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The three major A-share indexes all fell novel coronavirus test, salt lake lithium extraction and other plates rose in the front row, Yuan Cosmos and other sectors led the decline [stock market closing]

iconDec 29, 2021 15:22

The overall market remained weak and volatile in the afternoon, and the Shanghai 50 index continued to lead the decline. In the afternoon, novel coronavirus testing plate continued to strengthen, McAudi rose more than 10%, Jiu'an Medical rose 4 days and 3 boards, Jimin Medical, Xilong Science rose by the limit, Yangpu Medical, Runda Medical, Tianrui Instruments, Yafuilong and so on rose more than 5%. The liquor sector continued to decline in the afternoon, with Yingjia Gong Jiu, Gujing Gong Jiu, alcoholic liquor, Kouzi cellar, Luzhou laojiao and Elite down more than 5%, and Guizhou Moutai down more than 4%. Chinese medicine board heavyweights fell sharply, Pianzi fell by the limit, China Resources 39 and Tongrentang fell by more than 5%. Today, there is an obvious differentiation between large-cap stocks and small-cap stocks in the market. In terms of high-level stocks, the stock price of Sanyang Horse resumed trading today, which led to the activity of high-level stocks, and snowman shares staged the floor. Yesterday, all 9 board stocks rose today, of which 7 continued to rise by the daily limit. On the whole, today's stocks fell more than rose less, more than 2500 stocks fell. The turnover on the Shanghai and Shenzhen stock markets today is 997.3 billion, which is 5.4 billion lower than that of the previous trading day, and the trading volume has once again fallen below the trillion yuan. On the market, China Shipping system, Airport Shipping, novel coronavirus testing, Salt Lake Lithium extraction, Intelligent Logistics and other plates rose in the forefront, while planting and forestry, liquor, meta-universe, dairy and other sectors led the decline. By the close, the Prev index was down 0.91%, the Shenzhen index was down 1.24%, and the gem index was down 1.4%. Northbound funds have a net inflow of 662 million yuan throughout the day, of which Shanghai shares have a net inflow of 186 million and Shenzhen stocks have a net inflow of 476 million.

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

Zhongyuan Securities believes that the A-share market first suppressed and then rose on Tuesday, boosting the significant strength of the new energy lithium power, wind power equipment and technology industries in the two cities, driving the stock index to rise steadily, leading the mainstream sector to rise again, and the defense plate fell slightly, and the hot spots in the market continued to show the characteristics of frequent changes. The trading volume of the two cities is about 1 trillion yuan, and the characteristics of the stock game are still the same. Due to the lack of sustained hot spots in the current market, and the approach of the end of the year, all parties in the market have a heavy mentality of holding money to wait and see, and some active funds are actively looking for new hot spots that may emerge after New Year's Day. It is suggested that investors should continue to pay attention to the changes in policy, capital and outer disk.

Haitong Securities believes that with the approach of the Spring Festival, the market style is adjusted frequently, hot information continues to be weak, and it is more difficult to make money. It is recommended to see more and move less, but two major directions of bargain-hunting configuration can still be considered. 1) with the policy underpinning of steady growth, the market liquidity remains abundant, so we can focus on the securities sectors with low valuations and good performance. 2) under the double-carbon background of "carbon neutralization and carbon peak", clean energy has been highly valued by the national policy, and wind power, as an important part of clean energy, also has a broader space for investment. in the medium to long term, we can pay attention to the wind energy sector after the correction.

Shanxi Securities believes that it is possible to cut reserve requirements again in the first quarter of 2022, and the probability of structural interest rate cuts is also on the rise. It is suggested that attention should be paid to investment opportunities in the field of durable goods consumption that are expected to benefit from it, as well as opportunities for financial sectors that are expected to reduce costs and improve efficiency in the context of the real economy in which structural monetary policies yield benefits. In addition, the home appliance plate continued to be strong yesterday, continuing to emphasize the better allocation opportunities of the plate in the context of "expanding domestic demand" and low water levels.

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