On the 26th, the three major A-share indexes opened higher one after another. The two cities rose in the morning and fell back, and fell further in the afternoon. The index once turned green collectively. Then the securities companies pulled up to protect the market, the market stopped falling and rebounded, and the gem index rose nearly 1% to recover 3000 points.
As of the closing, the stock index rose 0.66% to 3455.67 points, with a turnover of 338.3 billion yuan; The Shenzhen Composite Index rose 0.7% to 13780.3 points, with a turnover of 455.9 billion yuan; The gem index rose 0.99% to 3004.41 points, with a turnover of 176.8 billion yuan. The trading volume of the two cities has shrunk.
hot sector
On the disk, organic silicon concept, securities companies, Hangzhou local stocks, prefabricated buildings, wind power, flexible direct transmission current, architectural decoration, UHV, characteristic towns and other sectors led the increase; Scenic spots and tourism, data security, online tourism, covid-19 treatment, medical services, digital currency and other sectors led the decline.
disk interpretation
Jufeng investment adviser said that the market ushered in a restorative market. After the big Yin, investors often look forward to the big Yang line. This mood is understandable, but it may not be too realistic. After all, the market can fall sharply, which is often suppressed by adverse factors. Even if it is emotional interference, it also needs a certain repair time. What’s more, the current Spring Festival is approaching, the market is not full of emotion, and the probability of repairing and grinding the bottom is greater. In the process of allocation, it should be noted that in the process of changing the current market style, we should pay attention to the focus of opportunities, especially undervalued blue chips. In addition, we also need to pay attention to the rhythm. After all, in the process of stock game, the overall market in spring is biased towards blue chips, but among the continuously adjusted growth stocks, the varieties with high prosperity will also be repeated in stages.
Huaan Securities Co.Ltd(600909) believes that when the short-term market risk appetite is restrained, the allocation cost performance of the undervalued sector is improved. However, as the adjustment is gradually coming to an end, the four main investment lines deserve more attention after ushering in the restless market in spring. First, the main line of growth with high valuation flexibility supported by loose monetary policy and liquidity can still expect the growth style to complete the third stage of the valuation market in the restlessness of spring. The three directions include: “double carbon” related green power, photovoltaic, energy storage, wind power, nuclear power, hydrogen energy, new energy and new energy vehicle chain; The middle and upper reaches of semiconductors and national defense industry in the boom direction; Dilemma reversal superposition growth diffusion, such as computers. Second, policies are intensively implemented, and there are also allocation opportunities for the main line of steady growth. The two directions include: infrastructure power, such as power grid construction, transmission and distribution, UHV, etc; Traditional infrastructure such as building materials, steel, etc. Third, the securities companies dancing with the restless market in spring and the real estate with continuous marginal improvement of policies. Fourth, the consumer sector followed the rise, mainly looking for opportunities along the price rise chain. The theme investment direction focuses on the digital economy and the reform of state-owned enterprises.
message surface
Ministry of Finance: the total profit of state-owned enterprises in 2021 was 4516.48 billion yuan, a year-on-year increase of 30.1%
From January to December 2021, the total operating revenue of state-owned enterprises was 75554.36 billion yuan, with a year-on-year increase of 18.5% and an average increase of 9.9% in two years (based on the corresponding figures in the same period in 2019, calculated by geometric average method). Among them, central enterprises reached 41727.93 billion yuan, a year-on-year increase of 17.7%, with an average increase of 7.8% in the two years; Local state-owned enterprises reached 3382644 billion yuan, a year-on-year increase of 19.5% and an average increase of 12.7% in the two years. From January to December, the total profit of state-owned enterprises was 4516.48 billion yuan, a year-on-year increase of 30.1% and an average increase of 12.1% in the two years. Among them, central enterprises reached 2861 billion yuan, a year-on-year increase of 27.0%, with an average increase of 12.4% in the two years; Local state-owned enterprises reached 1655.47 billion yuan, a year-on-year increase of 35.9% and an average increase of 11.5% in the two years.
Beijing has opened more than 12 million digital RMB personal money packages, with a transaction volume of 9.6 billion yuan
According to the Beijing Municipal Bureau of local financial supervision, by the end of 2021, Beijing had opened more than 12 million digital RMB personal money bags and more than 1.3 million public wallets, covering more than 400000 Winter Olympics scenes such as food, housing, transportation, tourism, shopping, entertainment and medicine, with a transaction volume of 9.6 billion yuan. Next, Beijing will continue to steadily and orderly deepen the pilot of digital RMB and build a global digital economy benchmark city with the advantages of intelligent financial services.
