December 31 news, Prev after the opening shock higher, gem index fell back slightly to turn green, plate, traditional Chinese medicine stocks continue to strengthen, green electricity, photovoltaic, salt lake lithium and other plates are strong. Overall, the market sentiment is slightly warmer than the previous period, the long-short game is fierce, individual stocks rise more and fall less, and the money-making effect is better. By midday's close, the Prev was up 0.36% at 3632.14, the Shenzhen Composite Index was up 0.06% at 14805.60, and the Chuang Seng Index was down 0.21% at 3315.78.
From the market point of view, traditional Chinese medicine, ice and snow, salt lake lithium plate led the increase, the cultivation of diamonds, China ship line, insurance plate led the decline.
Hot spots:
1. Wind power, photovoltaic
The concept of wind power and photovoltaic rose strongly in intraday trading on the 31st. As of press time, in terms of photovoltaic concept, psychic shares, Xichang Electric Power, Xinzhu shares, Fullett and Saint shares rose sharply, while Haiyou new materials rose; in terms of wind power concepts, Huawu shares, China Science and Technology, Guodian Power rose sharply, and Tianwo Technology and Funeng shares rose.
On the news side, recently, SASAC triggered the "guidance on promoting the High-quality Development of Central Enterprises and doing a good job of carbon neutralization", pointing out that by 2025, remarkable progress will be made in the adjustment and optimization of the industrial structure and energy structure of central enterprises. the energy use efficiency of key industries has been greatly improved, the construction of new power systems has been accelerated, and positive progress has been made in the research, development, promotion and application of green and low-carbon technologies. The comprehensive energy consumption of the output value of 10,000 yuan of central enterprises is 15% lower than that of 2020, the carbon dioxide emission of the output value of 10,000 yuan is 18% lower than that of 2020, the installed proportion of renewable energy power generation is more than 50%, and the revenue proportion of strategic emerging industries is not less than 30%. To lay a solid foundation for achieving carbon peak.
2. Traditional Chinese medicine
Boosted by positive policies, the traditional Chinese medicine sector broke out again in intraday trading on the 31st. As of press time, Red Sun Pharmaceutical, essence Pharmaceutical, Long John Pharmaceutical, Xintian Pharmaceutical, Tongrentang, China Resources Sanjiu, and Foci Pharmaceutical rose sharply, while Zali Pharmaceutical, Jichuan Pharmaceutical, Renhe Pharmaceutical and so on rose.
In terms of news, on December 30, the State Drug Administration and other eight departments jointly issued the "14th five-year Plan for Drug Safety and Promotion of High-quality Development". The Plan defines the main development goals of drug safety and promoting high-quality development during the 14th five-year Plan period, and sets out 10 main tasks. That is, implementing the supervision of the whole process of drug safety, supporting industrial upgrading and development, improving the drug safety governance system, continuously deepening the reform of the review and examination and approval system, strict vaccine supervision, promoting the inheritance and innovative development of traditional Chinese medicine, and strengthening the construction of technical support capacity. strengthen the building of professionals, strengthen the intelligent supervision system and capacity building, and strengthen the emergency system and capacity building.
Message side:
1. Guizhou Moutai high-end new products dealers charge more than 4000 yuan per bottle.
2. The National Development and Reform Commission: speed up the work of the Real Estate Investment Trust (REITs) in the infrastructure sector.
3. NDRC: conduct a comprehensive and systematic investigation on the risks such as principal and interest payment of corporate bonds in 2022.
4. Guo Ping, Chairman-in-Office of Huawei: in 2022, we will increase the investment of "Hongmeng + Euler" to provide the world with a second choice.
The prospect of the future market：
Guosheng Securities believes that the Prev moved its center of gravity upward in early trading on Thursday and moved sideways in the afternoon to close the Xiaoyang line. There is only one trading day left in 2021, the final settlement cycle is about to pass, the late killing force will be reduced, the rhythm or mainly to rebound, can actively participate. In the sector, spirits and food prices have been intensively raised to achieve cost transfer, while the market performance has fallen sharply, or there may be trading opportunities, and large consumption can be regarded as a target of concern in the medium term. At the same time, meta-universe and hydrogen energy poured into more funds in the early stage and the subject matter has room for imagination, so we can continue to track it.
Ping an Securities pointed out that the market is still dominated by game shocks in the short term, and the relative performance-to-price ratio of the main line of stable growth is rising. At present, A shares are in a performance vacuum, there is an obvious switch between high and low plates, and the market pays more attention to the policy effect of stabilizing growth, but under the circumstances that the overall policy strength is limited and the worries about the real estate downturn still exist, the whole capital is in the wait-and-see stage. we still need to wait for new performance growth and policy power points in 2022. Structurally, it is suggested that we should focus on the layout of the main line of steady growth and pay attention to the new infrastructure, consumption, military industry and other sectors. In January 2022, it is recommended to pay attention to the top ten gold stocks: Luzhou laojiao, Shun Feng Holdings, Lixun Precision, Ziguang Guowei, Daijin heavy Industry, Longji shares, Penghui Energy, focus Media, Oriental Wealth, Chengdu Bank.