Reception: Shanghai stock index fluctuates slightly, real estate financial stocks weaken, Chinese medicine consumer electronics sector is active

December 22,Shanghai IndexIntraday, the trend in a narrow range, the Shenzhen Component Index,Growth Enterprise Market IndexStrong shocks rose. The sectors of the two cities are diverging. The pharmaceutical and agricultural sectors are strong, while the real estate and financial sectors are weak. The turnover of the two cities has exceeded 1 trillion yuan for the 44th consecutive trading day. The net outflow of northbound funds has accelerated in the afternoon, and net sales of nearly 20% throughout the day. 100 million yuan.

As of the close, the Shanghai Composite Index fell slightly by 0.07% to 3622.62 points, the Shenzhen Component Index rose 0.7% to 14,791.33 points, and the ChiNext Index rose 0.55% to 3368.7 points.

On the disk,traditional Chinese medicineThe plate trend is active,Long Shen Rongfa“20cm” daily limit for three consecutive days,Guang Yuyuan、Essence Pharmaceutical、Guizhou Bailing、Xintian Pharmaceutical、Longjin PharmaceuticalWait for the “10cm” daily limit; home furnishing,Gas, Petroleum, agriculture, chemical industry,semiconductor,travel,food and drinkWaiting for the sector to strengthen; the real estate sector fell back and fell.Kaaba Development、Southland PropertyDropped by more than 9%; electricity,Construction machinery、Brokerage、insurance、BankAnd other sectors are weak; e-cigarettes, intellectual property,Consumer ElectronicsWaitthemeBe active.

　　Pacific OceanSecuritiesIt is believed that even if the current market enters a phased adjustment, the small and medium cap style may still prevail. Looking back over the past 15 years, regardless of the early or late stage of the adjustment, the only sector that continued to dominate was consumption. The logic is the relative stability of this type of consumer spending, which in turn affected its profitability to maintain a relatively dominant position. Among them, the growth stocks in the early stage of the adjustment have obvious advantages, and the financial stocks dominate in the later stage of the adjustment.

　　Haitong SecuritiesSaid that rhythmically, the market at the end of the year is still worth looking forward to. There are three reasons: first, the policy of stabilizing growth has been exerted; second, according to historical laws, the profit cycle of A-shares described by ROE is still in the recovery cycle; third, from the review of the restless market at the end and the beginning of the year, the new year market is usually every year Both. The market performance from July to October this year was relatively weak, the current valuation is acceptable, and the liquidity is relatively abundant. The New Year’s Eve market at the end of the year is worth looking forward to.

(Article Source:SecuritiesTimes Network)

Article source: Securities Times

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Original title: Receipt: Shanghai Stock Index fluctuated slightly, real estate financial stocks weakened, Chinese medicine consumer electronics sector was active