share_log

沪深创三大指数共振集体涨超1% 地产金融发力市场升势有望持续

Shanghai and Shenzhen create three major indexes resonant collective rise of more than 1% real estate financial power market is expected to continue

財華社 ·  Nov 19, 2021 04:10

On November 19, the three major indices of A shares were mixed at the start of trading, and then the two cities quickly turned red and maintained a high concussion trend. The Kechuang 50 index rose more than 1% at one time, the express logistics sector rose sharply, and the concept of hydrogen energy was strong. the concepts of industrial mother machine, liquor, hot weather and meta-universe are active, while most of the power-related themes that showed strong performance yesterday fell back. Rare earths, pork farming, lithium extraction from salt lakes, electricity, CRO, HIT batteries and other concepts fell at the top. In the afternoon, the two cities continued to strengthen, securities, banking, real estate and other sectors actively rose, pushing the three major indexes up more than 1% one after another, the hydrogen energy sector led the rise, the automobile sector showed a strong performance, and the indexes of logistics, meta-universe and auto parts were among the top gainers. Northward capital continued to flow into more than 10 billion yuan, and market sentiment picked up somewhat. Overall, the three major indexes of the Shanghai and Shenzhen stock markets opened low and rose high, finance and real estate strengthened one after another to push up the stock index, and the three major indexes collectively closed up more than 1%. Individual stocks in the two markets generally rose, and nearly 3300 shares floated red, and the money-making effect was better.

As of the close, the Prev rose 1.13 percent to 3560.37 points, with a turnover of 440.6 billion yuan; the Shenzhen Composite Index rose 1.19 percent to 14752.49 points, with a turnover of 672.6 billion yuan; and the Chuang Seng Index rose 1.04 percent to 3418.96 points, with a turnover of 272 billion yuan. So far this week, the Shanghai Composite Index is up 0.6%, the Kechuang 50 Index is up 0.32%, the Shenzhen Composite Index is up 0.32%, and the gem Index is down 0.33%. The turnover in the two markets exceeded trillion yuan for the 21st trading day in a row, and northbound funds bought 8.293 billion yuan net throughout the day, of which Shanghai stocks bought 3.926 billion yuan and Shenzhen stocks bought 4.367 billion yuan. This week, Beixiang funds bought a net total of more than 11 billion yuan.

On the market, the overall performance of the theme concept was active, express concept stocks were strong throughout the day, the concept of hydrogen energy rose sharply, real estate and financial stocks rose collectively, photovoltaic, industrial mother machine, auto parts, Apple Inc, Hongmeng and other concepts showed strong performance. A few sectors, such as aquaculture, salt lake lithium extraction, and new metal materials, led the decline.

The logistics sector rose sharply throughout the day. Financial and real estate stocks rose sharply in the afternoon.

With the release of the "14th five-year Plan" comprehensive transport service plan, the logistics sector rose sharply, with Shentong Express (002468.CN), Yunda (002120.CN) and Xiamen Xiangyu (600057.CN) rising by the daily limit, 300240.CN (300240.CN) and Yuantong Express (600233.CN) up more than 8%, Oriental Jiasheng (002889.CN) up more than 6%, and Xinning Logistics (300013.CN) and 300350.CN (300350.CN) up more than 5%. 002352.CN also rose more than 3 per cent. The concept of hydrogen energy continued to rise strongly, with 300435.CN up 20%, 300228.CN and 300471.CN up more than 11%, Dongfang Electric (600875.CN), Meijin Energy (000723.CN) and other nearly 10 shares up by the daily limit, and Heyuan Gas (002971.CN) also rose sharply. The concept of industrial mother machine continued to strengthen, 002559.CN shares rose by the daily limit, 002943.CN shares rose by more than 8 per cent, and 300747.CN and 002008.CN rose by more than 5 per cent. Semiconductors and components rose, with 688589.CN up 14% and Galaxy Micropower (688689.CN) up more than 12%, up to the limit of 002655.CN and 603738.CN, while 300373.CN and 300476.CN were also up more than 7%. The oil and gas production plate continued to rise, Shanghai Petrochemical (600688.CN) rose by the daily limit, potential Hengxin (300191.CN) rose by more than 5%, and Hengtai Epp (300157.CN) and 300164.CN (Tongyuan) followed suit. Coal concept pulled up, Meijin Energy (000723.CN) rose by the daily limit, Orchid Kechuang (.CN), Shaanxi Coal Industry (601225.CN), Shaanxi Black Cat (601015.CN) and so on rose. In addition, the meta-universe concept is active again, with the World Show (600556.CN) 2 connected board, Skyworth Digital (000810.CN), National Optical Appliance (002045.CN) and so on, and 300496.CN is also up more than 7%. Liquor stocks rose in a straight line, Yingjiagong Liquor (603198.CN) rose by more than 7%, Luzhou laojiao (000568.CN) and Kouzi cellar (603589.CN) rose by more than 3%, and Shiyuan (603369.CN) and Wuliangye (000858.CN) were active.

In the afternoon, the concept of fluorine chemical industry rose, Binhua shares (601678.CN) hit the daily limit, Liangchuang shares (300343.CN) rose more than 8%, chlor-alkali chemical (600618.CN), Zhongxin fluorine materials (002915.CN) and so on rose. The whole vehicle plate strengthened, JAC Motor (600418.CN) rose by the daily limit, and Dongfeng Motor (600006.CN), Haima Motor (000572.CN) and China heavy truck (000951.CN) rose. The photovoltaic sector continued to strengthen, with Oriental Risheng (300118.CN), Xin Platinum (003038.CN) and Jingu shares (002488) rising by the daily limit, while Dike shares (300842.CN), Haiyou New Materials (688680.CN) and Sunda shares (300125.CN) rose by more than 10 per cent. Lithium battery plate continued to break out, Zhongli Group (002309.CN), Industrial shares (603928.CN), Vico Technology (600152.CN), Xilong Science (002584.CN) and other trading limit. The brokerage plate moved higher, Xiangcai shares (600095.CN) rushed straight to the board, Great Wall Securities (002939.CN) rose more than 7%, GF Securities Co., LTD. (000776.CN) rose more than 6%, Oriental Securities (600958.CN), Caida Securities (600906.CN) and so on rose. Property stocks soared in late trading, with 600246.CN rising by the daily limit, 000671.CN and 300917.CN hitting the limit, 600048.CN up more than 7 per cent, and China Merchants 001979.CN and 000036.CN up more than 6 per cent. However, the salt lake lithium plate remained in the doldrums, gold yuan shares (000546.CN) fell more than 4%, Zhaoxin shares (002256.CN), Donghua technology (002140.CN), Ganfeng Lithium (002460.CN) and so on fell. Scenic spots and tourism sectors are weak, Golden Horse Amusement (300756.CN) fell nearly 3%, Qujiang Culture Travel (600706.CN), Cedar Development (002485.CN), first Travel Hotel (600258.CN) fell. The rare earth permanent magnet sector is in the doldrums, with 002056.CN falling more than 7 per cent and Ningbo Yunsheng (600366.CN) and 300706.CN (Shichuang) down nearly 5 per cent.

Stick to the bottom line of systemic financial risk and the upwind of lithium battery industry

On November 18, the Central Committee held a relevant meeting to consider the National Security Strategy (2021-2025) and the 2021 Advisory report of the State Science and Technology Advisory Council. The meeting stressed that we must persistently put political security in the first place, and do a good job in national security work in key areas, key areas, and key directions, such as political security, economic security, social security, scientific and technological security, and security in new areas. It is necessary to enhance industrial resilience and anti-impact ability, build a solid bottom line to guard against systemic financial risks, ensure food security, energy and mineral security, and the security of important infrastructure, and strengthen the security protection of overseas interests. It is necessary to strengthen the role of scientific and technological self-reliance and self-improvement as a strategic support for national security and development. It is necessary to actively safeguard social security and stability, prevent and reduce social contradictions from the source, prevent and contain major and serious production safety accidents, and improve the safety and security level of food, drugs, and other products and services related to the health of the people. It is necessary to continue to do a good job in the prevention and control of COVID-19 's epidemic situation, and speed up the improvement of governance capabilities in the areas of biosafety, network security, data security, and artificial intelligence security. In addition, the new version of the "list of sources of Internet News" has aroused widespread concern after it was released a few days ago. In response to the update of the list of sources of Internet news information, a spokesman for the Internet Information Office said that online news and information service providers must reprint news information according to the latest version of the list, a total of 1358, and those who exceed this scope will be punished in accordance with the law.

In an interview with industry news, the Electronic Information Department of the Ministry of Industry and Information Technology recently solicited opinions on both the Lithium Ion Battery Industry Standard conditions (2021) and the Lithium Ion Battery Industry Standard Bulletin Management measures (2021). Among them, the draft for soliciting opinions proposes that lithium-ion battery enterprises and projects should meet the requirements of laws and regulations such as national resources development and utilization, eco-environmental protection, energy-saving management, and production safety. It meets the requirements of national industrial policy and relevant industrial planning and layout, and meets the requirements of local territorial spatial planning and special planning for ecological environment protection. Driven by growing global demand for electric vehicles, consumer electronics and energy storage solutions, the global lithium-ion battery market is expected to exceed $100 billion by 2025. Spurred by all kinds of good news, the third round of lithium price increases began this week, and the lithium battery sector has continued to break out in recent days, and market analysts say the core reason is to stock up in advance of the year. At present, the price of 19.5-200000 is 250000 before the Spring Festival, and the price will go up next year, and there will be no cap on the medium-and long-term price.

Continue to oscillate in the short term and be firmly bullish in the later stage of consolidation.

Today, the Shanghai and Shenzhen stock markets as a whole show a volatile and soaring pattern, and the market trading volume has recently remained above the trillion scale. nearly 100 shares in the two markets have risen by the daily limit, and the Prev and gem have resonated upward synchronously. The three major stock indexes have achieved a collective Zhongyang increase of more than 1%, driven by the sharp rise in financial heavyweights such as banks and brokerages, and have crossed multiple moving averages in a row. Technically, the Shanghai Composite Index has a relatively strong trend, continuously passing through multiple moving averages and continuing to fluctuate below 3550. From the point of view of market capacity and hot spot rotation, the current market does not have the conditions for the upward trend, therefore, the short-term Prev will continue to fluctuate at 3500-3550 points, while the gem is expected to continue to consolidate around 3400 points after a new high, firmly bullish on the future.

Recently, the real estate expectation game makes the cycle plate sometimes rebound, but the weekly gem refers to the bullish pattern has not changed, the repeated activity of the main track in the growth direction will further boost the index to 3500 points. Operationally, new energy vehicles, new energy, military semiconductors and other growth tracks and compulsory consumption of agriculture, grain, food and beverage, medicine and medical care are still worthy of attention, and the overall position is recommended to continue to be controlled within 30%. At present, the manufacturing boom of new energy and other technologies is difficult to reverse in the short term, so growth is still the main line of the new year, and we can pay attention to the undervalued sub-sectors of the high-prosperity plate, such as cyclical growth and wind power related to new energy. semiconductors with better-than-expected performance, military industry with abundant orders for the 14th five-year Plan, medicines that have been fully adjusted and medical insurance negotiations have been made, and so on.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
    Write a comment