News from the financial world on December 28. On Wednesday, the three major A-share indexes collectively opened lower. In early trading, the market bottomed out and then rebounded. The Shenzhen Component Index and the ChiNext Index once fell by more than 1%.
As of the close, the Shanghai Stock Exchange Index fell 0.26% to 3087.4 points, the Shenzhen Component Index fell 0.86% to 11010.53 points, the GEM Index fell 0.9% to 2338.26 points, and the Science and Technology Innovation 50 Index fell 0.61% to 957.27 points. The total trading volume of the Shanghai and Shenzhen stock markets was .3650.77 billion, and the actual net buying volume of northbound funds was .33.918 billion yuan. In the two cities, 39 shares of have reached their daily limit (including ST shares ), and 15 shares of have reached their daily limit . Among the
industry sectors, tourism hotels, power industry, insurance, banks, photovoltaic equipment, etc. were among the top increasers, while education, automobiles, logistics industries, aviation airports, auto parts, etc. were among the top decliners. In terms of themes, concepts such as oximeter , green power, and data validation were active.
The tourism and hotel sector is still active. Xi'an Tourism, Xi'an Food , Three Gorges Tourism, Qujiang Culture and Tourism, Dalian Shengya , Zhongke Cloud Network , Lijiang Shares , Xiangyuan Culture and Tourism are at their daily limit;
The power industry is strong, Kingsoft Holdings , Jinko Technology, Silver Star Energy are hitting the limit, solar energy, Guangyu Development, Huadian International , Huaneng International, etc. have risen by more than 5%;
The concept of blood oximeter is rising, Lexin Medical , Aojiahua hit the daily limit, Kangtai Medical , Baolaite, Kefu Medical, Huashengchang, etc. were among the top gainers;
data confirmation concept went higher, Annie shares , Hua Media Holdings hit the limit, Fengyuzhu, Sansanxing rose by more than 5%;
The dairy industry sector changed during the session, with Maiquer hitting the limit, Sunshine Dairy , Manor Ranch, Golden Rabbi, Panda Dairy, etc. followed suit;
The banking sector was eye-catching, Suzhou Bank rose by more than 3%, Bank of Ningbo , Changshu Bank, Xi'an Bank and others were among the top gainers;
Tesla concept stocks were in the doldrums, Harbin Industrial Intelligence , Dual Ring Transmission , Tuopu Group, Shuangfei Group, Sanhua Intelligent Control, etc. fell more than 4%;
The automobile sector fell sharply, Yaxing Passenger car fell to the limit, Ankai Bus, Zotye Automobile , Changan Automobile , etc. fell by more than 5%;
anti-viral fabric concept fluctuated and weakened, Ruyi Group hit the limit, Annair fell, Fengzhu Textile , Nanshan IQ, Shengquan Group, Xin'ao shares have followed suit;
individual stocks , it is planned to acquire 850 million yuan from the platform company established by Beijing Huiyuan through reorganization 31.48% of shares , China Water Affairs triple board;
subsidiary plans to invest approximately 9.868 billion yuan in the construction of POE high-end new material projects, Dingji has reached its daily limit for two consecutive days;
plans to purchase 49% of ROC’s equity for approximately 1.142 billion yuan, Hainan Mining has reached its daily limit.
Regarding A shares, Hualong Securities pointed out that the trading volume has not been enlarged for a long time, which may limit the height of the rebound. Overall, the market is a technical reversal. The operating idea is to follow the market rhythm, moderately adjust positions , maintain a neutral mindset, and never blindly chase prices higher.
Huafu Securities pointed out that if it can rise to near the half-year line in the next few days, there is a high probability that will go sideways and will fluctuate up and down the half-year line. Observing the recent trend of Shanghai Composite 50, if it takes the lead to fall below last week's low of 2580.37, other indexes will follow suit. If it appears close to 3,000 points in recent days, you can buy low in batches.
Northeast Securities pointed out that the market is still in the logic of mid-term repair. In the short term, it is not advisable to be overly pessimistic. You can start bargain hunting, be more balanced in style, and pay appropriate attention to the main line of mass entrepreneurship and innovation. There is a high probability that the main line of mass entrepreneurship and innovation will stop the decline and stabilize the trial market layout opportunities first. From the perspective of the market structure, the style is relatively balanced, with low valuation weights for insurance companies, coal companies, petroleum, consumer products, medical beauty, sports, etc., and technology growth categories such as military industry, chips, new energy, etc. Therefore, the trial market layout is appropriate.
CITIC Securities pointed out that on the main line of the market, the current structural market is showing signs of switching, and the overall trend towards performance and valuation is increasingly obvious, and this process may continue for some time. In the near future, we can still focus on selecting targets from industries and individual stocks that are facing marginal improvement in post-epidemic recovery and performance.
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