasing frequency of family meals, and the approaching Spring Festival, the catering market has entered the traditional peak consumption season. Under the background of the repeated epidemic and the Spring Festival, the sales volume and operating income of the concept of prefabricated dishes are expected to increase. It is suggested to pay attention to: New Hope Liuhe Co.Ltd(000876) (000876), Longda food (002726) and Tech-Bank Food Co.Ltd(002124) (002124).
Risk tips
The epidemic has not been effectively controlled, the macro economy has unexpectedly declined, the liquidity crunch has intensified, and the industrial policies are lower than expected.
