Financial Highlights
1. Bureau of Statistics: in 2021, CPI increased by 0.9% year-on-year, and in December, CPI increased by 1.5% year-on-year.
2. 229 listed companies disclosed the performance forecast for 2021, and more than 80% of the companies were pleased.
3. Ministry of industry and information technology: 3521000 Shanxi Guoxin Energy Corporation Limited(600617) vehicles will be sold in 2021.
4. In 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery sales reached 186.0gwh, with a year-on-year increase of 182.3%.
5. The bid opening of centralized procurement of Chinese patent medicines in China, and the winning price decreased by 42.27% on average.
A-share market overview
On Wednesday (January 12), the A-share market opened higher and rose slightly. In the morning, the stock indexes of the two cities jumped higher and opened higher. The track stocks such as new energy lithium battery, photovoltaic, power grid equipment and food and beverage rebounded as a whole, driving the stock index to rise steadily. In the afternoon, with more industries joining the rebound, the stock index continued to rise, The stock index basically showed the operation characteristics of unilateral shock and rise throughout the day. The growth enterprise market rebounded sharply on Wednesday, and the performance of the component index was significantly stronger than that of the main board market.
Future research and investment suggestions
On Wednesday, the A-share market opened higher and went higher with a slight shock. In the morning, the stock indexes of the two cities jumped higher, the track stocks that continued to decline in the early stage rebounded as a whole, and the new energy lithium battery, photovoltaic equipment, automobile, food and beverage and other industries rose in turn, driving the stock index to rise steadily. In the afternoon, more industries joined the rebound, which boosted the continuous rise of the stock index. The Shanghai index basically showed the operation characteristics of unilateral shock rise throughout the day. On Wednesday, the stock indexes of the two cities rebounded significantly, but the trading volume continued to maintain at about 1 trillion yuan, and the characteristics of the stock game remained the same. At present, the hot spots in the market change frequently, the sustainability of leading hot spots is not strong, and the off-site funds are in a heavy wait-and-see mood. It is recommended to allocate them in a balanced manner.
It is expected that the Shanghai index is more likely to rise slightly in the short term, and the gem is more likely to continue to rebound in the short term. We suggest investors to focus on investment opportunities in engineering construction, chemical fertilizer, medicine, automobile and non-ferrous metals in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
