概要
[Suddenlybrokeout!Thetwomajorindexescreate13-yearnewhigh-techenergyopeningupaneweraofAshares?Inadditiontotheindexcollectivelyhittingnewhighstoday’sindividualstocksespeciallythelooseningofyesterday’s”holdingstocks”haverisenagainandmanyofthemhavereachedhistoricalhighs
I thought there would be no big market at the end of the year, but I didn’t expect it to surprise people today. The three major indexes soared, and the index rose more than 3%. Not only that, but Chuangzhi, Shenchengzhi,CSI 300The index is also refreshing high. Leading stocks such as Moutai, Ningde, and Mindray hit a record high.Ningde rose more than 10%, and its market value exceededChina National Petroleum, Becoming the 10th largest in A stock market valuethe company. Some organizations have indicated that the spring market may have begun…
Index collectively hit a new high
Today, the three major A-share indexes fluctuated higher after the opening, and closed up by more than 1%.Growth Enterprise Market IndexIt rose more than 3%. Not only that,Start a businessThe board index also broke through the year’s previous high (2896.31 points), setting a new high in more than five years since November 26, 2015, and closing at 2900.54 points.
In addition to the GEM index, there areSSE 50, CSI 100 hit a new high in nearly 13 years, andShenzhen Component Index, CSI 300, SSE 180, CSI 800, SME board index and other indexes have also reached new highs in more than 5 years in the day or recently.
The best performer was CSI 100 (a sample stock consisting of the largest 100 stocks in the Shanghai and Shenzhen 300 sample stocks). Not only did it continue to hit new highs during the year, it was also the first to break through 2015 after the bull market crash in 2015. Index of bull market highs. On July 7 this year, CSI 100 gapped at 4,856.63 points, breaking through the intraday high of 4,807.69 points on June 9, 2015. At today’s close, the CSI 100 closed at 5263.93 points, a record high in the past 13 years since January 2008, which is higher than 4,807.69 points and 9.49%.
Next is the SSE 50. On November 27, a month ago, the SSE 50 officially broke through the 2015 high point and became the second index to climb out of the 2015 bull market crash. Today, the Shanghai Stock Exchange 50 set a new high, closing at 3574.13 points, a new high since February 2008, and an increase of 2.27% from the intraday high of 3494.82 points set on June 9, 2015.
In addition to the SSE 50 and CSI 100, which have been the first to “exit the pit”, the Shanghai and Shenzhen 300, which has a new high in the day, closed at 5,113.71 points, which is a high of 5,380.43 points set in the session on June 9, 2015. The difference is only 266.72 points, which is almost 4.96%. It is the index closest to the 2015 high among the indices that have not yet “exited”.
On the contrary, the CSI 1000, CSI 500, and Shanghai 380 indices have not risen recently, but have fluctuated and declined. In particular, the CSI 1000 has fallen more than 12% since the intraday high on August 6th, and it has fallen away from the 2015 high.
Baotuan stocks rise again
In addition to the index collectively hitting new highs, today’s individual stocks, especially the “holding stocks” that were loosened yesterday, have regained strength, and many of them have also reached new historical highs.
takePublic offeringfundFor the top 50 companies in terms of market capitalization (three quarterly report data), 43 companies rose during the day, 15 of which rose more than 3%. In addition, 10 of the 50 companies hit a record high today.
The largest stockKweichow Moutai, The day rose 3.54% and hit a record high, the stock price closed at 1933 yuan.Ningde eraIt rose by 10.39%, and the stock price also hit a record high.
In addition,China Free、Mindray Medical、Sany Heavy Industry、Aier Ophthalmology、Yiwei Lithium Energy、Shanxi Fenjiu、Yanghe shareswithTongce MedicalEquivalent stocks are also brushing a record high.andTencent Holdings, Meituan,Yiwei Lithium Energy、Hang Seng Electronics、BOE AOther companies rose more than 5%.
Ning De did an epoch-making event
Among the individual stocks mentioned above, I have to mentionNingde era. As the “first brother” of the GEM,Ningde eraIn addition to the huge rise today, we also did an epoch-making event, that is,China PetroleumCrowd out the top ten of A stock market value. At this point, the top ten companies in the A stock market are no longer the three-part world in finance, consumption, and energy. Instead, finance, consumption and new energy have been replaced.
Today, the market value of CATL once exceeded 800 billion yuan, and the closing market value was 792 billion yuan, exceedingChina PetroleumOf 755.9 billion yuan, becoming the tenth largest company in A shares.
And forChina PetroleumIn other words, since the first A-share listing at the end of 2007, it replacedICBCBecoming the “one brother” of A shares, but because the stock price is the peak when it goes public, as the stock price continues to fall, PetroChina’s market value ranking in A shares continues to decline, and it has now fallen to the 11th place in A shares.Another energy giantSinopecIt currently ranks 19th in A-shares, and the top 20 status is in jeopardy.
Ningde is expected to become a trillion giant?
Although CATL has soared 220.21% this year, there are still institutions that are actively looking forward to it. In the morning of December 30,CICCSignificantly raise the target price of the Ningde era.CICCSaid that CATL plans to invest no more than 39 billion yuan to build lithium battery capacity, and it is estimated that the total new capacity will be about 120-150GWH in the next 2-4 years.Taking into account the short-term industry boom, the mid- and long-term expectations are comprehensively improved, and the target price of the Ningde era is raised to 450 yuanRMB。
This is 32% higher than the latest closing price of 340 yuan in CATL. Based on the target price of 450 yuan, the total market value of CATL will reach 1.05 trillion yuan.
Has the spring restless market begun?
As for the daily index and the big rise of the leading players, some institutions believe that the spring market has begun.
Industrial SecuritiesThe strategic point of view points out that the combined year-end and new-year seasonal effects, economic recovery, and 2021creditRisk andAntitrustIn the short term, the central bank will continue to stabilize funding before the Spring Festival. The recovery logic is expected to continue in the first quarter of 2021, and policies will be added to encourage residents’ funds to enter the market, andNew fundUnder the influence of factors such as continuous growth in scale,Cash flowMobility is not the main contradiction affecting the market.
according toBrokerageAccording to China reports, in a survey on whether to hold currency or shares during the New Year’s Day holiday, up to 90% of private equity institutions said they would hold shares for the holidays, and 71.43% of private equity believe that the spring turmoil of A shares will come as scheduled.
Jufeng Investment Consulting also believes that with the accelerated recovery of economic fundamentals and reasonable ample liquidity, the logic of the market’s positive trend has not changed, and the structural market is still worth looking forward to.Short-term importantmeetingAfter setting the tone and the implementation of overseas stimulus plans, market confidence has regained.Shanghai IndexUnder the new high and the rebound of the ChiNext, the market’s New Year’s Eve market and the Spring Festival market are eager to try.motivationWill or will continue.
Not only that, Northbound funds, known as “smart money”, are also actively buying A shares recently.Following a net outflow of 32.8 billion yuan in September, northbound funds have been for 3 consecutive monthsNet inflow, Especially in November and December, the net inflow exceeded 100 billion yuan, and the total net inflow reached 11.21 billion yuan, accounting for 54% of the whole year.
In addition, in the last three years (2018-2020), the market performance has been relatively bright in January each year, with a rise of 5.25% in January 2018 and a rise of 3.64% in January 2019. Although the overall decline in January this year was 2.41%, after New Year’s Day and January 14, the market also rose by 1.86%. Later, due to the sudden epidemic, everyone’s rhythm was disrupted.
andCITIC SecuritiesRecently, it was stated that multiple disturbances at the end of the year are expected to lead to the collapse of local speculative groups in the market.On the one hand, the overseas epidemic may impact some early-stage marketsGameChina’s “epidemic-damaged stocks” repaired the market; on the other hand, after the new year, the game behavior of institutional funds tends to ease, and local speculative groups are likely to collapse.
Some experts also believe that the rise of many so-called high-quality asset stocks is largely driven by valuation, especiallyRaised fundsThe grouping of funds from other institutions is the main reason for its high valuation. This forms a cycle, that is, institutions find that the value of high-quality assets brings benefits. This attraction causes a large inflow of funds, and new funds flow into these assets again. The rise in stock prices brings more money-making effects and funds, and stock prices and valuations are pushed. High, capital will continue to flow into popular sectors and individual stocks, and will eventually be concentrated in a small number of sectors and individual stocks. Although they have a certain degree of support on the surface, if they gather too much capital and then investors will “profitableFactors” produce aesthetic fatigue, and the risk of subsequent callbacks is not ruled out.
(Article Source:Oriental wealthResearch center)
(Editor in charge: DF075)
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