Afternoon review: Shanghai stock index fluctuated up 0.4%, real estate sector stocks broke out, auto finance sector, etc. strengthened

Early trading on the 21st,Shanghai IndexThe intraday volatility rose and returned to above 3,600 points; the Shenzhen Component Index rose to fall and turned green in the intraday session, barely Fan Fanhong near midday; the entrepreneurial index rose strongly after the opening, and then oscillated lower. The morning turnover of the two cities was about 610 billion yuan, with a small net purchase of northbound funds.

As of the noon close, the Shanghai Composite Index rose 0.41% to 3,608.48 points, and the Shenzhen Component Index rose slightly by 0.07%.Growth Enterprise Market IndexDown by 0.65%; the total turnover of the two cities was 611.7 billion yuan, and the net purchase of northbound funds was 368 million yuan.

On the disk, most sectors in the two cities have risen, and the real estate sector has exploded strongly.Special service“20cm” daily limit,HeungKong Holdings、Songdu shares、Jiakai City、Blu-ray development、CCCC Real EstateWaiting for more than 20 stocks’ daily limit; home furnishings, building materials and other sectors are also strong; hotel catering, tourism,Textile and Apparel,car,Bank、insurance、BrokerageAnd so on, the plates are all going higher; the numberscurrency, Infant concept, meta universe, etc.themeThe performance was active, and the concept of lithium extraction from salt lakes, new crown testing, UHV, and hydrogen energy concepts weakened.

GuoshengSecuritiesIt is pointed out that the quantile difference between the high and low sector valuations of A-shares is the highest in ten years. The recent continuous market differentiation originates from this. Most cyclical industries have huge potential production capacity and do not have high growth. It is not recommended to blindly participate, but The lithium battery industry has not seen any surplus so far, and remains cautiously optimistic.The main line on the market is unknown, which has spawned irrational themes and hype. The continuous daily limit of individual stocks has received regulatory attention. Pay attention to avoiding risks. Currently, it is necessary to continue to focus on industries that are encouraged and supported by policies, high-prosperity industries, and industry leaders with product bargaining power. Funds will eventually “anchor” the enterprisePerformance. Operationally, the structured market will continue for a longer period of time, cyclical stocks will ebb at a high level, technological themes are expected to become the new main line, and the consumer sector will stabilize and rebound. The industry is optimistic about the booming and improving economy, new energy vehicles, components, military-civilian integration and other adjustments are relatively adequate, and the main technology of science and technology can be actively paid attention to; the impact of the epidemic on the consumer camp is diminishing, and the domestic epidemic is expected to be extinguished within one month, and the inflation rate It has begun to pick up. Next year, the policy will focus on supporting domestic demand. The prosperity of the consumer sector is expected to usher in a marginal improvement, which is worthy of attention.

(Article Source:SecuritiesTimes Network)

Article source: Securities Times

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Original title: Afternoon review: Shanghai stock index fluctuated up 0.4%, real estate stocks broke out, auto finance sector strengthened