Home » The Shanghai stock index rose slightly, the ChiNext stock index rose more than 1.5%, and energy storage concept stocks lifted the limit wave

The Shanghai stock index rose slightly, the ChiNext stock index rose more than 1.5%, and energy storage concept stocks lifted the limit wave

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  Shanghai IndexRose slightly,Growth Enterprise Market IndexRose more than 1.5%. On the disk, energy storage concept stocks lifted the limit wave.Transmission and Distribution ElectricExtractive industryPetroleum industry, Wind energy, coal, hydrogen energy and other sectors have the largest gains.real estate, Hongmeng Concept, vocational education and other sectors led the decline in the two cities. As of press time, the Shanghai Composite Index rose 0.38% to 3,596.06 points; the Shenzhen Component Index rose 0.38% to 14,547.46 points; the ChiNext Index rose 1.53% to 3,355.30 points.

Today’s news:

1. The overall deployment of carbon peak carbon neutrality and central level has been unveiled four times and mentioned that the energy storage super outlet is resurrected?

2. Xinhua News Agency: Ten Questions about the Chinese Economy

3. The National Development and Reform Commission convened some real estate companies to hold a meeting in Beijing tomorrow. Most of the participating companies are “big U.S. dollar debtors”

4. Six aspects of real estate tax reform pilot projects: crack down on real estate speculation and protect rigid demand

5. Great changes! More than 90 yuan of new stocks broke the “100,000 big meat sign” on the first day of listing, and you may lose thousands of dollars!

6. He Lifeng, Director of the Development and Reform Commission: Accelerate the construction of large-scale wind power and photovoltaic bases

7. The National Development and Reform Commission issued 4 articles in one day!Pit coal prices in the main production areas will drop by up to 360 yuan/ton. All parties urge the coal market to return to rationality

As mentioned by Essence Securities, the current market recession is coming to an end in terms of space, and there is not much room for further downward movement. The current market is still in a period of time. The structural bull under the shortage of assets is still a medium-term trend. With the rapid decline of commodity prices represented by coal and steel, and the continuous transmission of price increases to the downstream, the profitability of the middle and downstream links is ushering in a marginal improvement. The main line of the A-share market is expected to change from the early high prosperity (Ning combination) + upstream (cycle) to high prosperity (Ning combination) + downstream (consumption).

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Essence Securities further mentioned that it continues to maintain the concept of moderate balance. High-prosperity high-end manufacturing continues to be used as a basic configuration; some increase in the allocation of consumer products with reasonable valuations and improved prosperity; some allocations of financial real estate with low valuations and sufficient risk release; shrink allocation of cyclical stocks, and cyclical products with rigid demand support will have investment value .

In terms of market outlook,Guotai JunanSecurities believes thatA-shares are now at the starting point of style switching, and low-value blue-chip stocks will be the main direction of allocation. Specifically,BrokerageThe sector experienced secondary growth driven by wealth management, and the industry’s benefits continued to exceed expectations. In the new energy sector, the high-prosperity direction is still scarce, especially the BIPV, green power and other directions with higher valuation and cost-effectiveness.Big consumption is accelerating towards the bottom, it is recommendedPerformanceSupportive and cost-effective sectors such as liquor, live pigs, and auto parts that have diminished negative expectations.BankIn the real estate industry,BankThe performance of the third quarterly report is expected to exceed expectations with high cost performance. In addition, the real estateCreditWith loose policy margins, the profitability of the sector is expected to gradually improve.

  Shen Wan Hongyuanthink,It is still advisable to maintain a long-term mindset, due to the obvious differentiation of sectors, structural opportunities and risks coexist, Short-term positions need to increase the risk awareness of the difference in the operating rhythm of the plate, grasp the market characteristics of high and low switching, and avoid excessive chasing ups and downs.Suggested concerns includeinsuranceThe leading financial stocks have short-term low-interest opportunities; and continue to focus on new energy as the main line, paying attention to the trading opportunities of supplementary gains and rebounds; for resource stocks and energy stocks, it is recommended to target the short-term price difference and lower expectations. For mid-line positions, it is recommended to hold positions mainly, and choose opportunities to attract low-value blue chips related to finance and consumption.

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On the macro level,CICCStrategyresearch reportAccording to the report, the recent marginal changes at the policy level continue to be positive. For example, in response to the issue of commodity price increases, the countermeasures against coal futures speculation and the promotion of the release of high-quality coal production capacity have been upgraded to ensure supply and price. The domestic commodity futures prices will be adjusted. Price pressures may continue to ease; on the other hand, the regulatory authorities are targetingreal estateThe statement also partially alleviated the market’s response to the spread of credit risks andreal estateThe downturn in the industry may cause excessive drag on the economy. Upstream price adjustments are conducive to the midstream and downstream sectors; in the medium term, a growth-oriented style may still be an important direction in the medium term. Consumption, which is expected to be pessimistic and with a large decline in the previous period, may be gradually entering the end of adjustment. It is recommended to choose stocks from the bottom up. layout.

In terms of operating strategy, Zheshang Strategy stated,Since October, the logic of bullish late autumn market has been continuously strengthened, and positive market signals have also increased.Value stocks took the lead in repairing at the end of September, and after reaching the mid-range, they began to deduce in depth, and follow-ups can be followedBankIt should be noted that based on the significant correlation between value stocks and the real economy, the current round of value stocks is repairing the rebound rather than reversing; semiconductors lead the science and technology innovation board, driven by the third quarter report , The bull market began to become dominant, actively grasping the gold investment window under the main line of domestic substitution, and paying attention to opportunities in equipment materials, design, MCU and other sub-fields.

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On the key issues of the industry allocation strategy in the fourth quarter.Tianfeng SecuritiesIt is mentioned that if the complex macro factors are downplayed,In Q4 of each year, although the macro environment and policy background may be completely different, funds will begin to lay out ahead of schedule at this stage in the direction of the expected high prosperity in the next year.And the direction of high prosperity in the next year can be developed along two clues①The direction of continuation of the high boom: Here we focus on: photovoltaics, military industry, lithium mining, semiconductor equipment; ②The direction of dilemma reversal: here we focus on tourism, traditional cars, pork, and industrial Internet.

  Industrial SecuritiesExpress,In the short term, pay attention to the industries that exceed expectations in the three quarterly reports (Dianxin, Jiaoyun, and pharmaceuticals, etc.).In the long run, embrace the general direction and fight the short with the long-term. Continue to lay out the core lines of high-quality growth represented by “specialization, special innovation” and “little giants” of science and technology innovation. 1) High-end manufacturing (semiconductor industry chain, military industry chain, etc.), 2) New energy chain (new energy materials, lithium battery equipment, new energy vehicle industry chain, intelligent driving, etc.), 3) AIoT (computers, communications, electronics), 4) Life sciences (biomedicine, medical equipment, medical services, seeds, etc.).

(Article Source:Oriental wealthResearch center)

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