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The three major A-share stocks all fell, the automobile plate strong steel and rare earth stocks pulled up in the afternoon [stock market closed]

iconDec 2, 2021 16:20

The two cities continued to shake and sort out in the afternoon, the Shanghai 50 index rose slightly, Weier shares closed, and the CSI 1000 index fell more than 1%. The whole vehicle plate is strong, CIMC vehicles and Sinotruk both rise by the limit, while auto parts-related plates are divided, with Jinbei cars falling by the limit and Suao sensor diving by more than 12%. ST plate stocks rose again by the daily limit, with more than 20 shares in the plate rising by the daily limit. Tobacco, steel, real estate, rare earth plates pulled up in the afternoon, silicone, smart Electroweb and other plates fell unilaterally. On the whole, individual stocks fell, with more than 3300 turning green, and the turnover on the Shanghai and Shenzhen stock markets exceeded trillion yuan for the 30th trading day in a row. On the disk, the whole vehicle, China Shipbuilding system, cement and other plates rose in the forefront, while industrial mother machine, silicone and other plates led the decline. By the close, the Prev index was down 0.09%, the Shenzhen index was down 0.19%, and the gem index was down 0.19%. Northbound funds bought more than 3 billion yuan net throughout the day.

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

Haitong Securities said that the recent trend of A-shares showed strong resilience, walked out of the independent market, and the daily trading volume of more than one trillion yuan and more trading limit also showed good market vitality. Under China's mature epidemic prevention and control system, "O'Micron" will not cause waves, and the market will soon return to the previous pace of operation after a short-term disturbance.

Zhongyuan Securities believes that, compared with the outer disk, the recent performance of the A-share market is relatively sound, the major mainstream core sectors have not been significantly affected by the large fluctuations in the outer disk, and some investors have begun to try to lay out emerging industries that may strengthen in the coming year. Due to the frequent conversion of hot spots in the current market, and the game characteristics of market stock are still significant, we suggest that investors remain cautiously optimistic, balanced allocation, appropriate control of the proportion of positions, waiting for the arrival of a new wave of rising prices. It is expected that Prev short-term small collation is more likely, gem short-term small shocks may be greater. We recommend that investors pay close attention to investment opportunities in aerospace and military industries, software services, semiconductors and auto parts in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle line.

Citic Construction Investment pointed out that according to the headlines of Yunjiu, famous wines have adjusted the price of its core items, raising the unplanned price to 1089 yuan per bottle, and the overall cost to 969 yuan; according to micro-wine, Jiannanchun's ticket price has been raised by 20 yuan. According to the feedback from the channel, the unplanned increment of a high-end liquor dealer is several hundred tons, and the price is 1479 yuan. At present, the market is obviously worried about the constraints of the price increase of high-end liquor, and the price increase of liquor companies before Wangchun is higher than expected, which may significantly boost the performance of next year. The current channel inventory is low, the new sales year is gradually opened, channel replenishment demand and consumer demand are expected to pick up, December dealers meeting may have active planning. Firmly optimistic about the current round of liquor market, the first is the largest expected difference of sub-high-end alcoholic liquor, willing to wine industry, Shanxi Fenjiu and so on, followed by the recommendation of high-end Mao Wuli.

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