Last week, the Shanghai Stock Index surged up and fell back, making a double dip. Today, affected by the overnight US stock adjustment, A-Shares opened low, but then rebounded. Today, the index also stabilized and closed red, which is in line with the article “will A-Shares change as big funds fall and buy more?” My point of view:
According to the trend of pre Spring Festival, adjustment before the festival often occurs, but according to the rule, it usually stops before the last week of the festival and rebounded after the Spring Festival. Recently, policies have made frequent efforts to maintain steady growth, including the central bank’s statement to open the monetary policy toolbox wider, and it is expected that more heavy policies will be launched in the future. A shares appear “should rise or not rise” under multiple favorable conditions, which is actually releasing risks and brewing new action energy.
In terms of hot topics, the digital economy is still the sector that contributes the most to making money, and the stocks damaged by the epidemic, including films, films and tourism, have the opportunity to perform repeatedly. Today, the new energy track stocks took the lead in repairing and rebounding. On the one hand, ten departments including the national development and Reform Commission issued Implementation Opinions on further improving the service guarantee capacity of electric vehicle charging infrastructure, Clear objectives are given for the construction of new energy charging and power exchange;
On the other hand, the performance of lithium battery was stimulated. Recently, Qinghai Salt Lake Industry Co.Ltd(000792) released the annual performance forecast for 2021. The announcement showed that the net profit attributable to shareholders of Listed Companies in 2021 was 3880 million yuan – 4280 million yuan, an increase of 90.24% – 109.85% over the same period of last year. This performance made Qinghai Salt Lake Industry Co.Ltd(000792) rise once, and the whole upstream of lithium battery rose sharply today, including Ganfeng Lithium Co.Ltd(002460) , Tianqi Lithium Corporation(002466) , Chengxin Lithium Group Co.Ltd(002240) and Zangger mining.
Not only the lithium battery sector, but also the semiconductor sector rebounded first in the direction of performance and became the leading core:
Hangzhou Silan Microelectronics Co.Ltd(600460) announced the pre increase announcement of annual performance in 2021 on the evening of January 21, and the net profit will increase by 1.45 billion yuan to 1.464 billion yuan, a year-on-year increase of 2145% to 2165%, up 5.64% today;
Advanced Micro-Fabrication Equipment Inc.China(688012) disclosed the performance forecast. It is estimated that the net profit in 2021 will be 950 million yuan – 1.03 billion yuan, a year-on-year increase of 93.01% – 109.26%, and a sharp increase of 6.94% today.
Previously, we have always stressed the importance of performance. Sectors and individual stocks with performance can still be favored by funds, so the pre holiday performance line is a major potential direction that can not be ignored.
According to the performance disclosure rules, all annual report forecasts need to be disclosed before the end of January. This week, A-Shares will usher in the peak of annual report forecast disclosure.
main trend
(risk warning: there are risks in the stock market, so investment should be cautious. The above contents and individual stocks are only for investors’ reference and are not used as the basis for investment decision-making.)
