The three major A-share indexes all closed higher, salt lake lithium extraction, coal and other sectors led the decline. [stock market closed]

게시됨: Dec 30, 2021 15:10

The volatility of the market fell in the afternoon, and the gains of the major indexes all narrowed down. On the disk, the abnormal movement of the traditional Chinese medicine plate is stronger again. In addition, the North Stock Exchange today's three stocks 30CM limit, all for pharmaceutical-related stocks. The tobacco plate fluctuated and strengthened in the afternoon. Short-term, Jiu'an Medical once again rose 5 days 4 boards, novel coronavirus testing plate continues to strengthen, yesterday only 18 even board stocks 12 continue to rise today. On the whole, individual stocks rose more than fell less today, more than 2900 stocks rose, and the number of stocks rising in the afternoon decreased. Today's trading volume on the Shanghai and Shenzhen stock markets is 1.0178 trillion yuan, which is 20.5 billion higher than that of the previous trading day, and the trading volume is back above the trillion level. On the disk, the media, mobile games, meta-universe, intellectual property protection, traditional Chinese medicine and other plates rose in the forefront, logistics, salt lake lithium extraction, coal, glyphosate and other plates led the decline. By the close, the Prev index was up 0.62%, the Shenzhen Composite Index was up 0.97%, and the gem index was up 1.25%. Northbound funds have a net inflow of 8.141 billion yuan throughout the day, of which Shanghai shares have a net inflow of 3.58 billion and Shenzhen stocks have a net inflow of 4.561 billion.

For the future market trend, institutions have expressed their views.

Central Plains Securities believes that the A-share market opened low and fluctuated downwards on Wednesday, affected by a significant decline in Hong Kong's Hang Seng Index. Stock indexes in the two cities fell step by step after opening low in early trading. Leading varieties of core assets such as wine, food and beverage, semiconductors and electricity fell sharply in intraday trading, dragging down the stock index unilaterally throughout the day, and the Prev closed through the 3600-point integer mark again. The trading volume of the two cities is less than one trillion yuan, the sentiment of investors holding money and wait-and-see is heavy, and the characteristics of stock game are significant. At the end of the year, investors still need to guard against the risks that may occur in large market capitalization varieties with large cumulative increases, and it is recommended that they continue to pay attention to the changes in policy, capital and outer disk.

Shanxi Securities pointed out that the consumer sector, which has continued to pull back, may have a better performance in 2022, and the household appliances, auto parts and Volkswagen food sectors have relatively higher certainty and are recommended to focus on. In addition, the rising price of lithium carbonate drives the lithium plate to continue its strong performance, and the demand of the new energy industry chain remains unchanged in the medium and long term, which is expected to support the lithium plate to maintain a high boom.

At the same time, the change of lithium reserves and the expansion of enterprise production capacity may change the profit logic of lithium plate, and the price may gradually lead the transformation of vector coverage. It is suggested that consideration be given to the growth attribute of lithium, considering both quantity and price, and the medium-and long-term layout should be carried out according to the change of performance realization ability of the specific target.

Galaxy Securities pointed out that thermal coal will face a double-rise pattern of supply and demand in the future, achieving a basic balance; the coking coal plate may fall in both supply and demand for some time in the future; and the coke plate may achieve a tight balance between supply and demand on the basis of further contraction of supply. With the continuous progress of the reform of the electricity price pricing mechanism, the coal industry is expected to have a broader space for development. with the establishment of the coal-power linkage mechanism, the adjustment of the benchmark price of the long Association plays a key role in stabilizing the upstream and downstream.

Recently, the upper level has made frequent voices to maintain the stability of the real estate market, the stable and healthy development of the real estate industry chain can be expected, and the demand side has a marginal improvement trend. As a basic energy, coal still plays the role of ballast stone in the process of energy structure transformation. Under the premise that the rich cash flow of coal enterprises provides a solid foundation, on the basis of consolidating the main industry, the transformation to the depth of the industrial chain and the direction of new energy and new materials has become a bright spot of investment in the future.

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The three major A-share indexes all closed higher, salt lake lithium extraction, coal and other sectors led the decline. [stock market closed] - Shanghai Metals Market (SMM)