The weak shock of the afternoon index continued to be in the doldrums, and the gem index fell by more than 2%. The traditional Chinese medicine and pharmaceutical sector continued to strengthen in the afternoon, Longshen Rong 20CM rose by the daily limit of 4 days, Hongri Pharmaceutical 20CM rose by the daily limit, Xinguang Pharmaceutical and Zali Pharmaceutical rose by more than 10%, and many stocks such as essence Pharmaceutical, Yibai Pharmaceutical and Xintian Pharmaceutical rose by the daily limit. Retail sector rose in the afternoon, doctor glasses rose more than 10%, Friendship Group, Sanjiang Shopping limit, Jiayue, Red Flag chain, Tianyin Holdings and so on rose sharply. In addition, there are not many new hot spots in the afternoon, and the market has a strong defensive mentality. The lithium battery sector continued to be in the doldrums in the afternoon, with the Ningde era falling nearly 10% at one point. On the whole, more than 3500 stocks in the two cities fell today, and individual stocks fell for two consecutive days. Today's turnover on the Shanghai and Shenzhen stock markets is 54.5 billion higher than that of the previous trading day. On the market, traditional Chinese medicine, NFT, nurturing diamonds, retail, food processing and manufacturing sectors led the increase, while salt lake lithium extraction, power Internet of things, rare earth permanent magnet, second new, automobile and other sectors led the decline. By the close, the Prev index was down 0.69%, the Shenzhen index was down 1.03%, and the gem index was down 2.27%. Northbound Capital is closed today because of the Christmas holiday.
For the future market trend, institutions have expressed their views.
Central Plains Securities believes that on Thursday, the A-share market first suppressed and then rose, and the stock indexes of the two cities fluctuated slightly in the early trading. In the afternoon, the stock index climbed steadily as the new energy, wine-making and cyclical industries strengthened in turn. The real estate chain, medicine and financial sectors that led the rise in the early days performed poorly, and the market continued to show structural market characteristics. The trading volume of the two cities is 1 trillion yuan, and the characteristics of the stock game are still the same. At present, near the end of the year, all parties in the market are more cautious, and the probability of maintaining range volatility of the stock index in the future is relatively high. It is suggested that investors should maintain a balanced allocation to cope with the market characteristics of frequent changes in hot spots while continuing to pay attention to the policy and capital aspects.
CICC said that looking forward to 2022, it is expected that the demand of the passenger car industry will grow steadily, the penetration rate of new energy will increase rapidly, the intelligence will accelerate, and the industrial change will come. In the context of great changes, automobile companies and even the industrial chain are facing subversion and reshaping. Technology and product innovation that can iterate quickly is an important starting point, and it is also the core driving force of the outbreak of corporate performance valuation. It is recommended that we continue to dig deep into the structural growth track and individual stock opportunities, and the current valuation is attractive under the continued high performance.
According to the analysis of CITIC Construction Investment, the state has made great efforts to develop the cause of traditional Chinese medicine, adhering to the combination of traditional Chinese and western medicine, inheritance and innovation, and the number of innovative traditional Chinese medicine has reached a new high in 21 years. Since the outbreak of the epidemic in novel coronavirus in 20 years, the full participation of traditional Chinese medicine in the prevention, control and treatment of the epidemic has played a positive role. The national policy level promotes the strengthening of the medical capacity building of traditional Chinese medicine, the strengthening of personnel training, and the promotion of society's reasonable understanding of traditional Chinese medicine.
In the current policy environment, CITIC believes that traditional Chinese medicine consumer goods companies have varying degrees of revaluation opportunities, and suggests to focus on: brand barriers, pricing power, brand extension ability and possible breakthroughs in incentive mechanism.
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