News from the financial world on December 26. On Monday, the three major A-share indexes opened higher. The market fluctuated upward in early trading. The Shenzhen Component Index rose by more than 1%, the ChiNext Index rose by nearly 2%, and the Shanghai Stock Exchange Index lagged behind.
As of the close, the Shanghai Stock Exchange Index rose 0.65% to 3065.56 points, the Shenzhen Component Index rose 1.19% to 10978.99 points, the GEM Index rose 1.98% to 2331.41 points, and the Science and Technology Innovation 50 Index rose 3.34% to 951.11 points. The total trading volume of Shanghai and Shenzhen stock markets was 3624.276 billion yuan, 70 shares in the two cities were at their daily limit (including ST shares ), and 12 shares were at their daily limit . Among the industry sectors, photovoltaic equipment, wind power equipment , power supply equipment, tourist hotels, and batteries were among the top gainers, while insurance, education, biological products, real estate development , and medical services were among the top decliners. In terms of themes, concepts such as TOPCon batteries, HIT batteries, PLC, composite current collectors, energy storage, automotive integrated die-casting, and chiplets were active.
photovoltaic concept is rising, Junda shares, Oujing Technology, Saiwu Technology, Tongrun Equipment, Foster , Star Technology , Lvkang Biochemical, Maohua Shihua, Tianyang New Materials, Lushan New Materials have reached their daily limit;
Energy storage concept has surged strongly, Kelu Electronics , Yonggui Electric, China Water Affairs , Tongli Risheng, Chuanyi Technology, Xiangxin Technology, Costar , Wanliyang , etc. have reached their daily limit;
wind power equipment board The block rebounded, with Jinlei Shares, Daikin Heavy Industries , Tianshun Wind Energy , Zhenjiang Shares, Riyue Shares , etc. rising by more than 5%;
semiconductor sector fluctuated upwards, Ruineng Technology hit the daily limit, Loongson Zhongke , Puran Shares, Zhuosheng Micro, Huicheng Shares, etc. followed up;
Chiplet concept heated up, Wenyi Technology hit the daily limit, Chipai Technology, Suzhou Good Technetium, Zhengye Technology , etc. followed suit;
tourist hotel sector broke out, Lijiang Shares , Sante Cableway, Xi'an Food , Huatian Hotel , Jinling Hotel daily limit;
State-owned Assets Cloud concept changes, People's Daily Online , Merrill Cloud , Infineon daily limit, special information , Shensangda A, Zhuolang Technology, Xiangyou Technology , Ronglian Technology, Guangdian Express , Dianke Digital, etc. followed the rise;
composite current collector concept strengthened, Baoming Technology hit the daily limit, Sanfu Xinke, Dongwei Technology, Yuanchen Technology, Jiaocheng Ultrasound followed suit Rising sharply;
Agricultural sector surged higher and fell back , Dunhuang Seed Industry hit the daily limit, Nongfa Seed Industry, Bangji Technology, etc. were among the top gainers, Longping Hi-Tech , Dabeinong, etc. fell one after another;
Individual stocks On the other hand, the actual controller will be changed to the Shaanxi Provincial State-owned Assets Supervision and Administration Commission, and emerging equipment has risen by the daily limit for three consecutive days;
controlling shareholders and persons acting in concert are planning to reduce their holdings of shares by no more than 3.41%. Macalline has fallen by more than 4%;
's three new stocks collectively broke today, and Shanwaishan has fallen by more than 18%.
Regarding A shares, Shanxi Securities believes that the overall valuation of A shares is still in a significantly underestimated range, and the domestic economy is showing signs of stabilization and recovery, which is expected to lead to the restoration of market expectations. In the short term, the market has experienced shock adjustments due to the impact of the spread of the epidemic after the relaxation of control, but market sentiment has dropped to near the freezing point and is expected to rebound at any time. In the medium and long term, domestic liquidity and corporate profits are expected to gradually improve, the Fed tightening will gradually weaken, and recent adjustments have fully reflected pessimistic expectations. We recommend in the allocation Closely following the main line of economic structural transformation, we are optimistic about targets with strong mid- to long-term growth logic, rigid downstream demand, and strong short-term seasonal boost. For example, tracks that continue to maintain high prosperity logic (new energy, military industry, and information innovation, etc.) + fundamental industries with greater resilience in repair (real estate, breeding, high-end manufacturing, medicine, and medical care, etc.) are expected to continue to achieve better performance.
West China Securities suggested that the layout should be centered around the direction of policies to stabilize growth and expand domestic demand: 1) those related to risk prevention and stabilizing real estate, the real estate industry chain ; 2) those that benefit from expanding domestic demand and post-epidemic recovery: the automotive industry chain, medicine, food and beverages, tax exemptions, etc.; 3) those related to "security and development": trust innovation, independent controllability, digital economy , etc.
Minsheng Securities recommendation, non-ferrous metals (copper, gold, molybdenum, aluminum) and energy (oil, coal); reconstruction of the transportation system: resource transportation, special transportation, etc.; revaluation of heavy assets is an important direction, including: refineries, telecommunications operations, power operations; layout of economic-related assets: insurance, banks, real estate; growth stock investment will be more driven by industrial policies, recommended themes: Yuan Universe (media), digital economy.
