Index tracking
[Shanghai and Shenzhen composite index] Shanghai Composite Index rose 0.39% to close at 3593.52 points; The Shenzhen Component Index rose 0.44% to close at 14406.97; The gem index fell 0.04% to 3095.69.
[industry tracking] industry: 23 industries rose and 7 industries fell. Among them, agriculture, forestry, animal husbandry and fishery, coal, medicine and biology led the increase, with an increase of 3.59%, 1.75% and 1.45% respectively. Power equipment, national defense and military industry, public utilities and other sectors led the decline, with a decline of – 0.63%, – 0.53% and – 0.43%.
Comments
Agriculture, forestry, animal husbandry and fishery sector led the increase, mainly led by chicken sector. Recently, a number of chicken listed companies released the sales data of chicken products in December, and the sales revenue and sales volume increased significantly year-on-year. At the same time, the breeding sector is affected by pork prices. The whole year of 2021 was depressed, and the overall valuation of the industry was relatively low. Near the Spring Festival, Shenzhen Agricultural Products Group Co.Ltd(000061) demand ushered in a short-term peak season, so the sector strengthened as a whole. In terms of individual stocks, Shandong Xiantan Co.Ltd(002746) , Hunan Xiangjia Animal Husbandry Company Limited(002982) limit, Ningxia Xiaoming Agriculture & Animal Husbandry Co.Ltd(300967) rose 10.68%.
The coal sector led the rise. Recently, Indonesia announced that it would prohibit the export of coal throughout January. As the largest source of China Shipbuilding Industry Group Power Co.Ltd(600482) coal, Indonesia has a certain impact on the supply side. However, China’s power enterprises have a high inventory of coal and the demand for replenishment of inventory is not high. Therefore, the overall change of power coal futures market is small. The top gainers are more inclined to coking coal enterprises. Previously, steel enterprises in many places stopped production due to environmental protection problems, and the accelerated pace of resumption of production recently led to the demand for coking coal, and then the share prices of relevant enterprises strengthened. In terms of individual stocks, Pingdingshan Tianan Coal Mining Co.Ltd(601666) limit, Beijing Haohua Energy Resource Co.Ltd(601101) , Jinneng Holding Shanxi Coal Industry Co.Ltd(601001) rose 4.38% and 3.59% respectively.
In terms of concept plate, covid-19 detection plate led the rise. Since the new year, the global epidemic has erupted again, and the number of newly confirmed cases in Britain has exceeded 200000 in a single day, setting a new record since the epidemic; The number of new cases in the United States has again exceeded one million. In China, sporadic cases still occur in some areas under strict prevention and control. This led to the demand for covid-19 testing products. Covid-19 sector strengthened. In terms of individual stocks, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) , Anxi biology, Hangzhou Alltest Biotech Co.Ltd(688606) and other stocks rose by the limit.
Outlook
Today, the index opened low and went high, and the net inflow of northward funds again exceeded 4 billion yuan. From the recent northward capital flow, it mainly flows to the undervalued sector. The main reason is that the Federal Reserve released the minutes of the meeting on December 14-15, the expectation of raising interest rates increased, and then the yield of ten-year Treasury bonds continued to rise, which suppressed the high valuation sector to a certain extent. In the future, some listed companies have recently opened the annual report performance forecast, focusing on the direction of improving performance expectations, reasonable valuation and small early increase.
Risk warning: the enterprise’s profit is less than expected; Increased volatility in overseas markets; Systemic risk
