The three major A-share indexes collectively closed down today, of which the Shanghai index fell 1.17% to 3555.26 points; The Shenzhen Component Index fell 1.96% to close at 14138.34 points; The gem index fell 1.71% to close at 3083.14. The market turnover remained above 1 trillion yuan, reaching 1.09 trillion yuan today. More than 3200 stocks fell, most of the industry sectors closed down, led by the industries of traditional Chinese medicine, wind power equipment and chemical fertilizer, and the concept stocks of prefabricated vegetables bucked the market and set off a rising tide.
Today’s news:
1. The State Council issued a 10 trillion level favorable policy, which will increase 8 times in five years! Seven aspects to meet the strong drive
2. Real estate M & A loans are no longer included in the “three red lines”: state-owned assets are contacting high-quality projects in many ways
3. The high boom sector welcomes major positive results, and the list of pre added concept stocks involving the performance of seven key industries is released
4. How well did the prefabricated dishes that soared in concept stocks sell?
5. The big financial sector is concerned! The net profit of Yige securities company increased by 54.2%, and the performance of six bank stocks increased by more than 20%
6. The Ministry of agriculture and rural areas has issued the national planting development plan for the 14th five year plan, which will tackle key core technologies of seed sources
7. For the first time, proprietary Chinese medicine has taken a large number of Chinese medicine stocks to “eat stimulants”! The maximum reduction of centralized purchase price exceeds 80%
8. Layout of local governments: key planning of Shanghai, Jiangsu, Zhejiang, Beijing and other places for the two sessions
For the future market trend, institutions have expressed their views.
According to the analysis of Central China Securities Co.Ltd(601375) , the current market trading volume continues to maintain at about 1 trillion yuan, and the characteristics of the stock game remain 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. It is suggested that investors should pay attention to the investment opportunities in engineering construction, chemical fertilizer, medicine, automobile and non-ferrous metals in the short term, and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Soochow Securities Co.Ltd(601555) pointed out that there is a certain rebound demand on the technical and emotional side of the market. However, due to the lack of capacity support, the gem refers to that if the annual line cannot be recovered quickly, the future market may still be repeated. Considering that the enthusiasm for market capital participation was not high years ago, and the overall trend was still weak, investors need to continue to do a good job in risk control, do not catch up with the rebound, and wait for the callback before buying low.
Everbright Securities Company Limited(601788) believes that at present, we can not arbitrarily copy the bottom, but we can “focus on individual stocks and ignore the index”. We can look for phased trading opportunities for the current popular concepts such as medicine, infant and child, phosphorus chemical industry and so on. Overall, the index risk has been further released. Under the background that the transaction volume remains above trillion, the rebound market may be on the way. Operation should avoid the large increase in the early stage, but there is no performance support for individual stocks. At present, the market is in the performance disclosure period, so we can find targets with low position and high performance certainty for tracking.
Shanxi Securities Co.Ltd(002500) mentioned that the “high-low switching” of the market will continue, and the consumer sector will benefit from the support of the price rise logic or have a stronger momentum for valuation repair. It is suggested to pay attention to the undervalued sub sectors such as traditional Chinese medicine and high-value consumables boosted by the favorable policies. At the same time, the valuation repair of real estate, building materials and other sectors is still mainly affected by the expectation of “stable growth”, The expected adjustment impact risk is still, and it does not have the internal driving force to form a trend upward momentum. It is recommended to deal with it carefully.
Sealand Securities Co.Ltd(000750) said that it remained optimistic about the market in January, and the three factors of economy, liquidity and policy resonated and actively went long. Among them, the valuation expansion dominated by loose liquidity and stable growth policy is the main driving force of restlessness in spring, and the growth style is expected to become the main line of the market after phased adjustment. In terms of configuration, the growth sector is dominant in the environment of “weak economy + wide currency”. After adjustment, the growth sector has a good cost performance. Two directions can be considered: one is the media, military industry, computer and other industries with good performance valuation matching; the other is to find a more definite direction along the deductive path of the industrial cycle, and pay attention to software development, it services Subdivision fields such as optical image. The preferred industries in January are: electronics, media, national defense and military industry.
