This week, the Shanghai Composite Index fell 0%, the Shenzhen Component Index fell 0%, of which the non bank financial index fell 0%, the brokerage index fell 0%, the insurance index fell 0%, and the diversified financial index fell 0%.
Insurance: Ping An Insurance (Group) Company Of China Ltd(601318) / China Pacific Insurance (Group) Co.Ltd(601601)
Brokerage: Gf Securities Co.Ltd(000776) / Orient Securities Company Limited(600958) / China stock market news
Diversified Finance: Avic Industry-Finance Holdings Co.Ltd(600705)
H shares: AIA / Lenovo Holdings
Risk tips
Epidemic prevention and control is less than expected / economic recovery is less than expected / risk of policy change
Interpretation of important events this week:
This week, the overall performance of the market declined. The CSI 300 index fell 2%, of which the brokerage sector fell 3.02% and the insurance sector fell 3.52%. The overall performance was weaker than the market. This week, the stock trading volume of the two cities was 1.2 trillion, down 12.51% month on month. The balance of the two financial institutions remained at 1.81 trillion, basically the same as last weekend. This week, CITIC, Zheshang, Zhongyuan and Guolian released the 2021 performance express to achieve high growth. In addition, Citic Securities Company Limited(600030) allotment was officially implemented. For the first quarter, investors are advised to focus on Gf Securities Co.Ltd(000776) , Orient Securities Company Limited(600958) and China stock market news with greater flexibility in wealth management. For the insurance sector, insurance companies are under great pressure to make a good start. It is expected that the marginal improvement of asset side fundamentals will become the driving force to promote the recovery of insurance companies’ share prices in the second quarter of next year. The relaxation of financing of real estate companies is expected to promote the improvement of credit risk concerns. It is suggested to lay out high-quality leading insurance companies with historically low valuation. “
