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2021 National Two Sessions is coming, are these stocks about to explode?
How to move the market during the "Two Sessions"
2021 National Two Sessions is about to be held. Securities Times·Data Bao sorted out the market trends in the 30 trading days before the two sessions, during the two sessions, and 30 trading days after the end of the two sessions in the past 10 years. It can be seen that the overall performance of 's "Two Sessions Market" is more rising and less falling. Before the two sessions, the probability of the Shanghai Composite Index rising was 80%, with an average increase of 3.6%; the probability of the rise during the two sessions was 60%; after the end of the two sessions, the probability of the Shanghai Composite Index rising was 60%, with an average increase of 4.48%.
Shenzhen Component Index is similar to the Shanghai Composite Index. In the past 10 years, the average increase in the Shenzhen Component Index was 4.53% and 4.82% respectively before and after the end of the Two Sessions. The trend also showed slight fluctuations during the Two Sessions, with an average decline of 0.38%.
Some analysts pointed out that China's economy will usher in a "big New Year" in 2021. As China takes the lead in entering the "post-epidemic era", global trade and economy are also gradually recovering. The main market line may revolve around the pro-cyclical sector in the first half of the year, and will transition to a high-quality track for industrial transformation and upgrading in the second half of the year, and industrial upgrading and consumption upgrading will usher in an explosion. In terms of demand, we follow the guiding ideology of "accelerating the construction of a new development pattern with the domestic circulation as the main body and the domestic and international circulations mutually promoting each other", optimize the supply structure on the supply side and improve the quality of supply; expand domestic demand on the demand side. The huge domestic market will continue to release demand and consumption is expected to rebound sharply.
policy, 2021 is the beginning of the "14th Five-Year Plan" and has put forward new goals and requirements for scientific and technological innovation, industrial development, domestic market, deepening reform, and green development. A series of important new policies and measures introduced by the country in the future will comprehensively promote the vigorous development of various industries. And there are opportunities internationally. The international situation is gradually shifting towards a direction that is conducive to China's economic development.
In addition, Oriental Securities believes that the local two sessions have sent six major signals: First, the economic growth target at the beginning of the "14th Five-Year Plan" is relatively conservative, mostly in the range of 6%-7.5%; Second, it is to formulate clearer quantitative indicators for the layout of new infrastructure; Third, in 2021, all provinces and cities continued the tone of expanding domestic demand, but due to the continuous impact of the epidemic on consumption, the number of provinces without targets has increased compared with last year; Fourth, large cities generally propose to increase the supply of rental housing to solve the housing problem, and the scale can be compared with new/second-hand housing; Fifth, ensure food security and set output targets; Sixth, "carbon peak" has been implemented from the central government to local governments, and runs through the "14th Five-Year Plan" of all provinces and cities.
Potential benefits for the "Two Sessions" in 2021 stocks list sorted out
Data treasure sorted out the potential themes of the local two sessions, mainly focusing on technological innovation, promotion of consumption, new infrastructure, carbon peak, carbon neutrality, and agriculture, which has always been the core topic of the Two Sessions. Combined with securities companies' analysis of the "Two Sessions Market", a total of 26 industry stocks with valuations below 50 times were screened out for readers.
There are 4 stocks with an increase of with more than 10%. Influenced by the local two sessions' clear proposal to develop a green economy and expand and strengthen the environmental protection industry, Hanlan Environment ranked first with an increase of 11.95%. The top gainers include Suken Agriculture, Dabeinong , Tiankang Biological and Yingfeng Environment.
From the perspective of capital flow, northbound funds increased their holdings of 11 stocks after the beginning of the year. Most of the stocks in the carbon peak, carbon neutrality and agricultural sectors have increased their holdings, while most of the scientific and technological innovation, new infrastructure and consumer sectors have suffered from northbound funds to reduce their holdings. Tiankang Bio 's 's 's 's 's 's latest shareholding is 10.5537 million shares, an increase of 8.2701 million shares compared with the number of shares held before the year, accounting for 0.77% of the total share capital; other stocks with the largest increase in positions include Wingtech Technology , Muyuan Shares , Weirli and Zhengbang Technology .
The 12 stocks that have released their performance forecasts have all achieved profitability in 2020. The highest year-on-year growth in net profit was Muyuan shares , at 357.94%. The company's significant growth in performance is mainly due to the significant increase in pig sales and pig prices in 2020.The performance of Xinwei Communications , which was basically the same as last year, is because while the company's wireless charging, 5G antenna and other businesses are growing rapidly, the company's operations are affected by factors such as the global epidemic, changes in the external market environment, and exchange loss ; and under this circumstance, the company still further increases its R&D investment.
Statement: All information content of Databao does not constitute investment advice. The stock market is risky, so you should be cautious when investing.
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data treasure (shujubao2015): Securities Times Intelligent Original Innovation Media.
