Afternoon shock rebound in the market, the gem index led the rise. In the afternoon, the lithium battery plate continued to strengthen in the afternoon, with the rising tide in the plate, including Xingyun shares, Huazhong CNC up more than 10%, Tibet Everest, Rongjie shares, Yongxing Materials, Zangge Mining, Tibet City Investment and so on. Lithium battery plate continued to fall before, today's rise is a short-term oversell rebound. In addition, afternoon brokerage, CRO and other plates have changed, but the rise is general, the overall market hot spots are more messy, rotation is faster. In terms of decline, green power-related plates still led the decline, but the decline has narrowed, of which the wind power plate rebounded significantly in the afternoon, the early leading Daijin heavy industry rose the limit. On the whole, individual stocks rose more than fell less today, more than 2600 stocks rose, and the number of stocks rising in the afternoon increased significantly. Today's trading volume on the Shanghai and Shenzhen stock markets is 100.27 million yuan, which is 2.79 million higher than that of the previous trading day, and the trading volume is back above the trillion level. On the disk, salt lake lithium extraction, digital currency, glyphosate, instruments and other plates rose in the forefront, while coal, electric power, traditional Chinese medicine, natural gas, hydrogen energy and other plates led the decline. By the close, the Prev index was up 0.39%, the Shenzhen Composite Index was up 0.83%, and the gem index was up 1.06%. Northbound funds have a net inflow of 1.293 billion yuan throughout the day, of which Shanghai shares have a net inflow of 1 billion and Shenzhen stocks have a net outflow of 293 million.
For the future market trend, institutions have expressed their views.
Zhongyuan Securities said that towards the end of the year, all parties in the market are more cautious, and new hot spots in the coming year are brewing. Investors are advised to maintain a balanced allocation and continue to pay attention to the changes in policy, capital and outer disk. It is expected that the Prev short-term small shock is more likely, the gem short-term small consolidation may be greater. Investors are advised to wait and see in the short term, and the middle line will continue to pay attention to the investment opportunities of undervalued blue chips.
Haitong Securities pointed out that the short-term concept of traditional Chinese medicine and meta-universe has risen too much recently, and it is not recommended to catch up. In the medium to long term, we will continue to pay attention to the consumer blue chip, finance, and the consumer electronics sector where capital continues to flow into the large consumer sector in the near future. at the same time, the construction of the digital economy mentioned in the national information plan may benefit from policy care in the future. it is recommended to pay attention to the software, computer and communication sectors at the core of digital economy construction.
Galaxy Securities believes that the leveling power costs of wind power and photovoltaic are still in a downward channel, which will further protect the profitability of new projects. Under the background of the rising price of thermal power and the construction of a national unified power market system, the social acceptance of new energy power generation has increased, and there is still room for improvement in the premium and consumption ratio of green electricity. New energy operators and operators of traditional coal power conversion to new energy power generation are expected to fully benefit.
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