The A-share three major stock indexes rose and fell each other, hydrogen energy and other sectors rose at the top of the list of declines in Yuan Cosmos, Huawei Automobile and other sectors [the stock market closed]

The market fell back in the afternoon and bottomed out and rebounded. On the market, the pharmaceutical sector continued to be strong in the afternoon, but the afternoon gains of traditional Chinese medicine and other sectors narrowed, of which Hongri Pharmaceutical 20CM rose by the daily limit, Longshenrong rose by more than 10%, and Fangsheng Pharmaceutical, Special first Pharmaceutical, essence Pharmaceutical, Long John Pharmaceutical and other stocks rose by the daily limit. In addition, there are not many new hot spots in the afternoon. Guodian Nanrui diving at one point in the afternoon limit, driving the entire intelligent Electroweb plate fell collectively, and then the plate stabilized and rebounded, and finally Guodian Nanrui, Siyuan Electric, Xu Ji Electric, Guodian Nanzi and other intelligent Electroweb weighted shares still fell more than 5%. On the whole, the differentiation of individual stocks in the plate is more serious today. In late trading, Shaanxi Jinye limit led to the collective anti-withdrawal of high-level stocks, Zhenyang development limit, Xiyi shares close to the limit, but most of the high-level stocks still fell sharply today. On the whole, individual stocks rose more and fell less today, with more than 2700 stocks rising. The turnover on the Shanghai and Shenzhen stock markets today was 97.48 million yuan, a decrease of 15.7 million compared with the previous trading day, and fell below the trillion yuan for the first time in nearly 47 trading days. On the market, the pharmaceutical business, traditional Chinese medicine, industrial marijuana, hydrogen energy and other sectors rose in the forefront, while meta-universe, cloud games, Huawei automobile, cultural media and other sectors led the decline. By the close, the Prev index was down 0.06%, the Shenzhen Composite Index was up 0.04%, and the gem index was down 0.1%. Northbound Capital continues to be closed today because of the Christmas holiday.

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

Northeast Securities pointed out that in view of the adjustment of the A-share hot track and the relatively scattered new hot spots, the market lacks room to rise significantly. In terms of the main line, there is a balance between the "steady growth" of financial and real estate infrastructure and the growth of science and technology consumption of "high-quality development", such as dual-carbon, specialization and innovation, meta-universe, and so on. Balanced allocation is appropriate, and continue to prevent the new energy sector from repeating the risk of retreating liquor stocks at the end of last year. In terms of themes, in the later stage, we can continue to pay attention to the rotation opportunities of satellite interconnection and meta-universe, medical IT and tax IT, novel coronavirus specific drugs, basic consumer goods and agricultural products, as well as securities firms, real estate and other potential policy beneficiary sectors.

China International Capital Corporation said that in the planting industry chain, the front-end seed production link reflects the characteristics of large but not strong, with greater opportunities for improvement. In the context of food security, it is considered that the seed production industry is expected to usher in medium-and long-term industrial changes. During the year, China issued many policies on provenance, innovation protection and the application of biological breeding technology, which also reflected the intention of the policy to focus on this. Among them, the commercialization process of transgenic seed production of corn and soybean in China is gradually advancing, based on this, we judge that the process of transgenic seed production of forage grain in China is expected to land in an orderly manner. this will lead to the expansion of the market scale of corn and soybean seed production and the concentration of enterprise share, while the head company with R & D ability has more long-term development opportunities.

Anxin Securities believes that looking back on 2021, due to the chip shortage, the global automobile market has reduced production by 10.12 million vehicles this year. Looking forward to next year, we believe that the chip shortage is expected to be alleviated, thus driving the recovery of automobile production and sales. It is believed that next year will be the first year of mass production of high-level intelligent driving, and the wave of intelligent cars is coming. In this process, due to the pre-demand of supporting components and software solutions, we believe that incremental software and hardware products will be the first to benefit from the wave of intelligence.