The three major A-share indices fell collectively, the insurance sector rose relative to the market

Summary

[Rapporto sul mercato azionario]The three major A-share indices fell collectively and the insurance sector rose against the market. Sectors such as communications, the vaccine cold chain and fuel cells also drove growth, with sectors such as spirits, titanium dioxide and non-ferrous metals leading the decline.

The three major A-share indices fell collectively,InsuranceThe sector recorded a sharp rise compared to the market. Communications, vaccinesCold chain, Fuel cells and other sectors are also among the top gainers, liquor, titanium dioxide,Non-ferrous metalsWaiting for the sector to lead the decline. At press time,Shanghai IndexFell 0.83%, Shenzhen components index fell 1.42%,Market index of growing companiesDown by 1.72%.

Today’s news:

1. Liu He: Make structural changes to the financial system and greatly increase the percentage of direct financing

2. The National Commission for Development and Reform studies the investment of new energy vehicles in various regions to discover the relevant projects of Evergrande and Baoneng

3. The Shanghai Stock Exchange issues regulations on the classification of information disclosure, focusing on issues such as the use of information disclosure to speculate concepts

4. Another standard in the automotive industry is about to land! The list of conceptual actions to explore in the 100 billion incremental market is here

5. The rare earth industry changes frequently in three days, a small increase, two days and a large increase! What signal?

6. Will the second batch of high-value consumables determine which listed companies will be affected in the six categories?

7. Did the pro-cyclical “battlefield” stall in the fourth quarter? 13 securities companies “stand in line” steel stocks!

8. Are there no more 10,000-person lotteries? The real estate market also sees the New Deal, the city implements pre-qualification and targeted sale

Looking forward,Centaline titlesHe said that recently the most popular hype of the pro-cyclical industry is gradually spreading,Non-ferrous metalsThe chemical fiber and steel industries remained strong, but the decline in the financial sector dragged down the upward momentum of the stock index, which fluctuated substantially above 3400 points throughout the day.

　　Centaline titlesIt is said that the performance of the Shanghai Stock Index is expected to continue to rise slightly in the futureinvestmentPay close attention toNon-ferrous metalsFor investment opportunities in the chemical fiber and new energy lithium battery sectors, the midline recommends continuing to pay attention to investment opportunities in certain low valued blue chip stocks. At the same time, pay close attention to changes in foreign politics, capital and markets.

　　Shanxi SecuritiesIt is emphasized that from a long-term historical point of view, the Shanghai stock market is currently at a lower quantile level, while the Shenzhen stock market is at a higher quantile level.short termThe two inner cities could trade sideways near the previous high point. Hot target chip allocation has not been loosened. We judgemarketThe medium-term turbulence and the bullish pattern will remain unchanged and the main logic of the future economic recovery cycle will overlap with the positive resonance of multiple factors to push the center to continue rising.Rotation of the plateThe bottom index could break through the top edge of the box.

The Yangtze River Strategy states that the general trend is maintainedstrategySee more. In terms of style, coupled with economic restoration, they continue to attach importance to “stylistic rebalancing”. There were many low evaluation cycles in the initial phaseGrowth stockOutstanding performance, the convergence of the market style is still ongoing. It is recommended to increase the allocation of growth stocks with low valuation cycles,Big financesFavoriteInsuranceThe real estate and growing sectors focus on electric vehicles and military industries.

Donghai Securities also said that A shares are very likely to reach a long-term, slow and long-term trend in the future, but the industry and industry structure may show greater differentiation. It is recommended to build on the long-term slow cow, grasp the structured market and define the technology,consumption, Medicine, emergingindustryAnd other sectors, as well as non-bank financial sectors that support economic development,ActionThe business sector focuses on industry leadersenterprise, The cyclical sector focuses on investment opportunities when the period value is undervalued.

Furthermore, in terms of operational strategies,Western China stocksStrategyteamThink, on the whole, the global “negative”interest rate“In the environment, A shares are still assets being chased by global funds.Net inflowThe trend remains unchanged. With the positive progress of vaccine research and development and other overlapping factors, the upward trend in A shares is expected to continue. Investors are advised to actively define the year-end market based on three clues:

One isTeslaMapping and support for local policies will increase the number of electric vehiclesIndustrial chainThe boom is on the rise;

The second is in the terminalProductDriven by the trend in electronics and by the demand for technological updating, the supply chain is still prosperous in the medium term;

Third, the advancement of vaccine research and development has led to the resurgence of the offline and promoted economyExportIndustrial chain and periodic replenishment of stocks of goods.

The industry configuration focuses on automobiles, new electric, non-ferrous metals, chemicals, steel, coal, electronics, etc .; thematic opportunities focus on new energy,Consumption upgrade, Military industry, state-owned enterprise reform, etc.

　　Southwest SecuritiesIt is emphasized that the current market will continue to revolve around the main line of economic recovery, but the growing sector has gradually shown layout opportunities. Specifically, he is optimistic about the chemical, marine, automotive and other sectors, while at the same time we can pay attention to the opportunities in the growing sector, including Xinchuang, semiconductors, innovative drugs,InsuranceAt the same time, adequate attention can be paid to sectors such as tourism and aviation, which have a more limited recovery logic.

(Article source:Eastern wealthResearch Center)

(Responsible publisher: DF078)