The three major A-share indexes closed higher in the new energy sector and the strong energy storage sector set off a stop-and-stop trend throughout the day [stock market closed]

Today, the afternoon gains of the three major indexes expanded, the Prev index returned to above 3600 points, the CSI 1000 index rose more than 1%, individual stocks rose more than fell less, and the turnover on the Shanghai and Shenzhen stock markets once again exceeded one trillion yuan. Energy storage, photovoltaic, wind power, lithium and other new energy plates are strong throughout the day, the energy storage plate set off a rising tide, Ningde era, BYD hit a new high, phosphorus chemical industry, fluorine chemical industry, gem clear water 4 days 3 boards, Hubei Yihua, Yongtai science and technology and other hot stocks rose and hit an all-time high. Brokerage, insurance plate afternoon abnormal pull, the Great Wall Securities limit, Minsheng Holdings 3 connected board; national defense, medical and American plate performance. Of the two new shares that broke at the start of the day, Kelda closed up more than 10%, while Kofu Medical still closed down 4.43%. On the market, energy storage, PVDF, HIT batteries, power equipment and other sectors rose in the forefront, while real estate development, education, the concept of the Beijing Stock Exchange, tourism and other sectors led the decline. By the close, the Prev index was up 0.76%, the Shenzhen Composite Index was up 0.72%, and the gem index was up 1.64%. Northbound funds bought a small net purchase of 894 million yuan throughout the day, a net purchase for the fifth day in a row.

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

Anxin Securities pointed out that the rest and recuperation of the current market is nearing the end in terms of space, and there is little room for further downward. The current market is quite similar to that of October last year and April this year: both are at the end of the adjustment at the end of a round, and the market is actively looking for a new main line. Commodity prices, represented by coal and steel, have fallen sharply this week, attracting market attention, and the main opportunity of the market is changing. the high probability will change from the early high boom (Ning combination) + upstream (cycle) to high boom (Ning combination) + downstream (consumption). Continue to maintain the concept of moderate balance in allocation: high-end manufacturing continues as the basic allocation; part of the allocation of consumer goods with reasonable valuation and improved prosperity; part of the allocation of financial real estate with low valuation and full risk release; shrink the allocation of cyclical stocks, periodic products with hard demand support have investment value.

According to the CICC strategy research report, recent marginal changes at the policy level continue to be positive, such as upgrading policies aimed at commodity price increases, cracking down on coal futures speculation and promoting the release of high-quality coal production capacity. Domestic commodity futures prices are adjusted back, and it is expected that the upstream price pressure will continue to ease in the future. On the other hand, the regulatory statement on real estate has also partially allayed concerns that the spread of credit risk and the downturn in the real estate industry may be an excessive drag on the economy. Upstream price adjustment is beneficial to the middle and lower reaches of the plate; in the medium term, the growth style may still be an important direction in the medium term, and consumption with a relatively pessimistic and large decline in early expectations may gradually enter the end of the adjustment. It is suggested that stock selection should be arranged step by step from the bottom up.

Tianfeng Securities Research report said that the net investment of money turned negative to positive. In the current period, the net financing of real estate credit debt continues to be negative. The current period of local government debt has increased significantly compared with the previous period, while urban investment debt has declined slightly. The curtain of the bank's three-quarter report opened and the results got off to a good start. The performance of the banking sector in the fourth quarter is something to look forward to. Supervision attaches importance to the prevention of systemic risks, and bottom line thinking and policy adjustments are expected to help banks reduce the pressure of credit risk. At present, banks are facing a friendly regulatory environment, and capital replenishment demands are expected to help banks release their performance.