Index volatility weakened throughout the day, market divisions increased, individual stocks fell, up more than 9% stocks only more than 50, the market moneymaking effect is poor. On the plate, liquor, military industry, lithium electricity, photovoltaic and other high-level hugging plates collectively fell, Sany heavy industry, Golden Dragon Fish and other stocks diverged, funds began to switch between high and low positions, and 5G, semiconductors and other scientific and technological directions made efforts. Stocks such as North Huachuang, Changdian Technology, Zhaoyi Innovation, ZTE and other stocks soared. In addition, medium-character stocks such as low and large market capitalization were also favored by funds. Rare earths, shipping, natural gas and other plate intraday pull up, yesterday led the index to cross the border of the brokerage persistence is poor. On the market, the Chinese prefix, shipping, oil and gas services and other sectors led the increase, while the registration system sub-new, securities, agriculture and other sectors led the decline.
As of the close, the Prev index fell 0.27% to close at 3598 points; the Shenzhen Composite Index fell 0.61% to close at 15365 points; and the gem index fell 1.57% to close at 3130 points. Shanghai shares had a net outflow of 358 million, while Shenzhen stocks had a net inflow of 3.07 billion.
Yue Kai Securities believes that in the short term, the leading group of the situation is likely to continue, the index to maintain a high level of concussion of the structural market. At present, the overall liquidity is relatively abundant, the landing of external uncertainties has led to an increase in market risk appetite, superimposed annual reports and first-quarter results are expected to improve, as well as the "14th five-year Plan" policy catalysis, the restless market in spring is expected to continue.
Tianfeng Securities Analysis, from the two dimensions of profitability and liquidity, the market before the Spring Festival is still more opportunities than risks. From the point of view of the market structure, the probability of the collapse of the leading premium is not high, but there may be a certain degree of diffusion. Pay attention to the valuation performance-price ratio of high-quality second-tier blue chips, and the liquidity discount of small companies will still exist.
Citic Construction Investment said that the first quarter of 2021 was the best stage of the year, with excellent market performance. Investors are advised to seize the current window, but pay close attention to the fluctuations brought about by the development of the epidemic, the pace of deleveraging and regulatory attitudes. In 2021, it is more important to choose the direction of the industry and stick to your views. Military industry, photovoltaic, new energy vehicles continue to be favored by the market; in the manufacturing industry, the new generation of information technology such as chip manufacturing, cloud computing, industrial Internet, high-end CNC machine tools and robots, aerospace equipment, marine engineering equipment and high-tech ships, advanced rail transit are worth adhering to for a long time. Leading companies with global competitiveness will receive a sustained premium.
![[SMM Análise Semanal do Mercado de Células de Bateria de Armazenamento de Energia 9.3] Oferta restrita de folha de cobre limita cronogramas de produção em setembro, preços das células de bateria de armazenamento de energia permanecem firmes](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
