Today's market
December 22nd, the winter solstice, the sun was shining brightly outside, A shares were extremely cold, the three major indexes opened high and went low , and collectively closed down, with the Kechuang 50 falling by more than 1%. Shanghai stock index has 4 consecutive negatives, GEM 5 consecutive negatives.
The overall market sentiment is about to reach freezing point again. Under the 4100+ stocks, there are less than 900 stocks that have gained , with a median increase or decrease of -1.61%, underperforming the market index, and the effect of losing money is obvious.
Looking at the daily limit stocks, the actual daily limit rose by 34, the total number of stocks on the board was 6, 21 stocks failed to be blocked, and the blocking rate was 62%. In terms of individual stocks, the market still lacks high standards, and short-term sentiment is poor. Currently, the high bid stocks are Quanjude, which sells food and beverages + prepared dishes in 7 days; Zhongjun, the e-commerce + data element business Baobao, which sells 4 shares in 5 days; and Tianshun, a logistics stock, which sells 4 shares in 5 days, but it is difficult to sustain. Tianshun even blocked the and boards in late trading, and the probability of subsequent flameout is very high. POE film concept stock Shenyang Chemical Industry 3 board, Shenyang Chemical Industry has the probability of being promoted to the Chinese army, mainly POE film logic; the automotive industry chain 's Yaxing Bus 4 days 3 board Lanzhou Yellow River , miss you so much, Maiqu'er, Annel 2 board.
The volume can be seen. The two cities traded 657.5 billion throughout the day, which was 82.8 billion higher than the previous trading day. The market continued to maintain the shrinking pattern. It is worth noting that northbound funds continued to buy against the trend, with a net purchase of of 32.815 billion yuan throughout the day, of which and Shanghai Stock Connect net purchases were 1.883 billion yuan and Shenzhen Stock Connect net purchases were 932 million yuan. This is three consecutive days of net buying by northbound funds. Although the amount of net buying is not large, it shows that foreign investors are still firmly optimistic about the upward trend of A shares.
Looking at the market, the sector is still falling more than rising. Overall, the main line of funds is still on large consumption, but some consumer stocks dived in late trading. The concept of anti-viral fabrics was strong throughout the day, with Fengzhu Textile , Ruyi Group , and Anair hitting the daily limit; education stocks bottomed out and rebounded sharply, with Quantong Education rising more than 10%, Zhonggong Education , and Guoxin Culture hitting the daily limit; pork stocks rebounded, Zhengbang Technology , Guanghong Holdings , Jin Xinnong hit the daily limit. In terms of decline, photovoltaic , semiconductor and other track stocks continued to adjust. Sanfu Xinke fell to the 20CM limit, and Mubang Hi-Tech and Dongfang Shenghong fell by more than 9%.
Friday’s trend and industry configuration
Shanghai Stock Index: From the trend point of view, it opened high and moved low throughout the day. It was blocked near the 5-day moving average and then fell back. The daily K-line closed for 4 consecutive negative days, and continued to step back on the head and shoulders bottom neck line to gain support.
From the time window point of view, Friday is the 13th day since the high point adjustment of 3226, and the market change signal is turned on. This is verified by looking at the 15-30 minute cycle. In this cycle, there has been an obvious bottom deviation from the trend, and the indicator is continuing to slowly repair.
From the perspective of the main funds, at the 15-60 minute level, there is an obvious signal for the main funds to attract . On the short-term rebound, the pressure of 3100 points will continue to be tested.
In terms of operation, the mid-term upward trend of the index remains unchanged. Now is the opportunity to buy low. The current total position is controlled within 50%. After the site reaches 3200 points, will increase its position in .
The configuration is centered around three main lines: First, the direction of expanding domestic demand, food and beverages, liquor, medical equipment, prepared dishes, tourism, aviation and airports, duty-free, etc. The second is the new and old infrastructure (e.g., digital computing, cement, 5G communications) under the background of stable growth; the third is the strong policy certainty under the switch of new driving forces and the continued high prosperity of the IT, semiconductor, military industry, and new energy subdivided tracks.
In terms of short-term allocation, the focus is on consumer goods with high consumer demand during the Spring Festival, such as prepared dishes, pork, and chicken. This point was mentioned in the review article on December 21. Friends who buy low will eat meat today.
Follow: huangshanghuang, Tianhong Shares, Jinjiang Online, delis, Wen's Shares, Superstar Agriculture and Animal Husbandry, Yike Food.
A new round of consumption stimulus has begun.
Recently, the large consumer sector in the market has become a standout. Obviously, under the background of comprehensive liberalization, consumption recovery is expected to be obvious. Recently, various places have fled to a new round of consumption stimulus measures, especially in industries that have been severely affected by the epidemic.
According to incomplete statistics, since December, more than 40 places across the country have announced the launch of activities related to the issuance of consumer vouchers, focusing on supporting industries seriously affected by the epidemic, such as home appliance vouchers, dining vouchers, entertainment vouchers...
In the new round of issuance of consumer vouchers, there are provincial and municipal levels. For example, Fujian Province has allocated 200 million yuan to support the issuance of consumer vouchers in various places; at the municipal level, for example, Haikou City has jointly released 3.5 million yuan of takeaway consumer vouchers with the Ele.me platform, and citizens can receive consumer voucher red envelopes with a total value of up to 134 yuan; and even some district levels have also issued consumer vouchers, such as Shenzhen Futian District issued 20 million yuan consumer vouchers, and Shenzhen Longhua District issued 30 million yuan consumer vouchers.
The Spring Festival is approaching. The issuance of consumer coupons will further promote consumption during the Spring Festival. Both service consumption and goods consumption are expected to usher in a small peak. At the same time, it is expected that more local governments will join in the issuance of a new round of consumer coupons to stimulate the wave of consumer demand during the Spring Festival.
Therefore, the current mainline market trend of large consumption has not changed, and it is expected to continue to strengthen in the short term, but it is not appropriate to chase the rise, and you can wait for adjustments to buy low.
This article was originally written by Yuan Fang. Welcome to follow and help you learn more together!
(Note: No matter how good the logic is, it is necessary to choose the timing of intervention and exit based on market sentiment and the ups and downs of the market. The above content is only a static analysis based on the industry and the company's fundamentals without dynamic trading guidance. The stock market is risky, so you need to be cautious when entering the market. Please operate at your own risk.
