Top Three A Stock Indices Fluctuated, Shipbuilding and Energy Sectors Driven Gains |

Summary

[Rapporto del mercato azionario]The three main indices of A shares have fluctuated. In the record sector, shipbuilding, electricity, brokerage, aerospace, insurance and banking were among the major gains. Blade batteries, fuel cells, automobiles and oil led the decline.

The three main indices of A shares float and on the disk,Shipbuilding, electricity,Brokerage、Aerospace、Insurance、bankEarnings in other sectors were among the highest, led by blade batteries, fuel cells, automobiles and oil.

Today’s news:

1. 6G research and development in China started last year and the conceptual title list has arrived

2. Ministry of Commerce: stabilize and expand the consumption of automobiles to increase the consumption of household appliances and furniture

3. The price is halved! The third batch of drugs used in common drugs covering hypertension and diabetes landed in Beijing

4. Is it rumored that the National Development and Reform Commission is investigating the new energy vehicles that Evergrande and Baoneng have been named? What is the truth?

5. What is the reason why Xiaopeng Motors collapsed by nearly 10%?

6. Tens of millions of “needed housing” in Shenzhen are shuffled: 3 executives of listed companies find someone to keep on their behalf

7. State subsidies will end! The “rush to install the tide” has entered the sprint period and product supply exceeds demand! The rent has increased exponentially!

8. Many trusts receive a driving window! Some companies completely suspend their financing activity to complete the 20% pressure reduction activity throughout the year

In terms of market prospects, Guangdong DevelopmentTitlesHe pointed out that although the pro-cyclical sector is recentmarketThe main hot spots and most of them are the marketHeavyweight,isShanghai IndexHowever, it did not lead to a strong recovery, breaking the resistance above 3400 points. On the one hand, it reflects the “entanglement” of market funds and the upside consensus is not strong; on the other hand, it also reflects the current market hotspots are relatively unique and resonantless. Judging by the market trend over the past couple of days, there are some differences between funds on the continuity of the pro-cyclical market.Futuresshort termWeakness could push the Shanghai index to fall further and the index could continue to fluctuate. Follow-up will focus on two factors: one is whether the main line of short-term market hype is changed; the other is to pay attentionDealIf it can provide liquid running water for the market.

but,Haitong SecuritiesAnalysis shows that the current short-term market adjustment is good, which favors the transition from the old main line to the new main line. Operationally, we currently think so.investmentIt is best suited for balanced allocation, holding the lowest position driven by cyclical stocks, while patiently waiting for new low-aspiration opportunities. It is advisable to focus on the following points: 1. Periodic actions with a low rating as standard,Big financesFirst: 2. Industries with better monitoring prosperity, such as new energy and new energy vehiclesindustryChain 3. Internal demandconsumptionRelevant products in China, household appliances and home furnishings, etc .; 4. Bounce opportunities in the tech sector.

　　Northeast stocksHe also said that in the medium term, the market is still in the logic of the economic recovery and the spring market.PositionThe phased layout and key industry focus are mainly focused on. If running too fast at the start of the week, it will often bring pressure into the second half of the week; in the direction, it is still based on financial, cyclical and photovoltaic, military, semiconductor and other technologies.Growth stockAs a direction, it is advisable to focus on traditional hotspots, repeated rotation and phased layout.

Furthermore, according to Wang Delun’s analysis of China Industrial Securities strategy,interest rateIt was recentcreditDebt has repeatedly “thunderstorms” and equity assets are relatively dominant in large-scale asset allocation. Residents, institutions and foreign capital have formed three main streams. The basis of the system is constantly being improved, the system of registration, refinancing,RepurchaseSystem eDividendsThe system and other reforms are being pushed forward simultaneously, and a healthy balance of supply and demand in the stock market will greatly help A-shares emerge over the long term.

　　Tianfeng SecuritiesHe said the next six months will bePPIIn the continuous recovery window period, from the point of view of the extent to which the PPI has benefited, the historical law shows: in terms of the sustainability of excess income, building materials and chemicals have the greatest advantages; in terms of excess income intensity, building materials, non-ferrous metals and chemicals have the greatest benefits. Advantage: Comprehensive considerations, among all strong cycle directions, we recommend the chemical industry first, followed byBase metal。

Operational strategy,Tianfeng SecuritiesHe said that, firstly, the current is pro-cyclical and traditional industrial style, and the time could last until next year’s quarterly report, which is April. Second, during this period, there could also be a stylistic drift. short-term technological growth, such as FebruaryCalendar effectDisplay technology has a high probability of domination; Third, the medium and long-term direction is still growing, and we are optimistic about the production line equipment, upstream military, new energy vehicles, consumer electronics and other industries.

(Article source:Eastern wealthResearch Center)

(Responsible publisher: DF078)