brief description of disk
Thursday's A-share shock callback confirmed the rebound on Wednesday. On the disk, shipbuilding, precious metals, coal, automobile services, tourism hotels, real estate, commercial department stores and communication services led the increase, while traditional Chinese medicine, chemical fertilizer, wind power equipment, pharmaceutical commerce, biological products, chemical pharmacy, medical devices, decoration building materials, medical services and other industries led the decline. In terms of theme stocks, the concept of prefabricated dishes, digital currency, Huawei shengteng, aquaculture, RCS concept, community group purchase, commercial soup concept and electronic license plate led the rise, while the concepts of hair medicine, dexamethasone, exclusive drugs, influenza and traditional Chinese medicine made a slight correction.
message plane
CPI and PPI both weakened in December, and 2021cpi increased by 0.9% year-on-year, less than expected
On January 12, the National Bureau of statistics released the national CPI (consumer price index) and PPI (producer price index) data for December 2021. In December, the year-on-year growth rate of CPI turned downward, and PPI achieved three consecutive declines.
increased by 160%! The sales volume of Shanxi Guoxin Energy Corporation Limited(600617) automobile in China has ranked first in the world for 7 consecutive years!
On January 12, the Ministry of industry and information technology held a press conference to introduce the development of automobile industry in 2021. Relevant principals of the Ministry of industry and information technology and China Automobile Association responded one by one to hot issues such as the trend of China's automobile sales in 2022, whether the lack of "core" of automobiles can be alleviated, and how to deal with the retirement tide of the first batch of power batteries.
overnight external trading: European and American stock markets generally rose, new energy vehicle stocks strengthened, and popular zhonggai stocks continued to rise
European and American stock markets generally rose, with the Dow up 0.11%, the NASDAQ up 0.23% and the S & P up 0.28%; New energy vehicle stocks rose collectively, Tesla rose nearly 4%; Popular Chinese concept stocks continued to rise, and Alibaba rose nearly 4%; International oil prices rose by more than 1%.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the offensive in spring will be gradually launched.
Pre market judgment: in the early review "A-share short-term adjustment or has ended, and the spring offensive will be officially launched", it is pointed out that U.S. stocks continue to rebound overnight, and the new energy vehicle sector performed well. It is expected that individual stocks in the A-share new energy vehicle industry chain will continue to rebound. In addition, it was reported yesterday that the first centralized procurement bid opening of Chinese patent medicine in China, with an average decrease of 42%, and the procurement scale is nearly 10 billion yuan. It is expected to cool down the continuously popular traditional Chinese medicine stocks and pay attention to controlling positions.
In fact:
In early trading, several major indexes opened high and went low, and then finished in shock. The Chinese medicine sector fell as predicted. Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Kpc Pharmaceuticals Inc(600422) , Dong-E-E-Jiao Co.Ltd(000423) decreased by more than 6%. Not only that, the entire pharmaceutical sector fell sharply. The gem index is relatively strong, mainly due to the rebound of Contemporary Amperex Technology Co.Limited(300750) , but the lithium battery plate has been divided. If heavyweights fall in the afternoon, the market will test yesterday's rebound results, and even do not rule out the possibility of continuing to bottom. Overall, the market has not come out of continuous adjustment. Wait patiently.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year's day, A-shares continued to callback. It is suggested that the midline bargain hunting pay attention to technology stocks such as intelligent driving and chips with large growth space. In the short term, we can focus on four opportunities: state-owned assets reform, high annual growth, securities companies and oversold new shares.
