In January 13th, the three big indexes began diving again in the afternoon after the heavy drop of Baijiu plate. The real estate sector, which had contributed a lot to the Shanghai stock index, surged back to backwardness on Tuesday, opened adjustment, and led the synchronous decline of relevant concepts of the real estate industry chain. Under the pressure of the weight plate, the decline of the Shanghai index also expanded to 1%. Gem index (399006. SZ) is affected by the decline of lithium battery again. As the main direction of the current round of air attack, the sharp decline of lithium resources has seriously dampened market sentiment. Under the double kill of index and sentiment, the number of losers in the two cities exceeded 3000 again. In recent 9 trading days, 3000 rose one day and 3000 fell the next day. The two alternate with each other, so the sustainability of the plate can not be further improved.
On the disk, prefabricated dishes became the only bright spot in the two cities. Under the weak environment of the two cities, the plate rose by more than 5% against the trend, and the two 20cm limit of leading stocks Zhanjiang Guolian Aquatic Products Co.Ltd(300094) (300094. SZ) promoted a batch of stocks such as Jinling Hotel Corporation Ltd(601007) (601007. SH), Xi’An Catering Co.Ltd(000721) (000721. SZ), Haixin Foods Co.Ltd(002702) (002702. SZ), Springsnow Food Group Co.Ltd(605567) (605567. SH), Tongqinglou Catering Co.Ltd(605108) (605108. SH), Shandong Huifa Foodstuff Co.Ltd(603536) (603536. SH) to the second board, Occupy half of the board shares.
In 2014, the takeout industry began to flourish. By 2020, the epidemic situation will give birth to family consumption demand. The industry presents a tree development path from a few categories such as quick-frozen rice noodles to a variety of dishes, from first tier cities to second and third tier cities and even offline cities. At present, the industry scale exceeds 200 billion yuan, and there are more than 70000 enterprises related to prefabricated vegetables.
In terms of decline, the Baijiu plate accelerated in the afternoon, and Kweichow Moutai Co.Ltd(600519) (600519.SH) fell more than 4%, while Wuliangye Yibin Co.Ltd(000858) (000858.SZ) and Luzhou Laojiao Co.Ltd(000568) (000568.SZ) fell, while second line Baijiu (600702.SH), Anhui Gujing Distillery Company Limited(000596) (000596.SZ, 200596.SZ) and Anhui Gujing Distillery Company Limited(000596) (or) dropped. Since the Moutai and Wuliangye Yibin Co.Ltd(000858) “clink glasses” in mid December, the Baijiu index has been on the top and opened up a continuous decline. From December 13th to now, the plate has fallen by more than 10%.
The traditional Chinese medicine sector has been falling for the third time at a high level recently. The trend of the sector has changed from the upward trend in the early stage to the horizontal shock state, and the rotation rhythm of individual stocks in the sector has been further accelerated. After the positive line rebounded, once facing the pressure on the top of the box, it has dropped significantly in recent times.
The decline of lithium resources is a setback to the boom track. Since late December, the correlation between lithium resources and the market is very strong. On the day when the lithium resources sector performs well, the disk sentiment is relatively stable. Once the lithium resources rebound is not sustainable, the market shows an accelerated decline trend.
China Industrial Securities Co.Ltd(601377) (601377.SH) believes that for the “new half army” and other hard technology sectors, 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.
