Author |Zhu Hualei, editor|wjx
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
The market showed a first-class adjustment in early trading, and the industries in the two cities showed local rotation. Aviation, electrical equipment, winemaking, ships, components, nonferrous metals, health care, medicine, mineral products, household appliances, chemical fiber, banking, mineral products, food and beverage and other industries are active in the intraday, Internet, tourism, media and entertainment, household goods, public transportation, transportation services, agriculture, forestry, animal husbandry and fishery, water affairs, coal, textiles and clothing, hotels and restaurants and other industries are presentedIn terms of theme plates, superconducting concepts, mixed reality, national defense and military industry, cobalt metal, solid-state batteries, lithium mines, BC batteries, new energy vehicles, CXO concepts, large aircraft, superconducting concepts, optical communications, automotive electronics and other themes are in rotation, and PEEK materials, shipping concepts, cloud games, short drama games, gaming concepts, online live broadcasts, online games, pork, chicken, supply and marketing cooperatives, Douyin concepts, **tourism and other themes are weakening.
Hot Plates
The aviation sector showed a local rise in the intraday, with Triangle Defense, Parker New Materials, Maixinlin, AVIC Shenfei, Aerospace Technology, Aviation Power, Hongdu Aviation, Huaqin Technology, Jianghang Equipment, Beimo Hi-Tech, AVIC Xifei, etc.
The component sector showed an intraday rally, with Yashi Optoelectronics, China Optics, Dahua Intelligent, Huiwei Technology, Zhaowei Electromechanical, Guoguang Electrical, Wufang Optoelectronics, Anjie Technology, Kechuan Technology, Mengsheng Electronics, Amperon, etc.
The food and beverage sector showed local strength, with Jialong Shares, Shengda Biotechnology, Xinnuovi, Jiabiyou, Sunshine Dairy, Lotus Health, Zhongju High-tech, Royal Group, Western Animal Husbandry, Anji Food, Xiangpiaopiao, etc.
The pharmaceutical industry showed local strength, Wantai Biological, Baili Tianheng, Poinsettia, Tuoxin Pharmaceutical, Kangwei Century, Salubris, Novozan, Kain Technology, Mabwell, Qianhong Pharmaceutical, etc.
The concept of superconductivity has risen against the trend, Baili Electric's daily limit, Western Materials, National Cable Testing, Western Superconductor, and Yongding Shares have soared. On the news side, Yao Yao, a professor at the School of Physics and Optoelectronics at South China University of Technology, said last week, "We have seen very clear evidence of the existence of superconducting phases (in copper-doped lead phosphate and LK-99 samples). "The relevant ** has been uploaded to the preprint **arxiv, which is currently available to the public. However, some experts said that the relevant materials have not yet been proved to be superconductive, and the aforementioned researchers need to disclose more evidence.
The military sector was active in early trading, with many stocks such as Triangle Defense, Mengsheng Electronics, Parker New Materials, New Lei Neng, and China Haiphong rising more than 5%. The Soochow ** research report pointed out that the military industry is susceptible to amplified disturbances by the low expectations of some factors during the window period of downstream orders that have not yet been formed in the current central adjustment, but in essence, it will not constitute a sufficient medium and long-term impact. The current PE-TTM of the military industry is lower than the valuation range in the past ten years, which is a rare time point for layout.
The photovoltaic sector continued to be active, Qingyuan shares 3 boards, Zhenbang Intelligent touched the daily limit, and Micro Nano, Boamax Technology, and Dike shares followed suit. On the news side, the installed capacity of China's photovoltaic power stations in 2023 will still be rapid, according to the data of the National Energy Administration, in the first 11 months, China's new photovoltaic installed capacity was 16388GW, a year-on-year increase of 1494%, a new high. According to Polaris statistics, since 2023, the scale of operation and maintenance bidding of photovoltaic power plant development enterprises has reached nearly 60GW, an increase of about 157% over the same period last year, and central state-owned enterprises account for 98% of the total bidding.
MR concept stocks rose at the opening, China Optics rose by the limit, Shenzhen Keda, Zhi Cube, Emdoor Information, Skyworth Digital, Silk Road Vision, Zhaowei Electromechanical, Supermap Software, etc. followed up. On the news side, Meta CTO Andrew Bosworth revealed in an interview that the company may show a prototype of advanced AR glasses codenamed "Orion" in 2024. Bosworth claims that the glasses are by far the most advanced consumer electronic device.
The concept of digital currency continued to be strong, the concept of digital currency continued to be strong, Chutianlong 2 boards, Airong Software rose by more than 10%, Huayang Lianzhong, Guao Technology, Qitian Technology, Yuyin Shares, etc. followed up. On the news side, the National Press and Publication Administration issued the "Measures for the Administration of Online Games (Draft for Solicitation of Comments)", which mentions that those engaged in online game currency trading services shall comply with the following provisions: real-name digital RMB wallets should be used to engage in online game currency transactions.
Integrated die-casting concept stocks *** Wencan shares, Xusheng Group daily limit, SINOMACH Automobile, Rayhoo Mold, Guangdong Hongtu, Lizhong Group, Minglida, etc. followed up. On the news side, Nezha Automobile and LK Technology recently signed a strategic cooperation agreement on super-large integrated die-casting equipment and technology. According to the cooperation agreement, Nezha Automobile will purchase a number of die-casting machine equipment from LK Technology, and the 20,000T ultra-large intelligent die-casting unit of this cooperation will plan to realize the integrated die-casting molding of the entire body chassis of B-class vehicles and larger models. According to Nezha Automobile, by 2025, the company will realize the integrated die-casting layout of all model platforms.
The robot sector moved up, Ningbo Dongli rose by the limit, Fengli Intelligent, Xinxing Equipment, Bojie Shares, Boshi Shares, Wuzhou New Year, etc. followed up. On the news side, a few days ago, UBTECH, a humanoid robot giant, announced that it is expected to be officially listed on the main board of the Hong Kong Stock Exchange on December 29, 2023.
Policy MessagesBeijing-Tianjin-Hebei signed an action plan for the coordinated development of the pilot free trade zone
The Beijing-Tianjin-Hebei Pilot Free Trade Zone Coordinated Development Action Plan was signed in the Xiong'an New Area, and a series of collaborative innovation achievements were jointly released to promote the coordinated development of the Beijing-Tianjin-Hebei Pilot Free Trade Zone with pragmatic measures. The Action Plan for the Coordinated Development of the Beijing-Tianjin-Hebei Pilot Free Trade Zone focuses on the implementation of 5 major actions with a total of 16 specific measures, including: the implementation of the coordinated promotion of investment liberalization and facilitation, the implementation of the coordinated development and interconnection of ports in the three places, the implementation of financial innovation and collaborative development action, the implementation of industrial integration and development collaborative promotion action, and the implementation of the coordinated promotion of convenient flow of resources, which clarifies the goals and tasks of promoting the coordinated development of the Beijing-Tianjin-Hebei Pilot Free Trade Zone in the future.
A number of joint-stock banks followed up to cut deposit rates
Following the large state-owned banks and China Merchants Bank last week, a number of joint-stock banks such as China CITIC Bank, Ping An Bank, China Everbright Bank, Zheshang Bank, Guangfa Bank, and Minsheng Bank have adjusted their listed interest rates, among which the one-year time deposit rate has been reduced by 10 basis points, the two-year time deposit rate has been reduced by 20 basis points, the three-year time deposit rate has been generally reduced by 25 basis points (China Everbright Bank has been reduced by 30 basis points), and the five-year time deposit rate has been reduced by 25 basis points.
Jufeng view
Overall, the market showed a first-class adjustment pattern, and the industries in the two cities reappeared in rotation. Aviation, electrical equipment, winemaking, ships, components, nonferrous metals, health care, medicine, mineral products, household appliances, chemical fiber, banking, mineral products, food and beverage and other industries are active in the intraday, Internet, tourism, media and entertainment, household goods, public transportation, transportation services, agriculture, forestry, animal husbandry and fishery, water affairs, coal, textiles and clothing, hotels and restaurants and other industries are presented
Recently, the market has continued to adjust at a low level, and it is expected to usher in a technical bottom in the short term. At present, the overall trend of the market is still dominated by the downside, but the downward trend is converging, and the recent stock index has gained technical support near the 2900 point mark, but the technical pressure above is still there, so there is still a possibility of short-term repair. At present, the market funds are divergent, and the recent sector has shown rotation, and the intraday hot spots continue to be weaker, highlighting the cautious sentiment of the market. However, the overall valuation of the current A** field is at the bottom of the historical range, and the timing of the medium-term allocation value is highlighted. At the same time, the recent influx of ETFs into the market has sent a positive signal to the market. At the policy level, the economic work conference set the direction of next year's work, and under the continued counter-cyclical and cross-cyclical adjustment of macro policies, the economy is expected to stabilize and recover next year under the continued efforts of the policy side. Therefore, in terms of medium and long-term strategy, it is recommended that investors continue to pay attention to infrastructure and consumption under the expectation of economic recovery, and pay attention to opportunities in industries such as new energy vehicles, consumer electronics, real estate, chips, food and beverage, software, and communication equipment.
Author: Zhu Hualei Practicing Certificate: A0680613030001
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.