The three major A-share indexes maintained a turbulent consolidation situation throughout the day today, and finally closed mixed.Shanghai IndexClosed out of four consecutive positives, once regained the 3,600-point integer mark in the intraday market. Market turnover remained above one trillion yuan, reaching 1.2 trillion yuan today, breaking through one trillion yuan for the 24th consecutive trading day. The industry sector has mixed ups and downs, and the Meta Universe and the rare earth permanent magnet sector led the gains strongly.Photovoltaic equipmentThe sector led the decline.
Specifically, the Shanghai Composite Index closed up 0.10% to close at 3,592.70 points;Shenzhen Component IndexFell by 0.12% to close at 14,887.60 points;Growth Enterprise Market IndexIt fell 0.40% to close at 3,478.66 points.
Today’s news:
1. Liu He, People’s Daily: High-quality development must be achieved
2. Bosch executives: next year the core shortage rate of the automotive industry will drop from the current 50% to about 20%
3. The Taiwan Affairs Office of the State Council’s response to the mention of the Taiwan Strait Passage Project in Fujian Planning
4. Suspend the launch of rooftop photovoltaic power generation projects in many places: some of the excess declarations far exceed the grid consumption
5. Beijing plans to legislate to regulate housing rental rents when rents rise significantly, the government can take price intervention measures
6. Economic Daily: It takes drastic medicine to rectify the chaos of live broadcasts
Regarding the market outlook, institutions have expressed their views.
Soochow SecuritiesAnalyze, the current market is strong and began to adjust spontaneously after breaking away from the downward channel.Cash flowThe movement is relatively active, and the overall sector rotation is relatively healthy, and there is no rapid trend of rapid ups and downs for the time being. From an operational point of view, investors can gradually increase their positions when the market undergoes a benign adjustment, choose popular sectors for short-term trading, and grasp the long-term market.
Everbright SecuritiesIt is pointed out that the current A-share market is still under the pressure of “stabilizing economic growth + counter-cyclical and cross-cyclical policies waiting to be applied + corporatePerformanceThe stage of “vacuum period”. Under the goal of stable growth and stable employment, the macro liquidity in the fourth quarter is expected to remain relatively abundant, which will help the A-share “cross-year market” to unfold as scheduled. Therefore, although the market is under pressure in the short term, it is mid to long term. Looking at it, the upward trend of A shares is expected to remain unchanged.
Galaxy Securities pointed out that investor sentiment is still high, and the New Year’s Eve market is still expected to start ahead of schedule, and the structural market will revolve around technological innovation and consumption. After the adjustment of science and technology since July, under the background of continuous improvement of policies and systems in the multi-level capital market to support science and technology innovation, the main line of the market is expected to return to the high-tech and high-growth technology and high-end manufacturing fields.
Northeast SecuritiesSaid that during the performance vacuum period, the market has more preference for the track with the logical continuation of the high prosperity or clear policy expectations. It is expected that this year’s new energy,semiconductor, Military industry and other growth main lines will still lead the new year’s market. In addition, A-shares can be divided into 4 directions based on current and future profit growth. The industries that will continue the boom next year include electronics, electronics, etc., while the margins of prosperity are improving in automobiles, communications, and telecommunications.food and drink, Home appliances, etc., the economic downturn is mainly attributed to real estate andBank, The economy weakened for non-silver.
Essence Securities mentioned that the current focus is on grasping the valuation restoration opportunities of the undervalued sector, including undervalued small-cap stocks, and financial real estate-non-bank/Bank/Real estate/Building materials/Home appliances (policy margins are relaxed, midstream cost pressure drops), communications/Consumer Electronics(Business transformation),food and drink(Expected price increase) and other opportunities for sector valuation restoration. Continue to hold the high-prosperity long track represented by the “Ning Group”, including photovoltaics, new energy vehicles (car parts, Lithium resources, lithiumBattery)、semiconductor(High-end chips/equipment), military industry, etc.
Market analysis
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(Article Source:Oriental wealthResearch center)
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