On December 21, the three major A-share indices collectively opened low, and then the trend differentiated, the Prev maintained a slight rise in the red market, the gem index rose slightly, and the real estate stocks continued yesterday's hot mood to set off a stoppage. And led to prefabricated construction, building materials, household light industry and other real estate industry chain collectively rushed higher, scenic spots and tourism, meta-universe concept strengthened, agricultural cultivation, salt lake lithium, liquor and other plates weakened. In the afternoon, the Sanda index rebounded across the board, the gem index turned red, the Prev index rose, the Shenzhen Composite Index continued to rise, real estate stocks rose by the daily limit, major financial sectors such as banks and securities continued to be active, and sectors such as education and electric power rebounded. Concepts such as automobile industry chain and cloud games rose sharply, while only a few sectors such as salt lake lithium extraction and liquor remained depressed, while Maotai and Wuliangye fell about 1%. Overall, the Shanghai and Shenzhen stock indexes rebounded, individual stocks showed a general upward trend, more than 3600 stocks rose in the two markets, more than 100 stocks rose by the daily limit, market sentiment rebounded, and the money-making effect was strong, but the market turnover shrank obviously, and the total turnover between the two markets was only about 1 trillion yuan.
As of the close, the Prev rose 0.88 per cent to 3628.13 points, with a turnover of 428.4 billion yuan; the Shenzhen Composite Index rose 0.82 per cent to 14688.98 points, with a turnover of 572 billion yuan; and the Chuang Seng Index rose 0.53 per cent to 3350.43 points, with a turnover of 224.2 billion yuan. The turnover between the two markets was about 1 trillion yuan, and the willingness to go northward for capital trading declined, with a small net sale of 997 million yuan throughout the day, representing a net sale for three consecutive days, with a net purchase of 1.223 billion yuan for Shanghai stocks and a net sale of 2.22 billion yuan for Shenzhen stocks.
On the market, the concept of theme was active, real estate stocks rose by the daily limit, household, building materials, home appliances and other sectors rose sharply, meta-universe, tourism, automobile industry chain and other strong performance, cloud games, prefabricated architecture, Hongmeng and other concepts rose to the front; salt lake lithium extraction, liquor stocks, COVID-19 testing, titanium dioxide and other few plates fell.
The outbreak of theme in the real estate sector, the concept of active financial stocks strengthened collectively.
Affected by the policy news, the real estate sector broke out collectively, and individual stocks rose and stopped again. Nearly 30 shares, including Guangming Real Estate (600708.CN), Chongqing Development (000514.CN), Xiangjiang Holdings (600162.CN), Songdu shares (600077.CN), 000918.CN (000918.CN), Everbright Jiabao (600622.CN), Taihe Group (000732.CN), Dalong Real Estate (600159.CN) and China Jiaotong Real Estate (000736.CN), rose by the daily limit. Overseas Chinese City A (000069.CN), Poly Development (600048.CN) and 600383.CN Group have risen by more than 5%, while Vanke A (000002.CN) has also risen by more than 5%. The cement plate was active and rose, Longquan shares (002671.CN) rose by the limit, 002205.CN shares (002205.CN) rose by 7%, and Hainan Ruize (002596.CN), Shangfeng cement (000672.CN) and Huaxin cement (600801.CN) rose. Traditional Chinese medicine plate continued to be strong yesterday, Longshen Rongfa (300534.CN), Guizhou lark (002424.CN) and other trading, lucky medicine holding (300108.CN), Guizhou Sanli (603439.CN) and so on rose. The clothing and home textile sector is active, with 002269.CN and 605138.CN rising by the daily limit, 603665.CN up nearly 6%, and 603001.CN and 002293.CN rising. The whole vehicle plate was pulled up, Asian Star bus (600213.CN) rose by the limit, ZTO Express bus (000957.CN), Golden Dragon Automobile (600686.CN), Ankai bus (000868.CN) and so on rose. The media sector rose, with Chinese media holdings (000607.CN), visual China (000681.CN), Hubei radio and television (000665.CN) and other stocks rising by the daily limit, while fruit wheat culture (301052.CN) and new national vein (600640.CN) rose by more than 6 per cent. In addition, the banking sector rose in the early afternoon, Zijin Bank (601860.CN) rose the limit, Ruifeng Bank (601528.CN), 601665.CN Bank (601665.CN), Xi'an Bank (600928.CN) and others rose more than 3%.
In the afternoon, the securities plate was pulled up, the Pacific Ocean (601099.CN) was sealed in a straight line, the National Gold Securities (600109.CN) rose more than 5%, and Societe Generale Securities (601377.CN) and Guohai Securities (000750.CN) followed suit. The power sector rebounded higher, with Jinshan shares (600396.CN), products 603071.CN and 600167.CN rising by the daily limit, Shanghai Power (600021.CN) up nearly 8 per cent, Inner Mongolia China Power (600863.CN), China Nuclear Power and so on rose more than 5 per cent. The education sector continued to be active, with 002621.CN rising by the daily limit, Kevin Education (002659.CN) up by more than 7%, and Bean God Education (300010.CN), 300192.CN Education (300192.CN), and 002638.CN shares. The concept of meta-universe rose, Hengxin Oriental (300081.CN) rose 20%, many stocks such as 300264.CN, 002047.CN, 002253.CN and other stocks rose by the daily limit, while Chinese online (300364.CN) and Lianchuang Electronics (002036.CN) rose more than 9%. Agricultural stocks rose higher and warmed up in late trading, with superstar farming and animal husbandry (603477.CN) up more than 8 per cent, 603363.CN (603363.CN) up more than 7 per cent, and Tiankang (002100.CN) and Zhenghong (000702.CN) up nearly 5 per cent. However, the salt lake lithium extraction plate remained in the doldrums, Chinalco International (601068.CN) fell by the limit, 300631.CN (300631.CN) fell 8%, Salt Lake shares (000792.CN) fell more than 5%, Donghua Technology (002140.CN), Tianqi Lithium Industry (002466) and so on fell. The concept of spirits that was active yesterday was in the doldrums, with 600257.CN shares falling nearly 5%, while Shanxi Fen Liquor (600809.CN), Jiugui Liquor (000799.CN) and Wuliangye (000858.CN) fell. COVID-19 test plate fell, an Xu Biology (688075.CN) fell more than 8%, Tianrui Instruments (300165.CN) fell more than 5%, Lanwei Medicine (301060.CN), Bohui Innovation (300318.CN), 300639.CN Biology (300639.CN) followed the decline.
European and American stock markets fell across the board. China lowered its one-year LPR for the first time in 20 months.
In overseas markets, US Senator Manchin opposed Biden's stimulus bill, and the unprecedented Omicron swept across Europe and the United States, causing a collective decline in global stock markets. On December 20, affected by the spread of the Omicron virus and the setback in the Biden government's infrastructure plans, the three major US stock indexes all closed down more than 1%, the Nasdaq fell 1.24%, the Dow fell 1.23%, and the S & P 500 fell 1.14%. In addition, as the omicron variant virus continued to spread and investors worried about the risk of a blockade, European stock markets fell across the board yesterday, with Germany's DAX30 index falling 1.92 per cent, Italy's FTSE MIB index and Europe's Stoxx 50 index falling more than 1 per cent, and the UK's FTSE 100th index, France's CAC40 index and Spain's IBEX35 index falling nearly 1 per cent. At the same time, the settlement price of international crude oil futures closed sharply lower, with WTI crude oil futures closing down 3.71% at US $68.23 per barrel on the due delivery day. Brent February crude oil futures closed down 4.08% at $71.52 per barrel, while new York gold futures closed down 0.6% at $1794.6 an ounce. It is worth mentioning that Goldman Sachs Group adjusted the Fed's forecast for raising interest rates for the first time from May to March, and expects to raise interest rates three times next year. An earlier and faster rate rise is expected to "eventually support higher yields and long-term forward contracts will eventually be reset along with longer-term Treasuries".
On the domestic news side, the latest one-year LPR (loan market quoted interest rate) has been released. According to the announcement by the people's Bank of China on December 20th, the 1-year LPR in December was 3.8%, down by 5 basis points, and the LPR for more than 5 years was 4.65%, unchanged from the previous month. It is worth noting that this is the first decline in LPR after an interval of 20 months, after an one-year LPR has been maintained at 3.85% for 19 consecutive months, while LPR for more than 5 years has not been adjusted. Experts said that the downward adjustment of the one-year LPR quotation will not only directly promote the reduction of financing costs in the real economy, but also reflect that under the triple pressure of demand contraction, supply shock and weakening expectations, monetary policy is strengthening countercyclical regulation and control in a timely manner, which plays an important signal role in stabilizing market expectations, alleviating downward pressure on the property market and driving restorative growth in consumption and investment. In addition, the central bank and the Bancassurance Regulatory Commission recently issued a notice on mergers and acquisitions of financial services for key real estate enterprise risk disposal projects. It is clear that banking financial institutions should carry out M & A loans for real estate projects in a safe and orderly manner in accordance with the law, risk control and commercial sustainability, with emphasis on supporting high-quality real estate enterprises to merge and acquire high-quality projects of illiquid real estate enterprises. It is required to increase bond financing support, support high-quality real estate enterprises to register and issue debt financing instruments in the inter-bank market, and raise funds for mergers and acquisitions of key real estate enterprise risk disposal projects; speed up the examination and approval process of M & A loans for key real estate enterprises, and improve the service efficiency of the whole process. According to the analysis, as the policy picks up, the financial market will continue to provide financing channels for high-quality real estate companies, meet the reasonable financing needs of real estate, and promote the formation of a virtuous circle of real estate and finance.
With the continuation of the structured market, technology stocks are expected to become a new main line.
Shanghai and Shenzhen stock index opened slightly higher today, the volume can shrink throughout the day, the real estate sector set off a rise and stop tide, banks, brokerages and other weights, driving the market to rebound in an all-round way, panic has been alleviated. In the afternoon, driven by the obvious return of over-the-counter funds in the two cities, the three major indices went out of the concussion trend together, and finally the Prev index rose nearly 1%, and the gem index tenaciously turned red. However, although today's index is out of the rebound trend of bottoming out, the trading volume of the two markets has shrunk seriously, which will also directly restrict the space for the current round of rebound in the Shanghai and Shenzhen stock markets. The upward rebound of the Shanghai Composite Index can be focused on the range of 3630-3650 for the time being, and the psychological barrier of 3600 needs to be observed. Gem trend is relatively not as strong as the main board, short-term can stand firm and strong attack, still need time to digest. You can focus on the first line of 3400-3450 points, once the rebound of the above pressure level is blocked, then the two cities still have the risk of falling back again at any time.
At present, the market structure continues, cyclical stocks high ebb, science and technology theme is expected to become a new main line, the consumer sector stabilized and rebounded. The big logic of the current New year market is still established, there is no need to worry too much about short-term disturbance, the New year market will rise in the index shock, plate alternating rotation and up. However, in view of the fact that the overall trend of the market has weakened and the top shape has been formed technically, it is suggested that investors should still be cautious in operation, control the overall position, and avoid high and overvalued stocks as far as possible. In terms of the industry sector, in the short term, you can pay attention to small-cap state-owned assets stocks with valuation advantages, and the middle line suggests that you should pay attention to smart driving, chips and other technology stocks with more room for growth, and be optimistic about industries with high and improved prosperity, such as new energy vehicles, components, military-civilian integration, and so on. In addition, the impact of the epidemic on the consumer camp is decreasing marginally, and the inflation rate has begun to pick up. Next year, policies focus on supporting domestic demand, and the prosperity of the consumer sector is expected to usher in marginal improvement, which is worth paying attention to.